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EPISODE · Apr 2, 2025 · 15 MIN

Ask Todd: How to leave assets to beneficiaries

from The Financial Exchange Show · host The Financial Exchange Network

This week, Todd Lutsky explains the various methods of leaving assets to your beneficiaries. Todd takes questions for the audience about borrowing against your trust, leaving a home to a beneficiaries, and naming a beneficiary to your 401(k).

What this episode covers

This week, Todd Lutsky explains the various methods of leaving assets to your beneficiaries. Todd takes questions for the audience about borrowing against your trust, leaving a home to a beneficiaries, and naming a beneficiary to your 401(k).

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Ask Todd: How to leave assets to beneficiaries

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 15 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on April 2, 2025.

What is this episode about?

This week, Todd Lutsky explains the various methods of leaving assets to your beneficiaries. Todd takes questions for the audience about borrowing against your trust, leaving a home to a beneficiaries, and naming a beneficiary to your 401(k).

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Financial Exchange Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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