EPISODE · Sep 4, 2024 · 5 MIN
Beneficiary Basics: Keeping Your Accounts in Order
from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®
Explore the importance of keeping your beneficiary designations up to date, ensuring your accounts reflect your current wishes. Whether you've experienced life changes or just haven't checked in a while, this episode will guide you through the essential steps to make sure your assets go exactly where you want them to. To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
What this episode covers
Explore the importance of keeping your beneficiary designations up to date, ensuring your accounts reflect your current wishes. Whether you've experienced life changes or just haven't checked in a while, this episode will guide you through the essential steps to make sure your assets go exactly where you want them to. To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
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Beneficiary Basics: Keeping Your Accounts in Order
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