EPISODE · Feb 2, 2020 · 15 MIN
Episode 12 - Life Changes - Your Estate Plan Should, Too!
from Down the Middle · host Jonathan Clements, Peter Mallouk
[0:00] – When to revisit your estate plan and beneficiary designations[4:40] – What life insurance is - and isn’t[7:00] – How to spend February 29, your extra day this year[11:40] – Jonathan Clements’ tip of the month[13:30] – Peter Mallouk’s tip of the monthHosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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What this episode covers
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the importance of routinely evaluating your estate plan and beneficiary choices. Life’s events both within and beyond our control, necessitate review of decisions made earlier and whether some fine-tuning is needed. Peter and Jonathan discuss the role of life insurance in an estate plan, and how to spend February 29 - that gift of an extra day occurring only once every four years. And of course, they share their tips of the month!
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Episode 12 - Life Changes - Your Estate Plan Should, Too!
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