Pension Protectors S3E4--Beneficiaries... Check it before you wreck it

from Pension Protectors · host Matt & Clint

One area of money I see more first responders (and civilians) screw up time and time again? Estate planning, specifically when it comes to naming beneficiaries. The craziest stories I hear from people and other advisors always seems to pertain to this arena. Know what will happen to your money and your assets when you pass. Have you done a beneficiary audit of your accounts recently? The results may surprise you....! This is particularly true for anyone who recently ➡️Got married➡️Got divorced➡️Spouse passed away➡️Had kids➡️or any other major life event Join us as we talk about what happens when things go right, but also what happens when things go horribly wrong. PPG-8487788.1(10/25) (Exp.10/29)#beneficiaries #financialplanning #estateplans #estateplanning #lifechangesClinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.

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Pension Protectors S3E4--Beneficiaries... Check it before you wreck it

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