When and how to give kids and beneficiaries access to your money

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

David Hodson and Glen Hancock discuss how they walk clients through the process of adding kids or other beneficiaries to different accounts, as clients age. David has a story about an aging mom, who made that choice while she still could, and Glen explains how only having a power of attorney alone can still be very complicated. David and Glen also discuss their holiday plans and trips they plan to take. See omnystudio.com/listener for privacy information.

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This episode was published on November 26, 2024.

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