Beneficiary Mistakes

In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors "low hanging fruit" because they're easy to fix yet can save your family from future heartache.

 

Here’s some of what we discuss in this episode:

• Eric shares some details from his exotic vacation!
• What beneficiary mistakes are most common?
• Do you have an alternate?
• What happens with probate?
• What a will does and doesn’t do for you.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/