Episode 166: Financial Documents Needed Through Your Life Stages
Mar 24, 2022•28 min•Ep. 166
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Episode description
What financial documents do you most need, based on where you are in life? David points us toward the right ones you want to focus on in your life stage.
What we discuss on this episode:
0:28 - March Madness is here!
2:06 - Which financial documents do you need in which life stage?
3:46 - Do you have the right beneficiary designations listed?
8:49 - If you own a home, who is it set to go to?
9:51 - Do you have financial goals?
12:45 - Do you have a will in place?
16:30 - Who will speak for you if you can’t?
18:06 - Do you have a living will?
20:27 - What do you need ready in your 50s and into retirement?
Get additional financial resources here: https://www.coveryourassetskc.com/podcasts
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