Beneficiary Planning: Important Questions to Consider, Ep #148

Where do you want your assets to go when you’re no longer here? I know it may seem morbid, but this is an important part of retirement planning that most people neglect. But the heart of the matter is your family. What do you want to leave behind? Or do you want to leave money to your favorite charities? 

Doing what I do for a living, I have these tough conversations every day. It’s my job to make recommendations to make sure your wishes are carried out seamlessly and tax-efficiently. In this episode of the Retirement Made Easy podcast, I share the story of a couple who thought they had a great plan—until I started asking questions. 

• [3:07] Check out RetirementMadeEasyPodcast.com!
• [3:51] Setting the stage: An 18-year-old plan
• [8:43] Splitting the retirement accounts 
• [12:10] Splitting a home equally
• [14:44] Beneficiary planning for four children

• 3 Steps to Retirement Planning

• Email at: Gregg@RetireSTL.com 
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