))
You Are Not the Beneficiary
Manage episode 424763756 series 3281815
Contenido proporcionado por Brooklyn FI. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brooklyn FI o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!
Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod? Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/ Email us with your questions at liquidityevent@brooklynfi.com
100 episodios
Compartir
