Feb 9, 2023
You’ve worked hard for your savings and investments, and we’ve found that most people want to make sure that those funds pass on to someone that’s important to them when they pass.
In this episode, Scott will address five, unfortunately, common beneficiary mistakes. These could cost you and your loved ones dearly, and end up spoiling an otherwise well done retirement plan.
Here’s more of what you’ll learn on this episode:
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