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Retirement Money Gal - Helping Women Retire Smart, Secure, and Happy


Dec 6, 2019

When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating your beneficiary designations on your financial assets and accounts. Show notes at https://lgbtqmidlifemoney.com/33