Better Financial Health in 15 Minutes (or less!)

Episode 75: Beneficiary Designations

April 19, 2023
Better Financial Health in 15 Minutes (or less!)
Episode 75: Beneficiary Designations
Show Notes

Today, Stacey is discussing a topic that has come up several times recently: beneficiary designations. Many people think if they have a will, they have everything taken care of, but that is not always the case as different types of retirement accounts, brokerage accounts, bank accounts, etc. allow for specific beneficiary designations. Stacey offers some insights into how those designations work with a will and when you may want to use them to make the passing of your accounts a bit easier for your loved ones.  

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