The Role of Retirement Plans in Estate Planning with Courtenay Shipley

12/09/2024 20 min Temporada 1 Episodio 5
The Role of Retirement Plans in Estate Planning with Courtenay Shipley

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Episode Synopsis

Imagine this, you've spent years building your career, but when it comes to planning for the future, you’re not sure if you’re truly prepared. That's where retirement planning comes in, not just as a financial safety net but as a crucial part of your estate planning. Most of us assume we have plenty of time to think about our 401k or beneficiary designations, but how many of us actually revisit these critical decisions when life changes happen?Connect with Courtenay:Website: https://www.retirementplanology.com/LinkedIn: https://www.linkedin.com/in/courtenay-shipley

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