The Good, Bad and Ugly of Beneficiary Designations

08/04/2023 26 min Temporada 1 Episodio 112
The Good, Bad and Ugly of Beneficiary Designations

Listen "The Good, Bad and Ugly of Beneficiary Designations"

Episode Synopsis

It is more than likely that you currently own an asset with beneficiary designations.  Is that a good idea?In this episode, Tim tackles some misconceptions about beneficiary designations.  He discusses where beneficiary designations help and when they should be avoided.  It's a good listen for you and your financial advisor.