53 min listen
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Length:
56 minutes
Released:
Aug 10, 2015
Format:
Podcast episode
Description
Do you remember filling out some beneficiary forms when you joined the workforce? Somewhere in that paper pile there were a few beneficiary designation forms. Every retirement plan and life insurance policy requires one. Join our host Bob Leins as he talks with Megan Schaeffer, Esquire, who specializes in estate planning, and Karen Schaeffer, Certified Financial Planner, who specializes in financial planning for Federal government employees as they talk about the power of those forms and the blunders you will want to avoid.
Released:
Aug 10, 2015
Format:
Podcast episode
Titles in the series (28)
Financial Resolutions and How to Keep Them: Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’s paying off debt, buying a house, staying ahead of inflation, or having more confidence... by For Your Benefit