• You Are Not the Beneficiary

  • Jun 21 2024
  • Length: 33 mins
  • Podcast

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You Are Not the Beneficiary

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  • Summary

  • This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!

    Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
    Email us with your questions at liquidityevent@brooklynfi.com
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