5 Beneficiary Mistakes That Could Cost Your Family
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5 Beneficiary Mistakes That Could Cost Your Family
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Reviewing your beneficiary designations may take just a few minutes—but overlooking them could have lasting consequences.
In this episode, Miguel Gonzalez discusses some of the most common beneficiary mistakes people make, including failing to update beneficiaries after major life events, relying solely on a will, overlooking contingent beneficiaries, forgetting old retirement accounts, and assuming beneficiary reviews are a one-time task. Learn why periodic reviews are an important part of keeping your financial plan up to date.
Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.
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Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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