Five Beneficiary Designations for Clients to Review Now

Your beneficiary designations are probably outdated. Not because you made bad decisions, but because you made them once and never looked again. We're going to walk through five areas where these forms commonly go wrong, and what you can do about it. For our Listener Questions segment: "What's the best way to position any assets I have for when my wife and I pass — to most easily and efficiently pass on to our kids?" And this week's "Retire to Something" listener talks about her definition of retirement, which might be the simplest and best one yet. Resource: Article by Daniel P. Michaelse on WealthManagement.com: " Five Beneficiary Designations to Review Now " Connect with Benjamin Brandt:

You can listen to Five Beneficiary Designations for Clients to Review Now online on Radio and Podcast. Open the player on this page to stream the available audio.

Five Beneficiary Designations for Clients to Review Now is an episode from Retirement Starts Today Radio by Benjamin Brandt CFP®, RICP®.

This episode is 17:28 long.

This episode was published on Apr 13, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Retirement Starts Today Radio when more episodes are available from the podcast feed.