How to Plan for the Perfect Retirement Season 1 Episode 10 Financial Strategies for the Slow-Go Years
- January 1, 2021
- 27 min
Most of us consider our trust, power of attorney, and healthcare directive as among our most important estate-planning documents. But in this episode, you'll see why these are equally crucial: the titling of your accounts and property, and setting up beneficiary designations on your retirement accounts, life insurance, and investment accounts.