Episode Details

You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

"Planning your future means more than saving money; it means protecting those you care about the most."

Chapters 
0:00 - Introduction
0:30 - Why Beneficiary Updates Matter
2:15 - The Importance of Revisiting Your Forms
3:13 - Common Life Changes that Impact Beneficiaries
6:45 - How Divorce Affects Your Financial Plan
8:44 - Special Considerations for Special Needs Beneficiaries
11:00 - The Role of Life Insurance in Beneficiary Planning
12:10 - Common Mistakes People Make with TSP Beneficiaries
13:23 - Updating Your Federal Forms 
  +SF 2823: https://www.opm.gov/forms/pdf_fill/sf2823.pdf
  +SF 3102: https://www.opm.gov/forms/pdf_fill/sf3102.pdf 
  +SF 1152: https://www.opm.gov/forms/pdf_fill/SF1152.pdf

18:35 - Special Situations: Domestic Partnerships and Social Security
21:40 - Health Tip: Adapting Your Routine as You Age
23:00 - Recap and Final Thoughts

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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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