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Episode 12 - Life Changes - Your Estate Plan Should, Too!
Episode 12
Published 6 years, 2 months ago
Description
[0:00] – When to revisit your estate plan and beneficiary designations
[4:40] – What life insurance is - and isn’t
[7:00] – How to spend February 29, your extra day this year
[11:40] – Jonathan Clements’ tip of the month
[13:30] – Peter Mallouk’s tip of the month
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!