Episode 12 - Life Changes - Your Estate Plan Should, Too!
Down the Middle
English - February 02, 2020 15:52 - 15 minutes - 14 MB - ★★★★★ - 122 ratingsInvesting Business peter mallouk jonathan clements creative planning creative planning inc. wealth management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 11 - The Problem With New Year’s Resolutions…
Next Episode: Episode 13 - Coronavirus: How to Respond
[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!