Solopreneur Money
Gabe Nelson, CFP®
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Back to Basics Series #1: The Beneficiary Check
We’re changing things up a bit in our next several episodes. Rather than having interviews from other solopreneurs like you, we’re heading back to basics. This Back to Basics series will include quick episodes that are designed to ensure that you have all your financial ducks in a row so that you can master your finances and live the life you want. Each episode will have a call to action so that you take action and apply what you learn. In this episode, you’ll learn how important it is to have the correct beneficiaries in place on all of your accounts and you’ll apply what you've learned and make sure that your beneficiaries are updated and their information is correct. You will want to hear this episode if you are interested in... Why the beneficiary check is the first thing we discuss in my clients’ annual review [2:02] The three things to look for when checking your beneficiaries [4:40] A story to illustrate how important beneficiaries are [6:21] How I use a testamentary trust [9:02] Connect With Gabe Nelson BOOK – The Solopreneur’s Money Manifesto by Gabe Nelson www.GabeNelsonFinancial.com/contact FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/ EMAIL: Gabe (at) GabeNelsonFinancial.com Follow Gabe on LinkedIn Follow Gabe on Twitter: @GabeNelsonCFP Follow Gabe on Facebook Follow Gabe on Instagram: @GabeNelsonCFP Subscribe to Solopreneur Money Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com
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