Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary

Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary

FromStay Wealthy Retirement Podcast


Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary

FromStay Wealthy Retirement Podcast

ratings:
Length:
15 minutes
Released:
Jan 21, 2020
Format:
Podcast episode

Description

Today I'm going to explain exactly what Per Stirpes is.  Per-what?! Yes, it's a funny Latin legal term but it recently saved my client from sending a healthy six-figure sum to the wrong beneficiary. And she didn't even need to hire an attorney to fix it! If you want to make sure your money is inherited by the right people when you are gone, you’ll enjoy today’s episode. For all the links and resources mentioned in today's episode, visit www.youstaywealthy.com/61  DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services. 
Released:
Jan 21, 2020
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.