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My Ex Has Your Inheritance… Ep # 357

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Manage episode 428967502 series 1232333
Indhold leveret af Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

When was the last time you checked your beneficiaries on your retirement account? After listening to today’s episode, I guarantee you’ll be logging in to verify.

In the retirement headlines segment, we’ll check out a Yahoo Finance article titled ”They Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After Nearly 40 Years.” How’s that headline for clickbait? It certainly got me to click!

Make sure to stick around to hear how a reverse mortgage could play a part in your retirement planning.

Outline of This Episode
  • [1:52] How an ex-girlfriend ended up with a million-dollar retirement account
  • [5:53] My takeaways
  • [9:07] Using reverse mortgage in a positive way
  • [14:45] Things to be wary of
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

354 episoder

Artwork
iconDel
 
Manage episode 428967502 series 1232333
Indhold leveret af Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

When was the last time you checked your beneficiaries on your retirement account? After listening to today’s episode, I guarantee you’ll be logging in to verify.

In the retirement headlines segment, we’ll check out a Yahoo Finance article titled ”They Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After Nearly 40 Years.” How’s that headline for clickbait? It certainly got me to click!

Make sure to stick around to hear how a reverse mortgage could play a part in your retirement planning.

Outline of This Episode
  • [1:52] How an ex-girlfriend ended up with a million-dollar retirement account
  • [5:53] My takeaways
  • [9:07] Using reverse mortgage in a positive way
  • [14:45] Things to be wary of
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

354 episoder

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