Ep 59: Top Retirement Mistakes Part 4 - Account Titling
When there's so much focus in the financial world on the numbers, it's easy to neglect the items that seem like small, insignificant details. But it's actually in these small details that we see some of retirement's top mistakes. On this episode, we'll explore how and why things like account titling, beneficiary designations, powers of attorney and health directives are often overlooked and the grave consequences that are just around the corner if you aren't handling these issues properly.
