Podcasts / The 411 On 401K

Episode 8 – Who Gets My Money: The Importance of Listing A Beneficiary

Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how this could complicate matters for your loved ones. Listen in to hear more about the importance of designating a beneficiary for your retirement account.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

Subscribe to our podcasts
A 1000 Miles from Wall Street
Subscribe to our podcasts
A Matter of Trust
Subscribe to our podcasts
Down the Middle
Subscribe to our podcasts
The 411 On 401K
Subscribe to our podcasts
The Standard Deduction

Related Content

We have representatives near you,
so we'll meet you wherever you are.

Request A Meeting

OR CALL US AT

(866) 273-2848

Resources for investors who want
to make more informed choices.

Read More

PETER MALLOUKPRESIDENT, CREATIVE PLANNING