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Who Gets My Money: The Importance of Listing A Beneficiary

Peter Mallouk Portrait

Peter Mallouk

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.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Combined assets under management & advisement as of December 31, 2021