Podcasts / Down the Middle

Episode 12
Life Changes Your Estate Plan Should, Too!
[0:00] – When to revisit your estate plan and beneficiary designations[4:40] – What life insurance is - and isn’t[7:00] – How to spend February 29, your extra day this year[11:40] – Jonathan Clements’ tip of the month[13:30] – Peter Mallouk’s tip of the monthHosted by…
Down the Middle
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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING