Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the importance of routinely evaluating your estate plan and beneficiary choices. Life’s events both within and beyond our control, necessitate review of decisions made earlier and whether some fine-tuning is needed. Peter and Jonathan discuss the role of life insurance in an estate plan, and how to spend February 29 - that gift of an extra day occurring only once every four years. And of course, they share their tips of the month!

Podden och tillhörande omslagsbild på den här sidan tillhör Peter Mallouk & Jonathan Clements. Innehållet i podden är skapat av Peter Mallouk & Jonathan Clements och inte av, eller tillsammans med, Poddtoppen.