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Profit Boss® Radio - THE Podcast for Women and Money

Profit Boss® Radio is for female entrepreneurs who are ready to master their profits and grow their net worth. Hilary Hendershott is a CERTIFIED FINANCIAL PLANNER with more than two decades of experience as a wealth manager. She’s also a Profit First Professional, NBC’s “Investor’s Voice of Reason”, Investopedia Top 100 Financial Advisor 4 years running, and a TEDx speaker with her own personal experience of making money mistakes before multi-million-dollar success. Get the latest insight on commanding profits in your business, growing your money, investing insights, and money mindset shifts. Want to learn how to rewire your thinking about money? Learn about Hilary’s Money Operating System®. Let Hilary and her guests’ expertise guide you with real, actionable insight. No matter your history or money mistakes, you can be a Profit Boss® starting today. Subscribe to Profit Boss® Radio wherever you find your other favorite podcasts. Warning: you may find it irresistible to give this show a five-star rating!
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Profit Boss® Radio - THE Podcast for Women and Money
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Now displaying: May, 2019
May 3, 2019

EP 142 | Profit Boss® Radio

Welcome to episode 142 of Profit Boss® Radio! As of this episode, I am taking a brief summer hiatus so that I can focus on the $50K Wealth Multiplier Experience and, more importantly, family and my daughter’s health. I do have some homework for you this summer and plenty of useful resources along the way, however!  

When is the last time you reviewed your and your spouse’s beneficiary elections for all your accounts to make sure that they everything is set up the way it should be? If you're scratching your head wondering when that might have been, it's probably been too long.

Your beneficiary elections are incredibly important. To ensure that your estate plan is executed properly in the event the need arises, you want to be certain beneficiary information is up to date. Learn the estate planning mistakes to avoid in this week's episode of Profit Boss® Radio.

Here’s what you’ll find out in this week’s episode of Profit Boss® Radio

  • The importance of making sure that beneficiary forms are up to date
  • The difference between gift tax and estate tax, and how it can impact your estate planning wishes
  • How people normally elect their beneficiaries (and the things you should consider when making these important decisions)
  • How I personally set up my estate for my daughter Harlyn
  • Why I generally don't recommend anyone inheriting an estate under the age of 35
  • How utilizing trusts in your estate plan provides specific parameters for how and when beneficiaries receive benefits

For more details, please visit the show notes on our website here: https://www.hilaryhendershott.com/avoid-beneficiary-mistakes/

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