Down the Middle
Down the Middle
Peter Mallouk and Jeff Stolper
Episode 12 - Life Changes - Your Estate Plan Should, Too!
15 minutes Posted Feb 2, 2020 at 3:52 pm.
] – 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 Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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[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 Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!