Back to Basics Series #1: The Beneficiary Check, Ep #141

We’re changing things up a bit in our next several episodes. Rather than having interviews from other solopreneurs like you, we’re heading back to basics.

This Back to Basics series will include quick episodes that are designed to ensure that you have all your financial ducks in a row so that you can master your finances and live the life you want. 

Each episode will have a call to action so that you take action and apply what you learn. 

In this episode, you’ll learn how important it is to have the correct beneficiaries in place on all of your accounts and you’ll apply what you’ve learned and make sure that your beneficiaries are updated and their information is correct.

You will want to hear this episode if you are interested in…

• Why the beneficiary check is the first thing we discuss in my clients’ annual review [2:02]
• The three things to look for when checking your beneficiaries [4:40]
• A story to illustrate how important beneficiaries are [6:21]
• How I use a testamentary trust [9:02]

Connect With Gabe Nelson

• BOOK – The Solopreneur’s Money Manifesto by Gabe Nelson
• www.GabeNelsonFinancial.com/contact
• FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/
• EMAIL: Gabe (at) GabeNelsonFinancial.com
• Follow Gabe on LinkedIn
• Follow Gabe on Twitter: @GabeNelsonCFP
• Follow Gabe on Facebook
• Follow Gabe on Instagram: @GabeNelsonCFP

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Gabe Nelson Host - Solopreneur Money Podcast

I specialize in advising self-employed professionals and solopreneurs because I’m as excited about my clients’ dreams as they are and always strive to provide realistic and unbiased advice, and straightforward answers.

Back in 2008, I founded Gabe Nelson Financial, Inc. to provide independent, objective financial planning advice to individuals, families, and businesses, specializing in comprehensive financial planning with a holistic financial approach.