Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane
You Are Not the Beneficiary
This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated that form. Join us as we unpack this wild tale and share tips on keeping your estate plans up-to-date. You won't want to miss this one!
Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
Leave us a voicemail and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.