CFO Corner Week 25: Your 10-Minute Beneficiary Check-Up

Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth · Jun 25, 2026 · 11m

The names listed on your financial accounts override your will. Read that again.

This week on CFO Corner, Meghan covers the task most personal finance content quietly skips — checking your beneficiaries. Most people set those names once, years ago, and never look again. But life changes, relationships change, and an outdated form could send your 401(k), IRA, or life insurance to someone you'd never choose today.

In about 10 minutes, Meghan walks you through every account that needs a beneficiary, the free POD (Payable on Death) and TOD (Transfer on Death) tools that let money skip probate…