Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Inflation Impact: From Grocery Prices to Annuity Complexities
Airdate: 12/23/2023
In this episode, Josh Jalinski dives straight into a discussion on estate planning, emphasizing the importance of setting up Transfer on Death (TOD) accounts for a smoother transfer of assets to beneficiaries. He then addresses a listener's concern about the potential performance of the bond market, highlighting the advantages of having a trust in the current economic climate. The conversation moves to the intricacies of assigning beneficiaries in fidelity accounts and the significance of primary and contingent beneficiaries.
Josh then tackles the impact of inflation on…
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