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

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 But life changes, relationships change, and an outdated form could send your 401(k), IRA, or life insurance to someone you'd never choose today.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 entirely, and the common mistakes — blank contingents, missing info, naming a minor directly — that create delays for the people you love.

This isn't morbid. It's one of the most generous, protective things you can do. Your action step: pick one account and go look right now.

Heads up: this episode is general education, not legal advice.

Also mentioned: Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

Read the full Show Notes Here!

 

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