Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
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Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
Solving The Retirement Puzzle: Market Moves on Lawsuit News, Costly Beneficiary Form Mistakes, and Relationship Money Management
Solving The Retirement Puzzle
28 minutes
1 year ago
Solving The Retirement Puzzle: Market Moves on Lawsuit News, Costly Beneficiary Form Mistakes, and Relationship Money Management
In this week's episode of Solving The Retirement Puzzle, three retirement advisors from Horsham, PA's Franklin Retirement Solutions sit down to discuss why you shouldn't buy or sell based on the news, why you should pay attention to your beneficiary forms, and a financial key to marriage. Nicholas Hamner, Esq. takes a look at how folks trying to predict market moves based on newsworthy events may not be making wise decisions. Kyle Plotkin references a $1.2 Million estate going to an ex-girlfriend as he discussed the importance of updating beneficiary forms. Finally, Michael Hart brings us up to speed on the different ways that couples handle their money and a key question that can determine financial compatibility.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions.
Solving The Retirement Puzzle
Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.