Spouse as IRA Beneficiary - This Attorney Got It Wrong!

Not a Guru: Real Financial Education with Mark Byelich, CFP®

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected].
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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...