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Creating Richer Lives

Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

May 9, 2020

On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show.  David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts.  Also, David explains when to use a trust as a beneficiary.