Artwork for podcast Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Real Estate Enthusiast
Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die
Episode 4629th September 2021 • Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Real Estate Enthusiast • Matt Franklin - Shark Tank entrepreneur, consultant, indy video producer
00:00:00 00:30:39

Share Episode

Shownotes

This episode is important for ANYONE who's got a spouse, a mate, or any family to whom you want to leave your IRAs. Like it or not, this is an important part of retirement planning.

Today we meet Bill Harris of WH Cornerstone Investments. He's the author of "Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets"

We cover properly naming beneficiaries AND contingent beneficiaries, and a lot more.

“Change your clock, change your smoke alarm batteries, check your beneficiaries”

A 401(k) is NOT an IRA. They’re treated differently when you die, and you need to properly name your beneficiary. And your beneficiary needs to know what to do when you die...

Here's Bill's website:

https://whcornerstone.com/

Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!

If you have a question you’d like me to answer on the podcast, email me at matt@rogueretirementlounge.com

Check out more episodes at my retirement planning podcast website: www.rogueretirementlounge.com

Follow me on twitter! https://twitter.com/LoungeRogue

Follow me on Instagram! https://www.instagram.com/lairdgrainger/

Links