Top Retirement Mistakes: Why You Need an Estate Plan – 7.9.26
About this episode
This episode discusses the importance of having an estate plan as part of retirement planning.
TOP RETIREMENT MISTAKES WHY YOU NEED AN ESTATE PLAN WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Financial Planner Thad Ismart about one of the most common retirement planning mistakes: not having an estate plan. They discuss wills, revocable living trusts, beneficiary designations, probate, powers of attorney, health care directives, and other documents that can help protect your wishes and make things easier for your loved ones. This episode is the first in BWFA’s Top Retirement Mistakes series, which explores common retirement planning mistakes and the strategies that can help you avoid them. To learn more about retirement planning, visit our Financial Planning page. Read Full Description Estate planning is about more than deciding who receives your assets. It is an important part of protecting your family, communicating your wishes, and preparing for the unexpected. In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with BWFA Senior Financial Planner Thad Ismart about why every retirement plan should include estate planning. They…
More episodes of Baltimore Washington Financial Advisors Podcasts
- Stiff and Sore No More: Natural Remedies for Chronic Pain – 7.16.26
- Top Retirement Mistakes: Will You Spend Too Much in Retirement? – 7.9.26
- Top Retirement Mistakes: Why Beneficiary Designations Matter – 7.9.26
- Top Retirement Mistakes: Why Retirement Planning Matters – 7.9.26
- Top Retirement Mistakes: RMD Mistakes That Can Cost You – 7.9.26
- Top Retirement Mistakes: The Retirement Risk Most People Miss – 7.9.26
Explore listener stats, chart rankings, contacts and more on the Baltimore Washington Financial Advisors Podcasts podcast page.