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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Dec 24, 2021

If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. 


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What we discuss in this episode:

0:41 – Why this topic is important

1:27 – You think you’re covered but in the end you aren’t. 

4:33 – Not naming a contingent beneficiary happens to people.

6:04 – Two real-life examples of how messy things can get without a beneficiary.

7:38 – You need to be careful about your hobbies and extracurricular activities. 

9:21 - Attention to detail with your planning