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- SeanHostEric SchwartzGuestNate BribieGuest
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- SuitabilitySafeBiasNot politicalAudience≈50 followers
Speaking of listening back to podcasts, as Eric mentioned, you can always check us out, KlossFinancial.com. That's Kloss, K-L-A-S, Financial.com. For a wrap this week, Nate, I did want to ask you then, of course, the importance of reviewing your plan.
How often should that be done?
A good rule of thumb is every five years or sooner if there's been a major change in family, finances, law, or the people named to serve in those trustees or executor roles.
So This could include a marriage, divorce, birth, death, retirement, relocation, business sale, or significant change in net worth.
So be sure to review the legal documents, account ownership, beneficiaries, insurance, tax assumptions, and the decision makers.
Important to review.
And speaking of important things, I hope you have a chance to check out the website, KlausFinancial.com. That's Klaus, K-L-A-A-S, Financial.com. Great opportunity to get to know the team.
Of course, you can schedule a conversation right from the website.
You could submit a question to be answered as well on the program in the Money in Motion listener question corner.
Just head on over to KlausFinancial.com. That's Klaus, K-L-A-A-S, Financial.com. Also, while you're there, as I mentioned, you can schedule that complimentary conversation right from the website or give them a call right here in Madison, 608-442-5637.
That first appointment at Kloss Financial will be complimentary to you.
Again, their number, 608-442-5637.
You want to hold on to that telephone number because it's time now for the Kloss Quiz Question of the Week.
It works like this.
In just a moment, I'll ask you the Kloss Quiz Question of the Week.
You will then have 30 minutes from the end of today's program to call the Kloss Financial Office right here in Madison at 608-442-5637.
If you are the first caller with the correct answer, you'll win this week's prize, which is a $25 gift card to Amazon.
This week's Kloss Quiz Question of the Week is this.
True or false? If your will says one thing...
but a retirement account beneficiary form says something different, the will generally controls where the retirement account goes.
Speaking of listening back to podcasts, as Eric mentioned, you can always check us out, KlossFinancial.com. That's Kloss, K-L-A-S, Financial.com. For a wrap this week, Nate, I did want to ask you then, of course, the importance of reviewing your plan.
How often should that be done?
A good rule of thumb is every five years or sooner if there's been a major change in family, finances, law, or the people named to serve in those trustees or executor roles.
So This could include a marriage, divorce, birth, death, retirement, relocation, business sale, or significant change in net worth.
So be sure to review the legal documents, account ownership, beneficiaries, insurance, tax assumptions, and the decision makers.
Important to review.
And speaking of important things, I hope you have a chance to check out the website, KlausFinancial.com. That's Klaus, K-L-A-A-S, Financial.com. Great opportunity to get to know the team.
Of course, you can schedule a conversation right from the website.
You could submit a question to be answered as well on the program in the Money in Motion listener question corner.
Just head on over to KlausFinancial.com. That's Klaus, K-L-A-A-S, Financial.com. Also, while you're there, as I mentioned, you can schedule that complimentary conversation right from the website or give them a call right here in Madison, 608-442-5637.
That first appointment at Kloss Financial will be complimentary to you.
Again, their number, 608-442-5637.
You want to hold on to that telephone number because it's time now for the Kloss Quiz Question of the Week.
It works like this.
In just a moment, I'll ask you the Kloss Quiz Question of the Week.
You will then have 30 minutes from the end of today's program to call the Kloss Financial Office right here in Madison at 608-442-5637.
If you are the first caller with the correct answer, you'll win this week's prize, which is a $25 gift card to Amazon.
This week's Kloss Quiz Question of the Week is this.
True or false? If your will says one thing...
but a retirement account beneficiary form says something different, the will generally controls where the retirement account goes.
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