J.R. Whelan

speaker

21,375 appearances 574 recordings 1 series first heard Oct 2017 last heard Aug 2024

J.R. Whelan’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Why Your Will Isn’t Always the Last Word on Who Gets Your Assets · 27 Oct 2023 podcast

What happened after that? voice-verified

But why initially would the spouse be named the beneficiary even if he sent in those signed documents? voice-verified

How are IRAs different from life insurance policies and 401ks in a situation like this? voice-verified

And I guess over time, people have accumulated accounts in several different places. voice-verified

What steps do people tend to overlook that might cause them to lose control of the direction of their retirement and their insurance assets? voice-verified

You spoke with financial experts who say that people should be sure their accounts and policies sync up with their overall estate plan. voice-verified

What does that mean? voice-verified

Seems like there are a lot of moving parts here. voice-verified

A financial professional might come in handy if somebody is trying to round up all their assets and make sure that they're in one safe place. voice-verified

A stamped copy in what way? voice-verified

You spoke to a lot of people who are handling their own assets and their own retirement accounts and insurance policies. voice-verified

Seems like they were very surprised at times that things weren't going according to plan. voice-verified

So how can people take a step back and get their ducks in order from point A to point Z and avoid mistakes? voice-verified

So we've just discussed some ways that a will can be overridden. voice-verified

Does this mean it's not as important as we think? voice-verified

That's Wall Street Journal reporter Ashley Ebling, and that's it for your Money Briefing. voice-verified

We'll be back on Monday with WSJ reporter Imani Moise to discuss why some financial experts say a simple spreadsheet can be better than an app to create a budget. voice-verified

This episode was produced by Zoe Kalkin. voice-verified

I'm your host, J.R. voice-verified

Whelan. voice-verified

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