Josh ‘OG’ Bannerman
speaker
7,875 appearances
29 recordings
1 series
first heard May 2026
last heard 12 Aug
Josh ‘OG’ Bannerman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Jul 2026 with 10.
Appearances
Like you can't give a give a million dollars of IRA money to some rando person.
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absent a withdrawal in taxally because it's a big big mess.
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Anyway, we got it solved.
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But um so
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Yeah.
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Yeah, your beneficiary designation is the
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Gold standard.
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It's whatever it says.
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If you have that listed as I want this money to be distributed to my kids, it's going to your kids.
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Yeah.
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I mean, I don't use that term in my trust.
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That those are well, I guess maybe they are trust beneficiaries.
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Yes.
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The where the money is is what takes precedent.
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Your brokerage account, the five twenty nines.
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The life insurance, whatever that says, is what happens.
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And if you want it to like dovetail into your estate plan, then you need the beneficiary at Fidelity and Ally Bank and Schwab and whatever.
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To say
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Go look at my estate plan.
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And there's a way to do that.
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Showing 161–180 of 7,875 · page 9 of 394
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