Pension Protectors
Pension Protectors is where real stories meet real solutions. We talk money,
stress, wellness—the stuff no one else does. No fluff, just honest help so you
can retire confident, prepared, and at peace—with people you trust in your
corner. Whether you are a seasoned first responder or a veteran public school teacher, we will cover topics like retirement, that are relative to you and your pension. Matt and Clint are culturally competent professionals who speak in a language you can understand. Not even your unpredictable income or hours will throw off your hosts as they have 30+ years combined experience in focusing on state pensioners just like yourself.
www.triplecrownwm.com
Clinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.
Pension Protectors
Pension Protectors S3E4--Beneficiaries... Check it before you wreck it
One area of money I see more first responders (and civilians) screw up time and time again?
Estate planning, specifically when it comes to naming beneficiaries.
The craziest stories I hear from people and other advisors always seems to pertain to this arena.
Know what will happen to your money and your assets when you pass.
Have you done a beneficiary audit of your accounts recently?
The results may surprise you....!
This is particularly true for anyone who recently
➡️Got married
➡️Got divorced
➡️Spouse passed away
➡️Had kids
➡️or any other major life event
Join us as we talk about what happens when things go right, but also what happens when things go horribly wrong.
PPG-8487788.1(10/25) (Exp.10/29)
#beneficiaries #financialplanning #estateplans #estateplanning #lifechanges
Clinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.