Gerry Ricken tells co-host Doug Turnbull and listeners about the steps people should take to review who the beneficiaries of their accounts are. Gerry also talks about what people should consider when naming a beneficiary and when they should establish a trust, along with the importance of doing annual portfolio reviews. Gerry reminds people that they cannot just assume everything will be fine if they “set it and forget it” with their different retirement accounts, including an example of how the government can end up with someone’s money post-mortem. And Gerry talks about his elaborate Andy Reid pumpkin carving.

For more information or to ask your own question, visit www.rickenfinancial.com