EP7 Retirement Account Beneficiaries

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𝑭𝒓𝒂𝒏𝒌𝒍𝒚 with Mercer Wealth Management

Mercer Wealth Management

13 episodes

1 week ago

A podcast for the modern day wealthy investor. The Mercer Wealth Management team covers a wide variety of topics on the markets, economy, and personal finance. Frankly, you won’t want to miss it. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Investing

Business

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Investing

Business

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EP7 Retirement Account Beneficiaries

𝑭𝒓𝒂𝒏𝒌𝒍𝒚 with Mercer Wealth Management

2 minutes 9 seconds

2 years ago

EP7 Retirement Account Beneficiaries

In this episode Taylor Hedges, Registered Client Services Associate, discusses what a beneficiary is and the difference between primary and contingent beneficiaries. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.