Not a Guru: Real Financial Education with Mark Byelich, CFP®
Mark Byelich, CFP®
45 episodes
3 weeks ago
Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling
Not a Guru: Real Financial Education with Mark Byelich, CFP®
51 minutes
5 months ago
Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling
Air date: 05/14/25
Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations.
Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA
05:24 - Headlines11:00 - Slott Report17:01 - Market Update26:47 - Financial Focus: Ex-Girlfriend gets $1.15 million from 401(k)
Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...
Not a Guru: Real Financial Education with Mark Byelich, CFP®
Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
