Episode

Why That Retirement Account May Not Go Where You Think

Podcast

The Death Readiness Podcast: Not your dad’s estate planning podcast

Published

Mar 24, 2026

Duration seconds

842

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Summary

What happens if you don’t name a beneficiary on your retirement account? Most people assume it goes to the estate. But that assumption can be dangerously wrong. In this episode, Jill walks through a real case where getting this wrong would have cost a surviving spouse more than $300,000, and explains what actually controls the outcome in your estate planning.