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January 15, 2024
Don’t Forget Beneficiary Designations
A will is the usual tool for passing assets on to your heirs when you die. But for some things, you don’t need a will at all because there’s a way you can ensure that certain assets go straight to your heirs without passing through probate. On today's Faith & Finance Live, host Rob West will be joined by Valerie Hogan, who’ll give us a crash course on beneficiary designations and why you want to you use them. Then he’ll answer some calls and various financial questions.
IN THIS EPISODE
Valerie Neff Hogan
Valerie N. Hogan JD, CFP® serves as a Wealth Advisor in the Family Office Practice of Clearwater Capital Partners, serving Ultra High Net Worth individuals and families.
Prior to joining Clearwater Capital Partners, Valerie held positions at the National Christian Foundation-Chicago, as a Relationship Manager and later as a co-Managing Partner. Valerie co-founded and serves on the Board for Orchard Ministry Development where she provided strategic guidance to donors on non-cash and legacy gifts.
Valerie's commitment to empowering individuals extends beyond her professional endeavors. Together with her mother, Miriam Neff, founder of Widow Connection, Valerie co-authored a book, and host a radio feature that reaches a nationwide audience, offering crucial guidance on preventing fraud and imparting valuable budgeting and financial management skills.
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Rob West
Rob West is the host of the nationally syndicated radio programs, Faith & Finance, Faith & Finance Live, and The Faith & Finance Minute. Rob also serves as the CEO and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.
