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Do you have the proper beneficiary designations setup on your bank accounts? In this episode, I dive into the overlooked yet essential role of Payable on Death (POD) designations in estate planning.

Whether you have a will, trust, or both, your plan might still not include properly designated PODs on your bank accounts, CDs, and money market funds.

In this episode I discuss:

• What a POD (or TOD) designation actually does
• How PODs help your loved ones avoid probate delays
• The simple, free process to set them up through your bank
• Common mistakes—like assuming joint accounts are enough
• Why naming minors as POD beneficiaries isn't recommended

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community.

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➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Grab your FREE Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart

Step 3: Ready to transform your relationship with money and build true financial confidence?

Let’s create a strategy that feels aligned, intentional, and empowering—just for you.

➡️ Schedule your free clarity call here (https://tidycal.com/eringray/30-min-call-with-erin)

Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.

From my soul to yours,

Erin