Crafting Your Legacy and Mastering Beneficiary Designations

Episode Description

Celebrate a milestone with us on the Ditch the Suits podcast as we pop the champagne for our 100th episode and three-year anniversary! Thank you for being a part of this journey with us!  In this celebratory episode, learn how to shield your legacy from chaos, optimize your assets for those you love, and avoid potential tax pitfalls.

Have you ever wondered what happens to your assets after you die? We're shining a spotlight on the financial institutions and the potential freeze they can put on accounts when you're no longer here. It's a deep dive into the world of additional documents, the art of clear communication with banks and insurance companies, and the strategies that keep your financial intentions on track, even when faced with institutions that are more rigid than a starched suit. Discover the art of allocating beneficiaries and the myths about will amendments that may have you second-guessing your current estate plan.

In the last part of this episode, we'll try to convince you of how important it is to have clear communication and teaming between your financial planner and attorney.  We share tales from the trenches on how a harmonious relationship between these experts can prevent your last wishes from getting lost in translation. No matter how complex your beneficiary designations may seem, with the right team by your side, your legacy will be as well-crafted and unique as the life you've lived.

Win some Ditch the Suits swag on us! This is episode 100!! To celebrate this achievement, we want to give away some goodies. There will be a drawing with three ways to enter:

1. Like our NQR Media page on Facebook and share a recent DTS episode with your network. Visit

2. Like our NQR Media page on Instagram and comment on a recent DTS episode. Visit

3. If you are an Apple listeners, leave us a 5-star rating and review. You can visit

Once completed, send us an email at and let us know your name and what've you done so we can track the entries and enter you in to win!

Three chances to enter!


Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at

Ditch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell.

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at

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Episode Transcript

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Podcaster  - Podcast X Webflow Template

John Carter

Entrepreneur & Podcaster

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