Episode 27: Beneficiaries, & Lessons from Grandma

On this special Mother’s Day episode of Family Abide, we honor the memory of my mother and reflect on the lessons that live beyond a lifetime.

The conversation starts with laughter and childhood stories — including whether I got “Michael Jackson beatings” with a belt or the reality of getting hit with a switch growing up. From there, we transition into one of the most important financial conversations families often avoid: beneficiaries.

We break down why every account should have a beneficiary listed so your money goes where you intended instead of getting tied up or lost. We also discuss how to thoughtfully choose beneficiaries, why every person should not automatically be included, and how wise planning protects the people you love most.

This daddy-daughter conversation is filled with humor, heart, family memories, and practical financial wisdom that every family needs to hear.