--- title: "Get Ready Money Pros: ✅ Week #31 Action Item: Review Your Beneficiaries - InsNerds.com" description: "✅ Week #31 Action Item: Review Your Beneficiaries By reviewing and designating beneficiaries, you can ensure that when the time comes your assets will go exactly where you specify. Beneficiary designations take priority over wills and trusts, so if, for example, an ex-spouse is still your named beneficiary, they will receive the proceeds. You can" image: https://insnerds.com/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg --- 2 min read # Get Ready Money Pros: ✅ Week #31 Action Item: Review Your Beneficiaries [ Tony Steuer ](https://insnerds.com/insights/author/tony-steuer) : Aug 2, 2024 12:00:00 AM [Financial Preparedness](https://insnerds.com/insights/tag/financial-preparedness) ![Get Ready Money Pros: ✅ Week #31 Action Item: Review Your Beneficiaries](https://insnerds.com/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg) ✅ Week **#31** Action Item: Review Your Beneficiaries - By reviewing and designating beneficiaries, you can ensure that when the time comes your assets will go exactly where you specify. - Beneficiary designations take priority over wills and trusts, so if, for example, an ex-spouse is still your named beneficiary, they will receive the proceeds. - You can designate beneficiaries on investment accounts, retirement plans, bank accounts, life insurance policies, wills, trusts, and more. - ⭐️ **Pro-tip**: - Name a contingent beneficiary in the event that your primary beneficiary predeceases you. 💭 **Habit of the week**: Detailed Focus - Detailed focus on your beneficiary designations 🤔 **Get Ready Money Guide Tip**: - What positives came out of your review of your designated beneficiaries and estate plan? 📝 **Resources (available to all):** 📝 Access your resources for this week’s action item (#31) from your Get Ready Money Club dashboard (located in Monthly Focus Area 8: Your Legacy): - The Get Ready Blueprint week 31 worksheet where you’ll walk through reviewing your beneficiaries for your wills, trusts, bank accounts, life insurance and retirement plans. - Review fillable PDF’s and excel worksheets for these plans from prior weeks: - Bank accounts (monthly focus area 5, week 18) - Life insurance (monthly focus area 8, week 34) - Wills & Trusts worksheets (monthly focus area 8, week 32) - Retirement plans (monthly focus area 9, week 36) Note: These resources are available for all Get Ready Money Club members. [Access Your Dashboard here](https://www.tonysteuer.com/login) Join the Get Ready Money Club ([here](https://www.tonysteuer.com)) **Source**: The Get Ready weekly action item is from The Get Ready Blueprint: A 52 Week Guide to Changing The Way You Think About Money). Pick up your copy at your favorite online bookshop ([Amazon](https://amzn.to/3EsEgXc))([bookshop.org](https://bookshop.org/a/9925/9781734210064)). ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg?width=100&height=100&name=Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg) ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg?width=100&height=100&name=Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg) ### About Tony Steuer I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry. - [![](https://insnerds.com/hubfs/Imported_Blog_Media/web-Jan-03-2025-01-41-46-0834-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/web-Jan-03-2025-01-41-46-0834-AM.png) ](https://tonysteuer.com/) - [![](https://insnerds.com/hubfs/Imported_Blog_Media/twitter-Jan-03-2025-01-42-04-6952-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/twitter-Jan-03-2025-01-42-04-6952-AM.png) ](https://insnerds.com/insights/tonysteuer) - [![](https://insnerds.com/hubfs/Imported_Blog_Media/linkedin-Jan-03-2025-01-42-06-1901-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/linkedin-Jan-03-2025-01-42-06-1901-AM.png) ](https://www.linkedin.com/in/tonysteuer/) - ![](https://insnerds.com/hubfs/Imported_Blog_Media/wordpress-Jan-03-2025-01-41-55-5476-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/wordpress-Jan-03-2025-01-41-55-5476-AM.png) [![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-150x150-Jan-03-2025-01-40-56-6906-AM.jpeg?width=150&height=150&name=Tony-Steuer-Image-150x150-Jan-03-2025-01-40-56-6906-AM.jpeg) ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-150x150-Jan-03-2025-01-40-56-6906-AM.jpeg?width=150&height=150&name=Tony-Steuer-Image-150x150-Jan-03-2025-01-40-56-6906-AM.jpeg) ](https://tonysteuer.com/) ##### [ Tony Steuer](https://insnerds.com/author/tony-steuer/) [Website](https://tonysteuer.com/)  |  + posts I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry. - ** [Maximize Your Workplace Perks: A Guide to Employee Benefits Review - (Week 41 Get Ready Blueprint)](https://insnerds.com/maximize-your-workplace-perks-a-guide-to-employee-benefits-review-week-41-get-ready-blueprint/) - ** [Quarterly Reflection: Celebrating Progress in Your Financial Journey](https://insnerds.com/quarterly-reflection-celebrating-progress-in-your-financial-journey/) - ** [Beyond the 9-to-5: The Role of Passive Income in Your Portfolio](https://insnerds.com/beyond-the-9-to-5-the-role-of-passive-income-in-your-portfolio/) - ** [Don't Leave Money on the Table - Unlock Tax-Free Wealth From 401(k)s to Financial Freedom](https://insnerds.com/dont-leave-money-on-the-table-unlock-tax-free-wealth-from-401ks-to-financial-freedom/) ### Related Posts - [![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Week-26-Get-Ready-Action-Item-Reflect-on-the-quarter-150x150.png?width=150&height=150&name=Week-26-Get-Ready-Action-Item-Reflect-on-the-quarter-150x150.png) ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Week-26-Get-Ready-Action-Item-Reflect-on-the-quarter-150x150.png?width=150&height=150&name=Week-26-Get-Ready-Action-Item-Reflect-on-the-quarter-150x150.png) ](https://insnerds.com/get-ready-money-pros-%e2%9c%85-week-26-action-item-quarter-2-reflection/) [Get Ready Money Pros: ✅ Week #26 Action Item: Quarter 2 Reflection](https://insnerds.com/get-ready-money-pros-%e2%9c%85-week-26-action-item-quarter-2-reflection/) ✅ Week #26 Action Item: Quarter 2 Reflection - Take a deep breath and think… - [![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/unnamed-2-150x150-1.png?width=150&height=150&name=unnamed-2-150x150-1.png) ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/unnamed-2-150x150-1.png?width=150&height=150&name=unnamed-2-150x150-1.png) ](https://insnerds.com/get-ready-money-pros-guide-week-%f0%9d%9f%8f%f0%9d%9f%93-review-your-expenses/) [Get Ready! 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[Financial Preparedness](https://insnerds.com/insights/tag/financial-preparedness) [Benefits](https://insnerds.com/insights/tag/benefits) [Read More](https://insnerds.com/insights/maximize-your-workplace-perks-a-guide-to-employee-benefits-review-week-41-get-ready-blueprint) ![](https://px.ads.linkedin.com/collect/?pid=7110236&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Tony Steuer", "url" : "https://insnerds.com/insights/author/tony-steuer" }, "dateModified" : "2025-01-03T01:43:25.999Z", "datePublished" : "2024-08-02T04:00:00.000Z", "headline" : "Get Ready Money Pros: ✅ Week #31 Action Item: Review Your Beneficiaries - InsNerds.com", "image" : [ "https://insnerds.com/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-01-40-55-1741-AM.jpeg" ], "mainEntityOfPage" : { "@id" : "https://insnerds.com/insights/get-ready-money-pros-week-31-action-item-review-your-beneficiaries", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insnerds.com/hubfs/InsNerds%20Large%20print%20quality.png" }, "name" : "Insurance Nerds" } } ```