EPISODE · Aug 6, 2024 · 10 MIN

Trusted Contacts and POA (#111)

from The Wiser Financial Advisor Podcast with Josh Nelson · host Josh Nelson

Today we're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]

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This episode was published on August 6, 2024.

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