Sally in the Zen

#013 Wellness Series: Kicking Off Financial Wellness: Wills and POAs


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In this podcast episode, we continue with the Wellness Series, kicking off the next two-parter episodes covering Financial Wellness.  Specifically, we'll talk about Wills and Power of Attorneys (POA).  

Links to articles referenced in the episode:

  • Financial Plan - Investopedia.com - written by Julia Kagan on 07/16/19
  • 4 Reasons Estate Planning Is So Important - Investopedia.com - written by Donna Fuscaldo on 06/25/19
  • Power of Attorney - Investopedia.com - written by Julia Kagan on 05/05/19

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Sally in the ZenBy Sally