The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Finanial Advisor: Trusted Contacts and POA (#111)


Listen Later

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=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]

...more
View all episodesView all episodes
Download on the App Store

The Wiser Financial Advisor Podcast with Josh NelsonBy Josh Nelson

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

18 ratings


More shows like The Wiser Financial Advisor Podcast with Josh Nelson

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,742 Listeners

Joel Osteen Podcast by Joel Osteen, SiriusXM

Joel Osteen Podcast

24,859 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,195 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

226,206 Listeners

This Past Weekend w/ Theo Von by Theo Von

This Past Weekend w/ Theo Von

27,429 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners