The Intangible Balance Sheet Podcast

Wisdom and Wealth Episode #8


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Welcome to this week’s Wisdom and Wealth Podcast. This week’s conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week’s episode we cover

1.      Best practices for assisting aging parents 

2.      How has COVID 19 changed this process

3.      What happens if you don’t have this process in place prior to an event

Thank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you have ideas for a future conversation. 


Music by bensound.com




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The Intangible Balance Sheet PodcastBy Joshua Klooz

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