EPISODE · Feb 20, 2025 · 32 MIN
Understanding Fiduciaries: When & Why You Might Need One
from The Sandwich Generation · host Lisa Treadwell and Sara McCord
In this episode of The Sandwich Generation Podcast, co-hosts Lisa Treadwell and Sara McCord welcome Julie Strouse, a professional fiduciary with Partners In Aging. Together, they explore what a fiduciary is, when someone might need one, and the critical responsibilities they take on. Whether you’re managing aging parents' affairs or planning for your own future, this conversation will shed light on how fiduciaries can provide guidance, protection, and peace of mind. Tune in for expert insights and practical advice to help navigate the complexities of aging and financial decision-making. Partners In Aging www.partnersinaging.comJulie (Ray) Strouse Email: [email protected] to comment, like, share, and follow for more about navigating care for loved ones.
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Understanding Fiduciaries: When & Why You Might Need One
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