The Sandwich Generation

Understanding Fiduciaries: When & Why You Might Need One


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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.com

Julie (Ray) Strouse Email: [email protected]


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The Sandwich GenerationBy Lisa Treadwell and Sara McCord