FINANCIAL WELLNESS MONTH with EMILY TREASURE and MARGARET STARNER of RAYMOND JAMES: How to help Caregivers & the Sandwich Generation with Long-Term Care Costs and Older Adults 70+ on Longevity Planning
Mon Jan 19 2026
Sherri Snelling, gerontologist, author and host of the “Caregiving Club On Air” podcast is kicking off the first episode of Season 6 with two great interviews. For this January episode we will focus on Financial Wellness Month with two guest expert interviews from Raymond James financial advisors:
(7:50) Emily Treasure – Sr. Manager for Longevity Planning – Raymond James who will talk about the new role financial advisors are playing with clients for comprehensive family financial planning that includes caregiving and long-term care costs. Emily will also highlight a unique program Raymond James has that offers connections to a specially curated group of companies that help caregivers navigate care needs and services – part of the value advisors are adding to their client services
(36:20) Margaret Starner – Founder & Managing Director of The Starner Group, part of Raymond James who will speak as a “super ager” who is still going strong in her 80s running her company and advising clients on longevity planning. Margaret will explain what challenges people face after 50 in planning for the next 50 years and how each decade brings new opportunities and decisions. Her secret? Margaret shares how she advises clients to plan for passion, purpose and lifelong learning
For our podcast listeners who are familiar with our Caregiver Wellness News and Well Home Design News as well as what is happening in the workplace for employees who are also caregiving as part of the Sandwich Generation – we are moving those news segments to our new “Caregiving Club News” program on YouTube. You can catch all the same news, including the latest research news, resources and pop culture we have previously done on our podcast now on our news channel – and it’s all free! All we ask is that you subscribe to us on YouTube as well so you get the bi-weekly news updates and all of our other education caregiving content.
Thank you for making “Caregiving Club On Air” #3 on the list of top 80 caregiving podcasts!
Learn more on our episode guide page on the Caregiving Club website: caregivingclub.com/podcast/
Take Care and Stay Well!
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Sherri Snelling, gerontologist, author and host of the “Caregiving Club On Air” podcast is kicking off the first episode of Season 6 with two great interviews. For this January episode we will focus on Financial Wellness Month with two guest expert interviews from Raymond James financial advisors: (7:50) Emily Treasure – Sr. Manager for Longevity Planning – Raymond James who will talk about the new role financial advisors are playing with clients for comprehensive family financial planning that includes caregiving and long-term care costs. Emily will also highlight a unique program Raymond James has that offers connections to a specially curated group of companies that help caregivers navigate care needs and services – part of the value advisors are adding to their client services (36:20) Margaret Starner – Founder & Managing Director of The Starner Group, part of Raymond James who will speak as a “super ager” who is still going strong in her 80s running her company and advising clients on longevity planning. Margaret will explain what challenges people face after 50 in planning for the next 50 years and how each decade brings new opportunities and decisions. Her secret? Margaret shares how she advises clients to plan for passion, purpose and lifelong learning For our podcast listeners who are familiar with our Caregiver Wellness News and Well Home Design News as well as what is happening in the workplace for employees who are also caregiving as part of the Sandwich Generation – we are moving those news segments to our new “Caregiving Club News” program on YouTube. You can catch all the same news, including the latest research news, resources and pop culture we have previously done on our podcast now on our news channel – and it’s all free! All we ask is that you subscribe to us on YouTube as well so you get the bi-weekly news updates and all of our other education caregiving content. Thank you for making “Caregiving Club On Air” #3 on the list of top 80 caregiving podcasts! Learn more on our episode guide page on the Caregiving Club website: caregivingclub.com/podcast/ Take Care and Stay Well!