The One Task That Turns Your Family Into Orphans or Heirs | 62WhoKnew

    September 7, 202649:58Julie Fry, Michael Banner, Lindsay Friedman, Bryan Wallally
    62WhoKnew
    Estate Planning
    Wills and Trusts
    Healthcare Proxy
    Probate
    Family Planning

    Estate planning expert and stage four cancer survivor Julie Fry shares why every adult needs a will, healthcare proxy, and a real plan long before a crisis hits.

    Learn how life milestones like turning 18, having a baby, or a diagnosis should trigger action, why probate court becomes your default will if you do nothing, and how affordable protection can be for anyone. A raw, funny, and deeply personal look at protecting the people you love.

    What you'll learn in this episode

    • Why every adult — starting at age 18 — needs a will and healthcare proxy
    • The life milestones that should trigger an estate planning conversation
    • What happens when probate court becomes your default estate plan
    • How affordable basic legal protection really is
    • Why a diagnosis makes planning more urgent, not impossible

    Connect with 62WhoKnew

    Get Mike's book, A Gift From My Father: bit.ly/AGiftFromMyFather

    Connect with Lindsay Friedman — LTCareNav

    More Episodes

    Why Caregivers Break Before the People They Love | 62WhoKnew
    October 19, 202648:00

    Why Caregivers Break Before the People They Love | 62WhoKnew

    A clinical health psychologist and a mindfulness coach break down what really happens after a Parkinson's diagnosis — not just to the patient, but to the care partner who quietly carries it all. Why resentment and guilt build up, how to set boundaries without feeling like a bad person, and why taking care of yourself first is the only way to keep caring for someone else.

    62WhoKnew
    caregiver burnout
    Parkinson's
    Listen
    The Social Security Mistake Costing You Thousands | 62WhoKnew
    October 12, 202646:54

    The Social Security Mistake Costing You Thousands | 62WhoKnew

    Gabrielle Gregoline, RSSA® and Registered Social Security Analyst, joins Mike Banner to break down when to actually claim your benefits, why waiting too long can backfire, how much of your check really gets taxed, and the truth about whether Social Security is going bankrupt.

    62WhoKnew
    Social Security
    retirement planning
    Listen
    Long-Term Care Planning: Start Before a Family Crisis | 45 Forward
    October 11, 2026

    Long-Term Care Planning: Start Before a Family Crisis | 45 Forward

    Ron Roel talks with care advocate and LTCareNav founder Lindsay Friedman about starting the long-term care conversation before a crisis makes the decisions for you — aging in place, care options and costs, legal planning, caregiver burnout, and the one question to begin with.

    45 Forward
    Long-Term Care Planning
    Aging in Place
    Listen