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Episode 37: The Sandwich Generation
Manage episode 385015664 series 3525495
Manchester Living Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Manchester Living Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today on Manchester Living, Brian Levy addresses the complexities of the 'sandwich generation' - individuals who find themselves in the challenging position of caring for both their children and aging parents. To shed light on this intricate topic, Brian invites two esteemed professionals, Tresi Moore Weeks and Kelly Kunst, CFP®. Kelly, a certified financial planner, share her personal experience with the sandwich generation, highlighting the financial and health toll it can take on individuals. Tresi, an attorney, emphasized the importance of prior planning for parents, including estate planning, wills, powers of attorney, and financial aspects. They discuss the importance of open communication and coordination between legal, financial, and CPA advisors to ensure a comprehensive plan for the sandwich generation.
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