24 min
The Worst Sandwich Ever Investment Answers Podcast
-
- Education
The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it.
The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an older family member) while at the same time providing financial, physical or emotional care for a someone that’s younger than them (typically a grown child, a grandchild, or a younger sibling).
In this podcast, Travis and Kelly discuss at length ways to help prevent the very serious challenges of being sandwiched financially, emotionally, and sometimes even physically by your family and loved ones.
Are you a caregiver? Are you age 40-59? Do you have children? Are your parents still alive? You don’t want to miss this one.
Recommended Resources:
Peace of Mind Checklist
https://investmentanswers.net/knowledgecenter/peace-of-mind-checklist/
30 Documents You Need Before You Die
https://investmentanswers.net/knowledgecenter/30-documents-you-need-before-you-die/
To learn more, find us online: https://investmentanswers.net/
References:
“Caregiving in the Sandwich Generation,” accessed 7/14/18: https://www.raymondjames.com/pointofview/resources/images/planningwell/3141/sandwichgenerationinfographic.pdf
“Time Bomb Looms for Aging America,” WSJ, Brent Kendall, Jess Bravin, June 23-24, 2018.
“Who is The Sandwich Generation?” Retirement Advisor, May 2014, p. 34.
“Valuing the Invaluable: 2015 Update,” AARP, July 2015: https://www.aarp.org/content/dam/aarp/ppi/2015/valuing-the-invaluable-2015-update-new.pdf
“Demography of Aging and the Family,” Emily M. Agree, accessed 7/14/18: https://www.ncbi.nlm.nih.gov/books/NBK513078/?report=printable
“Long-Term Care: Families Face Steep Costs Even When It’s Free,” accessed 7/14/18: https://www.financial-planning.com/slideshow/long-term-care-families-face-steep-costs-even-when-its-free
“Are you a primary caregiver?” Travis Terlau, Kelly Terlau, October 2015: https://investmentanswers.net/are-you-a-primary-caregiver/
Disclaimer:
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net.
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (7.21.18;5.5.24)
The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it.
The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an older family member) while at the same time providing financial, physical or emotional care for a someone that’s younger than them (typically a grown child, a grandchild, or a younger sibling).
In this podcast, Travis and Kelly discuss at length ways to help prevent the very serious challenges of being sandwiched financially, emotionally, and sometimes even physically by your family and loved ones.
Are you a caregiver? Are you age 40-59? Do you have children? Are your parents still alive? You don’t want to miss this one.
Recommended Resources:
Peace of Mind Checklist
https://investmentanswers.net/knowledgecenter/peace-of-mind-checklist/
30 Documents You Need Before You Die
https://investmentanswers.net/knowledgecenter/30-documents-you-need-before-you-die/
To learn more, find us online: https://investmentanswers.net/
References:
“Caregiving in the Sandwich Generation,” accessed 7/14/18: https://www.raymondjames.com/pointofview/resources/images/planningwell/3141/sandwichgenerationinfographic.pdf
“Time Bomb Looms for Aging America,” WSJ, Brent Kendall, Jess Bravin, June 23-24, 2018.
“Who is The Sandwich Generation?” Retirement Advisor, May 2014, p. 34.
“Valuing the Invaluable: 2015 Update,” AARP, July 2015: https://www.aarp.org/content/dam/aarp/ppi/2015/valuing-the-invaluable-2015-update-new.pdf
“Demography of Aging and the Family,” Emily M. Agree, accessed 7/14/18: https://www.ncbi.nlm.nih.gov/books/NBK513078/?report=printable
“Long-Term Care: Families Face Steep Costs Even When It’s Free,” accessed 7/14/18: https://www.financial-planning.com/slideshow/long-term-care-families-face-steep-costs-even-when-its-free
“Are you a primary caregiver?” Travis Terlau, Kelly Terlau, October 2015: https://investmentanswers.net/are-you-a-primary-caregiver/
Disclaimer:
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net.
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (7.21.18;5.5.24)
24 min