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:

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