Boat2Riches

14. Financial Planning for The Sandwich Generation


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Miguel is a Certified Financial Planner who is originally from Mexico. He is an advisor in a fee-only financial planning and investment management firm, focusing on immigrants and people with interests on both sides of the MX-US border.

Miguel has a podcast and an online academy as side businesses. Miguel's podcast, Dinero en Español, has been recognized in the Top 10 of Investment Podcasts on iTunes Mexico and in several Latin American countries. 

We discuss the "sandwich generation" from the immigrant perspective. The sandwich generation refers to middle-age adults (often in their 40s and 50s) who care for both elderly parents and their own children. Immigrants must often balance their goals and finances when they have family to support abroad.

 

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Boat2RichesBy Boat2Riches