Sign up to save your podcasts
Or
Share 2. The Sandwich Generation’s Biggest Financial Test
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
2. The Sandwich Generation’s Biggest Financial Test
Gen X stands at a crossroads, caring for aging parents while still supporting kids who aren’t fully out of the nest. At the same time, they’re staring down one of the largest wealth transfers in history. In this episode of Dime after Dime, Anthony Stich is joined by Michael Mongin, CPWA®, Senior Vice President at Moran Wealth Management®, to talk through the emotional weight and financial complexity of being in the middle.
They explore family dynamics, the value of trusts and estate planning, and practical gifting strategies that help bring clarity to an otherwise overwhelming stage of life. It’s an honest look at how planning ahead can ease the strain and give families the confidence to move forward.
—---
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.
View all episodes
By Moran WealthGen X stands at a crossroads, caring for aging parents while still supporting kids who aren’t fully out of the nest. At the same time, they’re staring down one of the largest wealth transfers in history. In this episode of Dime after Dime, Anthony Stich is joined by Michael Mongin, CPWA®, Senior Vice President at Moran Wealth Management®, to talk through the emotional weight and financial complexity of being in the middle.
They explore family dynamics, the value of trusts and estate planning, and practical gifting strategies that help bring clarity to an otherwise overwhelming stage of life. It’s an honest look at how planning ahead can ease the strain and give families the confidence to move forward.
—---
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.