Join host Anthony Weaver as he welcomes Basiliso Moreno, a licensed social worker and financial consultant, to discuss the intricate balance of managing personal finances while supporting both children and aging parents. Basiliso, affectionately known as Bass, shares his journey of navigating the sandwich generation, highlighting the emotional and financial challenges faced when caring for loved ones. From the importance of life insurance to the unexpected benefits of a poetry book, Bass provides insights into his experiences and the lessons learned along the way.

In this episode, we explore:

• The critical role of life insurance and the impact of unexpected expenses.
• How Bass transitioned from personal grief to becoming a voice in the social work community.
• Strategies for managing finances while supporting multiple generations.
• The creation of Bass's poetry book and its significance in his healing journey.
• The importance of seeking therapy and mental health support, particularly for men and people of color.

The power of storytelling and community support in overcoming personal challenges.

=||Chapters||=

00:00:00 - Introduction

00:05:00 - Bass's Background and Financial Journey

00:15:30 - Life Insurance and Financial Planning

00:25:00 - Navigating Grief and Family Responsibilities

00:35:00 - The Creation of a Poetry Book

00:40:00 - The Role of Therapy and Mental Health

00:50:00 - Final Four Questions

01:00:00 - Closing Remarks

Discover more about Basiliso Moreno and his work:

Instagram: @basmorenoconsulting

Website: basmorenoconsulting.com

LinkedIn: Basiliso Moreno

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#SandwichGeneration #FinancialPlanning #AboutThatWallet #SocialWork #MentalHealth

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DISCLAIMER: The content in this audio is for educational purposes only. Conduct your own research and make the best choice for you. If you need advice, contact a qualified professional.

Episode 274