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.

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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.

This is where Dime After Dime begins.

Our first conversation is with Charles Chesebrough, CFA, Managing Director of Moran Wealth Management®, and it’s all about navigating one of the trickiest stages of your financial life — those years when you’re earning more than ever, but the margin for mistakes is smaller than it’s ever been.

We dig into what it really means to balance portfolio growth with protecting what you’ve built, the importance of viewing retirement as a decades-long journey, and why inflation and longevity are two of the biggest factors most people overlook. Charles also shares why some investors go too conservative too soon — and how that can be just as risky as being overly aggressive.

It’s a conversation full of real-world insight, straight talk, and perspectives that may shift the way you look at money. Not a bad way to start a new show.

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.