Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis. Kimberlee is a Managing Director, a Partner, The Fiscal Feminist, a Private Wealth Advisor, and she carries a myriad of other titles, roles, and accomplishments, both professionally and personally. What you don’t see on her business card or resume, though, is that Kimberlee is the proud mother of three and an engaged daughter who serves/cares for her parents.

Kimberlee penned an article titled Blindsided By Being Sandwiched!, where she discusses her personal experience with her duties/responsibilities for caring for her aging parents AND simultaneously supporting/mothering her three young adult daughters. Kimberlee approaches the topic by sharing her journey and providing the perspective of a financial advice giver. This professional wisdom and her personal experience made her the ideal candidate to interview on this topic.

This subject, the idea of “being sandwiched,” caring for two generations simultaneously, will be a reality for many. Kimberlee shared with me the importance of (1) being aware of your family’s potential care needs on the horizon and (2) being proactive in having candid conversations with your parents and children to set clear expectations. Kimberlee discusses the financial implications, the time commitment, the emotional toll, and much more.

This interview is not a “10 Step Checklist” or a “How-to Guide,” but rather a REAL conversation with a REAL professional living out this reality. Please join us for an inside look at being sandwiched and the sage wisdom from our very own Kimberlee Davis.

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