Overview

• Target Audience: Those facing the challenges of caring for children and aging parents
• Focus Areas: Financial health, caregiving, and family dynamics
• Key Themes: Personal wealth management, intergenerational relationships, emotional well-being

🥄 Key Ingredients for Success  

• Understanding family dynamics and values
• Managing emotional and financial burdens
• Building effective support systems

Key Terms

• Construal Level Theory: A social psychology theory that describes how people represent objects, events, or situations, based on their perceived “psychological distance.” In other words, depending on how near or far the concept feels in relation to time or physical space (e.g., retirement in 30 years or physically looking at houses you are interested in buying) you may think about it in more abstract or concrete terms.
• Genogram: A detailed family diagram that goes beyond a traditional family tree to map out relationships.

🫕 Memorable Quotes

"The value modeled for me from the women in my family is about welcoming people in, caretaking and burning out.” - Moraya

🥘 Main Course Topics

1.Complexities of the Sandwich Generation

• Balancing caregiving roles
• Managing financial responsibilities

2.Understanding Money Attitudes

• Impact of family history
• Financial schema development

3.Navigating Family Systems

• Gender roles in caregiving
• Legacy and influence

4.Building Support Systems

• Creating boundaries
• Managing burnout

Chapter Guide

• 00:00 Defining the Sandwich Generation
• 06:50 Emotional and Financial Burden
• 15:59 Legacy of Creativity and Influence
• 19:20 Gender Roles and Financial Dynamics
• 28:02 Family and Money Attitudes
• 31:19 Navigating Loss and Responsibility
• 38:54 Meeting People Where They Are

Taste Test: Experiential

Discussion prompts. If you want to battle shame and lean into deeper change, share and process it with a friend, instead of trying to fix it. 

1. How did your family talk about money when you were a child?
2. What's one money value from your upbringing that doesn't fit with who you are today?
3. Which money lessons from your childhood have you chosen to keep?
4. How does your financial upbringing compare to your partner's?
5. If you could go back to have a conversation about money with your family, what age and topic would you choose?
6. What's the most important message about money you want to teach your children?

📱 Connect With Us: 

• Socials:

Instagram/TikTok: @homeecpod

• Email:

General: [email protected]

Moraya: [email protected]

Nick: [email protected]

• Websites:

Personawealth.com HomeEcPodcast.com

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