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Investment Answers PodcastAuthor: Investment Answers Media
Welcome to the Investment Answers Podcast. Your hosts are R. Travis Terlau, Certified Financial Planner, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers. We are a real couple that owns an actual financial planning firm. Whether youre just getting started with setting the foundation for your lifelong financial wellness or if youve been saving and investing over your lifetime, were here to help. Investment Answers LLC is a Financial Advisory firm. Investment Advisory Services offered by Investment Answers Capital LLC. For the most updated Registered Investment Advisory disclaimer, please visit our website at www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Investment Answers Podcast, Episode 6: The Worst Sandwich Ever
Episode 6
Sunday, 22 July, 2018
The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it. The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an older family member) while at the same time providing financial, physical or emotional care for a someone that’s younger than them (typically a grown child, a grandchild, or a younger sibling). In this podcast, Travis and Kelly discuss at length ways to help prevent the very serious challenges of being sandwiched financially, emotionally, and sometimes even physically by your family and loved ones. Are you a caregiver? Are you age 40-59? Do you have children? Are your parents still alive? You don’t want to miss this one. Recommended Resources: Peace of Mind Checklist https://investmentanswers.net/knowledgecenter/peace-of-mind-checklist/ 30 Documents You Need Before You Die https://investmentanswers.net/knowledgecenter/30-documents-you-need-before-you-die/ To learn more, find us online: https://investmentanswers.net/ References: “Caregiving in the Sandwich Generation,” accessed 7/14/18: https://www.raymondjames.com/pointofview/resources/images/planningwell/3141/sandwichgenerationinfographic.pdf “Time Bomb Looms for Aging America,” WSJ, Brent Kendall, Jess Bravin, June 23-24, 2018. “Who is The Sandwich Generation?” Retirement Advisor, May 2014, p. 34. “Valuing the Invaluable: 2015 Update,” AARP, July 2015: https://www.aarp.org/content/dam/aarp/ppi/2015/valuing-the-invaluable-2015-update-new.pdf “Demography of Aging and the Family,” Emily M. Agree, accessed 7/14/18: https://www.ncbi.nlm.nih.gov/books/NBK513078/?report=printable “Long-Term Care: Families Face Steep Costs Even When It’s Free,” accessed 7/14/18: https://www.financial-planning.com/slideshow/long-term-care-families-face-steep-costs-even-when-its-free “Are you a primary caregiver?” Travis Terlau, Kelly Terlau, October 2015: https://investmentanswers.net/are-you-a-primary-caregiver/ Disclaimer: The information provided is intended for educational and entertainment purposes only. All information is believed to be from reliable sources; however, no representation or warranties are made as to the completeness, accuracy or suitability of the information. Opinions, rules, regulations and applicable laws expressed are subject to change. Nothing in this document, nor any contents contained within should be considered as a personalized offer of any kind, nor constituting financial, investment, insurance, tax, or legal advice. Investment advisory services offered through Investment Answers Capital, LLC, a Registered Investment Adviser domiciled in the state of Kentucky, and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated but separate entity. All investments involve some measure of risk and there can be no assurance that any particular investment objectives will be achieved. Past performance is not indicative of future results. Neither Investment Answers Capital, LLC nor Brookstone Financial, LLC d/b/a Investment Answers offer tax or legal advice, therefore parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding options for your particular circumstances. Any profiles and content here within are for U.S. residents only. The information, products and services described here are intended only for individuals residing in states where this Financial Adviser is appropriately licensed. Investment Answers® and Leave Uncertainty Behind® are registered trademarks that are used under license by Investment Answers Capital, LLC and Brookstone Financial, LLC d/b/a Investment Answers. For more information, please visit: www.investmentanswers.net. (7.21.18;6.10.24)
