2. The Sandwich Generation’s Biggest Financial Test
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…
The skinny
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