Building Wealth While Caring for Everyone Else

Today we’re kicking off Financial Literacy Month—but with a focus on a group of people who don’t get talked about enough: the sandwich generation.

If you’re supporting your kids and helping care for aging parents—all while trying to keep your own life, career, and financial goals on track—this episode is for you.

Why Financial Literacy Month Hits Different for the Sandwich Generation

Let’s be real—financial literacy isn’t a nice-to-have for us. It’s a survival skill.

You’re stretched between college savings and caregiving costs…

Between trying to retire one day and making sure your parents don’t run out of money today…

Between wanting to build wealth and just wanting to breathe.

And if no one’s ever told you this—you’re doing an incredible job.

But I also want to remind you: you deserve a plan too. You deserve peace, not just pressure. Financial Literacy Month is your reminder that your goals still matter, and they can be achieved with clarity, strategy, and support.

The 5 Money Moves Every Sandwich Generation Member Needs to Know

Here’s what we’re breaking down this month:

1.Protect Your Foundation – Emergency funds, life insurance, and estate planning aren’t optional when you’re the go-to person for everybody else.

2.Communicate With Your Parents & Kids – Money conversations can be awkward, but they’re essential. We’ll walk through how to have them with love and confidence.

3.Make a Plan for Long-Term Care – For your parents, and eventually, for yourself. We’ll talk options that don’t break the bank.

4.Create a “You Fund” – Whether it’s retirement, a dream house, or your peace of mind—your goals have to stay in the picture.

5.Build Wealth Intentionally – We’ll cover how to invest, grow, and protect your money even when life feels chaotic.

What to Expect This Month

Every week, we’re going deeper. Expect:

•Guest interviews with experts in elder care, college planning, and financial strategy

•Real-life stories from people just like you

•And bite-sized, actionable steps that help you feel less overwhelmed and more in control

We’re not just surviving this season—we’re setting up the next generation and securing our own future too.

 Your Action Step This Week

This week, I want you to take one honest look at your finances. What area is causing the most stress? Is it:

•Covering care for a parent?

•College creeping up for your teen?

•Feeling behind on retirement?

Pick one, and take the first step. That might be scheduling a conversation, reviewing a policy, or even just writing down your goals. Small steps build big futures.

And if you need guidance, don’t do it alone. Let’s talk. I’m here to help you build a custom plan that keeps everyone cared for—including you.

Being part of the sandwich generation isn’t easy, but it’s powerful. You are the bridge between generations—and that bridge deserves to be strong, supported, and secure.

So let’s make this Financial Literacy Month count.

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