14. Financial Planning for The Sandwich Generation
Boat2Riches
English - June 02, 2020 19:25 - 31 minutes - 23.2 MBSelf-Improvement Education Business Investing buildingwealth financialgoals financialindependence financialstability immigrantcommunity immigrantfinance immigrants immigrantsuccess makemoney personalfinance Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Miguel is a Certified Financial Planner who is originally from Mexico. He is an advisor in a fee-only financial planning and investment management firm, focusing on immigrants and people with interests on both sides of the MX-US border.
Miguel has a podcast and an online academy as side businesses. Miguel’s podcast, Dinero en Español, has been recognized in the Top 10 of Investment Podcasts on iTunes Mexico and in several Latin American countries.
We discuss the “sandwich generation” from the immigrant perspective. The sandwich generation refers to middle-age adults (often in their 40s and 50s) who care for both elderly parents and their own children. Immigrants must often balance their goals and finances when they have family to support abroad.
Listen to the full episode here