The Fiscal Feminist

This week’s Fiscal Feminist podcast revisits the complex and demanding issues facing the “sandwich generation”. Many of us are “sandwiched” between the emotional and financial needs of our aging parents and the demands of raising younger children or financially supporting to some extent grown children. Add work responsibilities to the mix and it makes for a sometimes heavy load to carry. Trevor Cummings, my partner and colleague at The Bahnsen Group, interviews me on the topic focusing on the emotional, psychological, and financial demands of elderly caregiving of our loved ones and the strategy for being prepared for it so you aren’t blindsided by the impact of it. It’s an honest discussion of my journey with caregiving from the emotional toll to the financial impact.
Links mentioned in this episode:

TheBahnsenGroup.com
TheFiscalFeminist.com

Show Notes

This week’s Fiscal Feminist podcast revisits the complex and demanding issues facing the “sandwich generation”. Many of us are “sandwiched” between the emotional and financial needs of our aging parents and the demands of raising younger children or financially supporting to some extent grown children. Add work responsibilities to the mix and it makes for a sometimes heavy load to carry. Trevor Cummings, my partner and colleague at The Bahnsen Group, interviews me on the topic focusing on the emotional, psychological, and financial demands of elderly caregiving of our loved ones and the strategy for being prepared for it so you aren’t blindsided by the impact of it. It’s an honest discussion of my journey with caregiving from the emotional toll to the financial impact.

Links mentioned in this episode:

Creators & Guests

Host
Kimberlee Davis
Kimberlee Davis is founder of the Fiscal Feminist and a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst.

What is The Fiscal Feminist?

Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.