Can This "Sandwich Generation" Couple Retire in 10 Years?

About this episode

The episode discusses how comprehensive financial planning can assist couples like Tom and Linda, who are navigating retirement while caring for both aging parents and adult children.

"Tom and Linda" are a married couple. They're both 55-years-old. Tom works as an operations manager for a regional manufacturer, and Linda works in corporate finance. They are both targeting retirement at age 65. Complicating that 10-year runway is a situation that's becoming more and more common among Tom and Linda's generation: they're "sandwiched" between taking care of Linda's parents, who are in their early 90s, and their 25-year-old son, who is still living at home with them. On today's show, we explain how comprehensive financial planning can help couples like "Tom and Linda" manage complex, multigenerational family variables while maintaining progress towards their retirement goals.

People in this episode

Hosts: Bill Keen, Matt Wilson, Steve Sanduski

Topics covered

• retirement planning
• sandwich generation
• financial planning
• multigenerational family
• retirement goals

Keywords

• retirement
• financial planning
• sandwich generation
• multigenerational
• family dynamics
• retirement goals
• aging parents

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