Getting Sandwiched

Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis.  Kimberlee is a Managing Director, a Partner, The Fiscal Feminist, a Private Wealth Advisor, and she carries a myriad of other titles, roles, and accomplishments, both professionally and personally.  What you don’t see on her business card or resume, though, is that Kimberlee is the proud mother of three and an engaged daughter who serves/cares for her parents. 

Kimberlee penned an article titled Blindsided By Being Sandwiched!where she discusses her personal experience with her duties/responsibilities for caring for her aging parents AND simultaneously supporting/mothering her three young adult daughters.  Kimberlee approaches the topic by sharing her journey and providing the perspective of a financial advice giver.  This professional wisdom and her personal experience made her the ideal candidate to interview on this topic.  

This subject, the idea of “being sandwiched,” caring for two generations simultaneously, will be a reality for many.  Kimberlee shared with me the importance of (1) being aware of your family’s potential care needs on the horizon and (2) being proactive in having candid conversations with your parents and children to set clear expectations.  Kimberlee discusses the financial implications, the time commitment, the emotional toll, and much more. 

This interview is not a “10 Step Checklist” or a “How-to Guide,” but rather a REAL conversation with a REAL professional living out this reality.  Please join us for an inside look at being sandwiched and the sage wisdom from our very own Kimberlee Davis.  

 

The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

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This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

About the Author

Trevor Cummings

Private Wealth Advisor, Partner

Trevor is a Partner and Director of our Private Wealth Advisor Group.

As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.

He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.

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