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Advice for Multi-Generational Families – Part 2

At Intelligence Driven Advisers we serve as a full-time fiduciary team to several multi-generational families who engage us for ongoing family governance. The families that go through this experience typically have three or four generations that they are planning for with goals to ensure that their values and wealth are transferred far beyond the current generations. By talking about these topics openly and with experts, we strive to make the experience one that allows thought, education, collaboration and families to strengthen their financial peace of mind. Our adviser team is comprised of four generations and is uniquely qualified to understand and communicate to each generation accordingly. Part 2 of this series will be followed by an offer to experience this for yourself.

In this show you will learn about:

  • The most important things to focus on financially at this stage of life “the sandwich generation” (approximately ages 45 to 70)
  • How to think about your children when it comes to financial support. How to know when they are actually financially independent and don’t and won’t need your help again.
  • How to think about your parents when it comes to financial support. What are some of the ways to best help aging parents who didn’t save enough to support themselves?
  • How to prioritize your children, your parents and you!
  • How do you know when you can retire?

Transcript Available Here 



The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.