Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® recently hosted Caleb Silver on The Life Money Balance Podcast for an episode on financial advice for Gen X. What are the unique characteristics of latchkey kids/sandwich generation, and how does it impact financial advice?
“Questions like: Do you think you’re going to have to fund a wedding at some point? My wife and I weren’t even thinking about that…Do you think you’ll have to care for your parents? And so, how much will you have to contribute to that?… So, what do I want from my financial advisor? I want holistic planning.”