Over the Money Fence – The Sandwich Generation
In this episode of Over the Money Fence, we dive into the realities facing the Sandwich Generation – women in their 50s and 60s who find themselves caring for elderly parents while also supporting adult children.
Nicola, Di and I explore the emotional and financial toll of this dual responsibility and how it can impact daily life.
We also take a step back to basics to unpack the difference between a financial adviser and a fund manager, and why it’s essential to seek the right kind of guidance. I share practical tips on how to find trusted advisers and locate educational resources.
We discuss alternative investment options like private credit, which can offer more stability than shares, and how these choices might ease financial pressure without adding extra risk.
Listen to the full episode here:
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
