In this episode, Michael Kitces and Cristina Livadary RLP® talk in-depth about how Cristina’s personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the “sandwich generation” face, how Cristina leveraged the research she did for her personal situation (including finding appropriate care for her mother after she was diagnosed with dementia) to create blog and newsletter content that resonated with both prospects and her current clients, and how this focus evolved into Cristina now providing planning services for both her working-age clients as well as their parents (either as an add-on service to their child’s engagement or, for those who can afford her firm’s fees, as a separate client household).
https://open.spotify.com/embed/episode/5cMTF2xREnjV5VJTJGxDut?utm_source=generator