Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children. In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at Odin, Feldman, & Pittleman.
Want the cliffs notes on what happened in the market and the economy in the first quarter of 2022? Monument’s Portfolio Manager Erin Hay is back to discuss three highlights: 1) the Federal Reserve and the yield curve—and what this means for a recession, 2) inflation, and 3) trend. Listen to the end for our thoughts on planning for a recession (not the recession) and for highlights from Monument’s managed portfolios during the first quarter.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Important Disclosures: https://monumentwealthmanagement.com/disclosures
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
Want to Share?
Use the icons below to share this podcast with a friend, family member, colleague, or client.