Women & Money, Pt. 2: Multi Generational Living

Описание: In this episode, Kate Phillips and her guest, Lisa Brumm, a financial consultant for women, discuss creative multi-generational living.

Key topics
Lisa’s father and his post-retirement jobs.
A multi-generational home shared with aging parents.

In Part 2 of this three-part Vivatude Podcast series, host Kate Phillips continues her conversation with financial consultant Lisa Brumm of My Financial Girlfriend, diving into creative caregiving, multi-generational living, and redefining retirement with purpose. For women over 40 navigating aging parents, financial security, and their own evolving careers, this episode offers both practical insight and heartfelt perspective. Lisa shares the surprising story of her fiercely independent father—an electrician, six-time retiree, and even an Uber driver in his later years—and how their family navigated the transition from independence to shared living.

This episode explores real-world strategies for multi-generational households, including co-owning property with parents, preserving independence while sharing expenses, and designing a home that supports aging in place. Lisa explains how thoughtful financial planning can reduce tax burdens, maximize retirement income, and create stability for the entire family. From leveraging state tax advantages to understanding pension and Social Security timing, this conversation highlights how financial literacy and creativity can support caregiving families.

Most importantly, Kate and Lisa discuss the emotional side of caregiving—how to have honest conversations about driving, independence, and dignity, and how multi-generational living can reduce loneliness while strengthening family bonds. If you’re part of the sandwich generation, considering shared housing with aging parents, or looking for ways to align your finances with your family values, Part 2 offers inspiration, strategy, and hope.

✨ Connect with special guest, Lisa Brumm, Registered Financial Consultant
National Speaker, Corporate Trainer, CEO of My Financial Girlfriend

💠 Download Money Hacks at: https://myfinancialgirlfriend.com/
💠 Schedule a complimentary 30-minute session: https://myfinancialgirlfriend.as.me/
💠 Phone: 503.890.0276
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💠 Linkedin:   / lisabrumm  
💠 Instagram:   / lisamoonbrumm  
💠 Rapid Reduction Debt Calculator: https://www.free-online-calculator-us...

✨ Connect with Kate Phillips:
💠 Free Gifts & More: https://linktr.ee/katephillips

💠 YouTube 👉    / @totalwealth  
💠 Website 👉 https://www.totalwealthcoaching.com/
💠 Facebook 👉   / thekatephillips  
💠 Instagram 👉   / totalwealth.kate  

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