274: [Basiliso Moreno] Life Insurance Lessons And The Sandwich Generation

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Join host Anthony Weaver as he welcomes Basiliso Moreno a licensed social worker and financial consultant to discuss the intricate balance of managing personal finances while supporting both children and aging parents Basiliso affectionately known as Bass shares his journey of navigating the sandwich generation highlighting the emotional and financial challenges faced when caring for loved ones From the importance of life insurance to the unexpected benefits of a poetry book Bass provides insights into his experiences and the lessons learned along the way In this episode we explore The critical role of life insurance and the impact of unexpected expenses How Bass transitioned from personal grief to becoming a voice in the social work community Strategies for managing finances while supporting multiple generations The creation of Bass s poetry book and its significance in his healing journey The importance of seeking therapy and mental health support particularly for men and people of color The power of storytelling and community support in overcoming personal challenges Chapters 00 00 00 – Introduction00 05 00 – Bass s Background and Financial Journey00 15 30 – Life Insurance and Financial Planning00 25 00 – Navigating Grief and Family Responsibilities00 35 00 – The Creation of a Poetry Book00 40 00 – The Role of Therapy and Mental Health00 50 00 – Final Four Questions01 00 00 – Closing RemarksDiscover more about Basiliso Moreno and his work Instagram nbsp basmorenoconsultingWebsite nbsp basmorenoconsulting comLinkedIn Basiliso MorenoTHANK YOU FOR LISTENING SandwichGeneration FinancialPlanning AboutThatWallet SocialWork MentalHealthGet My Habit Journal nbsp https amzn to 4eGQBHuJoin the About That Wallet Newsletter nbsp https aboutthatwallet com newsletterContinue to support the show by subscribing sharing and leaving comments on your favorite platforms This helps others find valuable financial insights Follow Me IG nbsp https instagram com aboutthatwalletTwitter nbsp https twitter com aboutthatwalletWebsite nbsp https aboutthatwallet comEmail nbsp Anthony aboutthatwallet com–DISCLAIMER The content in this audio is for educational purposes only Conduct your own research and make the best choice for you If you need advice contact a qualified professional Episode 274Click here to visit this podcast episode