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Category Archives: Videos

The Graduate Moves Back Home: Culinary Adventures

Posted on August 20, 2013 by Rachel Wagner
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This month’s adventure with the prodigal daughter was enjoyed by my friend’s husband.  As you may know, our budding chef has moved back home after college.  (If you haven’t met her Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

The Graduate Moves Back Home: Bumps in the Night

Posted on August 13, 2013 by Rachel Wagner
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Let’s check in with the latest events at my friend’s house.   As we have seen (watch the complete saga here), her daughter’s return home after college has been a mixed Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

The Graduate Moves Back Home: Alternate Time Zone

Posted on July 30, 2013 by Rachel Wagner
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Our graduate is looking kind of sad here, but don’t be fooled.  Her dramatic flair serves her well, as our video illustrates.  My friend’s daughter, after receiving her Bachelor’s degree Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

The Graduate Moves Back Home: I Need the Car !!

Posted on July 23, 2013 by Rachel Wagner
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Let’s see what my friend’s daughter has been up to this month.   As you may know, she has moved back home after college.  (If you haven’t met  her before, start Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

The Graduate Moves Back Home: What’s For Dinner?

Posted on July 16, 2013 by Rachel Wagner
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Time to check in on my friend’s daughter again.   She’s moved back home after college.  If you haven’t met her yet, start the story here.  While more and more Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

The Graduate Moves Back Home

Posted on July 11, 2013 by Rachel Wagner
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Harsh Reality in an Envelope This was the scene that unfolded recently at a friends’ house.  (She gave me permission to chronicle her daughter’s state of financial ignorance on condition Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

Living Trust

Posted on May 14, 2012 by Rachel Wagner
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A Living Trust is a great way to organize your parents’ or your own estate.  You don’t need to be very wealthy to benefit:  the biggest advantage to this legal Continue Reading →

Posted in Estate Planning, Senior Focused, Videos | Tagged linkedin

The Graduate Moves Back Home: Your Closet is My Closet

Posted on April 16, 2012 by Rachel Wagner
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And now we pay another visit to my friend and her daughter, who has moved back home after college.  (Catch up on the  complete saga here.)  It looks as though Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

Financial Power of Attorney

Posted on January 30, 2012 by Rachel Wagner
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What happens if your parents become ill and can’t perform basic financial tasks, like signing checks or making withdrawals from an IRA account?  Unless you have a Power of Attorney Continue Reading →

Posted in Estate Planning, Senior Focused, Videos | Tagged linkedin

Are You Prepared for a Medical Emergency?

Posted on December 12, 2011 by Rachel Wagner
Video Thumbnail Medical

A medical emergency is not something many of us want to spend time thinking about. However, if your parents are in failing health, it is important to make sure they Continue Reading →

Posted in Estate Planning, Senior Focused, Videos | Tagged linkedin

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Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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Rachel Wagner is an independent Financial Advisor working in San Francisco. She created this site to help her fellow sandwich-ees to find practical solutions to their financial challenges.
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