About Connor Tyson: Connor Tyson is a financial wellness coach and founder of Progress Solutions LLC, with over 20 years of experience in the financial services industry. He holds a Series 65, New York Life and Health licenses, and a ChFC (Chartered Financial Consultant) designation. After working in wealth management and advising roles at major institutions like TIAA-CREF and J.P. Morgan, Connor transitioned to financial coaching in 2020, driven by his passion for financial literacy. He focuses on helping individuals eliminate debt, improve financial habits, and achieve long-term financial freedom.

In this episode, Brian and Connor Tyson discuss:

• Balancing financial responsibilities for both aging parents and children
• The emotional and psychological burden of family caregiving
• Financial planning and the importance of budgeting
• The role of habits and behaviors in personal finance

Key Takeaways:

• Caregivers must first assess and stabilize their own financial situation to ensure they are in a position to provide long-term support to both their aging parents and children.
• Many people, even those with financial education, struggle financially not because they lack knowledge but because they fail to build proactive and intentional habits around their money.
• Having early, transparent conversations about your parents’ financial assets, their wishes, and long-term care plans can prevent financial strain and emotional stress down the road.
• The sandwich generation is uniquely burdened with balancing immediate family expenses like childcare and eldercare, while simultaneously planning for their own future needs like retirement and education.

"I don't tell people what to do. I just understand their principles and values, their wishes and what they want, and then I help them understand how to go about that. I guide them to the resources they need to make decisions for themselves." — Connor Tyson

Connect with Connor Tyson:

Website: https://progressfc.com/

LinkedIn: https://www.linkedin.com/in/connor-tyson-chfc%C2%AE-07391a45/

Facebook: https://www.facebook.com/connorthefinancialcoach/

Instagram: https://www.instagram.com/connorthefinancialcoach/

Host contact information: 

• Email: briansacksnewsletters@gmail.com



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