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Mom Autism Retirement Planning 101, Part 2
Manage episode 328030259 series 2996118
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Welcome to part two of our retirement planning discussion with Brenton Harrison and Joe Saul-Sehy!
This week we'll cover:
- Annuities.
- Sheltering your investments from asset tests.
- How ABLE accounts & supplemental needs trusts fit into the equation.
- Life insurance for parents of disabled children.
- Finding the right financial advice for your unique situation.
Listen to part one of this conversation: https://momautismmoney.com/mom-autism-retirement-planning-101/
Get Stacked: Your Your Super Serious Guide to Money Management by Joe Saul-Sehy & Emily Guy Birken: https://amzn.to/3vCxAlS *
Check out the Stacking Benjamins Podcast: https://www.stackingbenjamins.com/subscribe/
Check out the Stacked book tour: https://www.stackingbenjamins.com/stacked/
Visit Brenton's Website: https://www.brentonharrison.com/
Subscribe to Brenton's YouTube Channel: https://www.youtube.com/c/BrentonHarrison
Listen to Brenton's previous episode with Jillian Zacks, Esq. on Supplemental Needs Trusts: https://momautismmoney.com/special-needs-trusts/
Listen to the ABLE Account episode with Paul Curley: https://momautismmoney.com/able-accounts/
Like Mom Autism Money on FB: https://www.facebook.com/MomAutismMoney
Subscribe to the MAM email list: https://momautismmoney.com/
Full episode transcript: https://momautismmoney.com/mom-autism-retirement-101
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