• Financial Planning Funding Your Neurodivergent Child's Future

  • Apr 3 2023
  • Length: 53 mins
  • Podcast
Financial Planning Funding Your Neurodivergent Child's Future cover art

Financial Planning Funding Your Neurodivergent Child's Future

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  • Summary

  • How do we place a hedge of protection around our neurodivergent children by funding their future? Doctor Heather Holleman, Coach Steve Gundy and special guest and financial expert, Amy Masters, provide an answer to that question. 

    2:30 Four reasons why I want to set up a special needs trust

    14:40 Two Pots of money, Medicaid payback provisions & avoiding complications with government entitlements.

    20:13 Achieving Better Life Experience (ABLE) Account

    26:05 Self Settled Trust

    35:13 For Benefit of (Individual) Trust (FBO)

    40:00 401K Accounts

    43:50 & 47:22 The value of securing a financial advisor

    48:18 Using Insurance to fund income for your child

    50:30 The importance of linking funding to the special needs trust

     
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