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
*Affiliate link -- thank you for supporting the podcast!
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!