Mom Autism Retirement Planning 101, Part 2

May 10, 2022

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/

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Full episode transcript: https://momautismmoney.com/mom-autism-retirement-101

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