The ABCs of Special Needs Financial Planning Ep# 113


Manage episode 264508750 series 2394299
By Financial Symmetry, Chad Smith, and Mike Eklund. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Special needs financial planning is an intricate and delicate process.

Youtube Recap Here:

A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning for your special needs loved one’s future.

More than 40 million individuals or about 10% of total American population are living with a disability according to the US Census. This takes a careful planning approach to assure needs are met.

More Detail Here:


  • Approach – Highlighting the importance of constructing an experienced team to help guide families through the special needs planning process
  • Benefits Available – What governmental benefits and programs are available to my special needs loved one now and as they age?
  • Consider Your Estate Plan – What steps should be taken to align your estate plan to provide ample financial support to your special needs loved one while making sure their benefits are not negatively affected.
  • Develop Your Savings Strategy – What accounts are available for special needs individuals and which are the best fit for your situation

139 episodes