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212: Financial Planning for Special Needs Children with Britta Koepf

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Content provided by Bonnie Koo, MD, Bonnie Koo, and MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Koo, MD, Bonnie Koo, and MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Britta Koepf is a certified financial planner and special needs consultant who has dedicated her career to helping families navigate these complex waters. In our discussion, Britta shares her expertise on the intricacies of financial and special needs planning, from setting up various types of trusts to exploring ABLE accounts. We dive into why it's so important to plan for multiple futures, given the unpredictable nature of special needs.

Whether you're a parent, guardian, or know someone in this position, this episode is packed with practical advice and resources. We cover everything from understanding government benefits and insurance options to the role of financial advisors in planning for your child's long-term needs.

Get full show notes and more information here: https://wealthymommd.com/212

  continue reading

214 episodes

Artwork
iconShare
 
Manage episode 428318350 series 2796787
Content provided by Bonnie Koo, MD, Bonnie Koo, and MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Koo, MD, Bonnie Koo, and MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Britta Koepf is a certified financial planner and special needs consultant who has dedicated her career to helping families navigate these complex waters. In our discussion, Britta shares her expertise on the intricacies of financial and special needs planning, from setting up various types of trusts to exploring ABLE accounts. We dive into why it's so important to plan for multiple futures, given the unpredictable nature of special needs.

Whether you're a parent, guardian, or know someone in this position, this episode is packed with practical advice and resources. We cover everything from understanding government benefits and insurance options to the role of financial advisors in planning for your child's long-term needs.

Get full show notes and more information here: https://wealthymommd.com/212

  continue reading

214 episodes

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