36 min listen
Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy
Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy
ratings:
Length:
43 minutes
Released:
Apr 19, 2019
Format:
Podcast episode
Description
Brynne has one child with special needs. How does this change the way she does her financial planning and investing? In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust is necessary or necessarily financially viable.” ABLE stands for “Achieving a Better Life Experience Act”, which are tax-advantaged savings accounts for individuals with disabilities and their families Listen in as Brynne explains how ABLE accounts work, how someone would benefit from having an ABLE account, and how she’s working to live a beautiful life within the choices and parameters available to her. For more information, visit the show notes at http://moneytreepodcast.com/239
Released:
Apr 19, 2019
Format:
Podcast episode
Titles in the series (100)
MTI059: Football + Finances, Stock Splits, Insurance: Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, and special teams in your investing and a complete insurance breakdown Examples of stock splits, by Money Tree Investing