Sign up to save your podcasts
Or
Share Episode 95. Rob Wrubel, CFP® AIF® AEP® talks special needs trusts, SSI, SSDI...
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 95. Rob Wrubel, CFP® AIF® AEP® talks special needs trusts, SSI, SSDI...
Today we are joined by Rob Wrubel, CFP® AIF® AEP®. He is a best-selling, award-winning author of Financial Freedom for Special Needs Families, 30 Days to Your Special Needs Trust and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining, and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom.
Rob has three children and his middle daughter has Down syndrome and is the President of Cascade Investment Group in Colorado Springs.
Timeline:
1:48 Rob's background and how he got into financial planning for families with special needs.
5:01 What are some of the benefits persons with disabilities can enroll in once they turn 18?
6:09 What is SSDI?
8:20 What is SSI?
10:16 Special Needs Trust
14:32 Protecting your child's future benefits such as medical care.
15:12 Rob's advice for parents.
17:05 Future planning helps you live a great life today.
19:16 Contact information: Rob Wruble
The transcript will be soon available at www.raisingkellan.org
This episode is brought to you by Anderson Consulting in Dyersburg TN
View all episodes
By Marsh Naidoo, PT
5
2424 ratings
Today we are joined by Rob Wrubel, CFP® AIF® AEP®. He is a best-selling, award-winning author of Financial Freedom for Special Needs Families, 30 Days to Your Special Needs Trust and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining, and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom.
Rob has three children and his middle daughter has Down syndrome and is the President of Cascade Investment Group in Colorado Springs.
Timeline:
1:48 Rob's background and how he got into financial planning for families with special needs.
5:01 What are some of the benefits persons with disabilities can enroll in once they turn 18?
6:09 What is SSDI?
8:20 What is SSI?
10:16 Special Needs Trust
14:32 Protecting your child's future benefits such as medical care.
15:12 Rob's advice for parents.
17:05 Future planning helps you live a great life today.
19:16 Contact information: Rob Wruble
The transcript will be soon available at www.raisingkellan.org
This episode is brought to you by Anderson Consulting in Dyersburg TN