Mom Autism Money

Mom Autism Retirement Planning 101, Part 2


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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/

Like Mom Autism Money on FB: https://www.facebook.com/MomAutismMoney

Subscribe to the MAM email list: https://momautismmoney.com/

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

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Mom Autism MoneyBy Mom Autism Money

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