Your Life Simplified: A Financial & Wealth Management Podcast

Special Needs Planning: What Qualifies As Special Needs & Why Planning Is Important


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One in eight people are related to someone with special needs, according to Pew Research Center. There is a broad definition of special needs and it does not discriminate. If you have a family member with special needs, it’s important to adapt your financial plan. Depending on the severity of the special needs, parents may need to not only plan for their lifetime, but also that of their child or children. This podcast episode focuses on when and where you should start with special needs planning. In addition, items such as schooling, doctors, instructions for guardians and more are discussed to help you ensure you have the bases covered for someone with special needs.

If you have questions or suggestions for future podcasts, please email us at [email protected]

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Your Life Simplified: A Financial & Wealth Management PodcastBy Mariner

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