#113 - Financial Planning Series Recap

The special needs financial planning series included 12 interviews from special needs financial planners and special needs lawyers. This episode offers soundbites from each interview in the series to help you choose which episodes may be of interest. Episodes in the financial planning series were: 101 - Learning the Lingo 102  - Special Needs Trusts 103 - Choosing and Training the Trustee 104 - Memorandum of Intent  105 - ABLE Accounts 106 - Government Benefits 107 - Finding Resources 108 - Taxes 109 - Multigenerational Planning 110 - Insurance as a Financial Planning Tool 111 - Assets to Consider 112  - Avoiding Common Mishaps

Om Podcasten

The LOMAH Podcast is an award winning show that runs topical series deep diving into an issue for 10-12 episodes with interviews from expert guests, including self advocates. Your host, Kim, has a teenage daughter with level 3 non speaking autism who will require 24/7 support the rest of her life. Like many parents, Kim has a lot of important questions. She does not claim to know the answers for her child nor yours but does promise to search for them and share what she is discovering along the way. You will notice a striking difference in the earlier shows compared to the most recent as she has grown and evolved as a result of listening to expert guests and self advocates.