Episode 19

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Published on:

14th Nov 2022

Optimizing Your Financial World - Episode 19 (Financial Planning for a Special Needs Child)

On the latest installment of Optimizing Your Financial World, we're examining the challenges that many parents face: raising a child with special needs.

There are a number of financial planning strategies and solutions that can help parents navigate a path through the financial uncertainty that comes with raising a child with special needs.

Let's dive into the tools at our disposal and how we can leverage them to make this financial uncertainty more manageable.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - There are considerable challenges when you have a child with special needs

3:15 - The largest concerns that these parents encounter

5:06 - The costs fluctuate dramatically, which introduces a lack of financial clarity

7:11 - The first step in getting on top of your finances

8:20 - Government agencies can provide some assistance as well

9:38 - The next-level strategies you can be considering here

12:32 - How to help your child once you've passed on

15:52 - Take a deep breath because there are financial solutions available for your family

17:20 - How to get in touch with Mark's team

18:39 - Closing remarks

Connect with Mark Wade:

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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.