Financial Planning and Security with Chris Latham, CFP

Episode 109 of the Autism Resource Podcast podcast, hosted by autismresourcepodcast, titled "Financial Planning and Security with Chris Latham, CFP" was published on September 24, 2022 and runs 17 minutes.

September 24, 2022 ·17m · Autism Resource Podcast

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Summary

Chris Latham, CFP, gives us an overview of financial planning for those with special needs. He shares his insights on what it takes to properly plan for the future. He offers information on special needs trusts, ABLE accounts, using life insurance as a tool, and more. He stresses that financial wellness and physical/mental health go hand in hand.

Episode Description

Chris Latham, CFP, gives us an overview of financial planning for those with special needs. He shares his insights on what it takes to properly plan for the future. He offers information on special needs trusts, ABLE accounts, using life insurance as a tool, and more. He stresses that financial wellness and physical/mental health go hand in hand.

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