Skip to content
Rob Wrubel-Father and Financial Planner episode artwork

EPISODE · Aug 23, 2024 · 18 MIN

Rob Wrubel-Father and Financial Planner

from The Plan for Special Needs Trusts · host PLAN MA-RI

Rob Wrubel has had an amazing journey to get to where he is. He talks about following his purpose and passion on his life’s journey. He is the father of a special needs daughter. Rob uses his knowledge to help special needs families by serving as their financial advisor and by speaking to families and professional groups throughout the country. “Special needs families face financial challenges not faced by other parents, such as protecting governmental benefits by good planning and balancing savings for retirement while having funds available to pay for disability-related expenses. People often come to my office in a state of fear and anxiety. They are overwhelmed with the decisions they need to make about their financial life and future planning. I understand their concerns because I am in their shoes. I look at this as a personal and professional mission”. The post Rob Wrubel-Father and Financial Planner appeared first on PLAN of MA and RI.

Episode metadata supplied by the publisher feed · Published Aug 23, 2024

Embed this episode

Ready to play

Rob Wrubel-Father and Financial Planner

0:00 18:15

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Plan for Special Needs Trusts?

This episode is 18 minutes long.

When was this The Plan for Special Needs Trusts episode published?

This episode was published on August 23, 2024.

Can I download this The Plan for Special Needs Trusts episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!