EPISODE · Jun 12, 2026 · 31 MIN
Special Needs Planning
from Overtime Earnings · host Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®
Dave and Ken discuss why financial planning for families raising children with special needs requires a different playbook. This topic is one that is very close to both of your hosts. They cover SSI and Medicaid resource limits to ABLE accounts, special needs trusts, beneficiary designations, and caregiver planning. Ken and Dave also walk through the key decisions families should understand before gifting assets, naming beneficiaries, or building long-term support plans. PPG-8886779.1(05/26)(exp.05/30)
What this episode covers
Dave and Ken discuss why financial planning for families raising children with special needs requires a different playbook. This topic is one that is very close to both of your hosts. They cover SSI and Medicaid resource limits to ABLE accounts, special needs trusts, beneficiary designations, and caregiver planning. Ken and Dave also walk through the key decisions families should understand before gifting assets, naming beneficiaries, or building long-term support plans. PPG-8886779.1(05/26)(exp.05/30)
NOW PLAYING
Special Needs Planning
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.