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Episode 95. Rob Wrubel, CFP® AIF® AEP® talks special needs trusts, SSI, SSDI...
Manage episode 374661964 series 3228584
Marsh Naidoo, PT, Marsh Naidoo, and PT에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Marsh Naidoo, PT, Marsh Naidoo, and PT 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Today we are joined by Rob Wrubel, CFP® AIF® AEP®. He is a best-selling, award-winning author of Financial Freedom for Special Needs Families, 30 Days to Your Special Needs Trust and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining, and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom. Rob has three children and his middle daughter has Down syndrome and is the President of Cascade Investment Group in Colorado Springs.
Timeline:
1:48 Rob's background and how he got into financial planning for families with special needs.
5:01 What are some of the benefits persons with disabilities can enroll in once they turn 18?
6:09 What is SSDI?
8:20 What is SSI?
10:16 Special Needs Trust
14:32 Protecting your child's future benefits such as medical care.
15:12 Rob's advice for parents.
17:05 Future planning helps you live a great life today.
19:16 Contact information: Rob Wruble
The transcript will be soon available at www.raisingkellan.org
This episode is brought to you by Anderson Consulting in Dyersburg TN
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