Special needs planning and your retirement plan
07/02/19 • 30 min
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with John Nadworny of Special Needs Financial Planning to examine how special needs planning can impact a sound retirement strategy.
About the guest
John Nadworny brings more than 25 years of experience as a certified financial planner who specializes in working with special needs families. He began to explore this critical niche after his son James was born with Downs Syndrome. In addition to his thriving practice, he has co-authored the ground-breaking book, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life.
More from John Nadworny:
Special Needs Planning website: https://specialneedsplanning.com/john-nadworny/
Download his book: https://www.amazon.com/Special-Needs-Planning-Guide-Prepare/dp/1557668027
Watch John’s story: https://www.investmentnews.com/section/video?playerType=INTV&bctid=5573440923001&date=20170912
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with John Nadworny of Special Needs Financial Planning to examine how special needs planning can impact a sound retirement strategy.
About the guest
John Nadworny brings more than 25 years of experience as a certified financial planner who specializes in working with special needs families. He began to explore this critical niche after his son James was born with Downs Syndrome. In addition to his thriving practice, he has co-authored the ground-breaking book, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life.
More from John Nadworny:
Special Needs Planning website: https://specialneedsplanning.com/john-nadworny/
Download his book: https://www.amazon.com/Special-Needs-Planning-Guide-Prepare/dp/1557668027
Watch John’s story: https://www.investmentnews.com/section/video?playerType=INTV&bctid=5573440923001&date=20170912
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Previous Episode
Can my retirement plan sustain long-term care and disability?
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.
More from Tom West
Visit his website https://www.seia.com/team/tom-west/
Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Next Episode
Could a market meltdown nuke my retirement?
About the Guest
Angie O’Leary, a 25-year veteran of the wealth industry, is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.
Angie’s bio: https://www.rbcwealthmanagement.com/us/en/p/angie-oleary/detail/?p=e
Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
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