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ChooseFI | Financial Independence Podcast

599 | ABLE Accounts: Major Update | Brynne Conroy

ChooseFI | Financial Independence Podcast

Jonathan Mendonsa & Brad Barrett | Choose FI Media, Inc

Careers, Business, Investing

4.85.2K Ratings

🗓️ 18 May 2026

⏱️ 36 minutes

🧾️ Download transcript

Summary

Brynne Conroy joins to discuss 529A ABLE accounts and massive new changes that nearly double eligibility for these accounts for those with disabilities.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to Chusify. Today on the show, we have Brin Conroy, who's here to talk about some significant changes to the ABLE accounts.

0:07.3

And we actually spoke about these ABLE accounts way back in episode 108 with William McVeigh, where he talked about setting up a special needs trust.

0:15.2

These are officially the 529A ABLE accounts, and their savings and or investment options for people with disabilities who

0:23.8

qualify for them.

0:24.9

As Bryn said in this email to me, there are really significant positive changes coming to them,

0:30.2

and we really wanted to get the word out.

0:32.3

Just a quick background on Bryn.

0:34.5

She handles American markets for PocketSm Smith, which is actually a budgeting

0:38.2

app that builds itself around your immediate and long-term financial goals. She has 15 years of

0:43.1

experience in financial media, and her extensive work in disability finance has earned her

0:48.1

honors such as the 2022 Plutus Award for Best Financial Content for Underserved Communities.

0:55.8

I think this is a really important episode. I think you're going to get a lot out of it. And with that, welcome to Choose That Five.

1:02.9

Before we get started, I keep this podcast entirely ad-free for two reasons. First, this is a

1:08.3

five podcast and I don't want to promote products that I don't want you to buy

1:11.6

in the first place. And second, I really like the clean listening experience of a show where you

1:16.6

don't have to fast forward ads. To keep it ad free, all I ask of you as a listener is the next time

1:21.7

you open a travel rewards credit card, go to choosefi.com slash cards. And with that, onto the show.

1:31.3

Bryn, I am so happy to have you here. Thanks for doing this. I'm so glad to be here. Thank you for

1:36.4

having me. Yeah, this should be great. I'm going to let you drive this because this is something that

1:42.7

you have extensive, extensive knowledge in.

1:46.0

I'm just going to ask questions and kind of rock and roll.

1:49.2

So I guess let's start first off with what is an ABLE account?

...

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