ABLE Accounts: Major Update | Brynne Conroy
ChooseFI | Financial Independence Podcast
Jonathan Mendonsa & Brad Barrett | Choose FI Media, Inc
4.8 • 5.2K Ratings
🗓️ 18 May 2026
⏱️ 36 minutes
🧾️ Download transcript
Summary
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? |
... |
Transcript will be available on the free plan in 11 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Jonathan Mendonsa & Brad Barrett | Choose FI Media, Inc, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Jonathan Mendonsa & Brad Barrett | Choose FI Media, Inc and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

