Securing Their Future - Retiring with Special Needs Children
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 14 August 2024
⏱️ 51 minutes
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Summary
Transcript
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| 0:00.0 | The show is a proud member of the Retirement Podcast Network. |
| 0:04.4 | Welcome to the show dedicated to helping you not just survive retirement, |
| 0:07.8 | but to have the confidence because you're doing the work |
| 0:10.1 | to really lean and rock it. My name is Roger Whitney. |
| 0:14.0 | By day I'm a practicing retirement planner with 30 years experience, |
| 0:18.0 | founder of agile retirement management. |
| 0:20.0 | And for the last 10 years or so, I've used this weekly podcast as my tool to hone my |
| 0:27.7 | craft as a retirement planner, but even more importantly to hopefully empower you to do your retirement planning well but not create a second job or new job in retirement. |
| 0:40.8 | The whole point of the exercise is to go create a great life, not to be a retirement |
| 0:45.5 | planner in retirement. |
| 0:47.5 | Today on the show we're going to continue our survey of unique retirements and focus on people that are retiring with children |
| 0:56.2 | with special needs or disabled children and how that adjusts the retirement |
| 1:01.8 | planning process. |
| 1:02.8 | To help us, we have Matt from Haystack Financial Planning |
| 1:06.3 | who focuses on people with disabilities |
| 1:08.8 | and people that have children with disabilities |
| 1:11.5 | in their financial planning. |
| 1:13.0 | And this will be a good primer on the subject. |
| 1:16.0 | Any one of these unique retirements we could dedicate a whole month to, |
| 1:20.0 | but I wanted to make sure we at least created some general knowledge of this so we can start going deeper in the months and years to come from a planning perspective. |
| 1:30.0 | In addition to that, we're going to have Nicole Mills on the show, she hasn't been on in a while, |
| 1:35.2 | to answer some of your questions around backdoor Roth contributions, |
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