WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 5 December 2024
⏱️ 57 minutes
🧾️ Download transcript
Summary
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medicine to opening a clinic to help children with autism before finding his way back to the ER and then into finance. In addition to being a physician and financial planner he is also a chartered special needs consultant. Dr. Jepson has two children with autism and shares his personal experience and his professional expertise around financial planning for families that have children with special needs. Navigating special needs trusts, able accounts, Social Security, Medicare and more can be complicated and requires a lot of work and time. We hope this episode helps anyone who is learning how to financially care for and support a special needs loved one.
Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
*Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.2 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:16.0 | This is White Coat Investor podcast number 396, financial planning for Special Needs Kids with Dr. Brian Jepson. |
| 0:23.0 | This episode is brought to you by SOFI, helping medical professionals like us bank, borrow, and |
| 0:27.1 | invest to achieve financial wellness. SoFi offers up to 4.6% API on their savings accounts, |
| 0:32.2 | as well as an investment platform financial planning and student loan refinancing, featuring an |
| 0:36.4 | exclusive rate discount |
| 0:37.5 | for med professionals and $100 month payments for residents. Check out all that SOFi offers at |
| 0:42.2 | whitecoat investor.com slash SOFi. Funds originated by SOFi Bank, NMA 696891, advisory services |
| 0:48.1 | by SOFi Wealth LLC. The brokerage product is offered by SOFi Securities LLC. Member of FINRAAS IPC, |
| 0:52.5 | investing comes with risk, including risk of loss. |
| 0:55.5 | Additional terms and conditions may apply. |
| 0:57.5 | Welcome back to the podcast. |
| 0:59.7 | Hope you're well this winter season. |
| 1:01.2 | We're into December already. |
| 1:06.7 | I hope you're taking care of any end of year financial planning items you might have, you know, maxing out retirement accounts. |
| 1:09.0 | I hope you've opened up all the accounts you need to. |
| 1:11.5 | If not, it's going to be a big rush before the end of the year if you need to do that. |
| 1:15.3 | Don't forget lots of things actually allow you to do them after the first of the year these days. |
| 1:20.7 | While it's most convenient to take care of your backdoor Roth during the calendar year, |
| 1:24.9 | you don't actually have to do that. You can do it into the next |
| 1:28.5 | year and still give that contribution in place. But let's get things taken care of and keep |
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