This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.
This is a real client case study we did for one of our most recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.
Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.
This is all about the ABLE Account! This account can be an extremely helpful tool in helping you afford the costly lifestyle that comes with your special needs person. This account isn't just for poor people or just for rich people, it is simply a tool you should consider if you are taking care of a special needs individual. Listen to this amazing podcast to learn more details!
Check out more information on their website below:
"Who am I? Well, I guess the most relevant fact is that I have a daughter with an ASD. She was diagnosed with Pervasive Developmental Delay (PDD) when she was 3 years old. During that time, and for more than 20 years, I was a local television news anchor/reporter at WMAR-TV in Baltimore. If you want to check it out…You can find my YouTube Channel. Now, I’m basically producing stories in very much the same way as any broadcast news organization…Except these stories are all about wonderful kids who have Autism. I like to call them “SPECtacular Kids” on the spectrum!
Real Look Autism is, first and foremost, a visual resource. RLA will be funded through sponsorships and contributions. We are not directly fundraising or selling a particular product. Real Look Autism is a non-profit organization and we are open to many avenues of support.
Please contact us at email@example.com and sign up for our e-mails…that way you’ll know when we post a new video. We look forward to your comments and mostly look forward to hearing your stories. Real Look Autism-growing up on the spectrum…you tell us something that’s working for you…and we’ll show everyone else."
This video is for anyone who overspends using their credit card. Getting out of credit card debt 💳 isn't easy. A few tips: be Selfish , Disciplined 😐 and Determined 😠 when it comes to your debt. Really buckle down 🗜️ and make some changes. It is just how you have to be for now. Make a schedule 📆 so you can see the light 🔦 at the end of the tunnel and know its not the train 🚂..
College Savings (529) Plans 📚 🎓 - Start Investing Early!
The biggest benefit of using a College Savings 529 Plan is the tax-free growth which is why it is so important to start investing early. The combination of compounding and tax-free growth has your money 💲 working really hard for you. As long as you spend the money on qualified education expenses the withdrawals are not taxed. Below you can find the link that leads to the IRS' Q&A page for 529 Plans to get some more of your questions answered. If you have an additional questions just message me or comment below.