Creating Opportunities For Teens & Adults With Special Needs & Disabilities
#112 - Avoiding Financial Planning Mishaps
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:43:55
- More information
Informações:
Synopsis
In this episode we cover common mistakes in special needs financial planning and the big question we need to be asking ourselves before making any financial planning move. We go over the difference between a financial planner and financial advisor, discuss what questions to ask when selecting a team, flexible financial planning strategies, and a quick hit list of ideas. About the Guest Andrew Komarow is a Certified Financial Planner™ (CFP™) and founder of Planning Across the Spectrum. Andrew specializes in helping any self-advocating client or family, with or without autism and intellectual disabilities, achieve financial security. He provides expert guidance for life decisions that are either unknown, not easily accessible, or can be complicated to pilot for someone with special needs. Andrew provides a unique perspective for those with special needs, their caregivers, and their families because he has “walked in their shoes,” having received his autism diagnosis late in life. Andrew is a passionate advocat