Preview Mode Links will not work in preview mode

The Financial Advocate


Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast!

You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial Planning, Special Needs Financial Planning, and Traditional Financial Planning.

If you are caring for your Mom, Dad, or a special needs individual and could use a little help, this Podcast could be like finding gold! Each week we’ll bring you valuable content that may help you in your journey of taking care of Mom, Dad, and/or the individual you assist with special needs. From the “Big Picture” questions of “Where Do I get Started?” down to some nitty gritty details on professionals and services that you may not even know are available to help.

Every week we interview someone in our community that we feel may be able to help you or someone you know. Please check back often and be sure to subscribe on iTunes so that you’ll get our latest episode automatically. We know life keeps us very busy, so we’ll remind you when we’ve got something interesting to share.

Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, NJ, DE, WA, TX, GA.

Sep 1, 2018

We have been doing a lot of research with 529 plans because of college savings and the newly introduced ABLE Accounts. After you get done with this podcast, check out our previous podcast posted specifically about ABLE Accounts!

"Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners."

Check out more about Mr. Curley and Strategic Insight on their website below:

https://www.strategic-i.com/our-research-team/paul-curley/