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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.

Feb 10, 2020

Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meetings. We use Skype & Zoom for our 'screen to screen' meetings. We have formulated this process over the last few years to...


Feb 5, 2020

Kids should be learning about investing in school but rarely do they get any real life information to use. It is up to the parents, guardians, brothers, sisters, and everyone else with any knowledge to pass it on to the younger generation. Teach them how to save and teach them what investing can do for them.  Email


Jan 15, 2020

Here we talk about the new bill that was passed making a few notable changes to investors of all ages, and especially those getting ready to hit the big 7-0. The RMD age was changed to 72 and Stretch IRAs now have a limit of 10 years. These are two of the biggest changes for us and our planning but there we plenty...