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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.

Oct 24, 2018

This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to...

Oct 20, 2018

ABLE Account update. We will continue to make videos about this account as it changes, providing you with updates as they happen. This account is still very new and we expect changes to continue. Stop back and check us out every once and a while to see if there have been any more changes! We have a lot of resources on...

Oct 17, 2018

This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is...

Oct 15, 2018

This was a great podcast interviewing Rosemary Calderalo, Director of Gift Planning at the Baltimore Community Foundation (BCF). We talk about the many ways you can invest in Baltimore using the many funds provided by BCF. You may research their website to learn more but I would suggest spending less time on the website...

Oct 12, 2018

Michelle Fritsch, Pharm.D. is back! She was on our podcast previously where she discussed her first business, Meds MASH. Meds MASH provides services such as medication management, assessment of risk, safety assessments and healthcare coaching. The episode is called "Managing Your Parents Medications." It was our 4th...