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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.

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  2. Investing in Baltimore with the Baltimore Community Foundation

Investing in Baltimore with the Baltimore Community Foundation

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 and more time calling and talking to someone directly for two reasons: 1) You will get your questions answered faster. There is a lot on the website and while I found it informative, I also felt overwhelmed and wasn't exactly sure where to start. Calling will allow you to talk to a real person and get you questions answered. We all want something specific: to leave a legacy, invest in something you care deeply about, or invest back in Baltimore and the community. Calling will allow you to see what your next step should be based on your goals. 2) You will get to see how BCF handles your call with care and decide if they are right for you. I have nothing but great things to say about their customer service and dedication to their clients and this community, but you need to see it for yourself to feel comfortable. Don't be afraid to contact Rosemary Calderalo using the information below to get your questions answered:

 

Rosemary Calderalo, Ph.D.

Director of Gift Planning

Baltimore Community Foundation

2 E. Read St. 9th Fl., Baltimore, MD 21202

410-332-4172 x 132   rcalderalo@bcf.org

www.bcf.org