Episode 95. Rob Wrubel, CFP® AIF® AEP® talks special needs trusts, SSI, SSDI...

Raising Kellan

English - August 19, 2023 02:44 - 21 minutes - 30.1 MB - ★★★★★ - 18 ratings
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Previous Episode: Episode 94: Jay Camperlino, Director of Youth and Transitional Services at DIDD & Medicaid Alternative Pathways to Independence Program (MAPs)

Next Episode: Episode 96. College for Students with Intellectual and Developmental Disabilities.

Today we are joined by Rob Wrubel, CFP® AIF® AEP®. He is a best-selling, award-winning author of Financial Freedom for Special Needs Families, 30 Days to Your Special Needs Trust and Protect Your Family. He has been a contributing source for local and national media and is a sought-after speaker who regularly gives highly-rated, entertaining, and informative workshops on special-needs planning. His books, workshops, and educational talks help families plan for the future, preserve benefits and achieve financial freedom.

Rob has three children and his middle daughter has Down syndrome and is the President of Cascade Investment Group in Colorado Springs.

Timeline:

1:48 Rob's background and how he got into financial planning for families with special needs.

5:01 What are some of the benefits persons with disabilities can enroll in once they turn 18?

6:09 What is SSDI?

8:20 What is SSI?

10:16 Special Needs Trust

14:32 Protecting your child's future benefits such as medical care.

15:12 Rob's advice for parents.

17:05 Future planning helps you live a great life today.

19:16 Contact information: Rob Wruble

The transcript will be soon available at www.raisingkellan.org

This episode is brought to you by Anderson Consulting in Dyersburg TN

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