S5E2 - $$$... with Mark Solomon, Financial Guidance for Special Needs Families

part of the Our Parallel Paths podcast series with Geralyn Anderson Arango

2 months ago

$$$ with Mark Solomon, Financial Guidance for Special Needs Families

Recording Date: June 2, 2025

Keywords: financial planning, special needs trusts, trusts, special needs planning, Mark Solomon, Financial Guidance for Special Needs Families, Geralyn Anderson Arango, Gerry Arango Deeley, Our Parallel Paths, disability, transition

Transcripts: Download transcript for this episode.

Summary: Gerry talks with Mark Solomon, Financial Guidance for Special Needs Families, about the differences families of special needs children / adults face when planning for the future. Mark offers practical advice, and resources for families that can alleviate stress, and encourage thoughtful planning.

Resources:

Topical Index:

Introductions [00:00]
About Mark & Suzanne Solomon [02:55]
Toolkit for families [04:37]
Jugging Balls; Spinning Plates [05:42]
How planning for special need children is different [06:37]
Asset management vs. Financial Guidance [10:03]
Medicaid - fears vs. reality [13:35]
Siblings, trusts, and financial planning [17:22]
Circles of Support [22:07]
Contact information [23:23]
The Parallel Path - retirement for your [24:22]
Closing [32:09]

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