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Financial Planning Across the Spectrum

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Manage episode 359795479 series 2996118
Innehåll tillhandahållet av Mom Autism Money. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Mom Autism Money eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

What happens when a financial planning firm is both Autistic-centered and Autistic-owned?

Planning Across the Spectrum is what happens.

Planning Across the Spectrum is a full-service financial planning firm that can help you do all the traditional things like plan for retirement, establish life insurance to take care of your children after you’re gone, and manage your investments. But they do so much more on top of these traditional services.

They can help you navigate benefits, Medicaid waivers, and plan for unique situations like getting the supports and savings your child may need to move out of your home and live independently. They’ve even got a neurdiversity index fund!

Joining us to educate us about all the services is Liz Yoder, Director of Financial Planning.

Planning Across the Spectrum’s website: https://planningacrossthespectrum.com/

Follow Planning Across the Spectrum on Facebook: https://www.facebook.com/planningacrossthespectrum

Check out more info on the Neurodiversity Index: https://planningacrossthespectrum.com/intro-neurodiversity-index/

Listen to the Two Autistic$ Talk Money podcast: https://www.twoautisticstalkmoney.com/

Full episode transcript: https://momautismmoney.com/planning-across-the-spectrum/

  continue reading

31 episoder

Artwork
iconDela
 
Manage episode 359795479 series 2996118
Innehåll tillhandahållet av Mom Autism Money. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Mom Autism Money eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

What happens when a financial planning firm is both Autistic-centered and Autistic-owned?

Planning Across the Spectrum is what happens.

Planning Across the Spectrum is a full-service financial planning firm that can help you do all the traditional things like plan for retirement, establish life insurance to take care of your children after you’re gone, and manage your investments. But they do so much more on top of these traditional services.

They can help you navigate benefits, Medicaid waivers, and plan for unique situations like getting the supports and savings your child may need to move out of your home and live independently. They’ve even got a neurdiversity index fund!

Joining us to educate us about all the services is Liz Yoder, Director of Financial Planning.

Planning Across the Spectrum’s website: https://planningacrossthespectrum.com/

Follow Planning Across the Spectrum on Facebook: https://www.facebook.com/planningacrossthespectrum

Check out more info on the Neurodiversity Index: https://planningacrossthespectrum.com/intro-neurodiversity-index/

Listen to the Two Autistic$ Talk Money podcast: https://www.twoautisticstalkmoney.com/

Full episode transcript: https://momautismmoney.com/planning-across-the-spectrum/

  continue reading

31 episoder

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