Enlightened Wealth Strategies
Hosted by financial advisors James and Jim, Enlightened Wealth Strategies is your trusted resource for building a brighter financial future. Guided by the three pillars of Wealth Accumulation, Wealth Distribution, and Wealth Preservation, this podcast delivers actionable insights to help you grow, manage, and safeguard your wealth. From mastering your 401(k) to making smart investment decisions, James and Jim simplify complex financial concepts, empowering you to take control of your financial journey. Whether you're planning for retirement, building wealth, or navigating life’s financial challenges, this podcast is your roadmap to success.
Enlightened Wealth Strategies
EP 11 - How to Protect your Special Needs Child: Addressing the Financial and Legal Issues
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Lori Wolf and Rich Reda to discuss Special Needs Planning - specifically planning for your child with special needs.
Lori is an estate attorney and an expert in legal planning for families with a special needs child or loved one. Rich is a life insurance consultant who is knowledgeable in of all areas of insurance, including , life, disability, long-term care and health insurance.
Be sure to listen and watch this episode as we address many of the challenging issues parents face in establishing a comprehensive plan for their child with special needs.