$$$ 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:

• Website - snfguidance.com


• Facebook Group - https://www.facebook.com/groups/SpecialNeedsFam/


• YouTube - https://www.youtube.com/@SNFGuidance


• Email - [email protected]

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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