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The Financial Advocate - Podcast

The Financial Advocate

Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com

Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.

Life Investing Business Money Education
Update frequency
every 9 days
Average duration
20 minutes
Episodes
109
Years Active
2015 - 2025
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Voices for Autism with Stacey Stirmer

Voices for Autism with Stacey Stirmer

"100% of money raised will be donated to Autism Speaks. Now in it’s 12th year, Autism Speaks has grown into the world's leading autism science and advocacy organization, dedicated to funding research…

00:17:17  |   Fri 14 Sep 2018
What Drives People To Get Advice : Case Study

What Drives People To Get Advice : Case Study

Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the mos…

00:22:24  |   Thu 13 Sep 2018
Why Paying A Fee for Planning Is A Good Thing: Case Study

Why Paying A Fee for Planning Is A Good Thing: Case Study

Nervous about paying a fee when you sit down with someone? Why is it that some advisors are free and some charge? Listen to this case study to find out why we charge a fee to meet and why it is benef…

00:13:03  |   Wed 12 Sep 2018
529 Plans - Saving for College

529 Plans - Saving for College

We have been doing a lot of research with 529 plans because of college savings and the newly introduced ABLE Accounts. After you get done with this podcast, check out our previous podcast posted spe…

00:24:03  |   Sat 01 Sep 2018
MD ABLE Account

MD ABLE Account

Bette Ann Mobley is the Director at Maryland ABLE and does amazing work with the special needs community. This is a podcast you won't want to miss!

This is all about the ABLE Account! This account ca…

00:22:27  |   Fri 31 Aug 2018
The RAISE Family Caregivers Act

The RAISE Family Caregivers Act

Angela Lello is the Senior Director of Public Policy for the Autism Speaks Advocacy Team. Earlier this year, there was an announcement that RAISE Family Caregivers Act was signed into law! But, wha…

00:23:12  |   Thu 30 Aug 2018
Team Up For 1 Foundation

Team Up For 1 Foundation

"Illness has no off season, no matter the outcome we know the game is never over. The Team Up For 1 Foundation (TU41) mission is to enhance the quality of life for children (and their families) wit…

00:14:46  |   Wed 29 Aug 2018
Chesapeake Therapeutic Riding

Chesapeake Therapeutic Riding

Cathy Schmidt Founder andExecutive Director

PATH International Registered Therapeutic Riding Instructor and Certified Equine Specialist in Mental Health and Learning

 

"Established in 2003, CTR’s mis…

00:22:55  |   Tue 28 Aug 2018
Sociability Books: Lou Knows What To Do

Sociability Books: Lou Knows What To Do

Check this bio out below, see their three newly released titles from their social book series "Lou Knows What To Do" & much more on their website: http://www.sociabilitybooks.com/about.html

Kimberl…

00:28:56  |   Mon 27 Aug 2018
Parents: Regain Control of Your Life

Parents: Regain Control of Your Life

 I have been on a mission to help others restore themselves to a vibrant and healthy state, using holistic approaches that empower you to take back your life. I firmly believe that just because you h…

00:24:10  |   Sun 26 Aug 2018
Almost Autism: A Holistic Approach to Health and Wellness

Almost Autism: A Holistic Approach to Health and Wellness

My approach in health coaching helps you recover your child from symptoms of:

▪           Autism

▪           ADHD

▪           Sensory Processing Disorder

▪           “Almost autism”

▪           PDD-N…

00:43:19  |   Sat 25 Aug 2018
Advocacy: Collaborating for Success

Advocacy: Collaborating for Success

Rich Weinfeld describes the importance of collaboration between parent and school staff when planning for students with special needs; his online training program for parents and professionals who wa…
00:30:32  |   Fri 24 Aug 2018
ABLE Account Case Study

ABLE Account Case Study

Check out our newest podcast about the increasingly popular #ABLEaccount. Our special guest Adam C. Zimmerman - Attorney and Maryland Financial Advocates own Colin and Ryan talk about ABLE accounts, …

00:22:49  |   Thu 23 Aug 2018
The Auburn School - Nurturing Unique Minds

The Auburn School - Nurturing Unique Minds

We offer a dynamic educational program for intellectually curious students with challenges in the areas of communication, socialization, pragmatic language, and organization. Our program is appropria…

00:23:52  |   Wed 22 Aug 2018
An Update On Special Needs Trusts

An Update On Special Needs Trusts

   In this quick yet informative interview, Britt Stouffer explains the basics of special needs trusts and how they may help in your plan.

Special Needs benefits are complicated and delicate. If the …

00:15:16  |   Tue 21 Aug 2018
A Real Look At Autism

A Real Look At Autism

Hi and thanks for visiting Real Look Autism! I’m hopeful that this website will give you some great ideas for working with children who have Autism Spectrum Disorders and also serve as a place to sha…

00:20:58  |   Mon 20 Aug 2018
Quick ABLE Account update

Quick ABLE Account update

Check out our first podcast on the ABLE Account a few episodes ago if you need more information or head right to the Maryland ABLE website to get your questions answered:

https://www.marylandable.org…

00:10:11  |   Sun 19 Aug 2018
The Basics of Special Needs Trust Planning

The Basics of Special Needs Trust Planning

Public benefits programs alone can never meet all the needs of an individual with disabilities; for this reason, preservation of assets in a special needs trust is often preferable to spending down e…

00:27:27  |   Sat 18 Aug 2018
Part 1: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families

Part 1: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families

Navigating through the complex world of government benefits can be tricky, time consuming, and overwhelming. Often, due to a lack of understanding, (and a lack of clarity in government language) fami…

00:17:47  |   Fri 17 Aug 2018
Part 2: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families

Part 2: Understanding SSI, SSDI, Medicaid, and Income Planning For Special Needs Families

Be sure to listen to part 1 (below) before jumping into this one.  A expert's expert, Maedi Tanham Carney explains how to plan for your child with special needs as they get older and qualify for gove…

00:17:08  |   Fri 17 Aug 2018
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