Special Needs Trusts with Brynne Conroy – PLUS Asset Protection and we try to make insurance sexy

Brynne has one child with special needs. How does this change the way she does her financial planning and investing?

In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or Special Needs Trusts are necessary or necessarily financially viable.”

ABLE stands for “Achieving a Better Life Experience Act”, which are tax-advantaged savings accounts for individuals with disabilities and their families

Listen in as Brynne explains how ABLE accounts work, how someone would benefit from having an ABLE account, and how she’s working to live a beautiful life within the choices and parameters available to her.

 

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Today’s guest, Brynne Conroy:

Brynne Conroy is the author of the Feminist Financial Handbook and the mother of a special needs child. She started writing about money when she didn’t have any.

As she figured out ways to save more and earn more, she shared them with the world on her award-nominated blog–Femme Frugality–and progressively climbed up the economic ladder.

Six years later, she continues to run the blog while contributing to personal finance and parenting publications both in print and on the web.

Website: https://femmefrugality.com
Book: The Feminist Financial Handbook on Amazon
Facebook: https://www.facebook.com/Femme-Frugality
Instagram: https://www.instagram.com/femmefrugality
Pinterest: https://www.pinterest.com/femmefrugality

Today’s Panelists

Miranda Marquit | Planting Money Seed

Kirk Chisholm | Innovative Wealth

For a quick bio of each of our show participants, head on over to our panelists’ page.

Send us your questions for a future Listener Letters episode

 

Kate, congratulations from everyone here at Money Tree Investment Podcast. Thank you for participating in our March Madness promotion. We hope you use the gift card to invest in your life.

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