In this episode of the Extra Lucky Podcast, hosts Taryn and Jess welcome Brett Garrison, a special needs financial advisor. Brett shares his personal journey into the field of special needs financial planning, emphasizing the importance of creating a secure financial future for children with disabilities. The conversation covers essential topics such as the significance of financial planning, debunking myths about who needs it, the steps families should take to start planning, and the differences between special needs trusts and ABLE accounts. Brett also discusses navigating government benefits and the importance of having a comprehensive plan in place. In this conversation, Brett Garrison discusses the intricacies of financial planning for families with special needs children, focusing on the importance of understanding government benefits like SSI and SSDI, the role of life insurance, common planning mistakes, and the need for community support and professional guidance. He emphasizes the importance of proactive planning and legislative advocacy to improve the financial landscape for individuals with disabilities.

You can find Brett and his 1847Financial Special Needs Planning Team on their website, Facebook or on LinkedIn. 

The Extra Lucky Podcast is produced by Andie Amit of ⁠Sprouting Productions⁠.