$$$ 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 - ConsultWithMark@yahoo.com

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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