Retirement Repair Shop with Mary Beth Franklin

Special needs planning and your retirement plan

Episode Summary

Saving for retirement is hard enough, but saving beyond retirement care for a special needs child presents its own set of challenges. 57 million Americans have a physical or mental disability but fewer than 1,000 financial advisers nationally have expertise in special needs planning. What's more, fewer than 250 have attained the only certification offered for it. John Nadworny specializes in working with special needs families, and he joins Mary Beth Franklin for this episode.

Episode Notes

Show Title
Retirement Repair Shop with Mary Beth Franklin

Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.

Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with John Nadworny of Special Needs Financial Planning to examine how special needs planning can impact a sound retirement strategy.

About the guest
John Nadworny brings more than 25 years of experience as a certified financial planner who specializes in working with special needs families. He began to explore this critical niche after his son James was born with Downs Syndrome. In addition to his thriving practice, he has co-authored the ground-breaking book, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life.

More from John Nadworny:
Special Needs Planning website: https://specialneedsplanning.com/john-nadworny/
Download his book: https://www.amazon.com/Special-Needs-Planning-Guide-Prepare/dp/1557668027
Watch John’s story: https://www.investmentnews.com/section/video?playerType=INTV&bctid=5573440923001&date=20170912

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

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