227 Planning with Love: Navigating Special Needs Financial Planning with Rhiannon Gogh
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227 Planning with Love: Navigating Special Needs Financial Planning with Rhiannon Gogh
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In this episode Debra Caldow talks to Rhiannon Gogh, a specialist financial planner, who talks about the importance of planning for the future of young people with additional needs. She discusses estate planning, including creating trust funds and the role of life insurance policies as well as the importance of ensuring plans are tailored to each person's unique needs. Rhiannon also explains the framework she uses to help families develop comprehensive plans which reflect their different financial situations.
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