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The Financial Advocate

Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial Planning, Special Needs Financial Planning, and Traditional Financial Planning. If you are caring for your Mom, Dad, or a special needs individual and could use a little help, this Podcast could be like finding gold! Each week we’ll bring you valuable content that may help you in your journey of taking care of Mom, Dad, and/or the individual you assist with special needs. From the “Big Picture” questions of “Where Do I get Started?” down to some nitty gritty details on professionals and services that you may not even know are available to help. Every week we interview someone in our community that we feel may be able to help you or someone you know. Please check back often and be sure to subscribe on iTunes so that you’ll get our latest episode automatically. We know life keeps us very busy, so we’ll remind you when we’ve got something interesting to share. Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, NJ, DE, WA, TX, GA.

info_outline Planning for the Highly Compensated 08/15/2020
info_outline Teaching Children Financial Literacy 07/23/2020
info_outline 10 Minutes of Marketing 06/23/2020
info_outline Economic Update: Where are we headed? 06/06/2020
info_outline Finance, Life & LinkedIn 06/01/2020
info_outline A Successful Sales Mindset 05/26/2020
info_outline Building Your Relationship with Money 05/11/2020
info_outline Parenting Professionals of LinkedIn 04/16/2020
info_outline Side Hustle: Collecting Sports Cards 04/16/2020
info_outline Disability Insurance Podcast 03/25/2020
info_outline Virtual Financial Advising Process 02/10/2020
info_outline Start Investing Early 02/05/2020
info_outline The Secure Act - Changes to RMDs, The Stretch IRA & More 01/15/2020
info_outline Year-End Financial Checklist 12/07/2019
info_outline Beware of Bad Information on Social Media 12/02/2019
info_outline Happy Thanksgiving Everyone! 11/28/2019
info_outline We Are Back! Case Study November 2019 11/26/2019
info_outline Financial Planning vs Investment Planning 05/29/2019
info_outline Questioning Recent Financial Decisions 05/28/2019
info_outline 3 Things That Can Derail A Financial Plan 05/22/2019
info_outline Insurance Overview 05/04/2019
info_outline Adult Prep with Ruth Lamberty 05/01/2019
info_outline Understanding Financial Products 04/28/2019
info_outline Client Case Study: April 2019 04/25/2019
info_outline Seth's Mom - Helping Families with Disabilities 04/22/2019
info_outline Value vs. Cost 03/12/2019
info_outline "Sales" 03/08/2019
info_outline How We Make Money: Our Cost Structure 02/19/2019
info_outline Does "Timing The Market" Work? 02/15/2019
info_outline Real Client Case Study: Feb 2019 02/12/2019
 
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