EPISODE 28
Can my plan support my child with special needs?
A financial planner and father of two shares his firsthand experience and guidance for other families.
published: July 15, 2026
If your child has special needs, you can shape your financial plan to help ensure their future care is covered. In this episode, financial planner and father of two Keith Truex draws on firsthand experience to share what he discusses with families in similar situations. Keith and host Michael Liersch talk about the difficult calculations families face, from understanding their eligibility for programs, the level of care their child requires and how far existing finances can stretch.
Keith also touches on the importance of estate plans, special needs trusts, life insurance and talking with your support system about care plans if something were to happen to you. Listen now for an empathetic discussion about family, finances and how having open conversations early is healthier for everyone.
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Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances.
The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.
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Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.