Funding your legacy with Bill Walters

Get ready for another episode of "Doing Business with a Servant's Heart" where host Steve Ramona welcomes special guest Bill Walters from Silver Oak Financial. Bill is a unique financial advisor with a passion for helping families with special needs. As a parent himself, Bill knows the importance of planning for the financial well-being of these families. In this episode, Bill emphasizes the need for setting up a trust to ensure that individuals with special needs are taken care of in case anything happens to their parents. He also offers suggestions on finding a trustworthy attorney and setting up a term policy. 

But this episode is not just about special needs families. Steve and Bill also discuss the financial challenges faced by those in the sandwich generation, specifically the need for long-term planning and getting wishes in writing for retirement. They also offer advice on diversifying retirement plans and having proper insurance protection. 

And that's not all! Listen as they delve into the importance of planning for senior living and the cost of long-term care. Bill offers a free financial health checkup and emphasizes the need for financial planning beyond 87. 

Don't miss out on this informative and engaging episode. Tune in to "Doing Business with a Servant's Heart" and learn valuable insights presented in a relatable and understandable way. Reach out to Bill at perfectlyimperfectfamilies.com or through phone/text at 267-278-0562. Be one of the first two to contact him and receive a special gift from the speaker.
[00:00:01] Financial Planning for Special Needs Families
[00:03:59] Financial Planning and Special Needs Parenting
[00:08:07] Maximizing Trust Funds with Term Policy Funding
[00:11:57] 401(k) Distributions and "Pulling Each Other Along" Book
[00:16:19] Financial planning for sandwich generation families
[00:20:40] Financial Planning for Seniors and Their Families

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Intro Song is “Connected" from the “Gratitude” Album by James Kevin O’Connor Music Row Recording Artisthttps://open.spotify.com/track/5u7vgVTItXKAJcNwImg7E4?si=90baa52f0bab468b&nd=1