TRAININGS: E61: Quick Tips about Assets & Finances

28/09/2022 31 min
TRAININGS: E61: Quick Tips about Assets & Finances

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Episode Synopsis

Quick Tips about Assets & Finances featuring Megan Brand, Executive Director of Colorado Fund for People with Disabilities (CFPD)– Learn about what counts towards asset limits for families and individuals (3:46)– Assets that count towards the limit (5:09)– Assets that don’t count towards the limit (17:01)– Consequences of going over the Asset Limit (9:50)– Differences between SSI, Retirement Social Security, SSDI, and SSDI Child Benefit (12:10)– Find out who is involved in managing an individual’s assets and Representative Payee (18:03)– Benefits (SSI/SSDI) when a child turns 18 and Charging room & board (21:10)– Tips and tricks on teaching money management, investments, and financial literacy (24:32)– What trusts are and how do they differ from ABLE accounts (27:27)Websites mentioned in the episode: Truelink card: https://www.truelinkfinancial.com/, CO Medicaid website: https://www.healthfirstcolorado.com/