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September 24, 2024
Working Together: ABLE Accounts & Special Needs Trusts
The definition of synergy is two things put together, having an effect greater than the sum of the parts. And it can play a beneficial role in family finances. On today's Faith & Finance Live, Matt Syverson will join host Rob West to explain how an ABLE account can work together with a special needs trust for a person with disabilities. Then Rob will answer some questions on various financial topics.
IN THIS EPISODE
Matt Syverson
Matt serves as Managing Partner & Senior Wealth Advisor at Sound Stewardship LLC in Overland, Kansas. Matt truly enjoys guiding his clients through meaningful financial decisions. “As a financial planner, I have the opportunity to help my clients uncover God’s will for their lives and align their resources to fund it. We’re able to facilitate discussions and decisions about faith, family and finances. From this worldview, we’re able to serve people at a deep level.”
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Rob West
Rob West is the host of the nationally syndicated radio programs, Faith & Finance, Faith & Finance Live, and The Faith & Finance Minute. Rob also serves as the CEO and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.
