Do Doctors Need a Trust with Dr. Bryan Jepson CFP (Special Needs Planning)

 This week, Jimmy sits down with Bryan Jepson, MD, CFP®, ChSNC®, a retired emergency physician turned financial planner at Targeted Wealth Solutions and a self-described "proud special needs dad" to two adult sons with autism. They cover special needs trusts (first-party vs. third-party), ABLE accounts and the big 2026 changes, which government benefits are means-tested, the beneficiary-designation mistakes that quietly wreck a plan, how to estimate what your child will need after you're gone, and why trustee, guardian, caregiver, and advocate should not automatically be the same person.

Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach 

Check out Jimmy Turner being interviewed on Bryan Jepson’s podcast, The Second Shift.

Special Needs Blueprint from Dr. Jepson: https://www.bryanjepson.com/special-needs-blueprint

Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA 

Every doctor needs disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability   

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.