Season 300 Episode 10433
S6E2 - Solutions for Perfectly Imperfect Families
This is a Sponsored Appearance By: Bill Walters – https://www.perfectlyimperfectfamilie... Travel Savings – http://whitesands67.com DISCLOSURE: Certain links provided may be affiliate links. This implies that I may earn a commission, at no extra cost to you, if you click through and make a purchase. These commissions contribute to the creation of free, valuable content like the videos presented here. Description: Join us for Mindful Mondays with Laura Cross as we welcome guest speaker Bill Walters! Bill’s journey is one of resilience and dedication. After facing the challenges of caring for a special needs daughter and a mother battling Alzheimer’s, he transformed his pain into purpose. Bill made a heartfelt promise to ensure no other family experiences the hardships he did. Unlike many advisors focusing solely on wealth management, Bill specializes in supporting families like yours—navigating the complexities of caregiving, planning for special needs children, and balancing college savings with retirement goals. His mission? To help you create a secure future for your loved ones, no matter how messy or imperfect life may get. Join us this Monday to learn from Bill’s wisdom and experience. Together, let’s make informed decisions that honor our families and pave the way for a brighter future. #MindfulMondays #FinancialWellness #FamilyFirst #SpecialNeedsPlanning #perfectlyimperfectfamilies #retirement #estateplanning #trusts #caretakers #LGBTQ+community #E360tv #streamingtv #mindfulmondayswithlauracross #whitesandsselfcare #reducetaxes About: William “Bill” Walters I became the kind of financial advisor I wished I had when my family and I needed one the most. I had a special needs daughter that needed time and attention. Then my mother was diagnosed with Alzheimer’s. Because she didn’t have any long-term care insurance or any other insurance or investments, my wife and I became her full- time caretakers. It wasn’t easy and I felt her suffering could have been minimized with proper professional care. Once she passed, I made a promise to myself that I would do everything in my power to make sure other families wouldn’t have to go through what we did. While so many other financial advisors specialize in helping the rich avoid paying taxes, I decided to help people with families like mine – messy, complicated, and perfectly imperfect. I help families with special needs children figure out how to make sure their kids are taken care of. I help people with aging parents figure out the best way to fund their post-retirement years. I help the “sandwich” generation figure out how to both save for college AND retirement. I’ve dealt with my own perfectly imperfect family. Let me try to help with yours. Social Links: https://www.perfectlyimperfectfamilie... / billwalters
