Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.