Special Needs Planning

Reach Aligned Families

Planning for Their Future

Lifetime care planning for families who love someone with special needs.

Planning for Their Future

Lifetime care planning for families who love someone with special needs.

Special NeedsFamily PlanningEducationLifetime CareFinancial Planning

You speak directly to parents, grandparents, and siblings of people with disabilities actively seeking guidance.

You get space for deep dives using the Six P’s of Lifetime Care Planning framework.

You share real stories in plain language families can actually act on.

You plug your guides and tools alongside our Lifetime Care Plan workbook.

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About Planning for Their Future

Lifetime care planning for families who love someone with special needs.

Planning for Their Future is a podcast for families who love someone with special needs and want to make sure that person is cared for, not just today, but decades into the future. Hosted by Reggie Peral, founder of ClearView Family Wealth, the show tackles the questions parents carry quietly: Who will care for my child when I’m gone?

Why Join Planning for Their Future as a Guest

Ready to Record

Will Promote Episode

12+

Episodes

Free

Podcast Fee

Currently Booking Guests

Flexible recording slots

Show Interest

Mutual interest unlocks messaging

HD Audio & Video Remote Ready Boston, United States English Will Promote

Special Needs Family Audience

You reach families already searching for Special Needs, Family Planning, and Lifetime Care answers, so your services and resources land with highly motivated listeners.

Framework-Driven Deep Dives

You walk through your expertise using the Six P’s and episodes like “SSI and Medicaid, Explained Like a Parent Would Want” instead of rushed, surface-level soundbites.

Credible, Plain-Language Positioning

You’re framed as a trusted guide who can turn complex topics—trusts, benefits, turning 18, housing—into clear next steps families can actually follow.

Evergreen, Shareable Episodes

You gain a focused episode you can share with your own families as a primer on issues like special needs trusts, SSI and Medicaid, or Letters of Intent.

Episode Angles & Guest Pitches

✨ AI Enhanced

The Life Before the Money

Help families define a vivid Picture of their loved one’s future so every legal, financial, and housing decision serves that life, not just an account balance.

Why starting with values and daily life beats starting with products and policies Questions you use to help families describe “a good Tuesday” decades from now How Picture and Price work together to set realistic expectations Examples where a clear life vision changed the entire planning approach

Trusts, Benefits, and Beneficiary Traps

Show families how to Protect benefits with the right documents and beneficiary designations—and what can quietly blow up SSI and Medicaid.

Where well-meaning beneficiary forms accidentally disqualify benefits How special needs trusts actually interact with SSI and Medicaid Real-world examples of fixing broken plans before and after a crisis What professionals should coordinate so families aren’t left exposed

Choosing the People in a Lifetime Plan

Help families decide who actually shows up—guardians, trustees, advocates—and how to support them so they can sustain care for decades.

Roles families must fill: guardian, trustee, advocate, everyday helpers How to talk with relatives about expectations and boundaries Alternatives to full guardianship and when they fit better Using Letters of Intent so People aren’t guessing in a crisis

Plans That Keep Working

Show families how to Preserve and Practice their plan so it adapts to changing benefits, costs, and abilities instead of gathering dust in a drawer.

Why every plan needs a review rhythm and what to check each time How Price and Preserve shift as parents age and laws change Turning one-time documents into living, updated guidance Simple systems you recommend for tracking changes and decisions

How You'd Contribute to the Show

Audience Takeaways

Your episode helps families move from vague worry to a concrete, next-step Lifetime Care Plan for their loved one with disabilities—without accidentally jeopardizing crucial benefits.

Hot Topics

• How you help families define “the life before the money” so financial tools actually match their Picture of a good life.

• Ways to avoid common mistakes with special needs trusts, beneficiary forms, and government benefits.

• What parents must understand about SSI and Medicaid before and after age 18.

Why Trust Me

Episodes structured around the Six P’s of Lifetime Care Planning, giving your expertise a clear, repeatable context.

Hosted by a dedicated planner serving special needs families, ensuring informed, on-point questions.

Focused catalog of episodes already covering trusts, benefits, turning 18, and review rhythms for ongoing planning.

The Ideal Guest

You’re a great fit if you advise special needs families on law, financial planning, benefits, housing, education, therapies, or advocacy and want to reach caregivers ready to act on your guidance.

Recent Episodes

The Benefit Most Parents Don’t Know Their Child Will Get

Planning for Their Future • Oct 20, 2026

ABLE Accounts, the Tool Most Families Underuse

Planning for Their Future • Oct 20, 2026

Turning 18 Changes Everything

Planning for Their Future • Oct 20, 2026