Wealth Beyond Numbers https://wealthbeyondnumbers.podbean.com

]]> Tue, 04 Nov 2025 15:25:57 -0400 https://podbean.com/?v=5.5 en Copyright 2025 All rights reserved. Business:Investing 1440 episodic The Special Needs Planning Group The Special Needs Planning Group No false https://pbcdn1.podbean.com/imglogo/image-logo/21330559/Podcast_Main_Imagea6e5q.png Wealth Beyond Numbers https://wealthbeyondnumbers.podbean.com 144 144 Demystifying Disability Benefits: ODSP, CPP-D & LTD Demystifying Disability Benefits: ODSP, CPP-D & LTD https://wealthbeyondnumbers.podbean.com/e/demystifying-disability-benefits-odsp-cpp-d-ltd-explained/ https://wealthbeyondnumbers.podbean.com/e/demystifying-disability-benefits-odsp-cpp-d-ltd-explained/#comments Tue, 04 Nov 2025 15:25:57 -0400 wealthbeyondnumbers.podbean.com/4ba0dfd6-7725-3021-92d6-20d7eadfa640 Get clarity on Canada’s key disability benefit programs including ODSP, CPP Disability, and Long-Term Disability. Learn who qualifies, how each program works, and how they can work together to support financial security for people with disabilities.

]]> Get clarity on Canada’s key disability benefit programs including ODSP, CPP Disability, and Long-Term Disability. Learn who qualifies, how each program works, and how they can work together to support financial security for people with disabilities.

]]> The Special Needs Planning Group false No 1245 14 full Record Keeping for Caregivers and Trustees Record Keeping for Caregivers and Trustees https://wealthbeyondnumbers.podbean.com/e/record-keeping-for-caregivers-and-trustees/ https://wealthbeyondnumbers.podbean.com/e/record-keeping-for-caregivers-and-trustees/#comments Tue, 04 Nov 2025 15:25:44 -0400 wealthbeyondnumbers.podbean.com/ca4d2cb4-55f8-3dd5-bc44-81e35f21bf04 Understand the importance of organized record keeping for caregivers and trustees. Learn what to document, how to stay compliant, and why good records are key to protecting your loved one’s care and financial security.

]]> Understand the importance of organized record keeping for caregivers and trustees. Learn what to document, how to stay compliant, and why good records are key to protecting your loved one’s care and financial security.

]]> The Special Needs Planning Group false No 1009 13 full Building a Legacy of Care: Inside the Henson Trust Record Book Building a Legacy of Care: Inside the Henson Trust Record Book https://wealthbeyondnumbers.podbean.com/e/building-a-legacy-of-care-inside-the-henson-trust-record-book/ https://wealthbeyondnumbers.podbean.com/e/building-a-legacy-of-care-inside-the-henson-trust-record-book/#comments Tue, 04 Nov 2025 15:19:41 -0400 wealthbeyondnumbers.podbean.com/e3c33b80-e3e7-33b1-be21-a4dbcf674108 Discover how the Henson Trust Record Book supports continuity of care, lifestyle, and effective trust management for loved ones with special needs.

]]> Discover how the Henson Trust Record Book supports continuity of care, lifestyle, and effective trust management for loved ones with special needs.

]]> The Special Needs Planning Group false No 871 12 full Henson Trust Trustee Responsibilities Henson Trust Trustee Responsibilities https://wealthbeyondnumbers.podbean.com/e/henson-trust-trustee-responsibilities/ https://wealthbeyondnumbers.podbean.com/e/henson-trust-trustee-responsibilities/#comments Tue, 04 Nov 2025 15:17:06 -0400 wealthbeyondnumbers.podbean.com/9a0df87f-78b8-3c81-b5b2-5d1c30a08e7d We’re continuing our conversation on Henson Trusts — this time focusing on the trustee’s role. Learn what a trustee is responsible for, how they manage the trust, and why choosing the right person matters.

]]> We’re continuing our conversation on Henson Trusts — this time focusing on the trustee’s role. Learn what a trustee is responsible for, how they manage the trust, and why choosing the right person matters.

]]> The Special Needs Planning Group false No 1251 11 full Understanding the Henson Trust Understanding the Henson Trust https://wealthbeyondnumbers.podbean.com/e/understanding-the-henson-trust/ https://wealthbeyondnumbers.podbean.com/e/understanding-the-henson-trust/#comments Tue, 04 Nov 2025 15:16:10 -0400 wealthbeyondnumbers.podbean.com/82132421-b5d6-3426-bf1f-e651f16eae15 In this episode, we’re diving into Henson Trusts — what they are, who can benefit, and how they help protect the financial future of a loved one with a disability while preserving access to government benefits.

]]> In this episode, we’re diving into Henson Trusts — what they are, who can benefit, and how they help protect the financial future of a loved one with a disability while preserving access to government benefits.

]]> The Special Needs Planning Group false No 990 10 full The Role of Guardianship in Protecting Loved Ones The Role of Guardianship in Protecting Loved Ones https://wealthbeyondnumbers.podbean.com/e/the-role-of-guardianship-in-protecting-loved-ones/ https://wealthbeyondnumbers.podbean.com/e/the-role-of-guardianship-in-protecting-loved-ones/#comments Tue, 04 Nov 2025 15:15:34 -0400 wealthbeyondnumbers.podbean.com/c6750051-1a3c-3626-b843-8b943f2bd7eb Find out what guardianship means, when it’s needed, and how it helps protect the rights and well-being of a loved one with a disability.

]]> Find out what guardianship means, when it’s needed, and how it helps protect the rights and well-being of a loved one with a disability.

]]> The Special Needs Planning Group false No 952 9 full Wills, Intestacy, and Planning Ahead Wills, Intestacy, and Planning Ahead https://wealthbeyondnumbers.podbean.com/e/wills-intestacy-and-planning-ahead/ https://wealthbeyondnumbers.podbean.com/e/wills-intestacy-and-planning-ahead/#comments Tue, 04 Nov 2025 15:13:10 -0400 wealthbeyondnumbers.podbean.com/f8fd146e-27a3-3331-9707-8284bcca775c We break down wills and intestacy — what happens when there’s no will, why proper planning matters, and how to protect your loved one’s future.

]]> We break down wills and intestacy — what happens when there’s no will, why proper planning matters, and how to protect your loved one’s future.

]]> The Special Needs Planning Group false No 425 8 full Funding Supports Through DSO and the Passport Program Funding Supports Through DSO and the Passport Program https://wealthbeyondnumbers.podbean.com/e/funding-supports-through-dso-and-the-passport-program/ https://wealthbeyondnumbers.podbean.com/e/funding-supports-through-dso-and-the-passport-program/#comments Tue, 04 Nov 2025 15:10:35 -0400 wealthbeyondnumbers.podbean.com/93da09ca-40ba-3cd7-af9e-99c4b6a7ebec Explore Developmental Services Ontario (DSO) and the Passport Program — who qualifies, what they offer, and how they fund supports for adults with developmental disabilities.

]]> Explore Developmental Services Ontario (DSO) and the Passport Program — who qualifies, what they offer, and how they fund supports for adults with developmental disabilities.

]]> The Special Needs Planning Group false No 854 7 full Registered Disability Savings Program (RDSP) Registered Disability Savings Program (RDSP) https://wealthbeyondnumbers.podbean.com/e/registered-disability-savings-program-rdsp/ https://wealthbeyondnumbers.podbean.com/e/registered-disability-savings-program-rdsp/#comments Tue, 04 Nov 2025 15:07:51 -0400 wealthbeyondnumbers.podbean.com/3c6fa612-0e8a-3803-b7ba-e4b9c734363f Explore the Registered Disability Savings Plan, who qualifies, and how it helps you save for the future with government support.

]]> Explore the Registered Disability Savings Plan, who qualifies, and how it helps you save for the future with government support.

]]> The Special Needs Planning Group false No 771 6 full Canada Disability Benefit Canada Disability Benefit https://wealthbeyondnumbers.podbean.com/e/canada-disability-benefit/ https://wealthbeyondnumbers.podbean.com/e/canada-disability-benefit/#comments Tue, 04 Nov 2025 15:07:06 -0400 wealthbeyondnumbers.podbean.com/b2e7a5fe-e77a-3d97-a1fe-c11db5ec6cdb Learn about the new Canada Disability Benefit — who it’s for, what we know so far, and how it could complement programs like ODSP and the RDSP.

]]> Learn about the new Canada Disability Benefit — who it’s for, what we know so far, and how it could complement programs like ODSP and the RDSP.

]]> The Special Needs Planning Group false No 1118 5 full What is the Disability Tax Credit (DTC) What is the Disability Tax Credit (DTC) https://wealthbeyondnumbers.podbean.com/e/what-is-the-disability-tax-credit-dtc/ https://wealthbeyondnumbers.podbean.com/e/what-is-the-disability-tax-credit-dtc/#comments Tue, 04 Nov 2025 15:03:12 -0400 wealthbeyondnumbers.podbean.com/a997c27f-c470-309f-8c96-08dc2d35702a Learn how the Disability Tax Credit works, who qualifies, and how it can put money back in your pocket.

]]> Learn how the Disability Tax Credit works, who qualifies, and how it can put money back in your pocket.

]]> The Special Needs Planning Group false No 1202 4 full ODSP Explained ODSP Explained https://wealthbeyondnumbers.podbean.com/e/odsp-explained/ https://wealthbeyondnumbers.podbean.com/e/odsp-explained/#comments Tue, 04 Nov 2025 14:42:49 -0400 wealthbeyondnumbers.podbean.com/dd8194f4-e693-3432-b364-8ed0b316e42e In this episode, we break down ODSP — what it is, who qualifies, and how it fits into financial planning for people with disabilities.

]]> In this episode, we break down ODSP — what it is, who qualifies, and how it fits into financial planning for people with disabilities.

]]> The Special Needs Planning Group false No 1286 1 3 full Top 10 Disability Benefits for Ontarians Top 10 Disability Benefits for Ontarians https://wealthbeyondnumbers.podbean.com/e/top-10-disability-benefits-for-ontarians/ https://wealthbeyondnumbers.podbean.com/e/top-10-disability-benefits-for-ontarians/#comments Mon, 27 Oct 2025 10:27:47 -0300 wealthbeyondnumbers.podbean.com/3060d377-2002-39a9-b271-370da45d0ada In this episode, we’re breaking down the top 10 disability benefits available to Ontarians. Tune in for practical guidance and expert insight to help you build financial security with confidence.

]]> In this episode, we’re breaking down the top 10 disability benefits available to Ontarians. Tune in for practical guidance and expert insight to help you build financial security with confidence.

]]> The Special Needs Planning Group false No 1117 1 2 full Introducing The Special Needs Planning Group Introducing The Special Needs Planning Group https://wealthbeyondnumbers.podbean.com/e/introducing-the-special-needs-planning-group/ https://wealthbeyondnumbers.podbean.com/e/introducing-the-special-needs-planning-group/#comments Fri, 12 Sep 2025 15:55:44 -0300 wealthbeyondnumbers.podbean.com/b48d3a89-0ac1-3603-b5c8-12835ef574fe In this episode, meet our team and learn how we help you achieve financial security. At The Special Needs Planning Group we take a holistic approach to protect your wealth and future. Tune in for expert guidance on smart financial decisions.

]]> In this episode, meet our team and learn how we help you achieve financial security. At The Special Needs Planning Group we take a holistic approach to protect your wealth and future. Tune in for expert guidance on smart financial decisions.

]]> The Special Needs Planning Group false No 279 1 1 full