Financial Perspectives: The Podcast | Foster Group14 Jun

Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications Gretchen Muller along with Senior Lead Advisor Matt Stagner, a nationally recognized advocate for the disability community, unpack what care planning really means across disability, special needs, and elder care.

As Matt explains, it affects far more of us than most people realize. Matt and Gretchen talk through the financial realities families face, from the "disability tax" of higher everyday costs to the benefit rules that can make saving and investing complicated. They also walk through practical solutions: building the right care team, ABLE accounts, special needs trusts, and the value of writing your plan down and talking about it openly as a family.

At Foster Group, we believe care planning isn't about replacing the support systems families build. It's about strengthening them and helping people create the independence and quality of life they deserve.

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Episoder(46)

Planning for Inflation: What You Can, and Can’t, Control

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communi...

18 Mai 16min

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty...

10 Apr 24min

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on...

25 Mar 13min

A New Chapter for Financial Perspectives with Gretchen Muller

In this episode of Financial Perspectives, Kent Kramer introduces Gretchen Muller, Foster Group’s Director of Communications. Gretchen shares her background in investment research, teaching, and commu...

18 Mar 15min

How Tax Strategy Fits into Your Financial Plan

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller...

16 Mar 17min

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan

In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separat...

14 Feb 21min

Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT

Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.We share pr...

19 Jan 23min