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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
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First Quarter Market Update | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...
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2024 IRA Distribution Rules from Oak Wealth Advisors | Video
by
Oak Wealth Advisors Team
April 15, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
IRA distribution rules have changed several times over the past several years so we want to make sure that you...
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Episodes 4 and 5 of The Special Needs Voice are now available
by
Oak Wealth Advisors Team
April 15, 2024
Special Needs Podcasts
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Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...
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211 Wisconsin – Connecting you with nonprofit and government services
by
Oak Wealth Advisors Team
April 15, 2024
The Special Needs Advisory
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211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area. Wisconsin residents have access to...
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Neil Mahoney met up with my529 at a recent event – Here’s what they discussed
by
Oak Wealth Advisors Team
March 27, 2024
In The Media-Articles
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Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors at a recent event where...
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Two new episodes of The Special Needs Voice are now available
by
Oak Wealth Advisors Team
March 15, 2024
Special Needs Podcasts
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This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...
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The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
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Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
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What makes parenting a young adult with Down syndrome different?
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
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“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
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Ryan McGuire – featured guest on the Healthy Love and Money podcast
by
Oak Wealth Advisors Team
February 8, 2024
In The Media-Articles
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Special Needs Podcasts
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Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
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Special Needs Financial Planning Tips Video Feb 2024
by
Oak Wealth Advisors Team
February 8, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
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Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
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Election Impact on Investment Market Performance February 2024
by
Oak Wealth Advisors Team
February 8, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Curious about the market impact of this year's upcoming elections? Mike Walther breaks down the data findings and offers insights...
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Oak Wealth Advisors Market Predictions Video | January 2024
by
Oak Wealth Advisors Team
January 17, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment market performance often have more...
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