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America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
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Special Needs Advice Videos
In The Media
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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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
0
This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...
Continue Reading →
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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
0
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
0
“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
0
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
0
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
,
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
,
Deep Rooted Thoughts Archive
0
Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment market performance often have more...
Continue Reading →
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Announcing our new and informative Special Needs Voice
by
Oak Wealth Advisors Team
January 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
We are very excited to announce the launch of our podcast,
Special Needs Voice.
The podcast will feature guests from around...
Continue Reading →
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2024 Key Financial Numbers
by
Oak Wealth Advisors Team
January 3, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below you will find a link to our 2024 Key Financial Numbers document. This document is meant to serve as...
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Oak Wealth Advisors Sr. Consultant Ryan McGuire featured by the University of Wisconsin School of Human Ecology
by
Oak Wealth Advisors Team
December 21, 2023
In The Media-Articles
0
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...
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Affordable Connectivity Program and Lifeline Credits
by
Oak Wealth Advisors Team
December 21, 2023
The Special Needs Advisory
0
Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
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How and Why you Should Freeze Your Credit
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....
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Market Update December 2023
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
First, I wanted to touch on recent market events. As many of you may have seen in the news and...
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Special Needs Specialist | The Perfect Niche Practice is Making a Difference
by
Oak Wealth Advisors Team
December 12, 2023
Uncategorized
0
Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind in his face—a wind that...
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Walther named to inaugural Investment News Hot 100 List
by
Oak Wealth Advisors Team
December 10, 2023
In The Media-Articles
0
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
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