Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan provides a unique perspective on the intricacies of Special Needs Financial Planning, highlighting the tremendous benefits he has witnessed in the field.
Key Topics:
- Welcome, Ryan McGuire! (01:14)
- Balancing Financial Needs in Families (04:43)
- Helping Families Gain Financial Clarity (07:33)
- Supporting Adults with Disabilities with Estate Planning and Advocacy (11:24)
- A Family Success Story Example from Oak Wealth Advisors (16:42)
- Is There a Minimum of Income/Wealth to Get Special Needs Planning? (27:33)
- Special Needs Trusts and Financial Planning (29:28)
- Finding Qualified Attorneys (37:01)
- Financial Challenges for Families with Permanent Disabilities (44:11)
