Special Needs Trusts, Benefits & Financial Planning with Mike Walther | Beyond Expectations Podcast Ep. 15
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Special Needs Trusts, Benefits & Financial Planning with Mike Walther | Beyond Expectations Podcast Ep. 15
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In Episode 15 of Beyond Expectations: Parenting Autism, Michelle Chabolla and Sean Dobson are joined by Mike Walther, founder of Oak Wealth Advisors, for an eye-opening conversation about special needs trusts, government benefits, financial planning, and preparing for the future of a loved one with disabilities.
Mike shares how his own family’s experience inspired him to help families navigate the overwhelming world of special needs planning. Together, they break down SSI, SSDI, Medicaid, ABLE accounts, trustees, life insurance, and the critical decisions families face when planning long-term care and financial security.
This episode is packed with practical insight for parents and caregivers who want to better understand how to protect benefits, avoid costly mistakes, and create a long-term plan that supports their loved one’s independence and quality of life.
Learn more about Oak Wealth Advisors: http://www.oakwealth.com
This episode is proudly supported by Gregory’s Special Creations. If you are looking for thoughtful and unique gifts while supporting Greg's growing small business, visit: http://www.gregorysgifts.com