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Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!
Episodes
3 days ago
3 days ago
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the eighth episode of a nine-part Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax brackets, common tax mistakes, tax impacts on investing, tax benefits of contributing to a 401(k) and taxes for self-employed individuals. This is a great episode for anyone looking to better understand taxes with an emphasis on investing.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the seventh episode of a nine-part episode Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax-deferred vs tax-free investment accounts, tax-loss harvesting, and capital gains tax. This is a great episode for anyone who is looking to better understand the complex U.S. tax code.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Wednesday Mar 12, 2025
Wednesday Mar 12, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investments (such as real estate or commodities), employee sponsored retirement plans, and tax implications of investments. This is a great episode for anyone who wants to understand the more technical side of investing.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Mar 04, 2025
Tuesday Mar 04, 2025
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the fifth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle answer common questions regarding investment planning. In this episode, the guys cover the basics of investing, including: stocks, bonds, mutual funds, asset allocation, diversification, index funds, and risk. This is a great episode for anyone who is looking to invest in any type of retirement fund.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the fourth episode of a multi-episode Q&A series.
In this episode, Mike and Ryan answer frequently asked questions regarding risk management and insurance. Topics covered include: term care vs whole life policies, disability insurance, long-term care insurance, and umbrella liability insurance. This is a great episode for anyone seeking basic information on insurance coverage.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the third episode of a multi-episode Q&A series.
In this episode, Mike and Ryan discuss debt management. Debt management is a broad subject, but the guys answer commonly asked questions regarding multiple debts, the snowball vs. avalanche approach, credit cards, credit scores, and secured vs. unsecured loans. This is a great episode for anyone who is exploring ways to manage their current debt.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a multi-episode Q&A series.
In this episode, Mike and Nick discuss frequently asked retirement planning questions. This episode covers questions like 401(k) vs. Roth, Social Security, the 4% rule, and when to start planning for retirement. This is a great episode for anyone, at any age, that is ready to start saving for retirement.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planners at Menninger & Associates Financial Planning. This is the first episode of a multi-episode Q&A series.
In this episode, the guys address general financial planning questions. This episode covers basic, commonly asked financial planning questions like, "What's the first step in getting started with financial planning?" and "How often should I update my financial plan?" This is a great episode for anyone that is interested in educating themselves in the world of financial planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planner at Menninger & Associates Financial Planning.
In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectations, Fed rate cuts, inflation, nuclear energy, and AI. This is a great episode for anyone investing in 2025!
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Friday Jan 24, 2025
Friday Jan 24, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planners at Menninger & Associates Financial Planning.
In this episode, the guys recap the markets over the past year. Topics include: the magnificent seven stocks, inflation, job markets, and corporate earnings. This is a great episode for anyone looking to better understand how and why the stock market performed in 2024.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com