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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
2 days ago
2 days ago
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick really dig into the solutions of this particular case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Nov 13, 2024
Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this couples financial facts as well as their goals, and then they go into a huge opportunity that the couple missed in the prior years tax season.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Nov 05, 2024
Tuesday Nov 05, 2024
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle discuss when to apply for social security, specific strategies to consider, and the taxation of social security. This is a great episode that really dives into the heart of the topic and answers a lot of questions that you may have.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discuss full retirement age, as well as specific case studies that they have personally come across in their careers. This is a great series for anyone coming up on or currently collecting social security.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Oct 23, 2024
Social Security: Understanding the Rules & Nuances Part I with Kyle Ryan, CFP, ChFC
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle discuss the history of social security and the wage tax, the different types of social security benefits, and the full retirement age bracket. This is a great series for anyone coming up on or currently collecting social security.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Oct 01, 2024
Business Franchise Ownership with Jeff Schubert
Tuesday Oct 01, 2024
Tuesday Oct 01, 2024
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Jeff Schubert. Jeff is the owner of three local franchises of Budget Blinds. Budget Blinds offers a wide range of innovative and stylish cordless and motorized window covering solutions.
In this episode, Jeff and Mike discuss the many different facets of owning a franchise. This episode provides an overview of business franchising, how it works, and many of the advantages of franchising. Topics include: franchising vs. owning a business, tax incentives of a franchise, franchise flexibility and freedoms, and prior experience needed.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Sep 24, 2024
Interpreting the Fed Interest Rate Cut with Brad Sorensen, CFA
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is a timely episode, as it discusses the recent interest rate cut by the Fed.
In this episode, Brad and Mike discuss how the Fed has recently cut rates by 0.5%, which is the first time since the beginning of Covid. The guys talk about what that means for the markets moving forward, the history of Fed rates, and the labor market. This is a great episode for all, as Brad helps to clear up some common misconceptions people have about the Fed and their rate cuts.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Sep 18, 2024
Employer-Sponsored Insurance Plans with Bryan Nester
Wednesday Sep 18, 2024
Wednesday Sep 18, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Bryan Nester. Bryan is the founder and President at Nester Insurance Inc. Nester Insurance is an independent insurance and financial services firm with offices in Pennsylvania and New Jersey.
In this episode, Bryan and Mike discuss employer-sponsored insurance benefits. In the first half of the episode, they guys discuss medical benefits and after break they talk about more specific offerings. Topics include: medical insurance, life insurance, disability insurance, accident insurance, long-term care, HRA and HSA planning. This is a great episode for all to learn more about medical insurance planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Sep 11, 2024
Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP
Wednesday Sep 11, 2024
Wednesday Sep 11, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics include: stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Life & Disability Insurance, and 401(k)s.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Sep 03, 2024
Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com