Financial Planning Explained
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP

Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP

October 4, 2022

Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.

This three-part series covers questions that clients and viewers have asked us over time. In Part III, the panel discusses questions that we get regularly about financial planning firms, such as: what to expect as a new client, what it means to be a fiduciary, and how to work with a financial advisor through the various stages of your life.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP

Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP

September 28, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.

This three-part series will cover questions that clients and viewers have asked us over time. In Part II, the panel tackles rebalancing your 401(k), the 60/40 balanced portfolio, and the proper investments (and those to avoid) when entering and coming out of a recession.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP

Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP

September 21, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.

This three-part series will cover questions that clients and viewers have asked us over time. In Part I, the panel discusses combatting inflation in your retirement portfolio, the Fed raising interest rates, and investing in bonds.

Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP

Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP

September 14, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.

The panel discusses in detail what the investment philosophy is at Menninger & Associates. There are many facets involved in properly choosing investments for clients, and the guys tackle each of those aspects.

Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito

Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito

September 6, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFA and Nick DeVito. Kyle is a senior advisor at Menninger & Associates and Nick is the newest member of the team. They both have recently dealt with student loan debts, so this topic is very pertinent to the two.

With the conversation of student loan forgiveness promised by the White House, millions of students and former students across the country have many questions. In this episode the guys discuss everything that we know so far and provide great advice for anyone with current student loan debt.

Current State of the Market Part II with Thomas Balis, CFA

Current State of the Market Part II with Thomas Balis, CFA

August 17, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.

In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the room – inflation.  From there, they discuss the causes of record inflationary, and what and why the Fed is raising interest rates to combat inflation.  They also discuss the current state of the market and economy, as well as the many issues affecting them.  These issues include second quarter earnings reports, the job market, and what to expect moving forward. This is a timely and very informative episode regarding the markets and the economy.

Current State of the Market Part I with Thomas Balis, CFA

Current State of the Market Part I with Thomas Balis, CFA

August 9, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.

This two-part series will discuss pertinent issues regarding the stock market and the many factors that are currently affecting it. In Part I, Thomas and Mike discuss the economy and whether or not it is in a recession, which has been a political debate the past couple weeks. This is a timely and very informative episode regarding the markets and the economy.

Cyber Security For Businesses with Brian McCarthy

Cyber Security For Businesses with Brian McCarthy

August 1, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Brian McCarthy. Brian is the Founder & President of Open Tier Systems. They are a leading provider of IT, VoIP, and Networking solutions and services for small to medium sized businesses.

Brian and Mike touch on cyber security for businesses and how to keep your assets and website safe. This episode discusses the three main factors of cyber security including: multi factor authentication, password management, and backup. This is an informative episode to watch not only as a business owner, but as someone who houses passwords anywhere on the internet.

R&D Tax Credits and Financial Education with Randy Crabtree, CPA

R&D Tax Credits and Financial Education with Randy Crabtree, CPA

July 27, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals.

This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and Financial Planning to other industry professionals. This is a great episode for CPAs who represent Manufacturers, Software Developers, Architects, and Engineers.  This episode would also interest business owners / founders who wish to move on from daily management of the business to a different, but active role in the company.

Current State of the Housing Market with Dave Cary & Douglas Braun

Current State of the Housing Market with Dave Cary & Douglas Braun

July 20, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back real estate agent, David Cary and his new Co-Founding Partner, Douglas Braun. Dave and Doug recently opened their own real estate agency called Prime Real Estate, which employs 20 agents.

This episode touches on all the questions we get asked regularly about the housing market. From the recent increase in interest rates to the justification of landlords increasing rent, this episode is a must see whether you’re a homeowner looking to move, or a first-time home buyer.

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