Financial Planning Explained

Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part two of a two-part series on employer stock plans.

In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys talk about ESOP (Employee Stock Ownership Plan) as well as 401(k) / NUA (Net Unrealized Appreciation). This is a great episode for anyone who has a stock program with their employer.

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

Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part one of a two-part series on employer stock plans.

In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys discuss RSUs (Restricted Stock Units), ESPP (Employee Stock Purchase Program), and stock options (both non qualified & incentive). This is a great episode for anyone who has a stock program with their employer.

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

Beginning of the Year Financial Planning with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning.

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

What Is Tax-Loss Harvesting? with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting. ​

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

One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by Congress. The guys talk about exactly what the bill changed, the tax ramifications of the bill, and then discuss SALT (state and local tax). This is a great episode for anyone seeking a comprehensive overview of the new bill.

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

Business Franchise Consulting (Part II) with Harris Gubin

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the second episode of a two-part series on business franchising.

In this episode, Harris and Mike talk about the benefits of using a business franchise consultant, how to recognize your strengths and weaknesses as a franchisee, and what a franchisor should provide you with in support. This is a great episode for anyone looking to franchise a business.

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

Business Franchise Consulting (Part I) with Harris Gubin

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the first episode of a two-part series on business franchising.

In this episode, Harris and Mike discuss what business franchising is, categories of businesses that franchise, and funding the initial investment for the business. This is a great episode for anyone looking to franchise a business. ​

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

Pensions: Strategies & Recommendations with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.

In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan. ​

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

Pension Plans 101 with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans.

In this episode, Mike and Nick discuss what a pension is, the formula to calculate a pension, and lump sum vs. monthly payment options. This is a great episode for anyone who has a pension plan. ​

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

Fourth Quarter Market Outlook with Brad Sorensen, CFA

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond.

In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter. ​

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