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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!
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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
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