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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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Wednesday Aug 14, 2024
Wednesday Aug 14, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Thomas Balis, CFA. This is part three of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.
In this episode, Thomas and Mike talk about the Federal Reserve and interest rates, along with deficit spending, and risks of inflation. They also discuss the "Mag 7" stocks and their significant impact on the US markets. This is a great episode for investors at any level.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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