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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 Jan 29, 2025
Wednesday Jan 29, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back 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 planner at Menninger & Associates Financial Planning.
In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectations, Fed rate cuts, inflation, nuclear energy, and AI. This is a great episode for anyone investing in 2025!
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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