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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!
Episodes
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick Kennedy, CFP®. Nick is the Regional Vice President for Ameritas Retirement. Nick and Mike dive deep into the retirement plan process, and discuss strategies to maximize retirement outcomes.
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