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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 Jul 27, 2021
Tuesday Jul 27, 2021
This week on Financial Planning: Explained, host Mike Menninger, CFP welcomes Dave Bardsley. Not only is Dave is a District Sales Manager at Johnson Controls, but he is also a client of Mikes.
Dave and Mike examine financial planning & wealth management through the eyes of a client. They also delve into the importance and journey of becoming financially independent.
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