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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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Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals.
Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the patient/client.
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