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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
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing.
This is part two of a three-part series on business franchising. This episode focuses on the factors to consider when deciding on purchasing a franchise and which franchisor. Topics include: the vetting process of franchisees, territory stipulations, gauging success, and exit strategies.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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