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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
Monday Mar 29, 2021
Monday Mar 29, 2021
Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement.
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019.
By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.
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