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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 Sep 03, 2024
Tuesday Sep 03, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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