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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
Thursday Feb 17, 2022
Case Study - Maximizing Social Security Benefits Part I
Thursday Feb 17, 2022
Thursday Feb 17, 2022
This week on Financial Planning: Explained, host Mike Menninger, CFP starts a new series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations.
The first case study discusses Maximizing Social Security Benefits. There are many different facets when it comes to Social Security, and everyone's situation is unique. Check out this episode for some ideas that may benefit you when it comes to maximizing your social security.
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