74.8K
Downloads
236
Episodes
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
Mar 9, 2022
Mar 9, 2022
27 min
This week on Financial Planning: Explained, host Michael Menninger, CFP covers the topic of maximizing tax efficiency for retirement, as well as maximizing Social Security benefits.
There are many facets to consider when it comes to collecting Social Security, and also how the answer to one question results in opening several other doors to help maximize tax efficiency throughout retirement, and even addresses estate planning issues from a tax efficiency perspective. This episode is a must listen.
No comments yet. Be the first to say something!