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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 Jun 14, 2022
Tuesday Jun 14, 2022
On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.
In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.
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