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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!
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Tuesday Aug 27, 2024
Tuesday Aug 27, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the couples background with a few facts, along with their objectives and goals. Then, the guys dive into possible solutions for the client to consider. Topics include: Roth IRA conversions, HELOCs, beneficiaries, and trusts.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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