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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 Jan 06, 2026
Cash Management: Best Practices with Nick DeVito, CFP
Tuesday Jan 06, 2026
Tuesday Jan 06, 2026
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss the best practices when it comes to cash management. Cash management one of the six core areas of financial planning. The guys discuss debt consolidation, HELOCs, and basic organizational practices on ways to track your spending. This is a great episode for almost anyone that could use tips on how to better manage your cash and/or debt.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

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