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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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Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This is the final episode in this four-part series on the current state of the economy. In this episode, Brad and Mike discuss the long-term movement of the US dollar and its impact on international investments, which represent 40% of the global stock market. They also end the episode with a graph showing the projected interest rate cuts and discuss the impacts of rate curs on the stock market and bond markets.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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