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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 Aug 17, 2022
Wednesday Aug 17, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of 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.
In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the room – inflation. From there, they discuss the causes of record inflationary, and what and why the Fed is raising interest rates to combat inflation. They also discuss the current state of the market and economy, as well as the many issues affecting them. These issues include second quarter earnings reports, the job market, and what to expect moving forward. This is a timely and very informative episode regarding the markets and the economy.
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