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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
Wednesday Aug 20, 2025
Wednesday Aug 20, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the current debt they are in, along with their financial planning goals. The guys begin to discuss strategies but will dig deeper in part II. This is a great episode for anyone who is in debt and concerned about their financial future.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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