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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 Sep 18, 2024
Wednesday Sep 18, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Bryan Nester. Bryan is the founder and President at Nester Insurance Inc. Nester Insurance is an independent insurance and financial services firm with offices in Pennsylvania and New Jersey.
In this episode, Bryan and Mike discuss employer-sponsored insurance benefits. In the first half of the episode, they guys discuss medical benefits and after break they talk about more specific offerings. Topics include: medical insurance, life insurance, disability insurance, accident insurance, long-term care, HRA and HSA planning. This is a great episode for all to learn more about medical insurance planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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