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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 Jun 03, 2025
Tuesday Jun 03, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part one of a two-part series on financial planning for small business owners.
In this episode, Joe and Mike discuss how Joe began his business in his parents back yard, to having 35 employees today. They also discuss the struggles of business ownership and maintaining the business during the Covid-19 pandemic. Finally, they discuss navigating through the current tariffs and how that affects getting good from suppliers. This is a great episode for business owners of any size business.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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