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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 Aug 17, 2021
Tuesday Aug 17, 2021
On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP continues the conversation with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.
This week, the team discusses topics like how to choose the right financial planner for you, tax returns, and when is the best time to sell a stock/investment.
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