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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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Monday Apr 07, 2025
Monday Apr 07, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is a timely episode, as it discusses the first quarter performance in the markets, but also the recent effect of President Trump's tariffs.
In this episode, Brad and Mike discuss how the markets performed over the first quarter of 2025. Then, they get into the current discussion of the recent tariffs that President Trump has implemented. This is a great episode for those concerned about the current state of the market and where we go from here.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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