67.4K
Downloads
217
Episodes
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 Oct 22, 2025
Wednesday Oct 22, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond.
In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
No comments yet. Be the first to say something!