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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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Thursday Aug 08, 2024
Thursday Aug 08, 2024
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.
In this episode, Brad and Mike discuss exactly what happened this past Monday, August 5th. From the roller-coaster ride of the Japanese markets to the affect it had on global markets including the United States, the guys dig into what exactly happened and where we go from here. This is a great episode to give perspective on the ripple effect that one country can have globally.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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