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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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Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is 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 recent interest rate cut by the Fed.
In this episode, Brad and Mike discuss how the Fed has recently cut rates by 0.5%, which is the first time since the beginning of Covid. The guys talk about what that means for the markets moving forward, the history of Fed rates, and the labor market. This is a great episode for all, as Brad helps to clear up some common misconceptions people have about the Fed and their rate cuts.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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