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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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Wednesday Mar 12, 2025
Wednesday Mar 12, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investments (such as real estate or commodities), employee sponsored retirement plans, and tax implications of investments. This is a great episode for anyone who wants to understand the more technical side of investing.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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