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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 Oct 07, 2021
Thursday Oct 07, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back the shows inaugural guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where his practice advises and counsels clients in the areas such as: elder law, life care planning, asset protection, veterans’ benefits, and many others.
In the previous episode, Bryan and Mike discussed Elder Law specifically, where today they are talking about Long-Term Elder Care. There are many facets involved with Long-Term Elder Care, which the two discuss. Bryan's firm happens to accommodate the various factors which people either don't realize or overlook when it comes to Long-Term care.
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