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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!
Episodes
Wednesday Nov 05, 2025
Wednesday Nov 05, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.
In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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