40.6K
Downloads
153
Episodes
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 Jul 27, 2022
Wednesday Jul 27, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals.
This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and Financial Planning to other industry professionals. This is a great episode for CPAs who represent Manufacturers, Software Developers, Architects, and Engineers. This episode would also interest business owners / founders who wish to move on from daily management of the business to a different, but active role in the company.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.