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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 Dec 02, 2020
Wednesday Dec 02, 2020
This week on Financial Planning Explained, Michael Menninger, CFP welcomes real estate agent David Cary (named Best of Bucks County 2018).
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