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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
Tuesday May 20, 2025
Tuesday May 20, 2025
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part one of a two-part series on retirement plan ideas for business owners.
In this episode, Adam, Mike and Nick discuss the importance of a third party administrator as we see the growth of 401(k) being offered in businesses across the United States. The guys then discuss the SECURE 2.0 Act and the changes that it made to retirement plans. This is a great episode for any small business owner that currently has a 401(k) plan, or is seeking to implement on for their business.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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