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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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Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is a case study on retirement planning, which is one of the six major areas of financial planning.
In this episode, Mike and Kyle discuss a case study for a married couple nearing retirement. It’s an interesting case study because it covers topics such as: inheritance, pensions, and 401(k)s. They also discuss possible solutions to the couple’s situation. This is a great episode for anyone that is nearing retirement.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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