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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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Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Heather Esham. Heather is the owner & founder of SILC (Senior Independent Living Companions). SILC provides active and engaging care services to seniors aging in place.
In this episode, Heather and Mike discuss options that seniors have when it comes to aging in place on their terms. They also discuss the different types of care as well as affordability and insurance coverage. This is a great episode for anyone that has a loved one who wants to remain independent but could use a little help.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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