47.6K
Downloads
173
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
Thursday May 01, 2025
Thursday May 01, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part one of a two-part series on senior living care.
In this episode, Rachael and Mike talk about senior living. They also talk about independent vs assisted living. They discuss dementia and signs leading up to it. Rachael and Mike also talk about the logistics of living in a memory care community. This is a great episode for anyone with a loved one who may benefit from the support of an assisted living community.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
No comments yet. Be the first to say something!