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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 29, 2024
Tuesday Oct 29, 2024
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discuss full retirement age, as well as specific case studies that they have personally come across in their careers. This is a great series for anyone coming up on or currently collecting social security.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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