Financial Planning Explained

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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

Friday Nov 27, 2020

Tax Planning Part II with Michael Menninger, CFP

Friday Nov 27, 2020

In this weeks episode of Financial Planning Explained, host Michael Menninger, CFP covers part two on Tax Planning. After reiterating the foundation of the tax system, Michael uncovers some interesting and unique Tax Strategies.

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