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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 Jan 02, 2024
Tuesday Jan 02, 2024
On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss unexpected planning needs that people often overlook. Topics in this episode include: paying off debt, utilizing the benefits of a HELOC (Home Equity Line of Credit), maximizing employer match, and the importance of estate planning.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
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