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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 Nov 21, 2023
Tuesday Nov 21, 2023
On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on employee benefits.
In this episode, the guys continue their discussion on employee benefits. Mike and Nick go into detail about topics such as disability insurance and 401(k) programs. When discussing 401(k)s the two touch on the basics, vesting, and loan options.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
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