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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 24, 2023
Understanding PSERS Part I with Kyle Ryan, CFP, ChFC
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
This week 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 the first of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System).
In this episode, the guys discuss exactly what PSERS is, how the pension is calculated, the differences between older and newer versions of the pension plan, and the parameters around it compared to other pensions.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
*Menninger & Associates is not affiliated with, sponsored by, or endorsed by PSERS
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