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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!
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

Tuesday Jan 03, 2023
Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP
Tuesday Jan 03, 2023
Tuesday Jan 03, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This is a great episode for young professionals in the workforce. Topics include: establishing initial credit, being prepared for a financial emergency, and the most important component of a financial plan. Please share this episode with anyone that you know that could benefit from it.

Tuesday Dec 27, 2022
Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP
Tuesday Dec 27, 2022
Tuesday Dec 27, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
In this episode the guys dive into the topic of “When is a good time to start retirement planning?” This episode covers everything from capital gains, inheritance taxes, even the current homebuying conditions.

Tuesday Dec 20, 2022
Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
Continuing last weeks discussion in Part 2 of a 2-part series, on what exactly is financial planning, the guys cover the remaining three areas of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning Strategies.

Tuesday Dec 13, 2022
Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP
Tuesday Dec 13, 2022
Tuesday Dec 13, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
Back by popular demand, the trio continues the series of viewer question & answer. This episode discusses in detail, the first three out of the six areas of financial planning including: Cash Management, Tax Planning Strategies, and Risk Management. The guys also discuss when is a good time to start retirement planning.

Thursday Oct 13, 2022
Small Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendig
Thursday Oct 13, 2022
Thursday Oct 13, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Ashley Downs and Joel LeBendig. Ashley and Joel are the co-founders of Resync Body Works.
In this episode, Ashley, Joel, and Mike discuss the many challenges of breaking away from being an employee to starting their own small business. As a new business owners, Ashley and Joel discuss the evolution of how they planned the startup of the new business, how they overcame the challenges and pitfalls, as well as the freedom of working for yourself!
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Tuesday Oct 04, 2022
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series covers questions that clients and viewers have asked us over time. In Part III, the panel discusses questions that we get regularly about financial planning firms, such as: what to expect as a new client, what it means to be a fiduciary, and how to work with a financial advisor through the various stages of your life.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Wednesday Sep 28, 2022
Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series will cover questions that clients and viewers have asked us over time. In Part II, the panel tackles rebalancing your 401(k), the 60/40 balanced portfolio, and the proper investments (and those to avoid) when entering and coming out of a recession.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Wednesday Sep 21, 2022
Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series will cover questions that clients and viewers have asked us over time. In Part I, the panel discusses combatting inflation in your retirement portfolio, the Fed raising interest rates, and investing in bonds.

Wednesday Sep 14, 2022
Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP
Wednesday Sep 14, 2022
Wednesday Sep 14, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
The panel discusses in detail what the investment philosophy is at Menninger & Associates. There are many facets involved in properly choosing investments for clients, and the guys tackle each of those aspects.

Tuesday Sep 06, 2022
Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFA and Nick DeVito. Kyle is a senior advisor at Menninger & Associates and Nick is the newest member of the team. They both have recently dealt with student loan debts, so this topic is very pertinent to the two.
With the conversation of student loan forgiveness promised by the White House, millions of students and former students across the country have many questions. In this episode the guys discuss everything that we know so far and provide great advice for anyone with current student loan debt.
