Financial Planning Explained

Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito

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.

Current State of the Market Part II with Thomas Balis, CFA

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.

In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the room – inflation.  From there, they discuss the causes of record inflationary, and what and why the Fed is raising interest rates to combat inflation.  They also discuss the current state of the market and economy, as well as the many issues affecting them.  These issues include second quarter earnings reports, the job market, and what to expect moving forward. This is a timely and very informative episode regarding the markets and the economy.

Current State of the Market Part I with Thomas Balis, CFA

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.

This two-part series will discuss pertinent issues regarding the stock market and the many factors that are currently affecting it. In Part I, Thomas and Mike discuss the economy and whether or not it is in a recession, which has been a political debate the past couple weeks. This is a timely and very informative episode regarding the markets and the economy.

Cyber Security For Businesses with Brian McCarthy

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Brian McCarthy. Brian is the Founder & President of Open Tier Systems. They are a leading provider of IT, VoIP, and Networking solutions and services for small to medium sized businesses.

Brian and Mike touch on cyber security for businesses and how to keep your assets and website safe. This episode discusses the three main factors of cyber security including: multi factor authentication, password management, and backup. This is an informative episode to watch not only as a business owner, but as someone who houses passwords anywhere on the internet.

R&D Tax Credits and Financial Education with Randy Crabtree, CPA

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals.

This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and Financial Planning to other industry professionals. This is a great episode for CPAs who represent Manufacturers, Software Developers, Architects, and Engineers.  This episode would also interest business owners / founders who wish to move on from daily management of the business to a different, but active role in the company.

Current State of the Housing Market with Dave Cary & Douglas Braun

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back real estate agent, David Cary and his new Co-Founding Partner, Douglas Braun. Dave and Doug recently opened their own real estate agency called Prime Real Estate, which employs 20 agents.

This episode touches on all the questions we get asked regularly about the housing market. From the recent increase in interest rates to the justification of landlords increasing rent, this episode is a must see whether you’re a homeowner looking to move, or a first-time home buyer.

Helping Women Navigate Financial Decisions with Stacy Francis, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome Stacy Francis, CFP. Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.

Stacy and Mike discuss her expertise, which is financial planning for women who are experiencing divorce, or the loss of a loved one. This episode is a must see for anyone you know who is currently experiencing a life changing event that left them financially vulnerable.

Case Study - Planning Considerations Part II

On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.

 

In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.

Case Study - Planning Considerations Part I

This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.

In part one, Mike touches on examples including: widowed spouses, self-employment, beneficiaries, and retirement options. Tune into this episode as it touches on topics that are applicable in almost everyone's daily life.

Economic Outlook Part II: Where Do We Go From Here with Gene Goldman, CFA

Inflation continues to rise; will it ever end? This week is Part II of our timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management.

In part II, Gene and Mike discuss indicators used to determine what to expect from the markets moving forward, as well as the continued conversation of inflation and how it is affecting Americans daily. Tune in to this MUST-SEE episode to see where we go from here.