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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!
Episodes
Tuesday Aug 24, 2021
Tuesday Aug 24, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Herb Morgan. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors. With 34 years of investment experience, Herb has been interviewed by Forbes, CBS Market Watch, and The Wall Street Journal to name a few. He has also been a guest on Fox News and CNBC television.
Herb and Mike cover multiple key and timely topics regarding the economy. They discuss the current supply and demand imbalance and its impact on inflation and interest rates, the current crisis taking place in Afghanistan, and how these events could impact the stock markets. Herb also provides his opinion on the value of the US stock market and if he thinks its overpriced.
Tuesday Aug 17, 2021
Tuesday Aug 17, 2021
On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP continues the conversation with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.
This week, the team discusses topics like how to choose the right financial planner for you, tax returns, and when is the best time to sell a stock/investment.
Monday Aug 09, 2021
Monday Aug 09, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.
The trio addresses commonly asked questions that financial planners face every day. From investing to 401(k) and even insurance, they touch on important topics that we face every day.
Tuesday Aug 03, 2021
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
This week on Financial Planning: Explained, host Mike Menninger, CFP welcomes Dave Bardsley. Not only is Dave is a District Sales Manager at Johnson Controls, but he is also a client of Mikes.
Dave and Mike examine financial planning & wealth management through the eyes of a client. They also delve into the importance and journey of becoming financially independent.
Tuesday Jul 20, 2021
Tuesday Jul 20, 2021
On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP is joined by Devon McCrossin. Devon is a Partner at Boomtown Internet Group.
Devon and Mike discuss building a website for businesses, as well as the importance of search engine optimization (SEO) no matter how big or small a business is.
Tuesday Jul 13, 2021
Tuesday Jul 13, 2021
This week on Financial Planning: Explained, host Mike Menninger, CFP sits down with Nick Lensander. Nick is the founder of Lenk Media based out of Santa Barbara, California.
Nick and Mike talk about digital marketing strategy and creating content, and the importance of businesses in any industry utilizing social media.
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP welcomes a very unique guest, his son, Tim Menninger. Tim is an Embedded Software Engineer at Green Hills Software in Santa Barbara, California.
Tim and Mike discuss the importance of the operating system, how much it is used in day to day life, and even a few stories from the old days.
Monday Jun 28, 2021
Monday Jun 28, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Bob Matje. Bob is a Pharmaceutical Professional at RemTech LLC.
Bob and Mike examine running a pharmaceutical plant as a plant manager, the process of patenting pharmaceutical drugs, and the value of a consultant in any industry.
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals.
Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the patient/client.