Financial Planning Explained

Personal Retirement and Golf Course Management with Mike Eckenrode

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Eckenrode. Mike is a retired land surveyor with Hanover Engineering Associates, Inc. Partially enjoying full retirement, Mike now spends his days as a groundskeeper at Fox Hollow Golf Club.

 

Mike and Mike discuss financial planning tactics upon entering retirement, as well as the intricacies of surveying land, while making golf courses harder than they already are.

How Credit Unions Differ From Traditional Banks with Mark Bostwick

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Mark Bostwick. Mark is the Vice President of Business Development for Police and Fire Federal Credit Union.

 

Mark and Mike discuss refinancing mortgages at a lower rate. They compare the pros and cons of using traditional lenders to that of credit unions, which many people are unaware of.

Interviewing A Former NFL Player Turned Investment Consultant with Mike Guman, CRPC

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams.

 

Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridiron, Mike and Mike discuss investments in the current market.

Understanding Mortgages with Mike Harvey

Are you aware of all the facets that go into a mortgage?

 

This week on Financial Planning: Explained, Mike is joined by Mike Harvey. Mike is a Mortgage Professional and co-owner of Vantage Point Financial Group.

 

In this episode, Mike and Mike discuss everything from programs for first time home buyers to interest rates of investment properties vs primary homes.

Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd.

Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

Understanding Property & Casualty Insurance with Michael Cellucci

This week on Financial Planning: Explained, Mike is joined by Mike Cellucci.  Mike is the owner of Cellucci Foran Insurance, Inc., located in Springfield, PA, where Mike focuses on Property and Casualty insurance.  

The two Mike’s review who may need property casualty insurance and what options do you have when applying for insurance.

Running A Restaurant During Covid with Anthony Natale

This week on Financial Planning: Explained, Mike is joined by the Owner of Anthony’s Italian Restaurant in Malvern, Anthony Natale.  

Mike and Anthony discuss what it was like owning a restaurant during covid, what Anthony’s did to make it through the pandemic, and what he would change if he had to do it all over again.

First Time Homebuyers with Kyle Ryan, CFP

"What should I know about buying my first home?"

 

This week on Financial Planning: Explained, we cover the intricacies of buying your first home, through the eyes of a first time home buyer. Host Michael Menninger, CFP is joined once again by Kyle Ryan, CFP, an associate at Menninger & Associates.

 

Buying your first home can be intimidating, here are a few tips and tricks you should know before making the largest purchase of your life.

Traditional vs. Roth 401(k) with Kyle Ryan, CFP

One of the most often asked questions of financial planners is, "Should I contribute to a Traditional or a Roth 401(k)?"

 

On this weeks episode of Financial Planning: Explained, we cover contributing to Traditional or a Roth 401(k). Host Michael Menninger, CFP is joined by Kyle Ryan, CFP, an associate at Menninger & Associates.

 

Although it depends on your unique financial situation that determines whether you should contribute to a Traditional or Roth 401(k), Mike and Kyle draw out many of the determining factors.

Business Succession Planning with Michael Egan, ChFC

Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement.

 

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019.

 

By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.