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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 Mar 23, 2021
Family Law: Divorce and Custody Part II with Sarinia Feinman, Esq.
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Divorce can be a terrible experience.
This week on Financial Planning: Explained, we cover part two of our series on Family Law. For the second week, we are joined by joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman.
This week, Sarinia and Mike discuss alimony, post divorce issues, and tie both segments back into how it pertains to financial planning. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight will give a little ease to the divorce process.

Tuesday Mar 16, 2021
Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq.
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
This week on Financial Planning: Explained, we tackle a two-part series on Family Law.
For the next two weeks, Mike will be joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman.
Sarinia and Mike discuss the multitude of considerations when it comes to a divorce and custody, while still trying to maintain an amicable environment. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight will give a little ease to the divorce process.

Tuesday Mar 09, 2021
College Sports & Recruiting Part II with Matt Mark
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
In part two of our college sports series, Mike sits down with Matt Mark. Matt is the former head baseball coach at Caltech, and is currently the director of sales for SunnyMac Solar.
Matt and Mike discuss the college recruiting process through the eyes of a coach as well as the transition to solar power and its benefits.

Friday Mar 05, 2021
College Sports & Recruiting Part I with Mark Davis, Esq.
Friday Mar 05, 2021
Friday Mar 05, 2021
We're very excited to announce our three part college sports series, where we will be discussing the process of recruiting and the transition into college sports.
In part one we welcome Mark Davis, a successful Defense Attorney and former Major League Baseball player from Pasadena, California. Mark and Mike discuss criminal law, college recruiting and dog days in the big leagues.

Tuesday Feb 23, 2021
Understanding Social Security Part II with Michael Menninger, CFP
Tuesday Feb 23, 2021
Tuesday Feb 23, 2021
Are you or someone you know approaching Social Security age?
If so, this episode is a must watch as it covers the summary of the benefits in detail. This episode provides a detailed the calculation of your social security benefit and when you should consider taking it.
Be sure to share this video with friends and family that could benefit from this relevant information as they near retirement.

Monday Feb 15, 2021
Understanding Social Security Part I with Michael Menninger, CFP
Monday Feb 15, 2021
Monday Feb 15, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP® introduces Social Security. This is a two part series that provides an in-depth analysis on understanding how Social Security works and the benefits of the system. Part I gives a broad overview of how Social Security works, where Part II investigates the specifics in great detail.

Tuesday Feb 09, 2021
401(k) & Retirement Plans with Nick Kennedy, CFP®
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick Kennedy, CFP®. Nick is the Regional Vice President for Ameritas Retirement. Nick and Mike dive deep into the retirement plan process, and discuss strategies to maximize retirement outcomes.

Monday Feb 01, 2021
Trusts with Courtney Dolaway, Esq.
Monday Feb 01, 2021
Monday Feb 01, 2021
This week on Financial Planning: Explained host Michael Menninger, CFP® welcomes Courtney Dolaway, Esq. Courtney is a partner at Flaster Greenberg PC, and oversees the Trusts & Estate department. Courtney and Mike explore the many different facets that are involved when it comes to Trusts.

Tuesday Jan 26, 2021
Temple Financial Planning Program with Cindy Axelrod & Kyle Ryan
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
On this weeks episode on Financial Planning: Explained host Michael Menninger, CFP® sits down with Cindy Axelrod, CFA and Kyle Ryan, CFP®. Cindy is the Director of the Financial Planning Program at Temple University's Fox School of Business. Kyle is a Financial Planner at Menninger & Associates and a recent graduate from the Temple Financial Planning Program. Tune in as the trio talks about the process students go through to become a Financial Planner, and the transition into the business world.

Tuesday Jan 19, 2021
Estate Administration with Stacey McConnell
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
This week on Financial Planning: Explained host Michael Menninger, CFP welcomes Stacey McConnell, Esq. Stacey is an Attorney and head of the Estate and Trust department at Lamb McErlane PC. Stacey and Mike discuss topics ranging from executors handling an estate, to steps to help your administration after death.
