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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
Wednesday Dec 10, 2025
Wednesday Dec 10, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Nov 26, 2025
Wednesday Nov 26, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by Congress. The guys talk about exactly what the bill changed, the tax ramifications of the bill, and then discuss SALT (state and local tax). This is a great episode for anyone seeking a comprehensive overview of the new bill.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Nov 19, 2025
Wednesday Nov 19, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the second episode of a two-part series on business franchising.
In this episode, Harris and Mike talk about the benefits of using a business franchise consultant, how to recognize your strengths and weaknesses as a franchisee, and what a franchisor should provide you with in support. This is a great episode for anyone looking to franchise a business.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Nov 12, 2025
Wednesday Nov 12, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the first episode of a two-part series on business franchising.
In this episode, Harris and Mike discuss what business franchising is, categories of businesses that franchise, and funding the initial investment for the business. This is a great episode for anyone looking to franchise a business.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Nov 05, 2025
Wednesday Nov 05, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.
In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Oct 29, 2025
Wednesday Oct 29, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans.
In this episode, Mike and Nick discuss what a pension is, the formula to calculate a pension, and lump sum vs. monthly payment options. This is a great episode for anyone who has a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Oct 22, 2025
Wednesday Oct 22, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond.
In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Sunday Oct 19, 2025
Sunday Oct 19, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the third quarter performance in the markets.
In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a great episode to catch up on the current status of the stock market.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Oct 08, 2025
Wednesday Oct 08, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the second episode of a two-part series on property & casualty insurance.
In this episode, the guys talk about umbrella liability insurance from a business vs personal standpoint. They also discuss vehicle insurance and how coverage is determined when driving someone else's car, along with insurance pertaining to Uber and Lyft services. This is a great episode for anyone who has questions about any form of property or casualty insurance.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Sep 30, 2025
Tuesday Sep 30, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the first episode of a two-part series on property & casualty insurance.
In this episode, the guys discuss increases in insurance due to inflation, full tort vs. limited tort insurance, and coverage options for home insurance. This is a great episode for anyone who has questions about any form of property or casualty insurance.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com