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

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

July 20, 2022

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

Helping Women Navigate Financial Decisions with Stacy Francis, CFP

June 28, 2022

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

Case Study - Planning Considerations Part II

June 14, 2022

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

Case Study - Planning Considerations Part I

June 7, 2022

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

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

May 25, 2022

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.

Economic Outlook Part I with Gene Goldman, CFA

Economic Outlook Part I with Gene Goldman, CFA

May 17, 2022

Inflation and rising interest rates have wreaked havoc on the markets so far this year. Why, and will this continue? This week is Part I of an exciting and 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.

Gene and Mike discuss a variety of topics including: the current state of the markets, the inflation issue in the current economy, and the indicators used to determine these factors. Part I reviews where we are in the economy to date. While Part II, airing next week, Mike and Gene discuss where we expect to go from here. These are MUST-SEE episodes for those who have any type of investments in the markets.

Case Study - Selling Family Home While Living There with Kyle Ryan, CFP

Case Study - Selling Family Home While Living There with Kyle Ryan, CFP

May 4, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP is again joined by occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This week’s episode provides two different case studies.

The first scenario discusses an elderly woman who is faced with needing more income to live, and thinks her solution is to sell her home and rent it from the buyer. Mike and Kyle present the pitfalls and explore ways she could accomplish this by selling the home to her son, who would eventually be the beneficiary of the home, anyway.

The second case study touches on life insurance, and a few strategies that could help you efficiently leave your beneficiaries the most of your assets. It also touches on methods to hep maximize tax efficiency and other strategies to maximize the life insurance with no additional out of pocket costs.

Avoiding Medicare Traps and Penalties with Kathe Kline

Avoiding Medicare Traps and Penalties with Kathe Kline

April 26, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kathe Kline. Kathe is a best-selling author and founder of MedicareQuick, who helps navigate through the uncertain waters of the Medicare system.

Kathe and Mike discuss the nuances of Medicare and supplemental insurance programs in great detail. There are little known penalties that even some experts haven’t heard of, so don’t fall victim to these traps! Sit down with Kathe and Mike for an in-depth analysis on Medicare and some strategies that could help you down the road.  This is a MUST SEE for anyone approaching the age of 65, or who may be applying for Medicare.

Financial Success & The Psychological Roadblocks Part II with Larry Faulkner

Financial Success & The Psychological Roadblocks Part II with Larry Faulkner

April 21, 2022

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Larry Faulkner for Part II of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of finance.

 

In Part II, Larry and Mike dive deeper into the behavioral aspects of consumer spending. There are many different factors that contribute to irresponsible spending habits that result in roadblocks to achieving financial success. Sit down with Larry and Mike to learn more about how you can identify and avoid bad habits in your daily life that could impede your ability to achieve your financial goals!

Financial Success & The Psychological Roadblocks Part I with Larry Faulkner

Financial Success & The Psychological Roadblocks Part I with Larry Faulkner

April 12, 2022

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Larry Faulkner for Part I of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of financial planning.

This episode touches on the origins of financial behaviors. Consumer spending is like any other human behavior and can be affected by a number of factors including environmental or psychological situations during childhood. Tune in with Larry and Mike as they discuss the financial awareness that could improve your chances of achieving financial success.

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