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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 Jan 13, 2021
Wednesday Jan 13, 2021
In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP discusses Retirement Planning & Distribution. Topics discussed include: cumulation of assets and what people do when it comes to their 401(k) or pension.
Monday Jan 11, 2021
Monday Jan 11, 2021
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Michele Leahy. Michele is a disability life planner, and owner of Leahy Life Plan. Michele and Michael discuss topics including, home community based services for people who are born disabled as well as how to navigate people with disabilities to their federal benefits.
Monday Jan 04, 2021
Monday Jan 04, 2021
On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
This week on Financial Planning Explained, host Michael Menninger, CFP welcomes Ed Bernhard, a retired car dealership owner. Ed and Michael discuss various topics from owning vs. leasing a car, to the auction process of automobiles, pertaining to financial planning.
Friday Dec 18, 2020
Friday Dec 18, 2020
In this weeks episode of Financial Planning Explained, Michael Menninger, CFP discusses the fundamentals of Estate Planning. He provides an overview of of the estate administration process, common pitfalls often encountered, how estates are taxed and strategies to improve estate efficiency.
Monday Dec 14, 2020
Monday Dec 14, 2020
This week on Financial Planning Explained, host Mike Menninger, CFP welcomes Kevin Stegena, mortgage broker and owner of Lending Capital Mortgage LLC. Kevin and Mike review the current interest rate environment and the impact it has on mortgages and refinancing.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
This week on Financial Planning Explained, Michael Menninger, CFP welcomes real estate agent David Cary (named Best of Bucks County 2018).
Friday Nov 27, 2020
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
This week, Michael Menninger, CFP discusses the first half of a two part series on Tax Planning as it pertains to Financial Planning as a whole.
Friday Nov 13, 2020
Friday Nov 13, 2020
This Week We Talk Medical & Health Insurance With The President Of Health And Benefits Partners, Adam Peltzman, Rhu.