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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
Friday Jan 24, 2025
Friday Jan 24, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planners at Menninger & Associates Financial Planning.
In this episode, the guys recap the markets over the past year. Topics include: the magnificent seven stocks, inflation, job markets, and corporate earnings. This is a great episode for anyone looking to better understand how and why the stock market performed in 2024.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Jan 14, 2025
Tuesday Jan 14, 2025
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.
In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers everything from risk tolerance and retirement planning to beneficiaries in your will. This is a great episode for anyone looking to create good financial planning habits for the new year.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Jan 07, 2025
Tuesday Jan 07, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.
In this episode, the guys discuss financial planning considerations for the start of the new year. They detail cash management with topics like emergency funds, HELOCs, understanding expenses, and managing debt. This is a great episode for anyone looking to create good financial planning habits for the new year.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is the final part of a four-part series discussing Mike's journey through his football career.
In this episode, Mike and Mike discuss life in the NFL regarding injuries, travel, and the offseason. They also discuss the evolution of the sport and recent rule changes in the NFL in order to increase player safety. This is a great episode to bring this four-part series to a close.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Dec 25, 2024
Wednesday Dec 25, 2024
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part three of a four-part series discussing Mike's journey through his football career.
In this episode, Mike and Mike talk about the NFL draft process and life as a rookie. They also discuss the structure and debates surrounding the NIL and transfer portal in college football. This is a great episode for any college football fan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part two of a four-part series discussing Mike's journey through his football career.
In this episode, Mike and Mike discuss the transition into college football as a freshman. They also talk about some of Mike's career highlights in championship and bowl games, as well as the new 12-team playoff structure in college football. This is a great episode packed with a lot of history discussing old players and coaches.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part one of a four-part series discussing Mike's journey through his football career.
In this episode, Mike and Mike talk about high school football and the college recruiting process. They discuss Mike's undefeated senior high school season, his recruiting visits to the top schools in the country, and then close with his first game at Penn State as a freshman. This is a great series for any football fan or even just those curious about the journey of an NFL player starting in high school.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Heather Esham. Heather is the owner & founder of SILC (Senior Independent Living Companions). SILC provides active and engaging care services to seniors aging in place.
In this episode, Heather and Mike discuss options that seniors have when it comes to aging in place on their terms. They also discuss the different types of care as well as affordability and insurance coverage. This is a great episode for anyone that has a loved one who wants to remain independent but could use a little help.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Nov 19, 2024
Tuesday Nov 19, 2024
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick really dig into the solutions of this particular case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this couples financial facts as well as their goals, and then they go into a huge opportunity that the couple missed in the prior years tax season.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com