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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 Aug 26, 2025
Tuesday Aug 26, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.
In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a great episode for anyone who is in debt and concerned about their financial future.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Aug 20, 2025
Wednesday Aug 20, 2025
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the current debt they are in, along with their financial planning goals. The guys begin to discuss strategies but will dig deeper in part II. This is a great episode for anyone who is in debt and concerned about their financial future.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Aug 13, 2025
Wednesday Aug 13, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs.
In this episode, Brandon and Mike continue to discuss gold as an asset class. They also talk in depth about how to go about purchasing physical gold. Then, they get into incorporating precious metals into IRAs. This is a great episode for anyone curious about investing in gold or silver in both physical forms or in the stock market.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Wednesday Aug 06, 2025
Wednesday Aug 06, 2025
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs.
In this episode, Brandon and Mike discuss gold as an asset class. They also talk about how to acquire both physical gold and on the stock market. Lastly they discuss the fluctuation in the price of gold. This is a great episode for anyone curious about investing in gold or silver in both physical forms or in the stock market.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Tuesday Jul 29, 2025
Tuesday Jul 29, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals.
In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning, emergency funds, and estate planning. This is a great episode for anybody who is home buying, or even just curious about working with a financial advisor.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Tuesday Jul 22, 2025
Tuesday Jul 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 economic forecast of the current markets.
In this episode, Brad and Mike talk about the labor market, Price-to-Earning (P/E) ratios, and expectations for the markets moving forward. This is a great episode for anyone following the markets and investing for the future.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Tuesday Jul 15, 2025
Tuesday Jul 15, 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 second quarter performance in the markets.
In this episode, Brad and Mike discuss how the markets performed in the second quarter, as well as the current tariff situation, and Trump's One Big Beautiful Bill Act. 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.
Tuesday Jul 08, 2025
Tuesday Jul 08, 2025
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Scott Mitchell and Kyle Ryan, CFP, ChFC. Scott is an Advanced Planning Counselor with Life Celebration. Life Celebration specializes in funeral and final expense planning.
In this episode, Scott, Mike, and Kyle discuss final expense planning as it pertains to estate planning. They dive into preparations that should be considered when it comes to documents, prefunding a funeral, and trusts. This is a great episode for anyone who has a loved one without an estate plan in order.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
Tuesday Jul 01, 2025
Tuesday Jul 01, 2025
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode talks about retirement plan options for business owners.
In this episode, Mike and Nick discuss an array of retirement plan options for businesses. The guys discuss the four major types of retirement plans, including: IRAs, SEP IRAs, Simple IRAs, and 401(k)/403(b). This is a great episode for any business owner looking to offer retirement options for their employees.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Jun 25, 2025
Wednesday Jun 25, 2025
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe, CFP. Ryan is a partner and financial planner at Menninger & Associates Financial Planning. This episode discusses unexpected unemployment.
In this episode, Mike and Ryan discuss unexpected unemployment and all of the things to consider. They discuss preparing to be laid off, immediate actions you should consider doing, and filing for unemployment. This is a great episode for anyone who has recently been laid off or believes they may be at risk.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com