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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
Thursday Aug 08, 2024
Thursday Aug 08, 2024
On this week's episode of "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.
In this episode, Brad and Mike discuss exactly what happened this past Monday, August 5th. From the roller-coaster ride of the Japanese markets to the affect it had on global markets including the United States, the guys dig into what exactly happened and where we go from here. This is a great episode to give perspective on the ripple effect that one country can have globally.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. This is part two of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.
In this episode, Thomas and Mike discuss the upcoming election and traditionally how the markets react to each party. Other topics include deficit spending, upcoming tax law changes, and inflation forecasts.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Thomas Balis, CFA for a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.
In this episode, Thomas and Mike examine how the markets performed in Q2 as well as year to date. They also discuss the impact of AI and its future. Then, they briefly get into inflation and what we can expect moving forward. This is a great series for anyone interested in the current hot topics in the markets.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC welcome back Dr. Maggie Baker for the finale of this three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.
In this episode, Maggie, Mike, and Kyle discuss the concept of when to sell a stock, impulsive buying, and Attention-Deficit/Hyperactivity Disorder. This is a great episode that ties the series together. If you haven't watched the first two episodes, go back and check them out!
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC are happy to welcome back Dr. Maggie Baker for part two of a three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.
In this episode, Maggie, Mike, and Kyle talk about budgeting and how we often overlook simple saving measures. They also discuss the value of working with a financial advisor to further educate yourself on financial decisions. This is a great episode for all!
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC are excited to welcome Dr. Maggie Baker for a three part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.
In this episode, Maggie, Mike, and Kyle discuss Maggie's history with finances and her journey to where she is today. They also discuss the psychology behind our first memories of money and how that influences our relationship with money for the rest of our lives. This is a fantastic series that is a great watch for anyone!
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a two-part episode case study regarding tax planning.
In this episode, Mike and Kyle review the specifics of the case study, and the dig into tax strategies as it pertains to a self-employed individual. Topics include: NUA (Net Unrealized Appreciation), Roth IRA conversions, and SEP IRAs. This is a great episode discussing taxes for anyone who is a business owner or is self-employed.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Jun 11, 2024
Tuesday Jun 11, 2024
This week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a two-part episode discussing a case study revolving around tax planning.
In this episode, Mike and Kyle lay out the groundwork for this case study, discussing the clients goals, and facts about their specific financial picture. They then get into their assets, current investments, and debts. After break, they uncover some key factors to be used as one of the two is self-employed. This is a great episode discussing taxes for anyone who is a business owner or is self-employed.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This episode discusses the ins and outs of tax deferred investments.
In this episode, Mike and Ryan cover the tax differences between non-qualified annuities, non-deductible, and after0tax 401Ks. They also touch on the advantages and disadvantages of these type of plans. This is a great episode for anyone with questions on investment strategies for tax deferred accounts.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
Tuesday May 28, 2024
Tuesday May 28, 2024
This week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Andres Maldonado and Ryan Keefe, CFP. Andres is the Operations Manager and Ryan is a financial planner at Menninger & Associates Financial Planning. This episode tackles cybersecurity risks and how to navigate them.
In this episode, the guys discuss simple cybersecurity safeguards and prevention, as well as identity theft, along with what to do if your identity is stolen. This is a great episode for anyone, as we all know someone who has had an issue with cybersecurity.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com