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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 Jun 07, 2023
Wednesday Jun 07, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This is the final episode in this four-part series on the current state of the economy. In this episode, Brad and Mike discuss the long-term movement of the US dollar and its impact on international investments, which represent 40% of the global stock market. They also end the episode with a graph showing the projected interest rate cuts and discuss the impacts of rate curs on the stock market and bond markets.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday May 30, 2023
Tuesday May 30, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This is the third episode in a four-part series on the current state of the economy. In this episode, Brad and Mike discuss the markets from a broad perspective. This episode shows the behavior of the S&P 500 over the past year, and then discusses the disparity between growth and value stocks. Brad & Mike also review PE ratios and compare them to their historical averages.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Monday May 22, 2023
Monday May 22, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down again with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This episode is the second episode of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. In this second part, Brad and Mike talk about the cases for and against a recession. They discuss the indicators of a recession and how we can determine what to expect moving forward.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Monday May 15, 2023
Monday May 15, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This episode is the first of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. In this first part, Brad and Mike discuss the two Fed mandates – price stability (inflation) and the labor markets. These two mandates serve as the basis for the Fed raising interest rates, which has a significant impact on the financial markets. In addition, Brad and Mike also touched upon two current hot topics – the debt ceiling and recent bank failures. This first episode also marks the 100th episode of Financial Planning: Explained.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Meet Mike Menninger, CFP the host of Financial Planning: Explained https://maaplanning.com/who-we-are/ourteam
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Jon Groth. Jon is a proven Wisconsin Personal Injury and Litigation Attorney at Groth Law Firm, S.C. and Samster, Konkel & Safran Law Offices, a division of Groth Law Firm, S.C.
This is a great episode that nearly everyone can relate to, whether you’ve had a neglectful injury occur or know a friend of family member who has been hurt in a car accident. Jon and Mike go into detail about a variety of topics including personal injury law, elder abuse, vaccine injuries and even suing your own insurance company!
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Mar 14, 2023
Tuesday Mar 14, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Anca Trofin. Anca is the owner of Aim High Wellness and Travel, where she blends being a massage therapist, spin instructor, and travel guide.
In this episode, Anca and Mike discuss the importance of traveling efficiently and more specifically, the importance of a travel agent and just the value that they bring to a trip. Anca also discusses her specialty of being the leader and tour host for groups of people taking vacations, especially to Europe. This is a great episode if you plan on taking an extended trip and don’t want to be bothered with figuring out an itinerary of a place you’ve never been to.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Mar 07, 2023
Tuesday Mar 07, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer and Kyle Ryan, CFP. Rachael is a senior living specialist at Senior Living Specialists Philly. Kyle is one of the financial advisors on staff at Menninger & Associates.
This is a great episode on senior living and long-term senior care that many households can relate to. Rachael goes into detail about how families transition loved ones into facilities, as well as the financial process of how to do so. Mike and Kyle provide the planning side of that as well. This is a must watch for anyone considering moving an elderly family member into a long-term care facility.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 28, 2023
Tuesday Feb 28, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
In Part Two of this series on company stock plans, Mike and Kyle go into detail about Employee Stock Options and Employee Stock Purchase Plans (ESPP). This is a great episode if your company offers these types of stock plans and provides examples on how to maximize use of them.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Wednesday Feb 22, 2023
Wednesday Feb 22, 2023
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
Of the six areas of financial planning, today's episode focuses on investment planning. Specifically, Mike and Kyle discuss company stock plans. This is a two-part series that covers everything from: stock in a 401k, stock options, RSUs, and employee stock purchase plans. This is a great episode if your company offers stock options and how to maximize them.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This episode is the final leg of a three-part series on Life Insurance Planning. This episode goes into detail about the different uses of life insurance (term vs. permanent), and the design of a life insurance program for an individual or family. As part of the design, the hosts discuss methods for calculating the amount of life insurance you may need and for how long you should have it.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com