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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 Jun 28, 2022
Tuesday Jun 28, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome Stacy Francis, CFP. Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.
Stacy and Mike discuss her expertise, which is financial planning for women who are experiencing divorce, or the loss of a loved one. This episode is a must see for anyone you know who is currently experiencing a life changing event that left them financially vulnerable.
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.
In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.
Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.
In part one, Mike touches on examples including: widowed spouses, self-employment, beneficiaries, and retirement options. Tune into this episode as it touches on topics that are applicable in almost everyone's daily life.
Wednesday May 25, 2022
Wednesday May 25, 2022
Inflation continues to rise; will it ever end? This week is Part II of our timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management.
In part II, Gene and Mike discuss indicators used to determine what to expect from the markets moving forward, as well as the continued conversation of inflation and how it is affecting Americans daily. Tune in to this MUST-SEE episode to see where we go from here.
Tuesday May 17, 2022
Tuesday May 17, 2022
Inflation and rising interest rates have wreaked havoc on the markets so far this year. Why, and will this continue? This week is Part I of an exciting and timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management.
Gene and Mike discuss a variety of topics including: the current state of the markets, the inflation issue in the current economy, and the indicators used to determine these factors. Part I reviews where we are in the economy to date. While Part II, airing next week, Mike and Gene discuss where we expect to go from here. These are MUST-SEE episodes for those who have any type of investments in the markets.
Wednesday May 04, 2022
Wednesday May 04, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP is again joined by occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This week’s episode provides two different case studies.
The first scenario discusses an elderly woman who is faced with needing more income to live, and thinks her solution is to sell her home and rent it from the buyer. Mike and Kyle present the pitfalls and explore ways she could accomplish this by selling the home to her son, who would eventually be the beneficiary of the home, anyway.
The second case study touches on life insurance, and a few strategies that could help you efficiently leave your beneficiaries the most of your assets. It also touches on methods to hep maximize tax efficiency and other strategies to maximize the life insurance with no additional out of pocket costs.
Tuesday Apr 26, 2022
Tuesday Apr 26, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kathe Kline. Kathe is a best-selling author and founder of MedicareQuick, who helps navigate through the uncertain waters of the Medicare system.
Kathe and Mike discuss the nuances of Medicare and supplemental insurance programs in great detail. There are little known penalties that even some experts haven’t heard of, so don’t fall victim to these traps! Sit down with Kathe and Mike for an in-depth analysis on Medicare and some strategies that could help you down the road. This is a MUST SEE for anyone approaching the age of 65, or who may be applying for Medicare.
Thursday Apr 21, 2022
Thursday Apr 21, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Larry Faulkner for Part II of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of finance.
In Part II, Larry and Mike dive deeper into the behavioral aspects of consumer spending. There are many different factors that contribute to irresponsible spending habits that result in roadblocks to achieving financial success. Sit down with Larry and Mike to learn more about how you can identify and avoid bad habits in your daily life that could impede your ability to achieve your financial goals!
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Larry Faulkner for Part I of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of financial planning.
This episode touches on the origins of financial behaviors. Consumer spending is like any other human behavior and can be affected by a number of factors including environmental or psychological situations during childhood. Tune in with Larry and Mike as they discuss the financial awareness that could improve your chances of achieving financial success.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome back Herb Morgan. Herb is a very insightful guest who has been on the show before. He is the Senior Managing Director and Chief Investment Officer of Efficient Market Advisors. Herb has been a guest on CNBC Television, Fox News and CBS Market Watch, along with many other publications.
With over 55 years of investment experience between the pair, Herb and Mike tackle all of the volatility going on in the economy at the moment including inflation, energy prices, and the Ukraine conflict. Tune in with Herb and Mike as they discuss current financial topics.