Financial Planning Explained
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
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part two of a two-part series on senior living care.
In this episode, Rachael and Mike discuss the tell-tale signs that someone should consider extra care. They also discuss the benefits of bringing in a third party to check all the boxe...
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part one of a two-part series on senior living care.
In this episode, Rachael and Mike talk about senior living. They also talk about independent vs assisted living. They discuss dementia and signs leading up to it. Rachael and Mike also talk about th...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. Of the six areas of financial planning, this episode covers cash management.
In this episode, Mike and Nick discuss a case study of a recent prospect. The guys discuss switching to a Roth 401(k), maximizing 401(k) match, HELOCs, and pa...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Annalisa Smithson. Annalisa is the founder and director of Unleashed Counseling. Unleashed Counseling is a mental health practice offering various services including talk therapy. Their therapists create a joyful, authentic experience for people overcoming depression, anxiety, and addiction – people who need something more than traditional talk...
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. This is a timely episode, as it discusses the first quarter performance in the markets, but also the recent effect of President Trump's tariffs.
In this episode, Brad and Mike discuss how the markets performed over ...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the final episode of a nine-part episode Q&A series.
In this episode, Mike and Kyle discuss frequently asked questions regarding tax planning. The guys touch on tax implications of selling your home, Roth IRA conversions, when to start...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the eighth episode of a nine-part Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax brackets, common tax mistakes, tax impacts on investing, tax be...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the seventh episode of a nine-part episode Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax-deferred vs tax-free investment accounts, tax-loss harvesting, and capital ...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investment...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the fifth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle answer common questions regarding investment planning. In this episode, the guys cover the basics of investing, including: stocks, bonds, mutual funds, asset all...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the fourth episode of a multi-episode Q&A series.
In this episode, Mike and Ryan answer frequently asked questions regarding risk management and insurance. Topics covered include: term care vs whole life policies, disa...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the third episode of a multi-episode Q&A series.
In this episode, Mike and Ryan discuss debt management. Debt management is a broad subject, but the guys answer commonly asked questions regarding multiple debts, the snowball vs. avalan...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a multi-episode Q&A series.
In this episode, Mike and Nick discuss frequently asked retirement planning questions. This episode covers questions like 401(k) vs. Roth, Social Security, the 4% rule...
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planners at Menninger & Associates Financial Planning. This is the first episode of a multi-episode Q&A series.
In this episode, the guys address general financial planning questions. This episode covers basic, commonly asked financial planning questions like, "What's the first step in getting star...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back 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 planner at Menninger & Associates Financial Planning.
In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectati...
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, inf...
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: Inves...
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 manag...
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...
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 discus...
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