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
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 B...
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 ...
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, Simpl...
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,...
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Andres Maldonado. Andres is the operations manager at Menninger & Associates. In a little different vein this week, Andres will be interviewing Mike in order to get more insight on who Mike is as a person.
In this episode, Mike and Andres talk about Mike's upbringing, his time in the Naval Academy, his career as an engineer, and his transiti...
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part two of a two-part series on financial planning for small business owners.
In this episode, Joe and Mike talk about investment planning for your business, return on investment, automation in small business, as well as retirement and legacy planning....
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part one of a two-part series on financial planning for small business owners.
In this episode, Joe and Mike discuss how Joe began his business in his parents back yard, to having 35 employees today. They also discuss the struggles of business ownership and maintaining t...
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome back Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part two of a two-part series on retirement plan ideas for business owners.
In this episode, Adam, Mike and Nick talk about the funda...
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part one of a two-part series on retirement plan ideas for business owners.
In this episode, Adam, Mike and Nick discuss the importance of ...
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode discusses the not so popular topic of bonds.
In this episode, Mike and Nick go into detail about what a bond is, some of the misconceptions about bonds, and the inverse relationship between interest rates and the value of bonds. This is a gr...
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...
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