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 sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by Congress. The guys talk about exactly what the bill changed, the tax ramifications of the bill, and then discuss SALT (state and local ta...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the second episode of a two-part series on business franchising.
In this episode, Harris and Mike talk about the benefits of using a business franchise consultant, how to recognize your strengths and weaknesses as a franchisee, an...
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the first episode of a two-part series on business franchising.
In this episode, Harris and Mike discuss what business franchising is, categories of businesses that franchise, and funding the initial investment for the business. This is a great epis...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.
In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is ...
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans.
In this episode, Mike and Nick discuss what a pension is, the formula to calculate a pension, and lump sum vs. monthly payment options. This is a great episode for anyone who...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond.
In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This...
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 third quarter performance in the markets.
In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a grea...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the second episode of a two-part series on property & casualty insurance.
In this episode, the guys talk about umbrella liability insurance from a business vs personal standpoint. They also discuss vehicle insurance and how coverage is...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the first episode of a two-part series on property & casualty insurance.
In this episode, the guys discuss increases in insurance due to inflation, full tort vs. limited tort insurance, and coverage options for home insur...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on estate planning.
In this episode, Mike and Nick talk about the utilization of trusts for the sake of distributing assets through generations. The guys then dive deep into the taxation of estates ...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning.
In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to o...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.
In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family re...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Kyle discuss a case study that deals with every aspect of financial planning, including: cash management, tax planning, insurance planning, inves...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.
In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt proble...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the cu...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs.
In this episode, Brandon and Mike continue to discuss gold as an asset class. They also talk in depth about how to go about purchasing physical gold. Then, they get int...
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs.
In this episode, Brandon and Mike discuss gold as an asset class. They also talk about how to acquire both physical gold and on the stock market. Lastly they di...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals.
In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning,...
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the economic forecast of the current markets.
In this episode, Brad and Mike talk about the labor market, Price-to-Earning (P/E) ratios, and expectations for the markets moving forward. Thi...
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...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com