Financial Planning Explained

Financial Planning Explained

Por: financialplanningexplained
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!
204 episodios disponibles

Latest episodes of the podcast Financial Planning Explained

2025 Stock Market Recap with Brad Sorensen, CFA 14/01/2026
Cash Management: Best Practices with Nick DeVito, CFP 06/01/2026
Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP 23/12/2025
Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP 17/12/2025
Beginning of the Year Financial Planning with Nick DeVito, CFP 14/12/2025
What Is Tax-Loss Harvesting? with Nick DeVito, CFP 10/12/2025
One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC 26/11/2025
Business Franchise Consulting (Part II) with Harris Gubin 19/11/2025
Business Franchise Consulting (Part I) with Harris Gubin 12/11/2025
Pensions: Strategies & Recommendations with Nick DeVito, CFP 05/11/2025
Pension Plans 101 with Nick DeVito, CFP 29/10/2025
Fourth Quarter Market Outlook with Brad Sorensen, CFA 22/10/2025
Third Quarter Market Recap with Brad Sorensen, CFA 19/10/2025
Property & Casualty Insurance (Part II) with Steve Gannon and Kyle Ryan, CFP, CFC 08/10/2025
Property & Casualty Insurance (Part I) with Steve Gannon and Kyle Ryan, CFP, CFC 30/09/2025
Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP 23/09/2025
Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP 17/09/2025
Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC 09/09/2025
Financial Planning Case Study (Part I) with Kyle Ryan, CFP, ChFC 03/09/2025
Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP 26/08/2025
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