Financial Planning Explained Podcast Por financialplanningexplained arte de portada

Financial Planning Explained

Financial Planning Explained

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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!Copyright 2020 All rights reserved. Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Retirement Plan Ideas for Business Owners Part I with Adam Hunt, CFP

    Retirement Plan Ideas for Business Owners Part I with Adam Hunt, CFP
    May 20 2025

    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 a third party administrator as we see the growth of 401(k) being offered in businesses across the United States. The guys then discuss the SECURE 2.0 Act and the changes that it made to retirement plans. This is a great episode for any small business owner that currently has a 401(k) plan, or is seeking to implement on for their business.

    For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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    30 m
  • Bonds: What You Need to Know with Nick DeVito, CFP

    Bonds: What You Need to Know with Nick DeVito, CFP
    May 14 2025

    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 great episode for anyone who knows about bonds, but never looked further into the complexity of how they work.

    For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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    33 m
  • Senior Living Care Part II with Rachael Packer

    Senior Living Care Part II with Rachael Packer
    May 6 2025

    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 boxes while transitioning someone to a community. This is a great episode for anyone with a loved one who may benefit from the support of an assisted living community.

    For more information on Menninger & Associates Financial Planning visit https://maaplanning.com Meet Mike Menninger, CFP the host of
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    29 m
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