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PODCAST

Financial Planning Explained

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

education self-improvement

All Episodes

27:53

Year-End Tax Planning Part II with Nick DeVito

Financial Planning Explained ·

2023/12/19

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series discussing year-end tax planning. In this episode, Mike and Nick review further considerations for year-end taxes. Topics in this episode include: tax loss harvesting, Roth IRA conversions, and business deductions. For more information on Menninger &

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28:42

Year-End Tax Planning Part I with Nick DeVito

Financial Planning Explained ·

2023/12/05

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax planning. As we reach the end of the calendar year, it is important to review certain considerations for tax planning. In this episode, Mike and Nick discuss options to maximize retirement plan contributions and proper tax withholding. For more information on

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28:39

Understanding Employee Benefits Part II with Nick DeVito

Financial Planning Explained ·

2023/11/22

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on employee benefits. In this episode, the guys continue their discussion on employee benefits. Mike and Nick go into detail about topics such as disability insurance and 401(k) programs. When discussing 401(k)s the two touch on the basics, vesting, and loan

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27:36

Understanding Employee Benefits Part I with Nick DeVito

Financial Planning Explained ·

2023/11/15

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on employee benefits. In this episode, Mike and Nick discuss what exactly employee benefits are. After a broad overview, they cover in detail topics like open enrollment, health insurance, and life insurance. For more information on Menninger & Associates Financial Planning,

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28:00

Understanding PSERS Part II with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2023/11/01

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System). In this episode, the show an example of a PSERS statement and all that is involved with it. This episode also reviews the portion of the pensions that can be distributed as a lump

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29:43

Understanding PSERS Part I with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2023/10/25

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 episode is the first of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System). In this episode, the guys discuss exactly what PSERS is, how the pension is calculated, the differences between older and newer versions of the pension plan, and the parameters around it compared to

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30:32

Retirement Planning Case Study with Kyle Ryan, CFP

Financial Planning Explained ·

2023/10/18

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is a case study on retirement planning, which is one of the six major areas of financial planning. In this episode, Mike and Kyle discuss a case study for a married couple nearing retirement. It’s an interesting case study because it covers topics such as: inheritance, pensions, and 401(k)s. They

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30:48

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/16

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the final episode in the three-part series on business franchising. This episode focuses on the process of purchasing a franchise. Topics include: financing the purchase, marketing ventures, and the importance of speaking to a consultant before committing to purchasing a franchise. For more information

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28:59

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/09

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is part two of a three-part series on business franchising. This episode focuses on the factors to consider when deciding on purchasing a franchise and which franchisor. Topics include: the vetting process of franchisees, territory stipulations, gauging success, and exit strategies. For

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28:47

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/03

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the first episode in a three-part series discussing business franchising. This episode provides an overview of business franchising, how it works, and many of the advantages of franchising. Topics include: franchising vs. owning a business, franchise flexibility and freedoms, prior experience needed, and

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29:41

Common Financial Planning Topics with Ryan Keefe and...

Financial Planning Explained ·

2023/07/19

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP for the final segment of this series. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This episode is the final episode of a five-part series that reviews various common topics regarding financial planning. This episode also concludes the discussion of retirement planning. Topics include: tax efficient retirement withdrawal

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27:40

Common Financial Planning Topics with Ryan Keefe and...

Financial Planning Explained ·

2023/07/12

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This is the fourth episode in a five-part series on common topics of financial planning. We continue to focus on retirement planning in this episode as it is such a vast and important piece of financial planning. Topics include: forecasting retirement expenses, understanding your cost of living

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26:37

Common Financial Planning Topics with Ryan Keefe and...

Financial Planning Explained ·

2023/07/05

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This is the third episode in a five-part series reviewing common financial planning topics. This episode focuses on the area of retirement planning. Topics Include: funding retirement goals, pre-59½ distribution strategies, and understanding your cost of living. These topics all

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29:14

Common Financial Planning Topics with Ryan Keefe and...

Financial Planning Explained ·

2023/06/27

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This is the second episode in a five-part series discussing common topics of financial planning. This episode focuses on the investment planning area of financial planning. Topics include: passive index vs. actively managed funds, what to do with a wage increase, harvesting gains/losses, and backdoor

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29:24

Common Financial Planning Topics with Ryan Keefe and...

Financial Planning Explained ·

2023/06/21

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This episode is the first episode of a five-part series that reviews various common topics regarding financial planning. This episode focuses on the cash management area of financial planning. Topics include: the importance of good credit, HSAs & FSAs, saving programs for children, and

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28:44

Current State of the Economy with Brad Sorensen, CFA...

Financial Planning Explained ·

2023/06/07

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios. This is the final episode in this four-part series on the current state of

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25:43

Current State of the Economy with Brad Sorensen, CFA...

Financial Planning Explained ·

2023/05/30

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios. This is the third episode in a four-part series on the current state of the economy. In this

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26:34

Current State of the Economy with Brad Sorensen, CFA...

Financial Planning Explained ·

2023/05/22

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down again with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios. This episode is the second episode of a 4-part series that reviews

en

28:11

Current State of the Economy with Brad Sorensen, CFA...

Financial Planning Explained ·

2023/05/15

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios. This episode is the first of a 4-part series that reviews various components of the economy

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28:39

Personal Injury Law with Jon Groth

Financial Planning Explained ·

2023/04/04

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Jon Groth. Jon is a proven Wisconsin Personal Injury and Litigation Attorney at Groth Law Firm, S.C. and Samster, Konkel & Safran Law Offices, a division of Groth Law Firm, S.C. This is a great episode that nearly everyone can relate to, whether you’ve had a neglectful injury occur or know a friend of family member who has been hurt in a car accident. Jon and Mike go into detail about a variety of topics including

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