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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

30:04

The Right Way to Travel with Anca Trofin

Financial Planning Explained ·

2023/03/14

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Anca Trofin. Anca is the owner of Aim High Wellness and Travel, where she blends being a massage therapist, spin instructor, and travel guide. In this episode, Anca and Mike discuss the importance of traveling efficiently and more specifically, the importance of a travel agent and just the value that they bring to a trip. Anca also discusses her specialty of being the leader and tour host for groups

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28:24

Senior Living & Long-Term Care with Rachael Packer...

Financial Planning Explained ·

2023/03/07

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer and Kyle Ryan, CFP. Rachael is a senior living specialist at Senior Living Specialists Philly. Kyle is one of the financial advisors on staff at Menninger & Associates. This is a great episode on senior living and long-term senior care that many households can relate to. Rachael goes into detail about how families transition loved ones into facilities, as well as the financial process of how to do so

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27:42

Company Stock Plans Part II with Kyle Ryan, CFP

Financial Planning Explained ·

2023/02/28

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. In Part Two of this series on company stock plans, Mike and Kyle go into detail about Employee Stock Options and Employee Stock Purchase Plans (ESPP). This is a great episode if your company offers these types of stock plans and provides examples on how to maximize use of them. For more information on Menninger & Associates

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26:17

Company Stock Plans Part I with Kyle Ryan, CFP

Financial Planning Explained ·

2023/02/22

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. Of the six areas of financial planning, today's episode focuses on investment planning. Specifically, Mike and Kyle discuss company stock plans. This is a two-part series that covers everything from: stock in a 401k, stock options, RSUs, and employee stock purchase plans. This is a great episode if your company offers stock options

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30:54

Life Insurance Planning Part III with Kyle Ryan, CFP

Financial Planning Explained ·

2023/02/15

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. This episode is the final leg of a three-part series on Life Insurance Planning. This episode goes into detail about the different uses of life insurance (term vs. permanent), and the design of a life insurance program for an individual or family. As part of the design, the hosts discuss methods for calculating the amount of

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30:28

Life Insurance Planning Part II with Kyle Ryan, CFP

Financial Planning Explained ·

2023/02/07

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is again joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. This is part two of a three-part series on Life Insurance Planning. This episode discusses the different options when designing a life insurance policy, as well as level vs. increasing death benefits. The hosts also explain the various types of permanent/universal life insurance. For more information on Menninger &

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30:13

Life Insurance Planning Part I with Kyle Ryan, CFP

Financial Planning Explained ·

2023/02/01

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. This is the first of a three-part series on a new topic for this show, Life Insurance Planning. This episode explains the different types of insurances, but really details life insurance and just how important it is. The episode details the different types (term and permanent) of life insurance as well and insurance

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27:13

The Taxation of Trusts with Michael Menninger, CFP

Financial Planning Explained ·

2023/01/25

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP discusses a topic long overdue on the show, the Taxation of Trusts. Trusts are used as a very important tool for estate planning, and are commonly used to help effectively transfer wealth to the next generation. In this episode, Mike details Revocable vs. Irrevocable trusts and investing in a trust. He also gives illustrative examples of taxable income estimates via the different tax brackets, and explains the

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31:22

The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP

Financial Planning Explained ·

2023/01/19

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates. This is a timely and important episode that discusses the new SECURE 2.0 Act of 2022. The SECURE 2.0 Act provides extraordinary incentives for small business owners to establish retirement plans for their employees. Kyle and Mike go into detail about the changes from the Secure Act of 2019 to the new 2022 Act. The pair then discusses

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25:05

Viewer Q&A Part 8 with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2023/01/11

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 two of the financial advisors at Menninger & Associates. This episode touches on a broad scope of topics ranging from asset distribution, paying yourself as a small business owner, and borrowing from a retirement account. This is a very descriptive and informative episode.

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28:45

Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2023/01/04

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. This is a great episode for young professionals in the workforce. Topics include: establishing initial credit, being prepared for a financial emergency, and the most important component of a financial plan. Please share this episode with anyone that you know that could benefit from it.

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28:24

Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/12/28

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. In this episode the guys dive into the topic of “When is a good time to start retirement planning?” This episode covers everything from capital gains, inheritance taxes, even the current homebuying conditions.

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27:41

Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/12/21

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 two of the financial advisors at Menninger & Associates. Continuing last weeks discussion in Part 2 of a 2-part series, on what exactly is financial planning, the guys cover the remaining three areas of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning Strategies.

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27:11

Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/12/14

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. Back by popular demand, the trio continues the series of viewer question & answer. This episode discusses in detail, the first three out of the six areas of financial planning including: Cash Management, Tax Planning Strategies, and Risk Management. The guys also discuss when is a good time to start

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29:21

Small Business Ownership: Challenges & Pitfalls with...

Financial Planning Explained ·

2022/10/13

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Ashley Downs and Joel LeBendig. Ashley and Joel are the co-founders of Resync Body Works. In this episode, Ashley, Joel, and Mike discuss the many challenges of breaking away from being an employee to starting their own small business. As a new business owners, Ashley and Joel discuss the evolution of how they planned the startup of the new business, how they overcame the challenges and pitfalls, as well

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28:36

Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/10/04

Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. This three-part series covers questions that clients and viewers have asked us over time. In Part III, the panel discusses questions that we get regularly about financial planning firms, such as: what to expect as a new client, what it means to be a fiduciary,

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27:06

Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/09/28

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 two of the financial advisors at Menninger & Associates. This three-part series will cover questions that clients and viewers have asked us over time. In Part II, the panel tackles rebalancing your 401(k), the 60/40 balanced portfolio, and the proper investments (and those to avoid) when entering and coming out of a recession. For more information on

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27:37

Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP

Financial Planning Explained ·

2022/09/21

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. This three-part series will cover questions that clients and viewers have asked us over time. In Part I, the panel discusses combatting inflation in your retirement portfolio, the Fed raising interest rates, and investing in bonds.

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28:29

Our Investment Philosophy with Ryan Keefe & Kyle...

Financial Planning Explained ·

2022/09/14

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. The panel discusses in detail what the investment philosophy is at Menninger & Associates. There are many facets involved in properly choosing investments for clients, and the guys tackle each of those aspects.

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34:29

Student Loan Forgiveness with Kyle Ryan, CFP & Nick...

Financial Planning Explained ·

2022/09/07

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFA and Nick DeVito. Kyle is a senior advisor at Menninger & Associates and Nick is the newest member of the team. They both have recently dealt with student loan debts, so this topic is very pertinent to the two. With the conversation of student loan forgiveness promised by the White House, millions of students and former students across the country have many questions. In this episode the guys discuss

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