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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

18:37

Current State of the Market Part II with Thomas...

Financial Planning Explained ·

2022/08/17

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of 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. In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the

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18:37

Current State of the Market Part I with Thomas Balis,...

Financial Planning Explained ·

2022/08/10

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of 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 two-part series will discuss pertinent issues regarding the stock market and the many factors that

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30:48

Cyber Security For Businesses with Brian McCarthy

Financial Planning Explained ·

2022/08/01

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Brian McCarthy. Brian is the Founder & President of Open Tier Systems. They are a leading provider of IT, VoIP, and Networking solutions and services for small to medium sized businesses. Brian and Mike touch on cyber security for businesses and how to keep your assets and website safe. This episode discusses the three main factors of cyber security including: multi factor authentication, password

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27:34

R&D Tax Credits and Financial Education with Randy...

Financial Planning Explained ·

2022/07/28

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals. This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and

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30:20

Current State of the Housing Market with Dave Cary &...

Financial Planning Explained ·

2022/07/20

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back real estate agent, David Cary and his new Co-Founding Partner, Douglas Braun. Dave and Doug recently opened their own real estate agency called Prime Real Estate, which employs 20 agents. This episode touches on all the questions we get asked regularly about the housing market. From the recent increase in interest rates to the justification of landlords increasing rent, this episode is a must see whether you’re a

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27:56

Helping Women Navigate Financial Decisions with Stacy...

Financial Planning Explained ·

2022/06/29

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome Stacy Francis, CFP. Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today. Stacy and Mike discuss her expertise, which is financial planning for women who are experiencing divorce, or the loss of a loved one. This episode is a must see for anyone you

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31:45

Case Study - Planning Considerations Part II

Financial Planning Explained ·

2022/06/15

On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning. In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.

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30:36

Case Study - Planning Considerations Part I

Financial Planning Explained ·

2022/06/08

This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning. In part one, Mike touches on examples including: widowed spouses, self-employment, beneficiaries, and retirement options. Tune into this episode as it

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28:02

Economic Outlook Part II: Where Do We Go From Here...

Financial Planning Explained ·

2022/05/25

Inflation continues to rise; will it ever end? This week is Part II of our timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management. In part II, Gene and Mike discuss indicators used to determine what to expect from the markets moving forward, as well as the continued conversation of inflation and how it is affecting Americans

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27:40

Economic Outlook Part I with Gene Goldman, CFA

Financial Planning Explained ·

2022/05/17

Inflation and rising interest rates have wreaked havoc on the markets so far this year. Why, and will this continue? This week is Part I of an exciting and timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management. Gene and Mike discuss a variety of topics including: the current state of the markets, the inflation issue in the

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30:03

Case Study - Selling Family Home While Living There...

Financial Planning Explained ·

2022/05/04

This week on Financial Planning: Explained, host Michael Menninger, CFP is again joined by occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This week’s episode provides two different case studies. The first scenario discusses an elderly woman who is faced with needing more income to live, and thinks her solution is to sell

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28:56

Avoiding Medicare Traps and Penalties with Kathe Kline

Financial Planning Explained ·

2022/04/26

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kathe Kline. Kathe is a best-selling author and founder of MedicareQuick, who helps navigate through the uncertain waters of the Medicare system. Kathe and Mike discuss the nuances of Medicare and supplemental insurance programs in great detail. There are little known penalties that even some experts haven’t heard of, so don’t fall victim to these traps! Sit down with Kathe and Mike for an in-depth analysis on Medicare

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29:14

Financial Success & The Psychological Roadblocks Part...

Financial Planning Explained ·

2022/04/22

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Larry Faulkner for Part II of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of finance. In Part II, Larry and Mike dive deeper into the behavioral aspects of consumer spending. There are many different factors that contribute to irresponsible spending habits that result

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26:57

Financial Success & The Psychological Roadblocks Part...

Financial Planning Explained ·

2022/04/12

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Larry Faulkner for Part I of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of financial planning. This episode touches on the origins of financial behaviors. Consumer spending is like any other human behavior and can be affected by a number of factors

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30:53

Current State of the Markets with Herb Morgan, CIO

Financial Planning Explained ·

2022/04/05

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome back Herb Morgan. Herb is a very insightful guest who has been on the show before. He is the Senior Managing Director and Chief Investment Officer of Efficient Market Advisors. Herb has been a guest on CNBC Television, Fox News and CBS Market Watch, along with many other publications. With over 55 years of investment experience between the pair, Herb and Mike tackle all of the volatility going on in the

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29:04

Case Study – Maximizing Tax Efficiency/Retirement...

Financial Planning Explained ·

2022/04/01

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This episode touches on multiple areas of financial planning, such as maximizing tax efficiency approaching retirement, strategizing Social Security benefits, tax planning when moving to a

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24:28

Case Study – Debt Management +

Financial Planning Explained ·

2022/03/17

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP discusses the popular topic that we hear often - debt management. There are multiple ways to get out of debt, but every situation is unique when it comes to a solution. In this episode, Mike covers ideas like: unique way to effectively take money out of an IRA to pay off debt without paying a tax penalty, fixing credit, maintaining goal of paying off college, and continuing to save for retirement.

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27:51

Case Study - Maximizing Tax Efficiency/Retirement

Financial Planning Explained ·

2022/03/09

This week on Financial Planning: Explained, host Michael Menninger, CFP covers the topic of maximizing tax efficiency for retirement, as well as maximizing Social Security benefits. There are many facets to consider when it comes to collecting Social Security, and also how the answer to one question results in opening several other doors to help maximize tax efficiency throughout retirement, and even addresses estate planning issues from a tax efficiency perspective. This episode is a must

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23:37

Case Study - Maximizing Social Security Benefits Part II

Financial Planning Explained ·

2022/03/01

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP continues the series on Case Studies. In this episode, Mike continues with Part II of Maximizing Social Security Benefits. This case study incorporates numerous complexities and strategies for navigating and maximizing the Social Security system, including a strategy of collecting survivor benefits while allowing their own benefits to grow. In addition, this also coordinating inherited IRA distributions, maximizing

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26:26

Case Study - Maximizing Social Security Benefits Part I

Financial Planning Explained ·

2022/02/17

This week on Financial Planning: Explained, host Mike Menninger, CFP starts a new series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. The first case study discusses Maximizing Social Security Benefits. There are many different facets when it comes to Social Security, and everyone's situation is unique. Check out this episode for some ideas that may benefit you when it comes to maximizing

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