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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

29:59

Changing Careers: From Corporate America To Owning A...

Financial Planning Explained ·

2022/01/12

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Carol Verhake. Carol is the owner and founder of Lasting Landscapes by Carol. Carol and Mike discuss her transition from corporate America to following her dream by starting her own landscaping business. For anyone considering a career change, this episode is a must watch.

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31:03

Alternative Investments: Diversifying Your Portfolio...

Financial Planning Explained ·

2021/12/28

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Gaston Escudero. Gaston is the Mid Atlantic Regional Sales Director at NexPoint. Gaston and Mike explore the various options of alternative investing. Breaking the traditional Stock/Bond blend, alternative investments allow you to further diversify your investment portfolio.

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27:50

Sudden Wealth Law with Paul Deloughery

Financial Planning Explained ·

2021/12/15

This week on Financial Planning: Explained, host Michael Menninger, CFP® is joined by Paul Deloughery. Paul is a Managing Attorney at Sudden Wealth Protection Law, PLC. Paul and Mike talk about sudden wealth and how important it is to protect it. Whether it be an inheritance, trusts, or estates, the legal piece is extremely important so that you keep what is rightfully yours.

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29:47

Women‘s Retirement & What‘s Next with Autumn Nessler

Financial Planning Explained ·

2021/12/08

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Autumn Nessler. Autumn is a Certified Retirement Options Coach at An Intentional Life, LLC. Autumn and Mike discuss the soft side of retirement planning for women. Women in the work place face many challenges through their career including: marriage, pregnancies, raising children. Autumn and Mike look into steps to help women get back to investing in themselves upon retirement.

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28:14

Year End Tax Planning Part II with Brian Pugliese, CPA

Financial Planning Explained ·

2021/12/03

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

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28:19

Year End Tax Planning with Brian Pugliese, CPA

Financial Planning Explained ·

2021/11/25

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

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30:01

Financial Planning Q&A Part 6 with Kyle Ryan, CFP and...

Financial Planning Explained ·

2021/11/03

On this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering questions asked by our audience in the final leg of a four part panel series. In the final Q&A episode, the guys talk about the difference between active and passive investing, growth and value stocks, and getting bumped into a higher tax bracket.

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27:32

Financial Planning Q&A Part 5 with Kyle Ryan, CFP and...

Financial Planning Explained ·

2021/10/26

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again accompanied by Kyle Ryan, CFP and Ryan Keefe for part 3 of this four part Q&A series. Ryan and Kyle are both junior staff members at Menninger & Associates financial planning. In part 3, the trio discusses backdoor Roth IRAs, the rules behind gifting money, and the very popular subject of how to combat inflation.

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28:22

Financial Planning Q&A Part 4 with Kyle Ryan, CFP and...

Financial Planning Explained ·

2021/10/20

On this week's on Financial Planning: Explained, host Michael Menninger, CFP joined again by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering more questions that were asked by our audience. In the second part of this four part Q&A series, the trio talks about the right time to take social security, investment allocations by age, and tax write offs.

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27:32

Financial Planning Q&A Part 3 with Kyle Ryan, CFP and...

Financial Planning Explained ·

2021/10/12

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are back to answer more financial planning questions as the first two-part series received such a great response. In the first part of this new four part Q&A series, the guys discuss how to select 401(k) investment options, the retirement plans available to small business owners, and

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27:51

Long-Term Elder Care with Bryan Adler, Esq.

Financial Planning Explained ·

2021/10/08

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back the shows inaugural guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where his practice advises and counsels clients in the areas such as: elder law, life care planning, asset protection, veterans’ benefits, and many others. In the previous episode, Bryan and Mike discussed Elder Law specifically, where today they are talking about Long-Term Elder Care

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28:50

Long Term Care Planning with Jack Linvill

Financial Planning Explained ·

2021/09/29

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP chats with Jack Linvill, a retired Long Term Care Planner. Jack and Mike cover the origins of how Jack became a long-term care planner, some examples of individuals who need to plan for long term care, the costs incurred for care, and things that families should consider when planning for potential long term care needs.

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29:47

Restaurant Ownership, Business Development, and...

Financial Planning Explained ·

2021/09/27

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP sit down with Mike Yurcho. Mike is an owner and developer of multiple Panchero's Mexican Grill stores in the New Jersey area. Mike discusses the origins and challenges of developing a franchise in two of the most difficult eras in modern history; the 2008 recession and the 2020 pandemic.

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30:07

Business Succession Planning For Your Business with...

Financial Planning Explained ·

2021/09/17

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning. Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook or simply wait too long to design a business succession plan. The unfortunate reality is, people don’t plan to fail, they fail to plan.

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28:47

College Ready: Planning & Strategy Part II with...

Financial Planning Explained ·

2021/09/08

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP are joined once again by Shellee Howard. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies. In part two of this College Ready series, the trio continues the discussion of college preparedness. Topics covered include: FAFSA and other financial aid avenues, EFC calculators, and choosing the right school based on financial aid.

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27:50

College Ready: Planning & Strategy Part I with...

Financial Planning Explained ·

2021/09/03

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP kick off a two-part series on college readiness. Mike and Kyle welcome Shellee Howard to the show this week. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies. She is also a Certified Independent College Strategist and a best-selling author. The trio discuss Shellee's journey as a mother of four, to help her children graduate debt free. This quickly

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29:56

Current State Of The Market with Herb Morgan

Financial Planning Explained ·

2021/08/25

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Herb Morgan. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors. With 34 years of investment experience, Herb has been interviewed by Forbes, CBS Market Watch, and The Wall Street Journal to name a few. He has also been a guest on Fox News and CNBC television. Herb and Mike cover multiple key and timely topics regarding the economy. They discuss the current supply and demand

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30:04

Financial Planning Q&A Part II with Kyle Ryan, CFP &...

Financial Planning Explained ·

2021/08/18

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP continues the conversation with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning. This week, the team discusses topics like how to choose the right financial planner for you, tax returns, and when is the best time to sell a stock/investment.

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28:50

Financial Planning Q&A Part I with Kyle Ryan, CFP &...

Financial Planning Explained ·

2021/08/10

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning. The trio addresses commonly asked questions that financial planners face every day. From investing to 401(k) and even insurance, they touch on important topics that we face every day.

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29:55

Retirement & Investor Research with Sarah Holden, PhD

Financial Planning Explained ·

2021/08/03

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