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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

29:20

Becoming Financially Independent with David Bardsley

Financial Planning Explained ·

2021/07/28

This week on Financial Planning: Explained, host Mike Menninger, CFP welcomes Dave Bardsley. Not only is Dave is a District Sales Manager at Johnson Controls, but he is also a client of Mikes. Dave and Mike examine financial planning & wealth management through the eyes of a client. They also delve into the importance and journey of becoming financially independent.

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30:18

Business Website Design & SEO with Devon McCrossin

Financial Planning Explained ·

2021/07/21

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP is joined by Devon McCrossin. Devon is a Partner at Boomtown Internet Group. Devon and Mike discuss building a website for businesses, as well as the importance of search engine optimization (SEO) no matter how big or small a business is.

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28:53

Digital Marketing Strategy & Creating Content with...

Financial Planning Explained ·

2021/07/13

This week on Financial Planning: Explained, host Mike Menninger, CFP sits down with Nick Lensander. Nick is the founder of Lenk Media based out of Santa Barbara, California. Nick and Mike talk about digital marketing strategy and creating content, and the importance of businesses in any industry utilizing social media.

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31:11

Operating System Architecture: And How It Affects Us...

Financial Planning Explained ·

2021/07/07

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP welcomes a very unique guest, his son, Tim Menninger. Tim is an Embedded Software Engineer at Green Hills Software in Santa Barbara, California. Tim and Mike discuss the importance of the operating system, how much it is used in day to day life, and even a few stories from the old days.

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29:16

Pharmaceutical Consulting with Bob Matje

Financial Planning Explained ·

2021/06/29

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Bob Matje. Bob is a Pharmaceutical Professional at RemTech LLC. Bob and Mike examine running a pharmaceutical plant as a plant manager, the process of patenting pharmaceutical drugs, and the value of a consultant in any industry.

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27:49

Building Pharmaceutical Facilities with Sean Montague

Financial Planning Explained ·

2021/06/22

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals. Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the patient/client.

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30:29

Personal Retirement and Golf Course Management with...

Financial Planning Explained ·

2021/06/16

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Eckenrode. Mike is a retired land surveyor with Hanover Engineering Associates, Inc. Partially enjoying full retirement, Mike now spends his days as a groundskeeper at Fox Hollow Golf Club. Mike and Mike discuss financial planning tactics upon entering retirement, as well as the intricacies of surveying land, while making golf courses harder than they already are.

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29:58

How Credit Unions Differ From Traditional Banks with...

Financial Planning Explained ·

2021/06/08

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Mark Bostwick. Mark is the Vice President of Business Development for Police and Fire Federal Credit Union. Mark and Mike discuss refinancing mortgages at a lower rate. They compare the pros and cons of using traditional lenders to that of credit unions, which many people are unaware of.

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30:30

Interviewing A Former NFL Player Turned Investment...

Financial Planning Explained ·

2021/06/02

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams. Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridiron, Mike and Mike discuss investments in the current market.

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28:23

Understanding Mortgages with Mike Harvey

Financial Planning Explained ·

2021/05/25

Are you aware of all the facets that go into a mortgage? This week on Financial Planning: Explained, Mike is joined by Mike Harvey. Mike is a Mortgage Professional and co-owner of Vantage Point Financial Group. In this episode, Mike and Mike discuss everything from programs for first time home buyers to interest rates of investment properties vs primary homes.

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28:50

Planning for Proposed Estate Tax Law Changes with...

Financial Planning Explained ·

2021/05/19

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd. Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

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28:19

Understanding Property & Casualty Insurance with...

Financial Planning Explained ·

2021/05/12

This week on Financial Planning: Explained, Mike is joined by Mike Cellucci. Mike is the owner of Cellucci Foran Insurance, Inc., located in Springfield, PA, where Mike focuses on Property and Casualty insurance. The two Mike’s review who may need property casualty insurance and what options do you have when applying for insurance.

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25:45

Running A Restaurant During Covid with Anthony Natale

Financial Planning Explained ·

2021/05/06

This week on Financial Planning: Explained, Mike is joined by the Owner of Anthony’s Italian Restaurant in Malvern, Anthony Natale. Mike and Anthony discuss what it was like owning a restaurant during covid, what Anthony’s did to make it through the pandemic, and what he would change if he had to do it all over again.

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27:31

First Time Homebuyers with Kyle Ryan, CFP

Financial Planning Explained ·

2021/04/28

"What should I know about buying my first home?" This week on Financial Planning: Explained, we cover the intricacies of buying your first home, through the eyes of a first time home buyer. Host Michael Menninger, CFP is joined once again by Kyle Ryan, CFP, an associate at Menninger & Associates. Buying your first home can be intimidating, here are a few tips and tricks you should know before making the largest purchase of your life.

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27:50

Traditional vs. Roth 401(k) with Kyle Ryan, CFP

Financial Planning Explained ·

2021/04/21

One of the most often asked questions of financial planners is, "Should I contribute to a Traditional or a Roth 401(k)?" On this weeks episode of Financial Planning: Explained, we cover contributing to Traditional or a Roth 401(k). Host Michael Menninger, CFP is joined by Kyle Ryan, CFP, an associate at Menninger & Associates. Although it depends on your unique financial situation that determines whether you should contribute to a Traditional or Roth 401(k), Mike and Kyle draw out many of the

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29:58

Business Succession Planning with Michael Egan, ChFC

Financial Planning Explained ·

2021/03/30

Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement. This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019. By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure

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35:28

Family Law: Divorce and Custody Part II with Sarinia...

Financial Planning Explained ·

2021/03/23

Divorce can be a terrible experience. This week on Financial Planning: Explained, we cover part two of our series on Family Law. For the second week, we are joined by joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman. This week, Sarinia and Mike discuss alimony, post divorce issues, and tie both segments back into how it pertains to financial planning. The fear of not knowing what the next phase of life will look like can be intimidating, but

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25:10

Family Law: Divorce and Custody Part I with Sarinia...

Financial Planning Explained ·

2021/03/16

This week on Financial Planning: Explained, we tackle a two-part series on Family Law. For the next two weeks, Mike will be joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman. Sarinia and Mike discuss the multitude of considerations when it comes to a divorce and custody, while still trying to maintain an amicable environment. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight

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30:01

College Sports & Recruiting Part II with Matt Mark

Financial Planning Explained ·

2021/03/10

In part two of our college sports series, Mike sits down with Matt Mark. Matt is the former head baseball coach at Caltech, and is currently the director of sales for SunnyMac Solar. Matt and Mike discuss the college recruiting process through the eyes of a coach as well as the transition to solar power and its benefits.

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27:09

College Sports & Recruiting Part I with Mark Davis, Esq.

Financial Planning Explained ·

2021/03/05

We're very excited to announce our three part college sports series, where we will be discussing the process of recruiting and the transition into college sports. In part one we welcome Mark Davis, a successful Defense Attorney and former Major League Baseball player from Pasadena, California. Mark and Mike discuss criminal law, college recruiting and dog days in the big leagues.

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218 results

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