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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

29:07

Fundamentals of Estate Planning (Part I) with Nick...

Financial Planning Explained ·

2025/09/17

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning. In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking

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32:29

Financial Planning Case Study (Part II) with Kyle...

Financial Planning Explained ·

2025/09/09

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family regarding tax planning and estate planning. This is a great episode for

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32:41

Financial Planning Case Study (Part I) with Kyle...

Financial Planning Explained ·

2025/09/03

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study. In this episode, Mike and Kyle discuss a case study that deals with every aspect of financial planning, including: cash management, tax planning, insurance planning, investment management, retirement planning, and estate planning. The guys

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36:30

Debt Management & Inheritance Case Study Part II with...

Financial Planning Explained ·

2025/08/26

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a great

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27:02

Debt Management & Inheritance Case Study Part I with...

Financial Planning Explained ·

2025/08/20

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study. In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the current debt they are in, along with their financial planning goals

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29:13

Precious Metals Investing Part II with Brandon Thor

Financial Planning Explained ·

2025/08/13

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs. In this episode, Brandon and Mike continue to discuss gold as an asset class. They also talk in depth about how to go about purchasing physical gold. Then, they get into incorporating precious metals into IRAs. This is a great episode

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29:16

Precious Metals Investing Part I with Brandon Thor

Financial Planning Explained ·

2025/08/06

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Brandon Thor. Brandon is the Founder and CEO of The Thor Metals Group. Thor Metals Group provides transparent and trustworthy guidance for incorporating precious metals into IRAs. In this episode, Brandon and Mike discuss gold as an asset class. They also talk about how to acquire both physical gold and on the stock market. Lastly they discuss the fluctuation in the price of gold. This is a great episode

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30:19

Common Financial Planning Questions with Kelly Steyn

Financial Planning Explained ·

2025/07/29

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals. In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning, emergency funds, and estate planning. This is a great episode for anybody who is home

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36:56

Stock Market Forecast with Brad Sorensen, CFA

Financial Planning Explained ·

2025/07/22

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the economic forecast of the current markets. In this episode, Brad and Mike talk about the labor market, Price-to-Earning (P/E) ratios, and expectations for the markets moving forward. This is a great episode for anyone following the markets and investing

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33:34

Second Quarter Market Recap with Brad Sorensen, CFA

Financial Planning Explained ·

2025/07/15

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the second quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the second quarter, as well as the current tariff situation, and Trump's One Big Beautiful Bill Act. This is a great episode to catch up on the current status of

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32:59

Final Expense Planning with Scott Mitchell & Kyle...

Financial Planning Explained ·

2025/07/08

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Scott Mitchell and Kyle Ryan, CFP, ChFC. Scott is an Advanced Planning Counselor with Life Celebration. Life Celebration specializes in funeral and final expense planning.In this episode, Scott, Mike, and Kyle discuss final expense planning as it pertains to estate planning. They dive into preparations that should be considered when it comes to documents, prefunding a funeral, and trusts. This is a

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32:21

Retirement Plan Options for Small Business Owners...

Financial Planning Explained ·

2025/07/02

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode talks about retirement plan options for business owners.In this episode, Mike and Nick discuss an array of retirement plan options for businesses. The guys discuss the four major types of retirement plans, including: IRAs, SEP IRAs, Simple IRAs, and 401(k)/403(b). This is a great episode for any business

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30:50

Unexpected Unemployment; What to Do Now with Ryan...

Financial Planning Explained ·

2025/06/25

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe, CFP. Ryan is a partner and financial planner at Menninger & Associates Financial Planning. This episode discusses unexpected unemployment. In this episode, Mike and Ryan discuss unexpected unemployment and all of the things to consider. They discuss preparing to be laid off, immediate actions you should consider doing, and filing for unemployment. This is a great episode for anyone who

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01:01:20

Interview with the Host, Mike Menninger, CFP ft....

Financial Planning Explained ·

2025/06/18

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Andres Maldonado. Andres is the operations manager at Menninger & Associates. In a little different vein this week, Andres will be interviewing Mike in order to get more insight on who Mike is as a person. In this episode, Mike and Andres talk about Mike's upbringing, his time in the Naval Academy, his career as an engineer, and his transition to financial advising and how he created the firm. This is a great

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32:41

Financial Planning for Small Business Owners Part II...

Financial Planning Explained ·

2025/06/11

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part two of a two-part series on financial planning for small business owners.In this episode, Joe and Mike talk about investment planning for your business, return on investment, automation in small business, as well as retirement and legacy planning. This is a great episode for business owners of any size

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32:41

Financial Planning for Small Business Owners Part I...

Financial Planning Explained ·

2025/06/03

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part one of a two-part series on financial planning for small business owners. In this episode, Joe and Mike discuss how Joe began his business in his parents back yard, to having 35 employees today. They also discuss the struggles of business ownership and maintaining the business during the Covid-19 pandemic. Finally, they discuss

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31:51

Retirement Plan Ideas for Business Owners Part II...

Financial Planning Explained ·

2025/05/28

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome back Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part two of a two-part series on retirement plan ideas for business owners. In this episode, Adam, Mike and Nick talk about the fundamental basics of 401(k) plans, other types of retirement plans, and

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29:56

Retirement Plan Ideas for Business Owners Part I with...

Financial Planning Explained ·

2025/05/20

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and Nick DeVito, CFP welcome Adam Hunt, CFP. Adam is the founder & president of EZTPA. His firm brings the best practices of institutional retirement consulting to small and mid-sized organizations. This is part one of a two-part series on retirement plan ideas for business owners.In this episode, Adam, Mike and Nick discuss the importance of a third party administrator as we see the growth of 401(k) being

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32:43

Bonds: What You Need to Know with Nick DeVito, CFP

Financial Planning Explained ·

2025/05/14

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode discusses the not so popular topic of bonds.In this episode, Mike and Nick go into detail about what a bond is, some of the misconceptions about bonds, and the inverse relationship between interest rates and the value of bonds. This is a great episode for anyone who knows about bonds, but never looked

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28:59

Senior Living Care Part II with Rachael Packer

Financial Planning Explained ·

2025/05/06

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part two of a two-part series on senior living care.In this episode, Rachael and Mike discuss the tell-tale signs that someone should consider extra care. They also discuss the benefits of bringing in a third party to check all the boxes while transitioning someone to a community. This is a great episode

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