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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

28:37

Understanding Social Security Part II with Michael...

Financial Planning Explained ·

2021/02/23

Are you or someone you know approaching Social Security age? If so, this episode is a must watch as it covers the summary of the benefits in detail. This episode provides a detailed the calculation of your social security benefit and when you should consider taking it. Be sure to share this video with friends and family that could benefit from this relevant information as they near retirement.

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25:05

Understanding Social Security Part I with Michael...

Financial Planning Explained ·

2021/02/16

This week on Financial Planning: Explained, host Michael Menninger, CFP® introduces Social Security. This is a two part series that provides an in-depth analysis on understanding how Social Security works and the benefits of the system. Part I gives a broad overview of how Social Security works, where Part II investigates the specifics in great detail.

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31:49

401(k) & Retirement Plans with Nick Kennedy, CFP®

Financial Planning Explained ·

2021/02/10

In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick Kennedy, CFP®. Nick is the Regional Vice President for Ameritas Retirement. Nick and Mike dive deep into the retirement plan process, and discuss strategies to maximize retirement outcomes.

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28:11

Trusts with Courtney Dolaway, Esq.

Financial Planning Explained ·

2021/02/01

This week on Financial Planning: Explained host Michael Menninger, CFP® welcomes Courtney Dolaway, Esq. Courtney is a partner at Flaster Greenberg PC, and oversees the Trusts & Estate department. Courtney and Mike explore the many different facets that are involved when it comes to Trusts.

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28:35

Temple Financial Planning Program with Cindy Axelrod...

Financial Planning Explained ·

2021/01/26

On this weeks episode on Financial Planning: Explained host Michael Menninger, CFP® sits down with Cindy Axelrod, CFA and Kyle Ryan, CFP®. Cindy is the Director of the Financial Planning Program at Temple University's Fox School of Business. Kyle is a Financial Planner at Menninger & Associates and a recent graduate from the Temple Financial Planning Program. Tune in as the trio talks about the process students go through to become a Financial Planner, and the transition into the business

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26:27

Estate Administration with Stacey McConnell

Financial Planning Explained ·

2021/01/19

This week on Financial Planning: Explained host Michael Menninger, CFP welcomes Stacey McConnell, Esq. Stacey is an Attorney and head of the Estate and Trust department at Lamb McErlane PC. Stacey and Mike discuss topics ranging from executors handling an estate, to steps to help your administration after death.

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30:29

Retirement Planning & Distribution with Michael...

Financial Planning Explained ·

2021/01/13

In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP discusses Retirement Planning & Distribution. Topics discussed include: cumulation of assets and what people do when it comes to their 401(k) or pension.

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30:13

Michele Leahy - Disability Life Planning

Financial Planning Explained ·

2021/01/12

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Michele Leahy. Michele is a disability life planner, and owner of Leahy Life Plan. Michele and Michael discuss topics including, home community based services for people who are born disabled as well as how to navigate people with disabilities to their federal benefits.

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29:37

Special Needs Planning with Steve Potts, Esq.

Financial Planning Explained ·

2021/01/04

On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

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29:06

Car Purchases with Ed Bernhard

Financial Planning Explained ·

2020/12/22

This week on Financial Planning Explained, host Michael Menninger, CFP welcomes Ed Bernhard, a retired car dealership owner. Ed and Michael discuss various topics from owning vs. leasing a car, to the auction process of automobiles, pertaining to financial planning.

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30:15

Fundamental of Estate Planning with Michael...

Financial Planning Explained ·

2020/12/18

In this weeks episode of Financial Planning Explained, Michael Menninger, CFP discusses the fundamentals of Estate Planning. He provides an overview of of the estate administration process, common pitfalls often encountered, how estates are taxed and strategies to improve estate efficiency.

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27:56

Mortgages with Kevin Stegena

Financial Planning Explained ·

2020/12/14

This week on Financial Planning Explained, host Mike Menninger, CFP welcomes Kevin Stegena, mortgage broker and owner of Lending Capital Mortgage LLC. Kevin and Mike review the current interest rate environment and the impact it has on mortgages and refinancing.

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28:11

Real Estate with David Cary

Financial Planning Explained ·

2020/12/02

This week on Financial Planning Explained, Michael Menninger, CFP welcomes real estate agent David Cary (named Best of Bucks County 2018).

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30:54

Tax Planning Part II with Michael Menninger, CFP

Financial Planning Explained ·

2020/11/27

In this weeks episode of Financial Planning Explained, host Michael Menninger, CFP covers part two on Tax Planning. After reiterating the foundation of the tax system, Michael uncovers some interesting and unique Tax Strategies.

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32:14

Tax Planning Part I with Michael Menninger, CFP

Financial Planning Explained ·

2020/11/18

This week, Michael Menninger, CFP discusses the first half of a two part series on Tax Planning as it pertains to Financial Planning as a whole.

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28:16

Medical & Health Insurance with Adam Peltzman, RHU

Financial Planning Explained ·

2020/11/13

This Week We Talk Medical & Health Insurance With The President Of Health And Benefits Partners, Adam Peltzman, Rhu.

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27:32

Elder Law Care with Bryan Adler, Esq.

Financial Planning Explained ·

2020/11/09

Join us with guest Bryan Adler, Esq. from Rothkoff Law Group, as we discuss Elder Law Care as it pertains to Financial Planning.

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30:42

Introduction to Financial Planning

Financial Planning Explained ·

2020/11/03

Join us in the first episode of Financial Planning Explained, as host Michael Menninger, CFP outlines the show with RVNTV host Al Cini.

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218 results

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