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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

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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27:32

Senior Living Care Part I with Rachael Packer

Financial Planning Explained ·

2025/05/01

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part one of a two-part series on senior living care. In this episode, Rachael and Mike talk about senior living. They also talk about independent vs assisted living. They discuss dementia and signs leading up to it. Rachael and Mike also talk about the logistics of living in a memory care community. This is a great

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31:33

Cash Management Case Study with Nick DeVito, CFP

Financial Planning Explained ·

2025/04/23

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. Of the six areas of financial planning, this episode covers cash management. In this episode, Mike and Nick discuss a case study of a recent prospect. The guys discuss switching to a Roth 401(k), maximizing 401(k) match, HELOCs, and paying down debt. This is a great episode for anyone who is unsure

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30:05

Animal Assisted Therapy & Business Franchising with...

Financial Planning Explained ·

2025/04/17

This week on "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Annalisa Smithson. Annalisa is the founder and director of Unleashed Counseling. Unleashed Counseling is a mental health practice offering various services including talk therapy. Their therapists create a joyful, authentic experience for people overcoming depression, anxiety, and addiction – people who need something more than traditional talk therapy.In this episode, Annalisa and Mike discuss the structure

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31:36

First Quarter Recap & Tariffs with Brad Sorensen, CFA

Financial Planning Explained ·

2025/04/07

On this week's episode of "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 is a timely episode, as it discusses the first quarter performance in the markets, but also the recent effect of President Trump's tariffs. In this episode, Brad and Mike discuss how the markets performed over the first quarter of 2025. Then, they get into the current discussion

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27:47

Tax Planning Q&A Part III with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2025/04/01

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the final episode of a nine-part episode Q&A series. In this episode, Mike and Kyle discuss frequently asked questions regarding tax planning. The guys touch on tax implications of selling your home, Roth IRA conversions, when to start withdrawing for retirement, RMDs, HSAs, and charitable giving. This

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29:39

Tax Planning Q&A Part II with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2025/03/25

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the eighth episode of a nine-part Q&A series. In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax brackets, common tax mistakes, tax impacts on investing, tax benefits of contributing to a 401(k) and taxes for self-employed

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31:36

Tax Planning Q&A Part I with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2025/03/18

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the seventh episode of a nine-part episode Q&A series. In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax-deferred vs tax-free investment accounts, tax-loss harvesting, and capital gains tax. This is a great episode for anyone who is looking to

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29:29

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

Financial Planning Explained ·

2025/03/12

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series. In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investments (such as real estate or commodities), employee sponsored retirement

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29:43

Investment Planning Q&A Part I with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2025/03/04

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the fifth episode of a multi-episode Q&A series.In this episode, Mike and Kyle answer common questions regarding investment planning. In this episode, the guys cover the basics of investing, including: stocks, bonds, mutual funds, asset allocation, diversification, index funds, and risk. This is a great

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29:34

Risk Management & Insurance Q&A with Ryan Keefe, CFP

Financial Planning Explained ·

2025/02/25

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the fourth episode of a multi-episode Q&A series. In this episode, Mike and Ryan answer frequently asked questions regarding risk management and insurance. Topics covered include: term care vs whole life policies, disability insurance, long-term care insurance, and umbrella liability

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34:31

Debt Management Q&A with Ryan Keefe, CFP

Financial Planning Explained ·

2025/02/18

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the third episode of a multi-episode Q&A series. In this episode, Mike and Ryan discuss debt management. Debt management is a broad subject, but the guys answer commonly asked questions regarding multiple debts, the snowball vs. avalanche approach, credit cards, credit scores, and secured vs. unsecured

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31:58

Retirement Planning Q&A with Nick DeVito, CFP

Financial Planning Explained ·

2025/02/11

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a multi-episode Q&A series. In this episode, Mike and Nick discuss frequently asked retirement planning questions. This episode covers questions like 401(k) vs. Roth, Social Security, the 4% rule, and when to start planning for retirement. This is a great episode

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216 results

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