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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

28:58

High School Football & College Recruiting with Mike...

Financial Planning Explained ·

2024/12/10

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part one of a four-part series discussing Mike's journey through his football career. In this episode, Mike and Mike talk about high school football and the college recruiting process. They discuss Mike's undefeated senior high school season, his recruiting

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28:20

Senior Independent Living Care with Heather Esham

Financial Planning Explained ·

2024/12/04

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Heather Esham. Heather is the owner & founder of SILC (Senior Independent Living Companions). SILC provides active and engaging care services to seniors aging in place. In this episode, Heather and Mike discuss options that seniors have when it comes to aging in place on their terms. They also discuss the different types of care as well as affordability and insurance coverage. This is a great episode for

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30:15

Case Study: Retirement Planning Solutions Part II...

Financial Planning Explained ·

2024/11/19

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions. In this episode, Mike and Nick really dig into the solutions of this particular case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best

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28:15

Case Study: Retirement Planning Solutions Part I with...

Financial Planning Explained ·

2024/11/13

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions. In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this

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28:04

Social Security: Understanding the Rules & Nuances...

Financial Planning Explained ·

2024/11/06

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle discuss when to apply for social security, specific strategies to consider, and the taxation of social security. This is a great episode that really dives into

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29:58

Social Security: Understanding the Rules & Nuances...

Financial Planning Explained ·

2024/10/30

On this week's 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 episode is part two of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discuss full retirement age, as well as specific case studies that they have personally come across in their

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28:08

Social Security: Understanding the Rules & Nuances...

Financial Planning Explained ·

2024/10/23

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle discuss the history of social security and the wage tax, the different types of social security benefits, and the full retirement age bracket. This is a great series for anyone

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27:44

Business Franchise Ownership with Jeff Schubert

Financial Planning Explained ·

2024/10/01

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Jeff Schubert. Jeff is the owner of three local franchises of Budget Blinds. Budget Blinds offers a wide range of innovative and stylish cordless and motorized window covering solutions.In this episode, Jeff and Mike discuss the many different facets of owning a franchise. This episode provides an overview of business franchising, how it works, and many of the advantages of franchising. Topics

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32:21

Interpreting the Fed Interest Rate Cut with Brad...

Financial Planning Explained ·

2024/09/25

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is 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 recent interest rate cut by the Fed.In this episode, Brad and Mike discuss how the Fed has recently cut rates by 0.5%, which is the first time since the beginning of Covid. The guys talk about what that means for the markets moving forward, the

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30:40

Employer-Sponsored Insurance Plans with Bryan Nester

Financial Planning Explained ·

2024/09/18

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Bryan Nester. Bryan is the founder and President at Nester Insurance Inc. Nester Insurance is an independent insurance and financial services firm with offices in Pennsylvania and New Jersey. In this episode, Bryan and Mike discuss employer-sponsored insurance benefits. In the first half of the episode, they guys discuss medical benefits and after break they talk about more specific offerings. Topics

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38:33

Case Study: Employer Sponsored Investment Plans Part...

Financial Planning Explained ·

2024/09/11

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics

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26:47

Case Study: Employer Benefits Part I with Nick...

Financial Planning Explained ·

2024/09/03

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning.In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific

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31:54

Case Study: Retirement Solutions Part II with Ryan...

Financial Planning Explained ·

2024/08/28

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the couples background with a few facts, along with their objectives and goals. Then, the guys dive into

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28:18

Case Study: Retirement Solutions Part I with Ryan...

Financial Planning Explained ·

2024/08/21

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. This is a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Ryan discuss a case study of a married couple approaching retirement. They get into the specifics of the couples background and a few facts, along with their objectives and goals. Tune in next week when they uncover specific

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32:45

2024 Mid-Year Economic Update & Forecasts Part III...

Financial Planning Explained ·

2024/08/14

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Thomas Balis, CFA. This is part three of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.In this episode, Thomas and Mike talk about the Federal Reserve and interest rates, along with deficit spending, and risks of inflation. They also discuss the "Mag 7" stocks and their significant impact on the US

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31:45

How Bad Was This 'Black Monday'? with Brad Sorensen, CFA

Financial Planning Explained ·

2024/08/08

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. In this episode, Brad and Mike discuss exactly what happened this past Monday, August 5th. From the roller-coaster ride of the Japanese markets to the affect it had on global markets including the United States, the guys dig into what exactly happened and where we go from here. This

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33:40

2024 Mid-Year Economic Update & Forecasts Part II

Financial Planning Explained ·

2024/07/31

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. This is part two of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.In this episode, Thomas and Mike discuss the upcoming election and traditionally how the markets react to each party. Other topics include deficit spending, upcoming tax law changes, and inflation forecasts. For

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32:03

2024 Mid-Year Economic Update & Forecasts Part I

Financial Planning Explained ·

2024/07/23

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Thomas Balis, CFA for a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Thomas and Mike examine how the markets performed in Q2 as well as year to date. They also discuss the impact of AI and its future. Then, they briefly get into inflation and what we can expect moving forward

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27:39

Financial Therapy & Psychology Part III with Dr....

Financial Planning Explained ·

2024/07/17

This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC welcome back Dr. Maggie Baker for the finale of this three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates. In this episode, Maggie, Mike, and Kyle discuss the concept of when to sell a stock, impulsive buying, and Attention-Deficit/Hyperactivity Disorder. This is a

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24:02

Financial Therapy & Psychology Part II with Dr....

Financial Planning Explained ·

2024/07/10

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC are happy to welcome back Dr. Maggie Baker for part two of a three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.In this episode, Maggie, Mike, and Kyle talk about budgeting and how we often overlook simple saving measures. They also discuss the value of

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