x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

31:10

General Financial Planning Q&A with Nick DeVito, CFP

Financial Planning Explained ·

2025/02/04

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planners at Menninger & Associates Financial Planning. This is the first episode of a multi-episode Q&A series.In this episode, the guys address general financial planning questions. This episode covers basic, commonly asked financial planning questions like, "What's the first step in getting started with financial planning?" and "How often should I update my

en

31:37

2025 Market Outlook with Brad Sorensen, CFA & Kyle...

Financial Planning Explained ·

2025/01/29

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planner at Menninger & Associates Financial Planning. In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectations, Fed rate cuts, inflation, nuclear energy, and AI. This is a

en

30:07

2024 Market Recap with Brad Sorensen, CFA & Kyle...

Financial Planning Explained ·

2025/01/24

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planners at Menninger & Associates Financial Planning. In this episode, the guys recap the markets over the past year. Topics include: the magnificent seven stocks, inflation, job markets, and corporate earnings. This is a great episode

en

28:06

Financial Planning Considerations for the New Year...

Financial Planning Explained ·

2025/01/14

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers

en

29:42

Financial Planning Considerations for the New Year...

Financial Planning Explained ·

2025/01/07

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning. In this episode, the guys discuss financial planning considerations for the start of the new year. They detail cash management with topics like emergency funds, HELOCs, understanding expenses, and managing debt. This is a great episode for anyone looking to create good

en

32:02

The Draft & Life in the NFL with Mike Guman

Financial Planning Explained ·

2024/12/31

This week on "Financial Planning: Explained”, host Michael Menninger, CFP 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 the final part of a four-part series discussing Mike's journey through his football career.In this episode, Mike and Mike discuss life in the NFL regarding injuries, travel, and the offseason. They also discuss the evolution of the sport and recent rule changes in the

en

29:36

College Football, NIL, & the Transfer Portal with...

Financial Planning Explained ·

2024/12/25

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back 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 three of a four-part series discussing Mike's journey through his football career. In this episode, Mike and Mike talk about the NFL draft process and life as a rookie. They also discuss the structure and debates surrounding the NIL and transfer portal

en

26:48

College Football & the New Playoff Structure with...

Financial Planning Explained ·

2024/12/17

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back 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 two of a four-part series discussing Mike's journey through his football career. In this episode, Mike and Mike discuss the transition into college football as a freshman. They also talk about some of Mike's career highlights in championship and bowl games, as well as

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

216 results

Similar Podcasts

Science Talk

Albert Einstein College of Medicine

五分钟心理学

柠檬心理

Daily Facts

Amalia Dupray and Montgomery Jones.

Les dents et dodo

BFMTV

Veterinary Clinical Podcasts

The Royal Veterinary College