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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

31:05

Financial Therapy & Psychology Part I with Dr. Maggie...

Financial Planning Explained ·

2024/07/02

This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC are excited to welcome Dr. Maggie Baker for 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 discuss Maggie's history with finances and her journey to where she is today. They also discuss the psychology behind our first

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31:35

Tax Planning Case Study Part II with Kyle Ryan, CFP,...

Financial Planning Explained ·

2024/06/18

On this week’s episode of “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 two-part episode case study regarding tax planning.In this episode, Mike and Kyle review the specifics of the case study, and the dig into tax strategies as it pertains to a self-employed individual. Topics include: NUA (Net Unrealized Appreciation), Roth IRA conversions,

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29:09

Tax Planning Case Study Part I with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2024/06/12

This week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a two-part episode discussing a case study revolving around tax planning.In this episode, Mike and Kyle lay out the groundwork for this case study, discussing the clients goals, and facts about their specific financial picture. They then get into their assets, current investments, and

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30:49

Tax Deferred Investments with Ryan Keefe, CFP

Financial Planning Explained ·

2024/06/04

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This episode discusses the ins and outs of tax deferred investments. In this episode, Mike and Ryan cover the tax differences between non-qualified annuities, non-deductible, and after0tax 401Ks. They also touch on the advantages and disadvantages of these type of plans. This is a great episode for anyone with

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29:09

Cybersecurity: Issus & Resolutions with Andres...

Financial Planning Explained ·

2024/05/28

This week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Andres Maldonado and Ryan Keefe, CFP. Andres is the Operations Manager and Ryan is a financial planner at Menninger & Associates Financial Planning. This episode tackles cybersecurity risks and how to navigate them. In this episode, the guys discuss simple cybersecurity safeguards and prevention, as well as identity theft, along with what to do if your identity is stolen. This is a great episode for anyone,

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34:32

Upcoming Tax Law Changes Part III with Nick DeVito, CFP

Financial Planning Explained ·

2024/05/01

On this week's episode of Financial Planning: Explained", host Michael Menninger, CFP is again joined by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates. This is the conclusion of a three-part series on the upcoming tax law changes in 2025.In this episode, Mike and Nick discuss the phantom taxation of social security, income tax brackets, IRMAA, and surviving spouses. These factors may result in individual finding themselves in a higher tax bracket in retirement. This

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29:45

Upcoming Tax Law Changes Part II with Nick DeVito, CFP

Financial Planning Explained ·

2024/04/24

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 part two of the three-part series on the upcoming tax law changes in 2025. In this episode, Mike and Nick talk about simplifying the tax code using a custom worksheet designed by Menninger & Associates. Mike and Nick walk through an example of an individual in different tax brackets comparing the current

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28:03

Upcoming Tax Law Changes Part I with Nick DeVito, CFP

Financial Planning Explained ·

2024/04/16

On this week's episode of Financial Planning: Explained", host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates. This is the first of a three-part series on the upcoming tax law changes in 2025. In this episode, Mike and Nick discuss a broad overview of the different types of taxes, with a focus on federal taxes. The two also discuss taxation based on investment types, and the history of tax brackets. This is a great episode for all,

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32:57

Public Adjusting with Andy Gurkzak

Financial Planning Explained ·

2024/02/13

This week on “Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP welcome Andy Gurkzak. Andy is the President and Manager at Allcity Adjusting, which is a licensed public adjusting firm in Indiana.In this episode, Andy and Mike discuss the process of an adjuster evaluating property damage, negotiating an insurance claim with the insurance company, and insurance coverage. Public adjusting has financial planning implications as risk management is one of the six areas of

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29:40

Uncovering Unexpected Planning Needs with Nick...

Financial Planning Explained ·

2024/01/02

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss unexpected planning needs that people often overlook. Topics in this episode include: paying off debt, utilizing the benefits of a HELOC (Home Equity Line of Credit), maximizing employer match, and the importance of estate planning. For more information on Menninger

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27:53

Year-End Tax Planning Part II with Nick DeVito

Financial Planning Explained ·

2023/12/19

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series discussing year-end tax planning. In this episode, Mike and Nick review further considerations for year-end taxes. Topics in this episode include: tax loss harvesting, Roth IRA conversions, and business deductions. For more information on Menninger &

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28:42

Year-End Tax Planning Part I with Nick DeVito

Financial Planning Explained ·

2023/12/05

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax planning. As we reach the end of the calendar year, it is important to review certain considerations for tax planning. In this episode, Mike and Nick discuss options to maximize retirement plan contributions and proper tax withholding. For more information on

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28:39

Understanding Employee Benefits Part II with Nick DeVito

Financial Planning Explained ·

2023/11/22

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on employee benefits. In this episode, the guys continue their discussion on employee benefits. Mike and Nick go into detail about topics such as disability insurance and 401(k) programs. When discussing 401(k)s the two touch on the basics, vesting, and loan

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27:36

Understanding Employee Benefits Part I with Nick DeVito

Financial Planning Explained ·

2023/11/15

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on employee benefits. In this episode, Mike and Nick discuss what exactly employee benefits are. After a broad overview, they cover in detail topics like open enrollment, health insurance, and life insurance. For more information on Menninger & Associates Financial Planning,

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28:00

Understanding PSERS Part II with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2023/11/01

On this week’s episode of “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 second of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System). In this episode, the show an example of a PSERS statement and all that is involved with it. This episode also reviews the portion of the pensions that can be distributed as a lump

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29:43

Understanding PSERS Part I with Kyle Ryan, CFP, ChFC

Financial Planning Explained ·

2023/10/25

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 episode is the first of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System). In this episode, the guys discuss exactly what PSERS is, how the pension is calculated, the differences between older and newer versions of the pension plan, and the parameters around it compared to

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30:32

Retirement Planning Case Study with Kyle Ryan, CFP

Financial Planning Explained ·

2023/10/18

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is a case study on retirement planning, which is one of the six major areas of financial planning. In this episode, Mike and Kyle discuss a case study for a married couple nearing retirement. It’s an interesting case study because it covers topics such as: inheritance, pensions, and 401(k)s. They

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30:48

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/16

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the final episode in the three-part series on business franchising. This episode focuses on the process of purchasing a franchise. Topics include: financing the purchase, marketing ventures, and the importance of speaking to a consultant before committing to purchasing a franchise. For more information

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28:59

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/09

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is part two of a three-part series on business franchising. This episode focuses on the factors to consider when deciding on purchasing a franchise and which franchisor. Topics include: the vetting process of franchisees, territory stipulations, gauging success, and exit strategies. For

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28:47

Business Franchising 101 with Marty Greenbaum, CFE...

Financial Planning Explained ·

2023/08/03

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the first episode in a three-part series discussing business franchising. This episode provides an overview of business franchising, how it works, and many of the advantages of franchising. Topics include: franchising vs. owning a business, franchise flexibility and freedoms, prior experience needed, and

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208 results

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