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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

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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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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