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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

32:54

What to Do If Your Financial Advisor Retires with...

Financial Planning Explained ·

2026/02/03

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the first episode of a three-part series discussing business succession planning through the lens of a financial planner. In this episode, Andrew and Mike talk about what steps to take if your financial planner either retires, or something unexpected happens to them. The two discuss key things to look for and

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28:05

2026 Stock Market Outlook with Brad Sorensen, CFA

Financial Planning Explained ·

2026/01/27

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the final episode of a three-part series discussing this past years market performance and the outlook for 2026. In this episode, Mike and Brad discuss the stock market outlook for 2026. The guys talk about uncertainty moving forward when it comes to interest rate cuts, the labor

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27:36

Current State of the Markets with Brad Sorensen, CFA

Financial Planning Explained ·

2026/01/21

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the second episode of a three-part series discussing this past years market performance and the outlook for 2026. In this episode, Brad and Mike talk about the current state of the economy. The guys discuss the current political situation in Venezuela, tariffs,

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31:33

2025 Stock Market Recap with Brad Sorensen, CFA

Financial Planning Explained ·

2026/01/14

This week on 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 the first episode of a three-part series discussing this past years market performance and the outlook for 2026. In this episode, Mike and Brad discuss market performance in 2025 vs. prior years, PE Ratio (price-earnings), valuations, and unemployment. This is a great episode for anyone

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34:09

Cash Management: Best Practices with Nick DeVito, CFP

Financial Planning Explained ·

2026/01/07

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.In this episode, Mike and Nick discuss the best practices when it comes to cash management. Cash management one of the six core areas of financial planning. The guys discuss debt consolidation, HELOCs, and basic organizational practices on ways to track your spending. This is a great episode for

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28:40

Employer Stock In Your Financial Plan (Part II) with...

Financial Planning Explained ·

2025/12/23

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part two of a two-part series on employer stock plans. In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys talk about ESOP (Employee Stock Ownership Plan) as well as 401(k) / NUA (Net Unrealized Appreciation). This is a

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27:00

Employer Stock In Your Financial Plan (Part I) with...

Financial Planning Explained ·

2025/12/17

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part one of a two-part series on employer stock plans. In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys discuss RSUs (Restricted Stock Units), ESPP (Employee Stock Purchase Program), and stock options

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32:29

Beginning of the Year Financial Planning with Nick...

Financial Planning Explained ·

2025/12/14

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning. For more information on Menninger & Associates

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28:00

What Is Tax-Loss Harvesting? with Nick DeVito, CFP

Financial Planning Explained ·

2025/12/10

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting

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32:14

One Big Beautiful Bill Act Summary with Kyle Ryan,...

Financial Planning Explained ·

2025/11/26

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by Congress. The guys talk about exactly what the bill changed, the tax ramifications of the bill, and then discuss SALT (state and local tax). This is a great episode for anyone seeking a comprehensive

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33:10

Business Franchise Consulting (Part II) with Harris...

Financial Planning Explained ·

2025/11/19

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the second episode of a two-part series on business franchising.In this episode, Harris and Mike talk about the benefits of using a business franchise consultant, how to recognize your strengths and weaknesses as a franchisee, and what a franchisor should provide you with in support. This is a

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30:38

Business Franchise Consulting (Part I) with Harris Gubin

Financial Planning Explained ·

2025/11/12

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the first episode of a two-part series on business franchising.In this episode, Harris and Mike discuss what business franchising is, categories of businesses that franchise, and funding the initial investment for the business. This is a great episode for anyone looking to franchise a business. For more

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28:18

Pensions: Strategies & Recommendations with Nick...

Financial Planning Explained ·

2025/11/05

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans. In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan. For more

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28:17

Pension Plans 101 with Nick DeVito, CFP

Financial Planning Explained ·

2025/10/29

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans. In this episode, Mike and Nick discuss what a pension is, the formula to calculate a pension, and lump sum vs. monthly payment options. This is a great episode for anyone who has a pension plan. For more information on Menninger &

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38:27

Fourth Quarter Market Outlook with Brad Sorensen, CFA

Financial Planning Explained ·

2025/10/22

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond. In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market

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32:12

Third Quarter Market Recap with Brad Sorensen, CFA

Financial Planning Explained ·

2025/10/19

This week on 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 episode discusses the third quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a great episode to catch up on the current status of the stock market

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28:31

Property & Casualty Insurance (Part II) with Steve...

Financial Planning Explained ·

2025/10/08

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the second episode of a two-part series on property & casualty insurance.In this episode, the guys talk about umbrella liability insurance from a business vs personal standpoint. They also discuss vehicle insurance and how coverage is determined when driving someone else's car, along with insurance

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28:23

Property & Casualty Insurance (Part I) with Steve...

Financial Planning Explained ·

2025/10/01

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the first episode of a two-part series on property & casualty insurance.In this episode, the guys discuss increases in insurance due to inflation, full tort vs. limited tort insurance, and coverage options for home insurance. This is a great episode for anyone who has questions about any

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36:30

Fundamentals of Estate Planning (Part II) with Nick...

Financial Planning Explained ·

2025/09/23

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on estate planning.In this episode, Mike and Nick talk about the utilization of trusts for the sake of distributing assets through generations. The guys then dive deep into the taxation of estates on both the federal and state levels. This is a great episode for

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29:07

Fundamentals of Estate Planning (Part I) with Nick...

Financial Planning Explained ·

2025/09/17

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning. In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking

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207 results

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