Financial Planning Explained financialplanningexplained

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 debts. After break, they uncover some key factors to be used as one of the two is self-employed. This is a great episode discussing taxes for anyone who is a business owner or is self-employed.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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 questions on investment strategies for tax deferred accounts.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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, as we all know someone who has had an issue with cybersecurity.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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 episode is great for all ages regarding tax laws.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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 tax brackets to the projected 2026 brackets. This episode is great for all ages regarding tax laws.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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, no matter what age.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com