13 episodes

Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. 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 decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

Financial Planning Explained financialplanningexplained

    • Self-Improvement
    • 5.0 • 11 Ratings

Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. 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 decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

    Estate Administration with Stacey McConnell

    Estate Administration with Stacey McConnell

    This week on Financial Planning: Explained host Michael Menninger, CFP welcomes Stacey McConnell, Esq. Stacey is an Attorney and head of the Estate and Trust department at Lamb McErlane PC. Stacey and Mike discuss topics ranging from executors handling an estate, to steps to help your administration after death.

    • 26 min
    Retirement Planning & Distribution with Michael Menninger, CFP

    Retirement Planning & Distribution with Michael Menninger, CFP

    In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP discusses Retirement Planning & Distribution. Topics discussed include: cumulation of assets and what people do when it comes to their 401(k) or pension.

    • 30 min
    Michele Leahy - Disability Life Planning

    Michele Leahy - Disability Life Planning

    This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Michele Leahy. Michele is a disability life planner, and owner of Leahy Life Plan. Michele and Michael discuss topics including, home community based services for people who are born disabled as well as how to navigate people with disabilities to their federal benefits.

    • 30 min
    Special Needs Planning with Steve Potts, Esq.

    Special Needs Planning with Steve Potts, Esq.

    On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

    • 29 min
    Car Purchases with Ed Bernhard

    Car Purchases with Ed Bernhard

    This week on Financial Planning Explained, host Michael Menninger, CFP welcomes Ed Bernhard, a retired car dealership owner. Ed and Michael discuss various topics from owning vs. leasing a car, to the auction process of automobiles, pertaining to financial planning.

    • 29 min
    Fundamental of Estate Planning with Michael Menninger, CFP

    Fundamental of Estate Planning with Michael Menninger, CFP

    In this weeks episode of Financial Planning Explained, Michael Menninger, CFP discusses the fundamentals of Estate Planning. He provides an overview of of the estate administration process, common pitfalls often encountered, how estates are taxed and strategies to improve estate efficiency. 

    • 30 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

Dave Cary ,

Excellent show, very educational

Love these podcasts, I have learned so much and look forward to them each week! Mike is a true expert.

AndyPipCorbett ,

Very informative and educational!

Highly recommend to anyone who is seeking to understand more about financial planning. Mike and his guests do a fantastic job explaining difficult subjects and have fun while doing it.

StèphaneNoir ,

Great info!

Love this podcast so far - keep it up!

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