Financial Planning Explained financialplanningexplained

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

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 financial planning.
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. 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 & Associates Financial Planning, visit https://maaplanning.com

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 & Associates Financial Planning, visit https://maaplanning.com