The Financial Blueprint

Kyle Ryan, CFP

Welcome to The Financial Blueprint with Kyle Ryan, CFP®—your go-to resource for a smarter, more personalized approach to money. This channel is for every stage of the financial journey, from beginners to experienced DIY investors. We also have real conversations with industry professionals, and honest takes on trending social media financial advice. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with resi

Episodes

  1. Oct 6

    Therapeutic Massage: 3 Powerful Benefits for Pain, Stress & Mobility | Mychele Roberts

    Therapeutic massage is about more than relaxation—it can be an important part of supporting physical wellness, managing stress, reducing pain, and improving mobility. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Mychele Roberts, LNMT, owner of Touch of Mana Therapeutic Massage, to discuss her journey as a therapeutic massage therapist, entrepreneur, and business owner.Mychele shares the story behind Touch of Mana, what inspired her to pursue therapeutic massage, and how her experiences have shaped the way she works with clients. She discusses the difference between therapeutic massage and simply getting a massage for relaxation, as well as the ways massage therapy can support people dealing with pain, stress, tension, and mobility challenges.Throughout the conversation, Mychele and Kyle explore the many potential benefits of therapeutic massage, including pain relief, stress reduction, relaxation, improved mobility, and overall wellness. They also discuss the importance of understanding your body, listening to what it needs, and taking a proactive approach to personal health and well-being.As a small business owner, Mychele also provides insight into the realities of building and running a business in the wellness industry. She shares lessons from her entrepreneurial journey, the challenges that come with owning a business, and what it takes to build a business around helping other people.The conversation also explores the connection between health, wellness, business ownership, and financial planning. For entrepreneurs and small business owners, taking care of yourself can be just as important as taking care of the business. Kyle and Mychele discuss the importance of finding balance while building a business and pursuing a meaningful career.Whether you are considering therapeutic massage, looking for ways to better manage stress and physical discomfort, interested in wellness, or thinking about starting your own business, this episode offers an inside look at the benefits of therapeutic massage and the entrepreneurial journey behind Touch of Mana Therapeutic Massage.The takeaway is simple: taking care of your body is an investment in yourself, and building a business around helping others can be both challenging and rewarding.Mychele Roberts, LNMT is the owner of Touch of Mana Therapeutic Massage, where she provides therapeutic massage services focused on helping clients support their physical well-being and overall quality of life.Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint.To learn more about Menninger & Associates Financial Planning, visit:www.maaplanning.comTopics discussed in this episode:Therapeutic Massage • Massage Therapy • Pain Relief • Stress Reduction • Mobility • Wellness • Self-Care • Small Business • Entrepreneurship • Business Ownership • Health & Wellness • Massage Therapy Business

    Therapeutic Massage: 3 Powerful Benefits for Pain, Stress & Mobility | Mychele Roberts
  2. Sep 22

    Health Insurance Explained: How Benefits Help Businesses, Families & Seniors | Ed MacConnell

    Health insurance is more than a monthly premium—it is an important part of protecting businesses, employees, families, and individuals as they plan for the future. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Ed MacConnell, CES, CBC, CHRS, President of Total Benefit Solutions, to discuss his journey into the medical insurance industry and the strategies behind helping businesses, families, and seniors navigate their benefits and insurance needs.Ed shares the story of how he entered the health insurance industry, the lessons he has learned throughout his career, and what motivated him to build a company focused on helping people make informed decisions about their benefits. He explains how Total Benefit Solutions works with businesses and individuals to evaluate coverage, manage benefits, and find solutions designed around their unique needs.Throughout the conversation, Ed and Kyle explore the role that employee benefits and health insurance play in attracting and retaining employees, supporting families, and creating greater financial security. They also discuss the challenges businesses face when managing healthcare costs and the importance of having knowledgeable guidance when evaluating insurance options.For families and individuals, understanding health insurance can be complicated. Ed provides insight into some of the considerations people should think about when evaluating coverage and planning for their healthcare needs. The conversation also touches on the unique considerations facing seniors and Medicare beneficiaries, highlighting the importance of understanding available benefits and making informed decisions.As a Certified Financial Planner™, Kyle also explores the connection between healthcare decisions and broader financial planning. Health insurance, employee benefits, Medicare, and healthcare costs can all have an impact on a person's overall financial picture, making thoughtful planning an important part of preparing for the future.Whether you are a business owner, entrepreneur, employee, family, senior, or someone approaching Medicare, this episode provides valuable insights into health insurance, employee benefits, medical insurance, and the role benefits planning can play in protecting your financial future.The takeaway is simple: understanding your health insurance and benefits can help you make more informed financial decisions. With the right guidance and a clear understanding of your options, businesses and individuals can better navigate the complexities of healthcare coverage.Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint.Ed MacConnell, CES, CBC, CHRS is President of Total Benefit Solutions, providing benefits and insurance solutions for businesses, families, and seniors.To learn more about Menninger & Associates Financial Planning, visit:www.maaplanning.com

    Health Insurance Explained: How Benefits Help Businesses, Families & Seniors | Ed MacConnell
  3. Sep 8

    How to Choose the Right Realtor, Find Senior Housing & Know Which Homes You Can Afford | Maggie Coe

    Choosing the right realtor is about more than finding someone to help you buy or sell a home—it’s about finding a trusted professional who understands your goals, your financial situation, and what matters most to you and your family. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Maggie Coe, REALTOR at RE/MAX Properties, Ltd., to discuss what buyers and sellers should look for when choosing the right realtor, how to navigate the home-buying process, and the important financial questions to consider before making a move. Throughout the conversation, Maggie shares insight into what makes a great realtor and why experience, communication, trust, and understanding a client’s needs are so important. Kyle and Maggie explore how the right real estate professional can help clients make more informed decisions while avoiding common mistakes during one of the biggest financial transactions of their lives. The conversation also addresses an especially important topic for families helping aging parents: how to choose the right home or senior living facility. They discuss the unique considerations seniors and their families may face when deciding whether to remain in their current home, downsize, move closer to family, or consider a senior living community or other care facility. Kyle and Maggie also discuss one of the most important questions for any prospective homebuyer: How much home can you actually afford? Beyond the purchase price, they explore the importance of considering the full financial picture—including monthly expenses, taxes, insurance, maintenance, and how a home purchase fits into a broader financial plan. Whether you're a first-time homebuyer, an experienced homeowner, preparing to sell, helping an aging parent, or simply thinking about your next move, this episode offers practical insight into choosing a realtor, evaluating housing options for seniors, and making a home purchase that aligns with your financial goals. The takeaway is simple: the right realtor can be an important part of making a confident real estate decision, but the right home also needs to fit your life and your financial plan. Taking the time to ask the right questions, understand your options, and determine what you can realistically afford can help turn a major real estate decision into a more informed one. Maggie Coe is a REALTOR at RE/MAX Properties, Ltd., helping clients navigate their real estate needs and make informed decisions when buying and selling homes. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    How to Choose the Right Realtor, Find Senior Housing & Know Which Homes You Can Afford | Maggie Coe
  4. Aug 25

    Never Miss a Business Call & Capture More Opportunities | Kishor Rao

    Strong business communication is more than answering the phone—it’s about making sure every opportunity is captured, every customer feels valued, and your business presents itself professionally from the very first interaction. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Kishor Rao, Founder of KKR Voice, to discuss the inspiration behind KKR Voice, the challenges businesses face when managing incoming calls, and why effective communication can have such a meaningful impact on business growth. Throughout the conversation, Kishor shares the story behind the inception of KKR Voice and explains how the service helps businesses answer calls instantly, maintain a professional presence, and capture more opportunities without adding more work to their team. They explore the importance of making sure customers and prospective clients can reach a real, professional point of contact when they need it. Kyle and Kishor also discuss why communication is one of the most important—and often overlooked—components of a successful business. From missed calls and lost opportunities to customer experience and professional credibility, the conversation highlights how the way a business communicates can directly influence its ability to build relationships and grow. Whether you're a small business owner, entrepreneur, professional, or business leader, this episode offers practical insight into improving communication, responding to customers more effectively, and creating systems that allow your team to focus on what they do best. The takeaway is simple: every call can represent an opportunity. With the right communication strategy and systems in place, businesses can respond faster, provide a better customer experience, and create more opportunities for growth—without putting additional demands on their team. Kishor Rao is the Founder of KKR Voice, a service designed to help businesses answer calls instantly, stay professional, and capture more opportunities without adding more work to their teams. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    Never Miss a Business Call & Capture More Opportunities | Kishor Rao
  5. Aug 11

    Elder Law & Estate Planning: Essential Documents You Need | Scott Bloom

    Estate planning is an important part of a comprehensive financial plan, yet many people put it off until it is too late. Having the right documents and strategies in place can help protect your assets, provide clarity for your loved ones, and ensure your wishes are carried out when you are no longer able to make decisions for yourself. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Scott Bloom, owner of Scott D. Bloom, Attorney At Law, to discuss the important connection between elder law, estate planning, and financial planning. Scott shares the story of how he entered the legal profession and ultimately developed his focus on elder law. Throughout the conversation, Scott and Kyle discuss why estate planning is so important, how legal planning fits into a broader financial strategy, and the potential consequences of waiting too long to put an estate plan in place. The conversation also explores some of the key estate planning documents individuals and families should consider, including wills, powers of attorney, healthcare directives, trusts, and other documents that can help protect your wishes, assets, and loved ones. As a Certified Financial Planner™, Kyle explores how estate planning and elder law can complement a comprehensive financial plan. Together, Kyle and Scott discuss the importance of coordinating your legal and financial strategies, preparing for future care needs, protecting your legacy, and making thoughtful decisions before a crisis occurs. Whether you are approaching retirement, helping aging parents, building wealth, or simply want to make sure your affairs are in order, this episode provides valuable insights into the role estate planning can play in protecting your financial future and the people you care about most. The takeaway is simple: estate planning isn't just about what happens after you die—it is about protecting yourself, your family, your assets, and your wishes throughout the different stages of life. Taking the time to understand your options and put the appropriate documents in place can provide greater confidence and financial clarity for the future. Scott Bloom is the owner of Scott D. Bloom, Attorney At Law, with a focus on elder law and estate planning. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    Elder Law & Estate Planning: Essential Documents You Need | Scott Bloom
  6. Jul 28

    First-Time Home Buyer? Mortgage Tips, Loan Options & Credit Score Advice | Jonathan "JJ" Jack

    Navigating today's housing market requires more than finding the right home—it takes understanding your financing options, building a strong financial foundation, and developing a strategy that aligns with your long-term goals. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Jonathan "JJ" Jack, a licensed mortgage lender with Princeton Mortgage, to discuss the ever-changing mortgage landscape and what today's buyers and sellers need to know. Licensed in Pennsylvania, Florida, and New Jersey, JJ shares insights from his years of experience helping individuals and families navigate one of the biggest financial decisions of their lives. Throughout the conversation, JJ discusses the current state of the housing market, strategies that can help both buyers and sellers succeed, and the different types of mortgage loans available to meet a variety of financial situations. He also shares practical guidance on what lenders look for during the mortgage process and how borrowers can position themselves for success. As a Certified Financial Planner™, Kyle expands the conversation by exploring how homeownership fits into a comprehensive financial plan. Together, Kyle and JJ discuss the importance of establishing and maintaining strong credit, including ways parents can begin building credit for their children at an early age, as well as how thoughtful financial planning can create more opportunities when it's time to purchase a home. Whether you're a first-time homebuyer, planning your next move, preparing to sell, or simply looking to strengthen your financial future, this episode offers valuable insights into mortgages, credit, and making informed real estate decisions with confidence. The takeaway is simple: buying a home is more than securing a mortgage—it's about making informed financial decisions that support your long-term goals. With the right knowledge, preparation, and professional guidance, you can approach the housing market with greater confidence and build a stronger financial future. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    First-Time Home Buyer? Mortgage Tips, Loan Options & Credit Score Advice | Jonathan "JJ" Jack
  7. Jul 14

    What It Takes to Be a Successful Entrepreneur | Nate Simpson

    Building a successful business requires more than technical expertise—it demands vision, perseverance, and a commitment to delivering exceptional service while navigating the challenges of entrepreneurship. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Nate Simpson, owner of Simpson Tint & Detailing, LLC, to discuss his entrepreneurial journey and the experience of building a business dedicated to automotive window tinting, detailing, and customer satisfaction. Nate shares the story behind launching Simpson Tint & Detailing, LLC, the lessons he has learned as a business owner, and the importance of building a reputation rooted in quality workmanship and trust. Throughout the conversation, he discusses the realities of entrepreneurship, overcoming obstacles, growing a loyal client base, and balancing the demands of running a successful small business. As a Certified Financial Planner™, Kyle explores the connection between business ownership and personal financial success. Together, Kyle and Nate discuss important considerations for entrepreneurs, including managing cash flow, investing back into the business, planning for growth, preparing for the unexpected, and creating long-term financial security beyond the day-to-day operations of the company. Whether you are a current business owner, aspiring entrepreneur, or someone interested in learning what it takes to build a thriving business from the ground up, this episode provides valuable insights into the mindset, discipline, and financial decisions that contribute to lasting success. The takeaway is simple: entrepreneurship is a journey built on hard work, adaptability, and intentional planning. By combining a passion for your craft with a strong financial foundation, business owners can create meaningful success for both their businesses and their futures. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    What It Takes to Be a Successful Entrepreneur | Nate Simpson
  8. Jun 30

    Transforming Businesses: How Strategic Consulting Drives Profit and Sales Growth | Doug Sce

    Building a successful business requires more than hard work and industry knowledge—it takes strategic planning, financial discipline, and the ability to adapt and grow in an ever-changing marketplace. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Doug Sce, owner and founder of The M&D Group**, to discuss his entrepreneurial journey and the strategies behind building a successful consulting firm focused on helping businesses improve profitability, reduce expenses, and increase sales. Doug shares the story behind founding The M&D Group, the lessons he has learned throughout his career, and the importance of helping business owners identify opportunities to improve efficiency and maximize growth. Throughout the conversation, he discusses the challenges of running a business, building lasting client relationships, creating value for organizations, and developing strategies that lead to long-term success. As a Certified Financial Planner™, Kyle explores the connection between business performance and personal financial planning. Together, Kyle and Doug discuss important considerations for business owners, including cash flow management, profitability, growth strategies, succession planning, and building financial security beyond the business itself. Whether you are a business owner, entrepreneur, executive, or professional looking to better understand what drives business success, this episode provides valuable insights into the mindset, strategies, and financial decisions that can help organizations thrive. The takeaway is simple: successful businesses are built through intentional decisions, strategic guidance, and a clear financial vision. By aligning business growth with thoughtful financial planning, entrepreneurs can create lasting success for both their companies and their futures. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    Transforming Businesses: How Strategic Consulting Drives Profit and Sales Growth | Doug Sce
  9. Jun 16

    Building a Successful Staffing Company & the Financial Considerations | Jennifer Quinn

    Building a successful business requires more than industry expertise and hard work—it also requires thoughtful financial planning, strategic decision-making, and a clear vision for long-term growth. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Jennifer Quinn, founder and owner of JQ Staffing Services, to discuss her journey of building and growing a successful staffing company. Jennifer shares the challenges, opportunities, and lessons learned throughout her entrepreneurial career, offering valuable insights for business owners, aspiring entrepreneurs, and professionals interested in the staffing industry. Throughout the conversation, Jennifer discusses what it takes to launch and scale a staffing business, navigate economic uncertainty, build strong client relationships, and lead a growing organization. She also shares her perspective on leadership, business development, and the importance of creating a company culture that drives long-term success. As a Certified Financial Planner™, Kyle explores the financial planning considerations that business owners often face, including cash flow management, retirement planning, tax strategies, succession planning, risk management, and building personal wealth alongside business growth. Together, Kyle and Jennifer discuss how entrepreneurs can balance the demands of running a business while staying focused on their long-term financial goals. Whether you're a business owner, entrepreneur, staffing professional, or someone looking to gain insight into the realities of building a company from the ground up, this episode offers practical takeaways and real-world experience from someone who has successfully navigated the journey. The takeaway is simple: a strong business and a strong financial plan go hand in hand. By combining entrepreneurial vision with sound financial planning, business owners can position themselves for both business success and personal financial security. Jennifer Quinn is the founder and owner of JQ Staffing Services, a leading staffing and workforce solutions company. Kyle Ryan, CFP® is a Certified Financial Planner™ at Menninger & Associates Financial Planning and host of The Financial Blueprint. To learn more, visit: www.maaplanning.com

    Building a Successful Staffing Company & the Financial Considerations | Jennifer Quinn

About

Welcome to The Financial Blueprint with Kyle Ryan, CFP®—your go-to resource for a smarter, more personalized approach to money. This channel is for every stage of the financial journey, from beginners to experienced DIY investors. We also have real conversations with industry professionals, and honest takes on trending social media financial advice. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with resi