financialplanningexplained

Financial Planning Explained

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 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!

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Episodios recientes

Dec 4, 2024

Senior Independent Living Care with Heather Esham

E148 • 28 mins

Nov 19, 2024

Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP

E147 • 30 mins

Nov 13, 2024

Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP

E146 • 28 mins

Nov 6, 2024

Social Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFC

E145 • 28 mins

Oct 30, 2024

Social Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFC

E144 • 30 mins