Financial Planning Explained
By financialplanningexplained
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Category: Self-Improvement
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Episodes: 150
Description
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!
| Episode | Date |
|---|---|
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College Football, NIL, & the Transfer Portal with Mike Guman
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Dec 25, 2024 |
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College Football & the New Playoff Structure with Mike Guman
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Dec 17, 2024 |
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High School Football & College Recruiting with Mike Guman
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Dec 10, 2024 |
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Senior Independent Living Care with Heather Esham
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Dec 04, 2024 |
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Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP
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Nov 19, 2024 |
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Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP
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Nov 13, 2024 |
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Social Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFC
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Nov 06, 2024 |
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Social Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFC
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Oct 30, 2024 |
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Social Security: Understanding the Rules & Nuances Part I with Kyle Ryan, CFP, ChFC
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Oct 23, 2024 |
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Business Franchise Ownership with Jeff Schubert
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Oct 01, 2024 |
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Interpreting the Fed Interest Rate Cut with Brad Sorensen, CFA
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Sep 25, 2024 |
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Employer-Sponsored Insurance Plans with Bryan Nester
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Sep 18, 2024 |
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Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP
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Sep 11, 2024 |
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Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP
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Sep 03, 2024 |
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Case Study: Retirement Solutions Part II with Ryan Keefe, CFP
|
Aug 28, 2024 |
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Case Study: Retirement Solutions Part I with Ryan Keefe, CFP
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Aug 21, 2024 |
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2024 Mid-Year Economic Update & Forecasts Part III with Thomas Balis CFA
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Aug 14, 2024 |
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How Bad Was This 'Black Monday'? with Brad Sorensen, CFA
|
Aug 08, 2024 |
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2024 Mid-Year Economic Update & Forecasts Part II
|
Jul 31, 2024 |
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2024 Mid-Year Economic Update & Forecasts Part I
|
Jul 23, 2024 |
|
Financial Therapy & Psychology Part III with Dr. Maggie Baker
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Jul 17, 2024 |
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Financial Therapy & Psychology Part II with Dr. Maggie Baker
|
Jul 10, 2024 |
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Financial Therapy & Psychology Part I with Dr. Maggie Baker
|
Jul 02, 2024 |
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Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC
|
Jun 18, 2024 |
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Tax Planning Case Study Part I with Kyle Ryan, CFP, ChFC
|
Jun 12, 2024 |
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Tax Deferred Investments with Ryan Keefe, CFP
|
Jun 04, 2024 |
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Cybersecurity: Issus & Resolutions with Andres Maldonado & Ryan Keefe, CFP
|
May 28, 2024 |
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Upcoming Tax Law Changes Part III with Nick DeVito, CFP
|
May 01, 2024 |
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Upcoming Tax Law Changes Part II with Nick DeVito, CFP
|
Apr 24, 2024 |
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Upcoming Tax Law Changes Part I with Nick DeVito, CFP
|
Apr 16, 2024 |
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Public Adjusting with Andy Gurkzak
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Feb 13, 2024 |
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Uncovering Unexpected Planning Needs with Nick DeVito, CFP
|
Jan 02, 2024 |
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Year-End Tax Planning Part II with Nick DeVito
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Dec 19, 2023 |
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Year-End Tax Planning Part I with Nick DeVito
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Dec 05, 2023 |
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Understanding Employee Benefits Part II with Nick DeVito
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Nov 22, 2023 |
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Understanding Employee Benefits Part I with Nick DeVito
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Nov 15, 2023 |
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Understanding PSERS Part II with Kyle Ryan, CFP, ChFC
|
Nov 01, 2023 |
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Understanding PSERS Part I with Kyle Ryan, CFP, ChFC
|
Oct 25, 2023 |
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Retirement Planning Case Study with Kyle Ryan, CFP
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Oct 18, 2023 |
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Business Franchising 101 with Marty Greenbaum, CFE (Part III)
|
Aug 16, 2023 |
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Business Franchising 101 with Marty Greenbaum, CFE (Part II)
|
Aug 09, 2023 |
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Business Franchising 101 with Marty Greenbaum, CFE (Part I)
|
Aug 03, 2023 |
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Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part V)
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Jul 19, 2023 |
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Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part IV)
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Jul 12, 2023 |
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Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part III)
|
Jul 05, 2023 |
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Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II)
|
Jun 27, 2023 |
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Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part I)
|
Jun 21, 2023 |
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Current State of the Economy with Brad Sorensen, CFA (Part IV)
|
Jun 07, 2023 |
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Current State of the Economy with Brad Sorensen, CFA (Part III)
|
May 30, 2023 |
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Current State of the Economy with Brad Sorensen, CFA (Part II)
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May 22, 2023 |
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Current State of the Economy with Brad Sorensen, CFA (Part I)
|
May 15, 2023 |
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Personal Injury Law with Jon Groth
|
Apr 04, 2023 |
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The Right Way to Travel with Anca Trofin
|
Mar 14, 2023 |
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Senior Living & Long-Term Care with Rachael Packer and Kyle Ryan, CFP
|
Mar 07, 2023 |
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Company Stock Plans Part II with Kyle Ryan, CFP
|
Feb 28, 2023 |
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Company Stock Plans Part I with Kyle Ryan, CFP
|
Feb 22, 2023 |
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Life Insurance Planning Part III with Kyle Ryan, CFP
|
Feb 15, 2023 |
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Life Insurance Planning Part II with Kyle Ryan, CFP
|
Feb 07, 2023 |
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Life Insurance Planning Part I with Kyle Ryan, CFP
|
Feb 01, 2023 |
|
The Taxation of Trusts with Michael Menninger, CFP
|
Jan 25, 2023 |
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The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP
|
Jan 19, 2023 |
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Viewer Q&A Part 8 with Ryan Keefe & Kyle Ryan, CFP
|
Jan 11, 2023 |
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Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP
|
Jan 04, 2023 |
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Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP
|
Dec 28, 2022 |
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Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP
|
Dec 21, 2022 |
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Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP
|
Dec 14, 2022 |
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Small Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendig
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Oct 13, 2022 |
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Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP
|
Oct 04, 2022 |
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Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP
|
Sep 28, 2022 |
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Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP
|
Sep 21, 2022 |
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Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP
|
Sep 14, 2022 |
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Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito
|
Sep 07, 2022 |
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Current State of the Market Part II with Thomas Balis, CFA
|
Aug 17, 2022 |
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Current State of the Market Part I with Thomas Balis, CFA
|
Aug 10, 2022 |
|
Cyber Security For Businesses with Brian McCarthy
|
Aug 01, 2022 |
|
R&D Tax Credits and Financial Education with Randy Crabtree, CPA
|
Jul 28, 2022 |
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Current State of the Housing Market with Dave Cary & Douglas Braun
|
Jul 20, 2022 |
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Helping Women Navigate Financial Decisions with Stacy Francis, CFP
|
Jun 29, 2022 |
|
Case Study - Planning Considerations Part II
|
Jun 15, 2022 |
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Case Study - Planning Considerations Part I
|
Jun 08, 2022 |
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Economic Outlook Part II: Where Do We Go From Here with Gene Goldman, CFA
|
May 25, 2022 |
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Economic Outlook Part I with Gene Goldman, CFA
|
May 17, 2022 |
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Case Study - Selling Family Home While Living There with Kyle Ryan, CFP
|
May 04, 2022 |
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Avoiding Medicare Traps and Penalties with Kathe Kline
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Apr 26, 2022 |
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Financial Success & The Psychological Roadblocks Part II with Larry Faulkner
|
Apr 22, 2022 |
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Financial Success & The Psychological Roadblocks Part I with Larry Faulkner
|
Apr 12, 2022 |
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Current State of the Markets with Herb Morgan, CIO
|
Apr 05, 2022 |
|
Case Study – Maximizing Tax Efficiency/Retirement Planning
|
Apr 01, 2022 |
|
Case Study – Debt Management +
|
Mar 17, 2022 |
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Case Study - Maximizing Tax Efficiency/Retirement
|
Mar 09, 2022 |
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Case Study - Maximizing Social Security Benefits Part II
|
Mar 01, 2022 |
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Case Study - Maximizing Social Security Benefits Part I
|
Feb 17, 2022 |
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Changing Careers: From Corporate America To Owning A Business with Carol Verhake
|
Jan 12, 2022 |
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Alternative Investments: Diversifying Your Portfolio with Gaston Escudero
|
Dec 28, 2021 |
|
Sudden Wealth Law with Paul Deloughery
|
Dec 15, 2021 |
|
Women‘s Retirement & What‘s Next with Autumn Nessler
|
Dec 08, 2021 |
|
Year End Tax Planning Part II with Brian Pugliese, CPA
|
Dec 03, 2021 |
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Year End Tax Planning with Brian Pugliese, CPA
|
Nov 25, 2021 |
|
Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe
|
Nov 03, 2021 |
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Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe
|
Oct 26, 2021 |
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Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe
|
Oct 20, 2021 |
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Financial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan Keefe
|
Oct 12, 2021 |
|
Long-Term Elder Care with Bryan Adler, Esq.
|
Oct 08, 2021 |
|
Long Term Care Planning with Jack Linvill
|
Sep 29, 2021 |
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Restaurant Ownership, Business Development, and Challenges Faced with Mike Yurcho
|
Sep 27, 2021 |
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Business Succession Planning For Your Business with Steve Goodman, CPA
|
Sep 17, 2021 |
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College Ready: Planning & Strategy Part II with Shellee Howard
|
Sep 08, 2021 |
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College Ready: Planning & Strategy Part I with Shellee Howard
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Sep 03, 2021 |
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Current State Of The Market with Herb Morgan
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Aug 25, 2021 |
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Financial Planning Q&A Part II with Kyle Ryan, CFP & Ryan Keefe
|
Aug 18, 2021 |
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Financial Planning Q&A Part I with Kyle Ryan, CFP & Ryan Keefe
|
Aug 10, 2021 |
|
Retirement & Investor Research with Sarah Holden, PhD
|
Aug 03, 2021 |
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Becoming Financially Independent with David Bardsley
|
Jul 28, 2021 |
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Business Website Design & SEO with Devon McCrossin
|
Jul 21, 2021 |
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Digital Marketing Strategy & Creating Content with Nick Lensander
|
Jul 13, 2021 |
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Operating System Architecture: And How It Affects Us Daily with Tim Menninger
|
Jul 07, 2021 |
|
Pharmaceutical Consulting with Bob Matje
|
Jun 29, 2021 |
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Building Pharmaceutical Facilities with Sean Montague
|
Jun 22, 2021 |
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Personal Retirement and Golf Course Management with Mike Eckenrode
|
Jun 16, 2021 |
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How Credit Unions Differ From Traditional Banks with Mark Bostwick
|
Jun 08, 2021 |
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Interviewing A Former NFL Player Turned Investment Consultant with Mike Guman, CRPC
|
Jun 02, 2021 |
|
Understanding Mortgages with Mike Harvey
|
May 25, 2021 |
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Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq.
|
May 19, 2021 |
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Understanding Property & Casualty Insurance with Michael Cellucci
|
May 12, 2021 |
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Running A Restaurant During Covid with Anthony Natale
|
May 06, 2021 |
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First Time Homebuyers with Kyle Ryan, CFP
|
Apr 28, 2021 |
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Traditional vs. Roth 401(k) with Kyle Ryan, CFP
|
Apr 21, 2021 |
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Business Succession Planning with Michael Egan, ChFC
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Mar 30, 2021 |
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Family Law: Divorce and Custody Part II with Sarinia Feinman, Esq.
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Mar 23, 2021 |
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Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq.
|
Mar 16, 2021 |
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College Sports & Recruiting Part II with Matt Mark
|
Mar 10, 2021 |
|
College Sports & Recruiting Part I with Mark Davis, Esq.
|
Mar 05, 2021 |
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Understanding Social Security Part II with Michael Menninger, CFP
|
Feb 23, 2021 |
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Understanding Social Security Part I with Michael Menninger, CFP
|
Feb 16, 2021 |
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401(k) & Retirement Plans with Nick Kennedy, CFP®
|
Feb 10, 2021 |
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Trusts with Courtney Dolaway, Esq.
|
Feb 01, 2021 |
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Temple Financial Planning Program with Cindy Axelrod & Kyle Ryan
|
Jan 26, 2021 |
|
Estate Administration with Stacey McConnell
|
Jan 19, 2021 |
|
Retirement Planning & Distribution with Michael Menninger, CFP
|
Jan 13, 2021 |
|
Michele Leahy - Disability Life Planning
|
Jan 12, 2021 |
|
Special Needs Planning with Steve Potts, Esq.
|
Jan 04, 2021 |
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Car Purchases with Ed Bernhard
|
Dec 22, 2020 |
|
Fundamental of Estate Planning with Michael Menninger, CFP
|
Dec 18, 2020 |
|
Mortgages with Kevin Stegena
|
Dec 14, 2020 |
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Real Estate with David Cary
|
Dec 02, 2020 |
|
Tax Planning Part II with Michael Menninger, CFP
|
Nov 27, 2020 |
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Tax Planning Part I with Michael Menninger, CFP
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Nov 18, 2020 |
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Medical & Health Insurance with Adam Peltzman, RHU
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Nov 13, 2020 |
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Elder Law Care with Bryan Adler, Esq.
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Nov 09, 2020 |
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Introduction to Financial Planning
|
Nov 03, 2020 |