Shows
Financial Planning ExplainedEmployer Stock In Your Financial Plan (Part II) with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part two of a two-part series on employer stock plans.
In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys talk about ESOP (Employee Stock Ownership Plan) as well as 401(k) / NUA (Net Unrealized Appreciation). This is a great episode for anyone who has a stock program with their employer.
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2025-12-2328 minFinancial Planning ExplainedEmployer Stock In Your Financial Plan (Part I) with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part one of a two-part series on employer stock plans.
In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys discuss RSUs (Restricted Stock Units), ESPP (Employee Stock Purchase Program), and stock options (both non qualified & incentive). This is a great episode for anyone who has a stock program with their em...
2025-12-1727 minFinancial Planning ExplainedBeginning of the Year Financial Planning with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2025-12-1432 minFinancial Planning ExplainedWhat Is Tax-Loss Harvesting? with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
2025-12-1028 minFinancial Planning ExplainedOne Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFCThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by Congress. The guys talk about exactly what the bill changed, the tax ramifications of the bill, and then discuss SALT (state and local tax). This is a great episode for anyone seeking a comprehensive overview of the new bill.
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2025-11-2632 minFinancial Planning ExplainedPensions: Strategies & Recommendations with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.
In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
2025-11-0528 minFinancial Planning ExplainedPension Plans 101 with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans.
In this episode, Mike and Nick discuss what a pension is, the formula to calculate a pension, and lump sum vs. monthly payment options. This is a great episode for anyone who has a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
2025-10-2928 minFinancial Planning ExplainedFundamentals of Estate Planning (Part II) with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on estate planning.
In this episode, Mike and Nick talk about the utilization of trusts for the sake of distributing assets through generations. The guys then dive deep into the taxation of estates on both the federal and state levels. This is a great episode for anyone who has questions about estate planning, wills, or trusts.
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2025-09-2336 minFinancial Planning ExplainedFundamentals of Estate Planning (Part I) with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning.
In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking about advanced concepts of estate planning. This is a great episode for anyone who has questions about es...
2025-09-1729 minFinancial Planning ExplainedFinancial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFCThis week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.
In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family regarding tax planning and estate planning. This is a great episode for anyone who has questions within the entire scope of financial planning.
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2025-09-0932 minFinancial Planning ExplainedFinancial Planning Case Study (Part I) with Kyle Ryan, CFP, ChFCOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Kyle discuss a case study that deals with every aspect of financial planning, including: cash management, tax planning, insurance planning, investment management, retirement planning, and estate planning. The guys begin to discuss strategies but will dig deeper in part II. This is a great episode for anyone who has questions within th...
2025-09-0332 minFinancial Planning ExplainedDebt Management & Inheritance Case Study Part II with Nick DeVito, CFPThis 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 the second episode of a two-part case study.
In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a great episode for anyone who is in debt and concerned about their financial future.
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2025-08-2636 minFinancial Planning ExplainedDebt Management & Inheritance Case Study Part I with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.
In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the current debt they are in, along with their financial planning goals. The guys begin to discuss strategies but will dig deeper in part II. This is a gr...
2025-08-2027 min
Mind DiveEpisode 68: Navigating Perinatal Mental Health with Emily Pyle & Mychal RileyWhat happens when the journey into parenthood collides with mental health challenges? This episode pulls back the curtain on a critical yet often overlooked aspect of becoming a parent - perinatal mental health - and discusses The Menninger Clinic’s innovative "hospital without walls" approach to supporting families. Clinical social workers Emily Pyle, LPC-S, and Michael Riley, LCSW-S, from Menninger 360 join us to explore their wraparound care model that meets parents exactly where they are - in their homes and communities. They reveal a stark reality --- that perinatal mood and anxiety disorders are the leading medical comp...
2025-07-2140 minFinancial Planning ExplainedRetirement Plan Options for Small Business Owners with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode talks about retirement plan options for business owners.
In this episode, Mike and Nick discuss an array of retirement plan options for businesses. The guys discuss the four major types of retirement plans, including: IRAs, SEP IRAs, Simple IRAs, and 401(k)/403(b). This is a great episode for any business owner looking to offer retirement options for their employees.
For more information on Menninger & Associates Financial Planning...
2025-07-0232 minFinancial Planning ExplainedUnexpected Unemployment; What to Do Now with Ryan Keefe, CFPOn this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe, CFP. Ryan is a partner and financial planner at Menninger & Associates Financial Planning. This episode discusses unexpected unemployment.
In this episode, Mike and Ryan discuss unexpected unemployment and all of the things to consider. They discuss preparing to be laid off, immediate actions you should consider doing, and filing for unemployment. This is a great episode for anyone who has recently been laid off or believes they may be at risk.
For more information on Menninger & Associates Financial...
2025-06-2530 minFinancial Planning ExplainedInterview with the Host, Mike Menninger, CFP ft. Andres MaldonadoThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Andres Maldonado. Andres is the operations manager at Menninger & Associates. In a little different vein this week, Andres will be interviewing Mike in order to get more insight on who Mike is as a person.
In this episode, Mike and Andres talk about Mike's upbringing, his time in the Naval Academy, his career as an engineer, and his transition to financial advising and how he created the firm. This is a great episode to hear a more personal side of the host.
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2025-06-181h 01Financial Planning ExplainedBonds: What You Need to Know with Nick DeVito, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This episode discusses the not so popular topic of bonds.
In this episode, Mike and Nick go into detail about what a bond is, some of the misconceptions about bonds, and the inverse relationship between interest rates and the value of bonds. This is a great episode for anyone who knows about bonds, but never looked further into the complexity of how they work.
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2025-05-1432 minFinancial Planning ExplainedSenior Living Care Part II with Rachael PackerOn this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Rachael Packer. Rachael is a senior living specialist at Senior Living Specialists Philly. This is part two of a two-part series on senior living care.
In this episode, Rachael and Mike discuss the tell-tale signs that someone should consider extra care. They also discuss the benefits of bringing in a third party to check all the boxes while transitioning someone to a community. This is a great episode for anyone with a loved one who may benefit from the support of an assisted...
2025-05-0728 minFinancial Planning ExplainedCash Management Case Study with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. Of the six areas of financial planning, this episode covers cash management.
In this episode, Mike and Nick discuss a case study of a recent prospect. The guys discuss switching to a Roth 401(k), maximizing 401(k) match, HELOCs, and paying down debt. This is a great episode for anyone who is unsure about the best channels to not only manage cash flow, but pay down your debt.
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2025-04-2331 minFinancial Planning ExplainedTax Planning Q&A Part III with Kyle Ryan, CFP, ChFCThis week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the final episode of a nine-part episode Q&A series.
In this episode, Mike and Kyle discuss frequently asked questions regarding tax planning. The guys touch on tax implications of selling your home, Roth IRA conversions, when to start withdrawing for retirement, RMDs, HSAs, and charitable giving.
This is a great episode for those looking to minimize their taxes. For more information on Menninger & Associates Financial Planning, vi...
2025-04-0127 minFinancial Planning ExplainedTax Planning Q&A Part II with Kyle Ryan, CFP, ChFCOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the eighth episode of a nine-part Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax brackets, common tax mistakes, tax impacts on investing, tax benefits of contributing to a 401(k) and taxes for self-employed individuals. This is a great episode for anyone looking to better understand taxes with an emphasis on investing.
Fo...
2025-03-2529 minFinancial Planning ExplainedTax Planning Q&A Part I with Kyle Ryan, CFP, ChFCThis week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the seventh episode of a nine-part episode Q&A series.
In this episode, Mike and Kyle answer frequently asked questions regarding tax planning. The guys discuss tax-deferred vs tax-free investment accounts, tax-loss harvesting, and capital gains tax. This is a great episode for anyone who is looking to better understand the complex U.S. tax code.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
2025-03-1831 minFinancial Planning ExplainedInvestment Planning Q&A Part II with Kyle Ryan, CFP, ChFCOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investments (such as real estate or commodities), employee sponsored retirement plans, and tax implications of investments. This is a great episode for anyone who wants to understand the more technical side of investing. ...
2025-03-1229 minFinancial Planning ExplainedInvestment Planning Q&A Part I with Kyle Ryan, CFP, ChFCThis week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the fifth episode of a multi-episode Q&A series.
In this episode, Mike and Kyle answer common questions regarding investment planning. In this episode, the guys cover the basics of investing, including: stocks, bonds, mutual funds, asset allocation, diversification, index funds, and risk. This is a great episode for anyone who is looking to invest in any type of retirement fund.
For more information on Menninger & Associates Financial Pl...
2025-03-0429 min
Good Jibes with Latitude 38Michael Menninger on Going All in on SailingThis week's host, Moe Roddy, is joined by Michael Menninger to chat becoming a professional sailor and racing in the top events in the world. Michael is Flight Controller for American Magic of the America's Cup, and is a Match Racing World Champion, Team Racing World Champion, and Etchells World Champion. Hear the most nostalgic sailing moments from his childhood in his sailing family, how to 100% commit to pro sailing & racing, the lessons he's learned from team racing & his favorite coaches, how to learn the physics of your boat, and how to learn to be a good teammate. Connect...
2025-03-0456 minFinancial Planning ExplainedRisk Management & Insurance Q&A with Ryan Keefe, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the fourth episode of a multi-episode Q&A series.
In this episode, Mike and Ryan answer frequently asked questions regarding risk management and insurance. Topics covered include: term care vs whole life policies, disability insurance, long-term care insurance, and umbrella liability insurance. This is a great episode for anyone seeking basic information on insurance coverage.
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2025-02-2629 minFinancial Planning ExplainedDebt Management Q&A with Ryan Keefe, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the third episode of a multi-episode Q&A series.
In this episode, Mike and Ryan discuss debt management. Debt management is a broad subject, but the guys answer commonly asked questions regarding multiple debts, the snowball vs. avalanche approach, credit cards, credit scores, and secured vs. unsecured loans. This is a great episode for anyone who is exploring ways to manage their current debt.
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2025-02-1834 minFinancial Planning ExplainedRetirement Planning Q&A with Nick DeVito, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a multi-episode Q&A series.
In this episode, Mike and Nick discuss frequently asked retirement planning questions. This episode covers questions like 401(k) vs. Roth, Social Security, the 4% rule, and when to start planning for retirement. This is a great episode for anyone, at any age, that is ready to start saving for retirement.
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2025-02-1131 minFinancial Planning ExplainedGeneral Financial Planning Q&A with Nick DeVito, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planners at Menninger & Associates Financial Planning. This is the first episode of a multi-episode Q&A series.
In this episode, the guys address general financial planning questions. This episode covers basic, commonly asked financial planning questions like, "What's the first step in getting started with financial planning?" and "How often should I update my financial plan?" This is a great episode for anyone that is interested in educating themselves in the world of financial planning.
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2025-02-0431 minFinancial Planning Explained2025 Market Outlook with Brad Sorensen, CFA & Kyle Ryan, CFP, ChFCOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planner at Menninger & Associates Financial Planning.
In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectations, Fed rate cuts, inflation, nuclear energy, and AI. This is a great episode for anyone investing in 2025!
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2025-01-2931 min
15 Minutes Share Your VoiceBuilding Expertise and Relationships in Estate Planning With Michael MenningerMichael Menninger is the Owner and an Attorney at Houck Menninger Law, a boutique firm specializing in estate planning, trust, probate, and elder law. He is certified as a specialist in estate planning, trust, and probate law by the Ohio State Bar Association. Michael's practice focuses on helping clients develop personalized plans to manage and protect their assets. He's also a founding member of 1st Gen Entrepreneurs and shares expertise as a speaker and educator for attorneys and CPAs. In this episode… Estate planning is often seen as a straightforward process of drafting wills and tr...
2025-01-2926 min15 Minutes Share Your VoiceBuilding Expertise and Relationships in Estate Planning With Michael MenningerMichael Menninger is the Owner and an Attorney at Houck Menninger Law, a boutique firm specializing in estate planning, trust, probate, and elder law. He is certified as a specialist in estate planning, trust, and probate law by the Ohio State Bar Association. Michael’s practice focuses on helping clients develop personalized plans to manage and protect their assets. He’s also a founding member of 1st Gen Entrepreneurs and shares expertise as a speaker and educator for attorneys and CPAs. In this episode… Estate planning is often seen as a straightforward process of drafting wills...
2025-01-2926 minFinancial Planning Explained2024 Market Recap with Brad Sorensen, CFA & Kyle Ryan, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planners at Menninger & Associates Financial Planning.
In this episode, the guys recap the markets over the past year. Topics include: the magnificent seven stocks, inflation, job markets, and corporate earnings. This is a great episode for anyone looking to better understand how and why the stock market performed in 2024.
For more information on Menninger & Associates Financial Pl...
2025-01-2430 minFinancial Planning ExplainedFinancial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.
In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers everything from risk tolerance and retirement planning to beneficiaries in your will. This is a great episode for anyone looking to...
2025-01-1528 minFinancial Planning ExplainedFinancial Planning Considerations for the New Year Part I with Nick DeVito, CFP & Ryan Keefe, CFPOn this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.
In this episode, the guys discuss financial planning considerations for the start of the new year. They detail cash management with topics like emergency funds, HELOCs, understanding expenses, and managing debt. This is a great episode for anyone looking to create good financial planning habits for the new year.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2025-01-0729 minMind DiveEpisode 61: Milieu Therapy with Dr. Michael McClamHow much do you know about milieu therapy and how it works? This episode of The Menninger Clinic’s Mind Dive Podcast features Michael McClam, MD, medical director for Menninger’s youth division, for a conversation about milieu therapy and how clinicians and patients play an active role in its effectiveness. It also explores the hidden dynamics that emerge within communal therapy. Dr. McClam shares his wisdom about the challenges and rewards that clinicians face as they navigate patient relationships and team dynamics within milieu therapy. Drawing from his experiences running milieu treatment at Menninger, Dr. McC...
2024-12-1635 minFinancial Planning ExplainedCase Study: Retirement Planning Solutions Part II with Nick DeVito, CFPOn this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick really dig into the solutions of this particular case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning. ...
2024-11-2030 minFinancial Planning ExplainedCase Study: Retirement Planning Solutions Part I with Nick DeVito, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this couples financial facts as well as their goals, and then they go into a huge opportunity that the couple mi...
2024-11-1328 minFinancial Planning ExplainedSocial Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFCOn this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle discuss when to apply for social security, specific strategies to consider, and the taxation of social security. This is a great episode that really dives into the heart of the topic and answers a lot of questions that you may have.
Fo...
2024-11-0628 minFinancial Planning ExplainedSocial Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFCOn this week's on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discuss full retirement age, as well as specific case studies that they have personally come across in their careers. This is a great series for anyone coming up on or currently collecting social security.
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2024-10-3029 minFinancial Planning ExplainedSocial Security: Understanding the Rules & Nuances Part I with Kyle Ryan, CFP, ChFCThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a three-part series on understanding the rules and nuances of social security.
In this episode, Mike and Kyle discuss the history of social security and the wage tax, the different types of social security benefits, and the full retirement age bracket. This is a great series for anyone coming up on or currently collecting social security.
For more information on Menninger & Associates Fi...
2024-10-2328 min
Brain ShamanSusi Amendola: Yoga Practices for Stress Management and a Healthy Heart | Episode 93In this episode, Susi Amendola — yoga therapist, meditation teacher, and author — shares insights from over four decades of experience in stress management and yoga. We explore practical tools from yoga that can help you manage stress, enhance presence, and nurture your heart and well-being.Susi delves into key yogic practices for stress management, including meditation, breathwork, connection with nature, gentle movement, compassion, relaxation, and imagery.She reflects on how yoga has evolved since the late 1970s, emphasizing the importance of listening — not only to your body but also to the natural world and the rhythms impact...
2024-09-181h 12Financial Planning ExplainedCase Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics include: stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Life & Disability Insurance, and 401(k)s.
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2024-09-1138 minFinancial Planning ExplainedCase Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFPOn this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement.
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2024-09-0326 minFinancial Planning ExplainedCase Study: Retirement Solutions Part II with Ryan Keefe, CFPThis week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the couples background with a few facts, along with their objectives and goals. Then, the guys dive into possible solutions for the client to consider. Topics include: Roth IRA conversions, HELOCs, beneficiaries, and trusts.
Fo...
2024-08-2831 minFinancial Planning ExplainedCase Study: Retirement Solutions Part I with Ryan Keefe, CFPOn this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. This is a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Ryan discuss a case study of a married couple approaching retirement. They get into the specifics of the couples background and a few facts, along with their objectives and goals. Tune in next week when they uncover specific strategies that this couple could utilize to maximize their retirement and ensure their estate.
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2024-08-2128 minFinancial Planning ExplainedTax Planning Case Study Part II with Kyle Ryan, CFP, ChFCOn this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a two-part episode case study regarding tax planning.
In this episode, Mike and Kyle review the specifics of the case study, and the dig into tax strategies as it pertains to a self-employed individual. Topics include: NUA (Net Unrealized Appreciation), Roth IRA conversions, and SEP IRAs. This is a great episode discussing taxes for anyone who is a business owner or is self-e...
2024-06-1831 minFinancial Planning ExplainedTax Planning Case Study Part I with Kyle Ryan, CFP, ChFCThis week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a two-part episode discussing a case study revolving around tax planning.
In this episode, Mike and Kyle lay out the groundwork for this case study, discussing the clients goals, and facts about their specific financial picture. They then get into their assets, current investments, and debts. After break, they uncover some key factors to be used as one of the two is self-employed. This is a...
2024-06-1229 minFinancial Planning ExplainedTax Deferred Investments with Ryan Keefe, CFPOn this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This episode discusses the ins and outs of tax deferred investments.
In this episode, Mike and Ryan cover the tax differences between non-qualified annuities, non-deductible, and after0tax 401Ks. They also touch on the advantages and disadvantages of these type of plans. This is a great episode for anyone with questions on investment strategies for tax deferred accounts.
For more information on Menninger & Associates Financial Planning, visit https://maapla...
2024-06-0430 minFinancial Planning ExplainedCybersecurity: Issus & Resolutions with Andres Maldonado & Ryan Keefe, CFPThis week on “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Andres Maldonado and Ryan Keefe, CFP. Andres is the Operations Manager and Ryan is a financial planner at Menninger & Associates Financial Planning. This episode tackles cybersecurity risks and how to navigate them.
In this episode, the guys discuss simple cybersecurity safeguards and prevention, as well as identity theft, along with what to do if your identity is stolen. This is a great episode for anyone, as we all know someone who has had an issue with cybersecurity.
For more information on Menninger & Asso...
2024-05-2829 minFinancial Planning ExplainedUpcoming Tax Law Changes Part III with Nick DeVito, CFPOn 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...
2024-05-0134 minFinancial Planning ExplainedUpcoming Tax Law Changes Part II with Nick DeVito, CFPThis 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 info...
2024-04-2429 minFinancial Planning ExplainedUpcoming Tax Law Changes Part I with Nick DeVito, CFPOn 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...
2024-04-1628 minFinancial Planning ExplainedUncovering Unexpected Planning Needs with Nick DeVito, CFPOn 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
2024-01-0229 minFinancial Planning ExplainedYear-End Tax Planning Part II with Nick DeVitoOn 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
2023-12-1927 min
Rx for Success Podcast173: The Officer: Michael McClam, MDThe CE experience for this Podcast is powered by CMEfy - click here to reflect and earn credits: https://earnc.me/ApRTcZ Michael McClam, MD is currently the Medical Director for the youth division at The Menninger Clinic and an Assistant Professor in the Menninger Department of Psychiatry at Baylor College of Medicine. Prior to that, he worked in various administrative and clinical roles at the clinic to include Director of Admissions, Associate Chief of Inpatient Services, the Comprehensive Psychiatric Assessment Service, the Hope unit, and the Professionals in Crisis Unit. He also had a previous assignment...
2023-12-1157 minFinancial Planning ExplainedYear-End Tax Planning Part I with Nick DeVitoThis week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax planning.
As we reach the end of the calendar year, it is important to review certain considerations for tax planning. In this episode, Mike and Nick discuss options to maximize retirement plan contributions and proper tax withholding.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
2023-12-0528 minFinancial Planning ExplainedUnderstanding Employee Benefits Part II with Nick DeVitoOn 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 is the second episode of a two-part series on employee benefits.
In this episode, the guys continue their discussion on employee benefits. Mike and Nick go into detail about topics such as disability insurance and 401(k) programs. When discussing 401(k)s the two touch on the basics, vesting, and loan options.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
2023-11-2228 min.jpg)
Tech Startups Germany - Startups and Venture CapitalRevolutionizing Securities: Exploring Securities Tokenization and Transparency with CashlinkLike what you hear? You can tip us here: https://www.buymeacoffee.com/Startuprad.io
Executive SummaryIn this episode of Startuprad.io, host Jörn "Joe" Menninger interviews Michael Duttlinger from Cashlink. They discuss the importance of transparency with shareholders and how communication is key during a pivot. Cashlink, a leading registrar for tokenized securities in Germany, aims to disrupt the securities market and provide a more cost-efficient and transparent alternative to traditional intermediaries. They recently raised €7 million in a fundraising round and are collaborating with major financial institutions in Germany. Cashlink is focused on...
2023-11-1632 minFinancial Planning ExplainedUnderstanding Employee Benefits Part I with Nick DeVitoThis week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning.
This episode is the first of a two-part series on employee benefits. In this episode, Mike and Nick discuss what exactly employee benefits are. After a broad overview, they cover in detail topics like open enrollment, health insurance, and life insurance.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
2023-11-1527 minFinancial Planning ExplainedUnderstanding PSERS Part II with Kyle Ryan, CFP, ChFCOn this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System).
In this episode, the show an example of a PSERS statement and all that is involved with it. This episode also reviews the portion of the pensions that can be distributed as a lump sum and how it impacts the pension. They also go into detail about the various payout o...
2023-11-0128 minFinancial Planning ExplainedUnderstanding PSERS Part I with Kyle Ryan, CFP, ChFCThis week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on PSERS (Pennsylvania Public School Employees’ Retirement System).
In this episode, the guys discuss exactly what PSERS is, how the pension is calculated, the differences between older and newer versions of the pension plan, and the parameters around it compared to other pensions.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
*Menninger & Associates is not af...
2023-10-2529 minFinancial Planning ExplainedRetirement Planning Case Study with Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is a case study on retirement planning, which is one of the six major areas of financial planning.
In this episode, Mike and Kyle discuss a case study for a married couple nearing retirement. It’s an interesting case study because it covers topics such as: inheritance, pensions, and 401(k)s. They also discuss possible solutions to the couple’s situation. This is a great episode for an...
2023-10-1830 minFinancial Planning ExplainedCommon Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part V)On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP for the final segment of this series. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning.
This episode is the final episode of a five-part series that reviews various common topics regarding financial planning. This episode also concludes the discussion of retirement planning. Topics include: tax efficient retirement withdrawal strategies, annuity & pension distribution options, and understanding pensions.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-07-1929 minFinancial Planning ExplainedCommon Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part IV)This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning.
This is the fourth episode in a five-part series on common topics of financial planning. We continue to focus on retirement planning in this episode as it is such a vast and important piece of financial planning. Topics include: forecasting retirement expenses, understanding your cost of living and sequence of return risk.
For more information on Menninger & Associates Financial Planning visit ht...
2023-07-1227 minFinancial Planning ExplainedCommon Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part III)On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning.
This is the third episode in a five-part series reviewing common financial planning topics. This episode focuses on the area of retirement planning. Topics Include: funding retirement goals, pre-59½ distribution strategies, and understanding your cost of living. These topics all reference the importance to successful retirement planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-07-0526 minFinancial Planning ExplainedCommon Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II)This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning.
This is the second episode in a five-part series discussing common topics of financial planning. This episode focuses on the investment planning area of financial planning. Topics include: passive index vs. actively managed funds, what to do with a wage increase, harvesting gains/losses, and backdoor Roth IRAs.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-06-2729 minFinancial Planning ExplainedCommon Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part I)On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning.
This episode is the first episode of a five-part series that reviews various common topics regarding financial planning. This episode focuses on the cash management area of financial planning. Topics include: the importance of good credit, HSAs & FSAs, saving programs for children, and ways to give to charities.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-06-2129 minFinancial Planning ExplainedCurrent State of the Economy with Brad Sorensen, CFA (Part I)This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This episode is the first of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. In this first part, Brad and Mike d...
2023-05-1528 min
The Better Than Well: An Addiction & Mental Health Recovery PodcastEpisode 19 "Adolescent Substance Abuse" - Interview w/ Richard Capriola Author of "The Addicted Child: A Parents Guide to Adolescent Substance Abuse"In this episode, Michael Prichard interviews Richard Capriola. Richard has been a mental health and substance abuse counselor for over two decades. He has worked with both teens and adults, including over a decade as an addictions counselor at Menninger Clinic in Houston Texas where he treated both teens and adults. He is the author of "The Addicted Child: A Parent's Guide to Adolescent Substance Abuse." Adolescent substance abuse before, during, and after the pandemic was highlighted in this episode as well as warning signs of substance use that parents should watch for. Every parent should listen to this...
2023-04-0744 minFinancial Planning ExplainedSenior Living & Long-Term Care with Rachael Packer and Kyle Ryan, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer and Kyle Ryan, CFP. Rachael is a senior living specialist at Senior Living Specialists Philly. Kyle is one of the financial advisors on staff at Menninger & Associates.
This is a great episode on senior living and long-term senior care that many households can relate to. Rachael goes into detail about how families transition loved ones into facilities, as well as the financial process of how to do so. Mike and Kyle provide the planning side of that as well. This is a...
2023-03-0728 minFinancial Planning ExplainedCompany Stock Plans Part II with Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
In Part Two of this series on company stock plans, Mike and Kyle go into detail about Employee Stock Options and Employee Stock Purchase Plans (ESPP). This is a great episode if your company offers these types of stock plans and provides examples on how to maximize use of them.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-02-2827 minFinancial Planning ExplainedCompany Stock Plans Part I with Kyle Ryan, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
Of the six areas of financial planning, today's episode focuses on investment planning. Specifically, Mike and Kyle discuss company stock plans. This is a two-part series that covers everything from: stock in a 401k, stock options, RSUs, and employee stock purchase plans. This is a great episode if your company offers stock options and how to maximize them.
For more information on Menninger & Associates Financial Planning visit https://maaplanning...
2023-02-2226 minFinancial Planning ExplainedLife Insurance Planning Part III with Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This episode is the final leg of a three-part series on Life Insurance Planning. This episode goes into detail about the different uses of life insurance (term vs. permanent), and the design of a life insurance program for an individual or family. As part of the design, the hosts discuss methods for calculating the amount of life insurance you may need and for how long you should have it.
...
2023-02-1530 minFinancial Planning ExplainedLife Insurance Planning Part II with Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is again joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This is part two of a three-part series on Life Insurance Planning. This episode discusses the different options when designing a life insurance policy, as well as level vs. increasing death benefits. The hosts also explain the various types of permanent/universal life insurance.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-02-0730 minFinancial Planning ExplainedLife Insurance Planning Part I with Kyle Ryan, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This is the first of a three-part series on a new topic for this show, Life Insurance Planning. This episode explains the different types of insurances, but really details life insurance and just how important it is. The episode details the different types (term and permanent) of life insurance as well and insurance premiums/ratings.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2023-02-0130 minFinancial Planning ExplainedThe Taxation of Trusts with Michael Menninger, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP discusses a topic long overdue on the show, the Taxation of Trusts.
Trusts are used as a very important tool for estate planning, and are commonly used to help effectively transfer wealth to the next generation. In this episode, Mike details Revocable vs. Irrevocable trusts and investing in a trust. He also gives illustrative examples of taxable income estimates via the different tax brackets, and explains the importance of tax planning strategies when investing trust assets.
For more information on Menninger & Associates Fi...
2023-01-2527 minFinancial Planning ExplainedThe SECURE 2.0 Act of 2022 with Kyle Ryan, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.
This is a timely and important episode that discusses the new SECURE 2.0 Act of 2022. The SECURE 2.0 Act provides extraordinary incentives for small business owners to establish retirement plans for their employees. Kyle and Mike go into detail about the changes from the Secure Act of 2019 to the new 2022 Act. The pair then discusses topics including: RMD’s, Auto Enrollment, as well as Employer Match. This is a great episode for small bu...
2023-01-1931 minFinancial Planning ExplainedSmall Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendigOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Ashley Downs and Joel LeBendig. Ashley and Joel are the co-founders of Resync Body Works.
In this episode, Ashley, Joel, and Mike discuss the many challenges of breaking away from being an employee to starting their own small business. As a new business owners, Ashley and Joel discuss the evolution of how they planned the startup of the new business, how they overcame the challenges and pitfalls, as well as the freedom of working for yourself!
For more information on Menninger & As...
2022-10-1329 minFinancial Planning ExplainedViewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFPViewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series covers questions that clients and viewers have asked us over time. In Part III, the panel discusses questions that we get regularly about financial planning firms, such as: what to expect as a new client, what it means to be a fiduciary, and how to work with a financial advisor through the various stages...
2022-10-0428 minFinancial Planning ExplainedViewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series will cover questions that clients and viewers have asked us over time. In Part II, the panel tackles rebalancing your 401(k), the 60/40 balanced portfolio, and the proper investments (and those to avoid) when entering and coming out of a recession.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
2022-09-2827 minFinancial Planning ExplainedViewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
This three-part series will cover questions that clients and viewers have asked us over time. In Part I, the panel discusses combatting inflation in your retirement portfolio, the Fed raising interest rates, and investing in bonds.
2022-09-2127 minFinancial Planning ExplainedOur Investment Philosophy with Ryan Keefe & Kyle Ryan, CFPOn this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.
The panel discusses in detail what the investment philosophy is at Menninger & Associates. There are many facets involved in properly choosing investments for clients, and the guys tackle each of those aspects.
2022-09-1428 minFinancial Planning ExplainedStudent Loan Forgiveness with Kyle Ryan, CFP & Nick DeVitoThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFA and Nick DeVito. Kyle is a senior advisor at Menninger & Associates and Nick is the newest member of the team. They both have recently dealt with student loan debts, so this topic is very pertinent to the two.
With the conversation of student loan forgiveness promised by the White House, millions of students and former students across the country have many questions. In this episode the guys discuss everything that we know so far and provide great advice for anyone with...
2022-09-0734 minFinancial Planning ExplainedFinancial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan KeefeOn this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering questions asked by our audience in the final leg of a four part panel series.
In the final Q&A episode, the guys talk about the difference between active and passive investing, growth and value stocks, and getting bumped into a higher tax bracket.
2021-11-0330 minFinancial Planning ExplainedFinancial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan KeefeThis week on Financial Planning: Explained, host Michael Menninger, CFP is once again accompanied by Kyle Ryan, CFP and Ryan Keefe for part 3 of this four part Q&A series. Ryan and Kyle are both junior staff members at Menninger & Associates financial planning.
In part 3, the trio discusses backdoor Roth IRAs, the rules behind gifting money, and the very popular subject of how to combat inflation.
2021-10-2627 minFinancial Planning ExplainedFinancial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan KeefeOn this week's on Financial Planning: Explained, host Michael Menninger, CFP joined again by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering more questions that were asked by our audience.
In the second part of this four part Q&A series, the trio talks about the right time to take social security, investment allocations by age, and tax write offs.
2021-10-2028 minFinancial Planning ExplainedFinancial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan KeefeThis week on Financial Planning: Explained, host Michael Menninger, CFP is once again joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are back to answer more financial planning questions as the first two-part series received such a great response.
In the first part of this new four part Q&A series, the guys discuss how to select 401(k) investment options, the retirement plans available to small business owners, and recouping your investment from disastrous medical bills.
2021-10-1227 minFinancial Planning ExplainedFinancial Planning Q&A Part II with Kyle Ryan, CFP & Ryan KeefeOn this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP continues the conversation with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.
This week, the team discusses topics like how to choose the right financial planner for you, tax returns, and when is the best time to sell a stock/investment.
2021-08-1830 minFinancial Planning ExplainedFinancial Planning Q&A Part I with Kyle Ryan, CFP & Ryan KeefeThis week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.
The trio addresses commonly asked questions that financial planners face every day. From investing to 401(k) and even insurance, they touch on important topics that we face every day.
2021-08-1028 minFinancial Planning ExplainedFirst Time Homebuyers with Kyle Ryan, CFP"What should I know about buying my first home?"
This week on Financial Planning: Explained, we cover the intricacies of buying your first home, through the eyes of a first time home buyer. Host Michael Menninger, CFP is joined once again by Kyle Ryan, CFP, an associate at Menninger & Associates.
Buying your first home can be intimidating, here are a few tips and tricks you should know before making the largest purchase of your life.
2021-04-2827 minFinancial Planning ExplainedTraditional vs. Roth 401(k) with Kyle Ryan, CFPOne of the most often asked questions of financial planners is, "Should I contribute to a Traditional or a Roth 401(k)?"
On this weeks episode of Financial Planning: Explained, we cover contributing to Traditional or a Roth 401(k). Host Michael Menninger, CFP is joined by Kyle Ryan, CFP, an associate at Menninger & Associates.
Although it depends on your unique financial situation that determines whether you should contribute to a Traditional or Roth 401(k), Mike and Kyle draw out many of the determining factors.
2021-04-2127 minFinancial Planning ExplainedBusiness Succession Planning with Michael Egan, ChFCBusiness succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement.
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019.
By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.
2021-03-3029 minFinancial Planning ExplainedUnderstanding Social Security Part I with Michael Menninger, CFPThis week on Financial Planning: Explained, host Michael Menninger, CFP® introduces Social Security. This is a two part series that provides an in-depth analysis on understanding how Social Security works and the benefits of the system. Part I gives a broad overview of how Social Security works, where Part II investigates the specifics in great detail.
2021-02-1625 minFinancial Planning ExplainedTemple Financial Planning Program with Cindy Axelrod & Kyle RyanOn this weeks episode on Financial Planning: Explained host Michael Menninger, CFP® sits down with Cindy Axelrod, CFA and Kyle Ryan, CFP®. Cindy is the Director of the Financial Planning Program at Temple University's Fox School of Business. Kyle is a Financial Planner at Menninger & Associates and a recent graduate from the Temple Financial Planning Program. Tune in as the trio talks about the process students go through to become a Financial Planner, and the transition into the business world.
2021-01-2628 minFinancial Planning ExplainedRetirement Planning & Distribution with Michael Menninger, CFPIn 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.
2021-01-1330 minFinancial Planning ExplainedFundamental of Estate Planning with Michael Menninger, CFPIn 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.
2020-12-1830 minFinancial Planning ExplainedTax Planning Part II with Michael Menninger, CFP
In this weeks episode of Financial Planning Explained, host Michael Menninger, CFP covers part two on Tax Planning. After reiterating the foundation of the tax system, Michael uncovers some interesting and unique Tax Strategies.
2020-11-2730 minFinancial Planning ExplainedTax Planning Part I with Michael Menninger, CFPThis week, Michael Menninger, CFP discusses the first half of a two part series on Tax Planning as it pertains to Financial Planning as a whole.
2020-11-1832 min