Financial Planning Explained

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss unexpected planning needs that people often overlook. Topics in this episode include: paying off debt, utilizing the benefits of a HELOC (Home Equity Line of Credit), m...

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series discussing year-end tax planning. In this episode, Mike and Nick review further considerations for year-end taxes. Topics in this episode include: tax loss...

This 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...

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This 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 disabilit...

This 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 i...

On 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 invo...

This 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 diffe...

On 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. I...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the final episode in the three-part series on business franchising. This episode focuses on the process of purchasing a franchise. Topics include: financing the purchase, marketing ventures, and the im...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is part two of a three-part series on business franchising. This episode focuses on the factors to consider when deciding on purchasing a franchise and which franchisor. Topics include:...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Marty Greenbaum, CFE. Marty is the Founder and Senior Franchise Consultant at Smart Franchise Investing. This is the first episode in a three-part series discussing business franchising. This episode provides an overview of business franchising, how it works, and many of the advantages of franchising. Topics include:...

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 co...

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...

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 retir...

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 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 pla...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by 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...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back 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...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down again 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 the...

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...

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Jon Groth. Jon is a proven Wisconsin Personal Injury and Litigation Attorney at Groth Law Firm, S.C. and Samster, Konkel & Safran Law Offices, a division of Groth Law Firm, S.C. This is a great episode that nearly everyone can relate to, whether you’ve had a neglectful injury occur or know a friend of family mem...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Anca Trofin. Anca is the owner of Aim High Wellness and Travel, where she blends being a massage therapist, spin instructor, and travel guide. In this episode, Anca and Mike discuss the importance of traveling efficiently and more specifically, the importance of a travel agent and just the value tha...

This 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 abo...

On 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...

This 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,...