Financial Planning Explained

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP are joined once again by Shellee Howard. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies.   In part two of this College Ready series, the trio continues the discussion of college preparedness. Topics covered include: FAFSA and other financial aid avenues, EFC ca...

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP kick off a two-part series on college readiness. Mike and Kyle welcome Shellee Howard to the show this week. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies. She is also a Certified Independent College Strategist and a best-selling author.   The tri...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Herb Morgan. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors. With 34 years of investment experience, Herb has been interviewed by Forbes, CBS Market Watch, and The Wall Street Journal to name a few. He has also been a guest on Fox News and CNBC television.   Herb and Mike c...

On 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.

This 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.

This week on Financial Planning: Explained, host Mike Menninger, CFP welcomes Dave Bardsley. Not only is Dave is a District Sales Manager at Johnson Controls, but he is also a client of Mikes.   Dave and Mike examine financial planning & wealth management through the eyes of a client. They also delve into the importance and journey of becoming financially independent.

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP is joined by Devon McCrossin. Devon is a Partner at Boomtown Internet Group. Devon and Mike discuss building a website for businesses, as well as the importance of search engine optimization (SEO) no matter how big or small a business is.

This week on Financial Planning: Explained, host Mike Menninger, CFP sits down with Nick Lensander. Nick is the founder of Lenk Media based out of Santa Barbara, California. Nick and Mike talk about digital marketing strategy and creating content, and the importance of businesses in any industry utilizing social media.

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP welcomes a very unique guest, his son, Tim Menninger. Tim is an Embedded Software Engineer at Green Hills Software in Santa Barbara, California.   Tim and Mike discuss the importance of the operating system, how much it is used in day to day life, and even a few stories from the old days.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Bob Matje. Bob is a Pharmaceutical Professional at RemTech LLC.   Bob and Mike examine running a pharmaceutical plant as a plant manager, the process of patenting pharmaceutical drugs, and the value of a consultant in any industry.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals.   Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the pa...

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Eckenrode. Mike is a retired land surveyor with Hanover Engineering Associates, Inc. Partially enjoying full retirement, Mike now spends his days as a groundskeeper at Fox Hollow Golf Club.   Mike and Mike discuss financial planning tactics upon entering retirement, as well as the intricacies of surveying lan...

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Mark Bostwick. Mark is the Vice President of Business Development for Police and Fire Federal Credit Union.   Mark and Mike discuss refinancing mortgages at a lower rate. They compare the pros and cons of using traditional lenders to that of credit unions, which many people are unaware of.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams.   Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridi...

Are you aware of all the facets that go into a mortgage?   This week on Financial Planning: Explained, Mike is joined by Mike Harvey. Mike is a Mortgage Professional and co-owner of Vantage Point Financial Group.   In this episode, Mike and Mike discuss everything from programs for first time home buyers to interest rates of investment properties vs primary homes.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd. Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

This week on Financial Planning: Explained, Mike is joined by Mike Cellucci.  Mike is the owner of Cellucci Foran Insurance, Inc., located in Springfield, PA, where Mike focuses on Property and Casualty insurance.   The two Mike’s review who may need property casualty insurance and what options do you have when applying for insurance.

This week on Financial Planning: Explained, Mike is joined by the Owner of Anthony’s Italian Restaurant in Malvern, Anthony Natale.   Mike and Anthony discuss what it was like owning a restaurant during covid, what Anthony’s did to make it through the pandemic, and what he would change if he had to do it all over again.

"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...