Financial Planning Explained

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,...

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. 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 a...

On 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 als...

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. 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 de...

On 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...

This 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...

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 two of the financial advisors at Menninger & Associates. This episode touches on a broad scope of topics ranging from asset distribution, paying yourself as a small business owner, and borrowing from a retirement account. This is a very descriptive an...

This 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 is a great episode for young professionals in the workforce. Topics include: establishing initial credit, being prepared for a financial emergency, and the most important component of a financial pl...

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. In this episode the guys dive into the topic of “When is a good time to start retirement planning?” This episode covers everything from capital gains, inheritance taxes, even the current homebuying conditions.

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 two of the financial advisors at Menninger & Associates. Continuing last weeks discussion in Part 2 of a 2-part series, on what exactly is financial planning, the guys cover the remaining three areas of financial planning, including: Investment Planni...

This 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. Back by popular demand, the trio continues the series of viewer question & answer. This episode discusses in detail, the first three out of the six areas of financial planning including: Cash Management,...

On 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...

Viewer 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...

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 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...

This 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 ra...

On 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...