Financial Planning Explained

This 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...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of 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...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of 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....

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Brian McCarthy. Brian is the Founder & President of Open Tier Systems. They are a leading provider of IT, VoIP, and Networking solutions and services for small to medium sized businesses. Brian and Mike touch on cyber security for businesses and how to keep your assets and website safe. This episode...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals. This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back real estate agent, David Cary and his new Co-Founding Partner, Douglas Braun. Dave and Doug recently opened their own real estate agency called Prime Real Estate, which employs 20 agents. This episode touches on all the questions we get asked regularly about the housing market. From the recent increase in interes...

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome Stacy Francis, CFP. Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today. Stacy and Mike discuss her expertise, which is financial planning for wo...

On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.   In part two, Mike discusses topics including: widowed spouses, taxes, ben...

This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning. In part one, Mike touches on examples including...

Inflation continues to rise; will it ever end? This week is Part II of our timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management. In part II, Gene and Mike discuss indicators used to determine what to expect from the mark...

Inflation and rising interest rates have wreaked havoc on the markets so far this year. Why, and will this continue? This week is Part I of an exciting and timely two-part series on Financial Planning: Explained. In this two-part series, Host  Michael Menninger, CFP®  welcomes  Gene Goldman, CFA . Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management. Gene a...

This week on Financial Planning: Explained, host Michael Menninger, CFP is again joined by occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This week’s episode provides two different case studies. The first scenario discuss...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kathe Kline. Kathe is a best-selling author and founder of MedicareQuick, who helps navigate through the uncertain waters of the Medicare system. Kathe and Mike discuss the nuances of Medicare and supplemental insurance programs in great detail. There are little known penalties that even some experts haven’t heard of,...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Larry Faulkner for Part II of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of finance.   In Part II, Larry and Mike dive deeper into the behavioral aspects of consumer...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Larry Faulkner for Part I of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of financial planning. This episode touches on the origins of financial behavio...

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome back Herb Morgan. Herb is a very insightful guest who has been on the show before. He is the Senior Managing Director and Chief Investment Officer of Efficient Market Advisors. Herb has been a guest on CNBC Television, Fox News and CBS Market Watch, along with many other publications. With over 55 years o...

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. This episode touches on multiple areas of financial planning, such as maximizing tax ef...

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP discusses the popular topic that we hear often - debt management. There are multiple ways to get out of debt, but every situation is unique when it comes to a solution. In this episode, Mike covers ideas like: unique way to effectively take money out of an IRA to pay off debt without paying a tax penalty, fixing c...

This week on Financial Planning: Explained, host Michael Menninger, CFP covers the topic of maximizing tax efficiency for retirement, as well as maximizing Social Security benefits. There are many facets to consider when it comes to collecting Social Security, and also how the answer to one question results in opening several other doors to help maximize tax efficiency throughout retirement, and e...

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP continues the series on Case Studies. In this episode, Mike continues with Part II of Maximizing Social Security Benefits. This case study incorporates numerous complexities and strategies for navigating and maximizing the Social Security system, including a strategy of collecting survivor benefits while allowing...

This week on Financial Planning: Explained, host Mike Menninger, CFP starts a new series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations. The first case study discusses Maximizing Social Security Benefits. There are many different facets when it comes to Social Security, and everyone's situat...

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Carol Verhake. Carol is the owner and founder of Lasting Landscapes by Carol. Carol and Mike discuss her transition from corporate America to following her dream by starting her own landscaping business. For anyone considering a career change, this episode is a must watch.

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Gaston Escudero. Gaston is the Mid Atlantic Regional Sales Director at NexPoint. Gaston and Mike explore the various options of alternative investing. Breaking the traditional Stock/Bond blend, alternative investments allow you to further diversify your investment portfolio.

This week on Financial Planning: Explained, host Michael Menninger, CFP® is joined by Paul Deloughery. Paul is a Managing Attorney at Sudden Wealth Protection Law, PLC.   Paul and Mike talk about sudden wealth and how important it is to protect it. Whether it be an inheritance, trusts, or estates, the legal piece is extremely important so that you keep what is rightfully yours.

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Autumn Nessler. Autumn is a Certified Retirement Options Coach at An Intentional Life, LLC.    Autumn and Mike discuss the soft side of retirement planning for women. Women in the work place face many challenges through their career including: marriage, pregnancies, raising children. Autumn and Mike...