Financial Planning Explained

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...

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.   Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

On 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 investin...

This 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 inflatio...

On 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 al...

This 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...

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back the shows inaugural guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where his practice advises and counsels clients in the areas such as: elder law, life care planning, asset protection, veterans’ benefits, and many others.   In the previous episode, B...

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP chats with Jack Linvill, a retired Long Term Care Planner.   Jack and Mike cover the origins of how Jack became a long-term care planner, some examples of individuals who need to plan for long term care, the costs incurred for care, and things that families should consider when planning for potential long term car...

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP sit down with Mike Yurcho. Mike is an owner and developer of multiple Panchero's Mexican Grill stores in the New Jersey area. Mike discusses the origins and challenges of developing a franchise in two of the most difficult eras in modern history; the 2008 recession and the 2020 pandemic.

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning.   Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook or simply wait too long to design a...