Financial Planning Explained

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...

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...