financialplanningexplained

Financial Planning Explained

Education EN ↓ 205 episodes

Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn...

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financialplanningexplained

Episodes

Understanding Mortgages with Mike Harvey 25.05.2021 28:23

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.

Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq. 19.05.2021 28:50

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.

Understanding Property & Casualty Insurance with Michael Cellucci 12.05.2021 28:19

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.

Running A Restaurant During Covid with Anthony Natale 06.05.2021 25:45

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.

First Time Homebuyers with Kyle Ryan, CFP 28.04.2021 27:31

"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...