Financial Planning Explained podcast

Financial Planning Explained

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. 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 strategies used every day!

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. 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 strategies used every day!

 

#200

Beginning of the Year Financial Planning with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVi... more

9 hrs Ago

32 MINS

32:29

9 hrs Ago


#199

What Is Tax-Loss Harvesting? with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sit... more

10 Dec 2025

28 MINS

28:00

10 Dec 2025


#198

One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyl... more

26 Nov 2025

32 MINS

32:14

26 Nov 2025


#197

Business Franchise Consulting (Part II) with Harris Gubin

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP wel... more

19 Nov 2025

33 MINS

33:10

19 Nov 2025


#196

Business Franchise Consulting (Part I) with Harris Gubin

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris G... more

12 Nov 2025

30 MINS

30:38

12 Nov 2025


#195

Pensions: Strategies & Recommendations with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP wel... more

05 Nov 2025

28 MINS

28:18

05 Nov 2025


#194

Pension Plans 101 with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nic... more

29 Oct 2025

28 MINS

28:17

29 Oct 2025


#193

Fourth Quarter Market Outlook with Brad Sorensen, CFA

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP wel... more

22 Oct 2025

38 MINS

38:27

22 Oct 2025


#192

Third Quarter Market Recap with Brad Sorensen, CFA

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sore... more

19 Oct 2025

32 MINS

32:12

19 Oct 2025


#191

Property & Casualty Insurance (Part II) with Steve Gannon and Kyle Ryan, CFP, CFC

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Stev... more

08 Oct 2025

28 MINS

28:31

08 Oct 2025


#190

Property & Casualty Insurance (Part I) with Steve Gannon and Kyle Ryan, CFP, CFC

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is ... more

01 Oct 2025

28 MINS

28:23

01 Oct 2025


#189

Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick... more

23 Sep 2025

36 MINS

36:30

23 Sep 2025


#188

Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is ... more

17 Sep 2025

29 MINS

29:07

17 Sep 2025


#187

Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle... more

09 Sep 2025

32 MINS

32:29

09 Sep 2025


#186

Financial Planning Case Study (Part I) with Kyle Ryan, CFP, ChFC

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is ... more

03 Sep 2025

32 MINS

32:41

03 Sep 2025


#185

Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick... more

26 Aug 2025

36 MINS

36:30

26 Aug 2025


#184

Debt Management & Inheritance Case Study Part I with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is ... more

20 Aug 2025

27 MINS

27:02

20 Aug 2025


#183

Precious Metals Investing Part II with Brandon Thor

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Bran... more

13 Aug 2025

29 MINS

29:13

13 Aug 2025


#182

Precious Metals Investing Part I with Brandon Thor

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welco... more

06 Aug 2025

29 MINS

29:16

06 Aug 2025


#181

Common Financial Planning Questions with Kelly Steyn

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Ste... more

29 Jul 2025

30 MINS

30:19

29 Jul 2025