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Financial Planning Explained
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Добавлен 15 сен 2020
Financial Planning: Explained is a weekly educational show that discusses unique approaches to financial planning.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Information provided is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Information provided is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP® is welcomes back Nicholas DeVito, CFP®. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick really dig into the solutions of this case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning.
For more information on Menninger & Associates Financial Planning ...
In this episode, Mike and Nick really dig into the solutions of this case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning.
For more information on Menninger & Associates Financial Planning ...
Просмотров: 64
Видео
Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP
Просмотров 6414 дней назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions. In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, ...
Social Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFC
Просмотров 4621 день назад
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle discuss when to apply for social security, specific strategi...
Social Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFC
Просмотров 8228 дней назад
On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discus...
Social Security: Understanding the Rules & Nuances Part I with Kyle Ryan, CFP, ChFC
Просмотров 63Месяц назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part one of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle discuss the history of social security and the wage tax, the different types...
Business Franchise Ownership with Jeff Schubert
Просмотров 50Месяц назад
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Jeff Schubert. Jeff is the owner of three local franchises of Budget Blinds. Budget Blinds offers a wide range of innovative and stylish cordless and motorized window covering solutions. In this episode, Jeff and Mike discuss the many different facets of owning a franchise. This episode provide...
Interpreting the Fed Interest Rate Cut with Brad Sorensen, CFA
Просмотров 832 месяца назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is a timely episode, as it discusses the recent interest rate cut by the Fed. In this episode, Brad and Mike discuss how the Fed has recently cut rates by 0.5%, which is the first tim...
Employer-Sponsored Insurance Plans with Bryan Nester
Просмотров 672 месяца назад
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Bryan Nester. Bryan is the founder and President at Nester Insurance Inc. Nester Insurance is an independent insurance and financial services firm with offices in Pennsylvania and New Jersey. In this episode, Bryan and Mike discuss employer-sponsored insurance benefits. In the first half of the ep...
Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP
Просмотров 1242 месяца назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and backg...
Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP
Просмотров 662 месяца назад
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background o...
Case Study: Retirement Solutions Part II with Ryan Keefe, CFP
Просмотров 713 месяца назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the co...
Case Study: Retirement Solutions Part I with Ryan Keefe, CFP
Просмотров 643 месяца назад
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. This is a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Ryan discuss a case study of a married couple approaching retirement. They get into the specifics of the couples background and a f...
2024 Mid-Year Economic Update & Forecasts Part III with Thomas Balis, CFA
Просмотров 323 месяца назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Thomas Balis, CFA. This is part three of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Thomas and Mike talk about the Federal Reserve and interest rates, along with deficit spen...
How Bad Was This 'Black Monday'? with Brad Sorensen, CFA
Просмотров 1203 месяца назад
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Brad and Mike discuss exactly what happened this past Monday, August 5th. From the roller-coaster ride of the Japanese markets to the affect it had on global mark...
2024 Mid-Year Economic Update & Forecasts Part II with Thomas Balis, CFA
Просмотров 393 месяца назад
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. This is part two of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Thomas and Mike discuss the upcoming election and traditionally how the markets react t...
2024 Mid-Year Economic Update & Forecasts Part I with Thomas Balis, CFA
Просмотров 274 месяца назад
2024 Mid-Year Economic Update & Forecasts Part I with Thomas Balis, CFA
Financial Therapy & Psychology Part III with Dr. Maggie Baker
Просмотров 334 месяца назад
Financial Therapy & Psychology Part III with Dr. Maggie Baker
Financial Therapy & Psychology Part II with Dr. Maggie Baker
Просмотров 364 месяца назад
Financial Therapy & Psychology Part II with Dr. Maggie Baker
Financial Therapy & Psychology Part I with Dr. Maggie Baker
Просмотров 434 месяца назад
Financial Therapy & Psychology Part I with Dr. Maggie Baker
Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC
Просмотров 1405 месяцев назад
Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC
Tax Planning Case Study Part I with Kyle Ryan, CFP, ChFC
Просмотров 1915 месяцев назад
Tax Planning Case Study Part I with Kyle Ryan, CFP, ChFC
Tax Deferred Investments with Ryan Keefe, CFP
Просмотров 575 месяцев назад
Tax Deferred Investments with Ryan Keefe, CFP
Cybersecurity: Issus & Resolutions with Andres Maldonado & Ryan Keefe, CFP
Просмотров 306 месяцев назад
Cybersecurity: Issus & Resolutions with Andres Maldonado & Ryan Keefe, CFP
Upcoming Tax Law Changes Part III with Nick DeVito, CFP
Просмотров 1646 месяцев назад
Upcoming Tax Law Changes Part III with Nick DeVito, CFP
Upcoming Tax Law Changes with Nick DeVito, CFP - Part II
Просмотров 1357 месяцев назад
Upcoming Tax Law Changes with Nick DeVito, CFP - Part II
Upcoming Tax Law Changes with Nick DeVito, CFP - Part I
Просмотров 1427 месяцев назад
Upcoming Tax Law Changes with Nick DeVito, CFP - Part I
Uncovering Unexpected Planning Needs with Nick DeVito, CFP
Просмотров 9210 месяцев назад
Uncovering Unexpected Planning Needs with Nick DeVito, CFP
Year-End Tax Planning Part II with Nick DeVito
Просмотров 10011 месяцев назад
Year-End Tax Planning Part II with Nick DeVito
Year-End Tax Planning Part I with Nick DeVito
Просмотров 16611 месяцев назад
Year-End Tax Planning Part I with Nick DeVito