Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP

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 of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement.
For more information on Menninger & Associates Financial Planning visit maaplanning.com
Meet Mike Menninger, CFP the host of Financial Planning: Explained
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0:01 - 0:34 Introduction
1:28 - 1:59 Why Case Study is Important
2:08 - 3:52 Overview of Case Study
3:53 - 5:41 Understanding Social Security
5:42 - 8:40 Cost of living after retirement and how to find it
10:16 - 11:32 Roth 401(k)
12:46 - 13:53 Health Care Savings (HSA)
14:00 - 15:32 Cash and CDs
17:00 - 18:31 Investment allocation
18:41 - 20:12 Stocks
20:13 - 20:54 Tax Factors
20:55 - 21:43 Investor risk tolerance
21:44 - 23:31 Is it good to sell an investment when it’s down?
23:50 - 24:07 All about Bonds
24:10 - 26:10 Employer Benefits