Financial Planning Explained

"Financial Planning Explained" aims to provide valuable insights.

Basic Member

Latest Episodes

General Financial Planning Q&A with Nick DeVito, CFP

General Financial Planning Q&A with Nick DeVito, CFP

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planners at Menninger & Associates Financial Planning. This is the first episode of a multi-episode Q&A series.

In this episode, the guys address general financial planning questions. This episode covers basic, commonly asked financial planning questions like, "What's the first step in getting started with financial planning?" and "How often should I update my financial plan?" This is a great episode for anyone that is interested in educating themselves in the world of financial planning.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

2025 Market Outlook with Brad Sorensen, CFA & Kyle Ryan, CFP, ChFC

2025 Market Outlook with Brad Sorensen, CFA & Kyle Ryan, CFP, ChFC

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planner at Menninger & Associates Financial Planning.

In this episode, the guys discuss what to expect from the markets in 2025. Topics include: earnings expectations, Fed rate cuts, inflation, nuclear energy, and AI. This is a great episode for anyone investing in 2025!

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

2024 Market Recap with Brad Sorensen, CFA & Kyle Ryan, CFP

2024 Market Recap with Brad Sorensen, CFA & Kyle Ryan, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Brad Sorensen, CFA and Kyle Ryan, CFP. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research, and Kyle is a financial planners at Menninger & Associates Financial Planning.

In this episode, the guys recap the markets over the past year. Topics include: the magnificent seven stocks, inflation, job markets, and corporate earnings. This is a great episode for anyone looking to better understand how and why the stock market performed in 2024.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP

Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.

In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers everything from risk tolerance and retirement planning to beneficiaries in your will. This is a great episode for anyone looking to create good financial planning habits for the new year.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Financial Planning Considerations for the New Year Part I with Nick DeVito, CFP & Ryan Keefe, CFP

Financial Planning Considerations for the New Year Part I with Nick DeVito, CFP & Ryan Keefe, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.

In this episode, the guys discuss financial planning considerations for the start of the new year. They detail cash management with topics like emergency funds, HELOCs, understanding expenses, and managing debt. This is a great episode for anyone looking to create good financial planning habits for the new year.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

The Draft & Life in the NFL with Mike Guman

The Draft & Life in the NFL with Mike Guman

This week on "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is the final part of a four-part series discussing Mike's journey through his football career.

In this episode, Mike and Mike discuss life in the NFL regarding injuries, travel, and the offseason. They also discuss the evolution of the sport and recent rule changes in the NFL in order to increase player safety. This is a great episode to bring this four-part series to a close.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

College Football, NIL, & the Transfer Portal with Mike Guman

College Football, NIL, & the Transfer Portal with Mike Guman

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part three of a four-part series discussing Mike's journey through his football career.

In this episode, Mike and Mike talk about the NFL draft process and life as a rookie. They also discuss the structure and debates surrounding the NIL and transfer portal in college football. This is a great episode for any college football fan.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

College Football & the New Playoff Structure with Mike Guman

College Football & the New Playoff Structure with Mike Guman

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part two of a four-part series discussing Mike's journey through his football career.

In this episode, Mike and Mike discuss the transition into college football as a freshman. They also talk about some of Mike's career highlights in championship and bowl games, as well as the new 12-team playoff structure in college football. This is a great episode packed with a lot of history discussing old players and coaches.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

High School Football & College Recruiting with Mike Guman

High School Football & College Recruiting with Mike Guman

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Mike Guman. Mike is a retired NFL running back, former Penn State alumni, and recent inductee to the Pennsylvania Sports Hall of Fame. This is part one of a four-part series discussing Mike's journey through his football career.

In this episode, Mike and Mike talk about high school football and the college recruiting process. They discuss Mike's undefeated senior high school season, his recruiting visits to the top schools in the country, and then close with his first game at Penn State as a freshman. This is a great series for any football fan or even just those curious about the journey of an NFL player starting in high school.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Bio of Financial Planning Explained

"Financial Planning Explained" is an educational channel hosted by Menninger & Associates, a firm that follows the fundamentals of financial planning. The podcast aims to provide valuable insights and knowledge on various financial topics to empower listeners in making informed decisions.

The podcast covers a wide range of subjects, including investment strategies, retirement planning, tax reduction strategies, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. The goal is to provide listeners with practical information and strategies that can be applied in their own financial planning journeys.

Menninger & Associates strongly believes in the power of education and knowledge in making sound financial decisions. Their informative meetings with clients aim to ensure that clients understand the reasoning behind their decisions and have a clear understanding of the strategies being implemented.

Similar Podcasts

Podcasts

United States

Inner Feminine Beast™ is a podcast hosted by Cynthia Stant.

Women in Family Business is a global initiative that offers an opportunity to women from all over the world.

The CEO Dialogue, Led by Jean-François Manzoni.

The Yoga And... Podcast, hosted by Ashley Weber.

Podcasts

United States

"Go Pitch Yourself" podcast on audience reach via interviews, and speaking.

Podcasts

Canada

Branding Matters, hosted by the charismatic Branding Badass.

The Law of Attraction Tribe Podcast, hosted by Stephanie Keith.

Podcasts

United States

"Financial Crime Matters," hosted by Kieran Beer.

Inside the Strategy Room goes beyond surface-level discussions.

back-to-top