Financial Planning Explained

"Financial Planning Explained" aims to provide valuable insights.

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Latest Episodes

Investment Planning Q&A Part II with Kyle Ryan, CFP, ChFC

Investment Planning Q&A Part II with Kyle Ryan, CFP, ChFC

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the sixth episode of a multi-episode Q&A series.

In this episode, Mike and Kyle continue to address common questions regarding investment planning. The guys cover individual stocks vs index funds, alternative investments (such as real estate or commodities), employee sponsored retirement plans, and tax implications of investments. This is a great episode for anyone who wants to understand the more technical side of investing.

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

Investment Planning Q&A Part I with Kyle Ryan, CFP, ChFC

Investment Planning Q&A Part I with Kyle Ryan, CFP, ChFC

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Kyle Ryan CFP. ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This is the fifth episode of a multi-episode Q&A series.

In this episode, Mike and Kyle answer common questions regarding investment planning. In this episode, the guys cover the basics of investing, including: stocks, bonds, mutual funds, asset allocation, diversification, index funds, and risk. This is a great episode for anyone who is looking to invest in any type of retirement fund.

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

Risk Management & Insurance Q&A with Ryan Keefe, CFP

Risk Management & Insurance Q&A with Ryan Keefe, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the fourth episode of a multi-episode Q&A series.

In this episode, Mike and Ryan answer frequently asked questions regarding risk management and insurance. Topics covered include: term care vs whole life policies, disability insurance, long-term care insurance, and umbrella liability insurance. This is a great episode for anyone seeking basic information on insurance coverage.

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

Debt Management Q&A with Ryan Keefe, CFP

Debt Management Q&A with Ryan Keefe, CFP

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is sits down with Ryan Keefe, CFP. Ryan is a financial planner at Menninger & Associates Financial Planning. This is the third episode of a multi-episode Q&A series.

In this episode, Mike and Ryan discuss debt management. Debt management is a broad subject, but the guys answer commonly asked questions regarding multiple debts, the snowball vs. avalanche approach, credit cards, credit scores, and secured vs. unsecured loans. This is a great episode for anyone who is exploring ways to manage their current debt.

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

Retirement Planning Q&A with Nick DeVito, CFP

Retirement Planning Q&A with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join again by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a multi-episode Q&A series.

In this episode, Mike and Nick discuss frequently asked retirement planning questions. This episode covers questions like 401(k) vs. Roth, Social Security, the 4% rule, and when to start planning for retirement. This is a great episode for anyone, at any age, that is ready to start saving for retirement.

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

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

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.

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