Financial Planning Explained

"Financial Planning Explained" aims to provide valuable insights.

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Latest Episodes

Fourth Quarter Market Outlook with Brad Sorensen, CFA

Fourth Quarter Market Outlook with Brad Sorensen, CFA

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond.

In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter. ​

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

Third Quarter Market Recap with Brad Sorensen, CFA

Third Quarter Market Recap with Brad Sorensen, CFA

This week on 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. This episode discusses the third quarter performance in the markets.

In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a great episode to catch up on the current status of the stock market. ​

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

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

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 Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the second episode of a two-part series on property & casualty insurance.

In this episode, the guys talk about umbrella liability insurance from a business vs personal standpoint. They also discuss vehicle insurance and how coverage is determined when driving someone else's car, along with insurance pertaining to Uber and Lyft services. This is a great episode for anyone who has questions about any form of property or casualty insurance.

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

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

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 joined by Steve Gannon and Kyle Ryan, CFP, ChFC. Steve is the president and founder of Gannon Insurance Agency. This is the first episode of a two-part series on property & casualty insurance.

In this episode, the guys discuss increases in insurance due to inflation, full tort vs. limited tort insurance, and coverage options for home insurance. This is a great episode for anyone who has questions about any form of property or casualty insurance.

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

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

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

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on estate planning.

In this episode, Mike and Nick talk about the utilization of trusts for the sake of distributing assets through generations. The guys then dive deep into the taxation of estates on both the federal and state levels. This is a great episode for anyone who has questions about estate planning, wills, or trusts.

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

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

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

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning.

In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking about advanced concepts of estate planning. This is a great episode for anyone who has questions about estate planning, wills, or trusts.

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

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

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

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.

In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family regarding tax planning and estate planning. This is a great episode for anyone who has questions within the entire scope of financial planning.

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

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

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 joined by Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study.

In this episode, Mike and Kyle discuss a case study that deals with every aspect of financial planning, including: cash management, tax planning, insurance planning, investment management, retirement planning, and estate planning. The guys begin to discuss strategies but will dig deeper in part II. This is a great episode for anyone who has questions within the entire scope of financial planning.

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

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

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

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.

In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a great episode for anyone who is in debt and concerned about their financial future.

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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