Financial Planning Explained

Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP


Listen Later

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick 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 particular 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 visit https://maaplanning.com

...more
View all episodesView all episodes
Download on the App Store

Financial Planning ExplainedBy financialplanningexplained

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

25 ratings


More shows like Financial Planning Explained

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,214 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

475 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

583 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Long View by Morningstar

The Long View

918 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

818 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners