Financial Planning Explained

Financial Planning Explained

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Financial Planning Explained episodes

  • 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

    30 min
  • 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

    33 min
  • 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

    30 min
  • 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

    27 min
  • 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

    29 min
  • Senior Independent Living Care with Heather Esham

    This week on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes Heather Esham. Heather is the owner & founder of SILC (Senior Independent Living Companions). SILC provides active and engaging care services to seniors aging in place.

    In this episode, Heather and Mike discuss options that seniors have when it comes to aging in place on their terms. They also discuss the different types of care as well as affordability and insurance coverage. This is a great episode for anyone that has a loved one who wants to remain independent but could use a little help.

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

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

    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

    31 min
  • Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP

    This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions.

    In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this couples financial facts as well as their goals, and then they go into a huge opportunity that the couple missed in the prior years tax season.

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

    29 min
  • Social Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFC

    On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security.

    In this episode, Mike and Kyle discuss when to apply for social security, specific strategies to consider, and the taxation of social security. This is a great episode that really dives into the heart of the topic and answers a lot of questions that you may have.

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

    29 min
  • Social Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFC

    On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a three-part series on understanding the rules and nuances of social security.

    In this episode, Mike and Kyle talk about the types of social security benefits. The guys also discuss full retirement age, as well as specific case studies that they have personally come across in their careers. This is a great series for anyone coming up on or currently collecting social security.

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

    30 min

About Financial Planning Explained

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Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification,…

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