This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics include: stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Life & Disability Insurance, and 401(k)s.

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

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement.

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

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the couples background with a few facts, along with their objectives and goals. Then, the guys dive into possible solutions for the client to consider. Topics include: Roth IRA conversions, HELOCs, beneficiaries, and trusts.

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

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. This is a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Ryan discuss a case study of a married couple approaching retirement. They get into the specifics of the couples background and a few facts, along with their objectives and goals. Tune in next week when they uncover specific strategies that this couple could utilize to maximize their retirement and ensure their estate.

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

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Thomas Balis, CFA. This is part three of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.

In this episode, Thomas and Mike talk about the Federal Reserve and interest rates, along with deficit spending, and risks of inflation. They also discuss the "Mag 7" stocks and their significant impact on the US markets. This is a great episode for investors at any level.

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

On this week's episode of "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.

In this episode, Brad and Mike discuss exactly what happened this past Monday, August 5th. From the roller-coaster ride of the Japanese markets to the affect it had on global markets including the United States, the guys dig into what exactly happened and where we go from here. This is a great episode to give perspective on the ripple effect that one country can have globally.

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

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. This is part two of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.

In this episode, Thomas and Mike discuss the upcoming election and traditionally how the markets react to each party. Other topics include deficit spending, upcoming tax law changes, and inflation forecasts.

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

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Thomas Balis, CFA for a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research.

In this episode, Thomas and Mike examine how the markets performed in Q2 as well as year to date. They also discuss the impact of AI and its future. Then, they briefly get into inflation and what we can expect moving forward. This is a great series for anyone interested in the current hot topics in the markets.

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

This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC welcome back Dr. Maggie Baker for the finale of this three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.

In this episode, Maggie, Mike, and Kyle discuss the concept of when to sell a stock, impulsive buying, and Attention-Deficit/Hyperactivity Disorder. This is a great episode that ties the series together. If you haven't watched the first two episodes, go back and check them out!

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

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC are happy to welcome back Dr. Maggie Baker for part two of a three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates.

In this episode, Maggie, Mike, and Kyle talk about budgeting and how we often overlook simple saving measures. They also discuss the value of working with a financial advisor to further educate yourself on financial decisions. This is a great episode for all!

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