This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Jon Groth. Jon is a proven Wisconsin Personal Injury and Litigation Attorney at Groth Law Firm, S.C. and Samster, Konkel & Safran Law Offices, a division of Groth Law Firm, S.C.

This is a great episode that nearly everyone can relate to, whether you’ve had a neglectful injury occur or know a friend of family member who has been hurt in a car accident. Jon and Mike go into detail about a variety of topics including personal injury law, elder abuse, vaccine injuries and even suing your own insurance company!

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 sits down with Anca Trofin. Anca is the owner of Aim High Wellness and Travel, where she blends being a massage therapist, spin instructor, and travel guide.

In this episode, Anca and Mike discuss the importance of traveling efficiently and more specifically, the importance of a travel agent and just the value that they bring to a trip. Anca also discusses her specialty of being the leader and tour host for groups of people taking vacations, especially to Europe. This is a great episode if you plan on taking an extended trip and don’t want to be bothered with figuring out an itinerary of a place you’ve never been to.

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

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Rachael Packer and Kyle Ryan, CFP. Rachael is a senior living specialist at Senior Living Specialists Philly. Kyle is one of the financial advisors on staff at Menninger & Associates.

This is a great episode on senior living and long-term senior care that many households can relate to. Rachael goes into detail about how families transition loved ones into facilities, as well as the financial process of how to do so. Mike and Kyle provide the planning side of that as well. This is a must watch for anyone considering moving an elderly family member into a long-term care facility.

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 Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

In Part Two of this series on company stock plans, Mike and Kyle go into detail about Employee Stock Options and Employee Stock Purchase Plans (ESPP). This is a great episode if your company offers these types of stock plans and provides examples on how to maximize use of them.

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

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

Of the six areas of financial planning, today's episode focuses on investment planning. Specifically, Mike and Kyle discuss company stock plans. This is a two-part series that covers everything from: stock in a 401k, stock options, RSUs, and employee stock purchase plans. This is a great episode if your company offers stock options and how to maximize them.

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 Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

This episode is the final leg of a three-part series on Life Insurance Planning. This episode goes into detail about the different uses of life insurance (term vs. permanent), and the design of a life insurance program for an individual or family. As part of the design, the hosts discuss methods for calculating the amount of life insurance you may need and for how long you should have it.

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 is again joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

This is part two of a three-part series on Life Insurance Planning. This episode discusses the different options when designing a life insurance policy, as well as level vs. increasing death benefits. The hosts also explain the various types of permanent/universal life insurance.

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

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

This is the first of a three-part series on a new topic for this show, Life Insurance Planning. This episode explains the different types of insurances, but really details life insurance and just how important it is. The episode details the different types (term and permanent) of life insurance as well and insurance premiums/ratings.

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 discusses a topic long overdue on the show, the Taxation of Trusts.

Trusts are used as a very important tool for estate planning, and are commonly used to help effectively transfer wealth to the next generation. In this episode, Mike details Revocable vs. Irrevocable trusts and investing in a trust. He also gives illustrative examples of taxable income estimates via the different tax brackets, and explains the importance of tax planning strategies when investing trust assets.

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

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP, one of the financial advisors on staff at Menninger & Associates.

This is a timely and important episode that discusses the new SECURE 2.0 Act of 2022. The SECURE 2.0 Act provides extraordinary incentives for small business owners to establish retirement plans for their employees. Kyle and Mike go into detail about the changes from the Secure Act of 2019 to the new 2022 Act. The pair then discusses topics including: RMD’s, Auto Enrollment, as well as Employer Match. This is a great episode for small business owners.

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