
Sign up to save your podcasts
Or


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
By financialplanningexplained4.9
2525 ratings
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

3,251 Listeners

453 Listeners

814 Listeners

548 Listeners

549 Listeners

474 Listeners

579 Listeners

463 Listeners

929 Listeners

247 Listeners

835 Listeners

113 Listeners

338 Listeners

1,067 Listeners

133 Listeners