On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Steve Keller. Steve is the owner of Steve Keller consulting and specializes in trust consulting for business owners and investors. 
In this episode, Steve and Mike take a deep dive into how he has utilized trusts for tax mitigation, payment of personal expenses and wealth transfer to next of kin. This is a terrific episode for business owners and affluent families. 
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 Steve Keller. Steve is the owner of Steve Keller consulting and specializes in trust consulting for business owners and investors. In this episode, Steve and Mike take a deep dive into how he has utilized trusts for tax mitigation, payment of personal expenses and wealth transfer to next of kin. This is a terrific episode for business owners and affluent families. 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 Steve Keller. Steve is the owner of Steve Keller consulting and specializes in trust consulting for business owners and investors. 
In this episode, Steve and Mike take a deep dive into how he has utilized trusts for tax mitigation, payment of personal expenses and wealth transfer to next of kin. This is a terrific episode for business owners and affluent families. 
For more information on Menninger &amp; Associates Financial Planning visit https://maaplanning.com

Understanding Trust Strategy with Steve Keller

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, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

Business

Education

Self-Improvement

Investing

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, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger &amp; Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

Share Understanding Trust Strategy with Steve Keller

Sign up to save your podcasts

Understanding Trust Strategy with Steve Keller

Understanding Trust Strategy with Steve Keller

More shows like Financial Planning Explained

Money Guy Show

Sound Retirement Radio

Your Money, Your Wealth

Retirement Starts Today

Big Picture Retirement®

The Rational Reminder Podcast

Retire With Purpose - The Retirement Podcast

The Perfect RIA

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Ready For Retirement

Barron's Advisor

Ask The Compound

Retirement Planning Education, with Andy Panko

The Efficient Advisor: Tactical Business Advice for Financial Planners