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Hosted by financialplanningexplained · 🇺🇸 US · EN · 205 episodes
Established thought leaders with verified media credentials.
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. 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!
financialplanningexplained hosts Financial Planning Explained, a education show with 205 episodes published.
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to break down one of the most important and often misunderstood topics for beneficiaries of retirement accounts:
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to walk through a practical estate planning and inheritance case study involving a daughter who is trying to piec
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Cheryl Lagunilla, Health Insurance Advisor at Focused Health Access, to continue their Medicare discussion with a practical, real-wo
This week on Financial Planning: Explained, host Michael Menninger, CFP®, is joined by Cheryl Lagunilla, Health Insurance Advisor at Focused Health Access, for a comprehensive discussion on Medicare and Medicaid—two of t
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research, for a
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In thi
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In thi
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their Social Security Survivor Benefits case study series with Part 3, focusing on three critical retirement plann
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their in-depth Social Security Survivor Benefits case study by exploring one of the most overlooked planning oppor
This week on Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick DeVito, CFP® walk through a real-world Social Security Survivor Benefits case study, demonstrating how claiming decisions can s
This week on Financial Planning: Explained, host Michael Menninger, CFP® walks through a comprehensive estate planning case study, illustrating how thoughtful planning can help families protect assets, minimize taxes, an
This week on "Financial Planning: Explained", host Michael Menninger, CFP sits down with Michael Mandio. Michael is the Vice President of Production, Community Mortgage Team for AnnieMac Home Mortgage. AnnieMac is a nati
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power to negotiate bette
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Shellee Howard. Shellee is the Founder & CEO of College Ready. College Ready helps students stand out through strategic
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Shellee Howard. Shellee is the Founder & CEO, College Ready. College Ready helps students stand out through strategic college planning pr
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Rob Delany. Rob is the CEO of BLOCS - Business Leadership Organized for Catholic Schools. BLOCS is committed to provid
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back regular guest, Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Rese
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Lily Vittayarukskul. Lily is the Co-Founder and CEO at Waterlily. Waterlily uses AI to project your future long-term care ne
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the second episode in a two-part ser
Shellee Howard
author of How to Send Your Student to College Without Losing Your Mind or Your Money · College Ready and Empower Education
2 appearances on this show
Lily Vittayarukskul
Waterlily
1 appearance on this show
Brandon Thor
Thor’s Metals Group
2 appearances on this show
Scott Mitchell
manager of Marios in Seattle · Fraser Coast Fishing Alliance
1 appearance on this show
Dr. Maggie Baker
author of Crazy About Money
3 appearances on this show
Brian McCarthy
President of Global Revenue and Field Operations · Deloitte
1 appearance on this show
Randy Crabtree
co-founder and partner · Tri-Merit Specialty Tax Professionals
1 appearance on this show
Stacy Francis
CFP®, CDFA®, CES™ · Francis Financial
1 appearance on this show
Paul Deloughery
estate planning and probate attorney · Sudden Wealth Protection Law
1 appearance on this show
Steve Goodman
Police Technology & Communications · Brigham Young University
1 appearance on this show
Mike Harvey
Founder and CEO · SkyeVantage Roofing
1 appearance on this show
Cheryl Lagunilla
Focused Health Access
2 appearances on this show
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Financial Planning Explained is hosted by financialplanningexplained. The show is categorised under education (self improvement) and has published 205 episodes.
Financial Planning Explained has published 205 episodes.
Financial Planning Explained regularly covers education, self improvement, business. It sits in the education category, with a self improvement focus.
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Episodes of Financial Planning Explained average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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