Financial Planning Explained

By: financialplanningexplained
Listen for free

  • Summary

  • 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! Michael Menninger, CFP - Investment Advisor Representative. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Tax planning services offered by Menninger & Associates. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty. Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes. Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives. Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 plan. Menninger & Associates, 820 Adams Avenue, Suite 100, Trooper, PA 19403
    Copyright 2020 All rights reserved.
    Show more Show less
activate_primeday_promo_in_buybox_DT
Episodes
  • 2024 Mid-Year Economic Update & Forecasts Part II

    2024 Mid-Year Economic Update & Forecasts Part II
    Jul 31 2024

    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
    Show more Show less
    34 mins
  • 2024 Mid-Year Economic Update & Forecasts Part I

    2024 Mid-Year Economic Update & Forecasts Part I
    Jul 23 2024

    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
    Show more Show less
    32 mins
  • Financial Therapy & Psychology Part III with Dr. Maggie Baker

    Financial Therapy & Psychology Part III with Dr. Maggie Baker
    Jul 17 2024

    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
    Show more Show less
    28 mins
Economics Personal Finance Personal Success
Show more Show less

What listeners say about Financial Planning Explained

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available