Financial Planning Explained

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About

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!

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Recent episodes

  • Fourth Quarter Market Outlook 2026: Interest Rates, Fed Policy & Election Impact | Brad Sorensen,CFAOct 20, 2026 · 32 min
  • Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFAOct 13, 2026 · 32 min
  • Third Quarter Market Recap: AI, Oil & Interest Rates | What It Means for You | Brad Sorensen, CFAOct 7, 2026 · 32 min
  • Cash Management Q&A: HELOCs, Treasury Bills, & Debt Payoff vs. Investing | Nick DeVito, CFPSep 29, 2026 · 32 min
  • NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CFSep 22, 2026 · 30 min
  • Understanding Your Financial Plan: What to Look For, When to Review & Mistakes | Nick DeVito, CFPSep 15, 2026 · 32 min
  • Choosing a Financial Advisor: 3 Questions You MUST Ask | Q&A with Nick DeVito, CFPSep 8, 2026 · 31 min
  • When Should You Invest? Stocks vs. Bonds & How Much Risk Is Right for You? | Nick DeVito, CFPSep 1, 2026 · 32 min
  • Life Events Financial Planning Q&A: Buying a Home, College & Inheritance | Nick DeVito, CFPAug 25, 2026 · 29 min
  • Inherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFPAug 18, 2026 · 32 min

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