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Financial Planning: Explained by Michael Menninger, CFP

Watch episodes of Financial Planning: Explained by Michael Menninger, CFP for educational and unique approaches to financial planning. Financial planning is influenced by all aspects of your life. Learn how major milestones and everyday events can affect your financial future. Contact Menninger & Associates to learn more!

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Considered a Top 50 Financial Planning Podcast

  

Episode #81: Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Ryan Keefe and Kyle Ryan, CFP®, ChFC®. Ryan and Kyle are two of the financial advisors at Menninger & Associates. 

This three-part series will cover questions that clients and viewers have asked us over time. In Part II, the panel tackles rebalancing your 401(k), the 60/40 balanced portfolio, and the proper investments (and those to avoid) when entering and coming out of a recession.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #80: Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP


This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates.

This three-part series will cover questions that clients and viewers have asked us over time. In Part I, the panel discusses combatting inflation in your retirement portfolio, the Fed raising interest rates, and investing in bonds.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #79: Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are two of the financial advisors at Menninger & Associates. 

The panel discusses in detail what the investment philosophy is at Menninger & Associates. There are many facets involved in properly choosing investments for clients, and the guys tackle each of those aspects.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #78: Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito

This week on Financial Planning: Explained, host Michael Menninger, CFP® leads a panel discussion with Kyle Ryan, CFP® and Nicholas DeVito to address a timely topic – student loan forgiveness. Kyle is a CFP at Menninger & Associates and Nick is the newest member of the team. They both are dealing with student loan debts, so this topic is very pertinent to the two.

With the hot topic of student loan forgiveness promised by the White House, millions of students, former students, and parents across the country have many questions. In this episode, the panel discuss everything that we know so far and provide great advice for anyone with current student loan debt.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #77: Current State of the Market Part II with Thomas Balis, CFA    

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios. 

In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the room – inflation.  From there, they discuss the causes of record inflationary, and what and why the Fed is raising interest rates to combat inflation.  They also discuss the current state of the market and economy, as well as the many issues affecting them.  These issues include second quarter earnings reports, the job market, and what to expect moving forward. This is a timely and very informative episode regarding the markets and the economy.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #76: Current State of the Market Part I with Thomas Balis, CFA

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.

This two-part series will discuss pertinent issues regarding the stock market and the many factors that are currently affecting it. In Part I, Thomas and Mike discuss the economy and whether or not it is in a recession, which has been a political debate the past couple weeks. This is a timely and very informative episode regarding the markets and the economy.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.







Episode #75: R&D Tax Credits and Financial Education with Randy Crabtree, CPA

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals.

This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and Financial Planning to other industry professionals. This is a great episode for CPAs who represent Manufacturers, Software Developers, Architects, and Engineers.  This episode would also interest business owners / founders who wish to move on from daily management of the business to a different, but active role in the company.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #74: Current State of the Housing Market wit Dave Cary & Doug Braun

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back real estate agent, David Cary and his new Co-Founding Partner, Douglas Braun. Dave and Doug recently opened their own real estate agency called Prime Real Estate, which employs 20 agents.

This episode touches on all the questions we get asked regularly about the housing market. From the recent increase in interest rates to the justification of landlords increasing rent, this episode is a must see whether you’re a homeowner looking to move, or a first-time home buyer.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #73: Cyber Security For Businesses with Brian McCarthy

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Brian McCarthy. Brian is the Founder & President of Open Tier Systems. They are a leading provider of IT, VoIP, and Networking solutions and services for small to medium sized businesses.

Brian and Mike touch on cyber security for businesses and how to keep your assets and website safe. This episode discusses the three main factors of cyber security including: multi factor authentication, password management, and backup. This is an informative episode to watch not only as a business owner, but as someone who houses passwords anywhere on the internet.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #72: Helping Women Navigate Financial Decisions with Stacy Francis, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP® is excited to welcome Stacy Francis, CFP, CDFA, CES. Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.

Stacy and Mike discuss her expertise, which is financial planning for women who are experiencing divorce, or the loss of a loved one. This episode is a must see for anyone you know who is currently experiencing a life changing event that left them financially vulnerable.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #71: Case Study - Planning Considerations Part II

On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning. 

In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #70: Case Study - Planning Considerations Part I

This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning. 

In part one, Mike touches on examples including: widowed spouses, self-employment, beneficiaries, and retirement options. Tune into this episode as it touches on topics that are applicable in almost everyone's daily life.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #69: Gene Goldman, CFA - Economic Outlook Part II: Moving Forward

Inflation continues to rise; will it ever end? This week is Part II of our timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management.  

In part II, Gene and Mike discuss indicators used to determine what to expect from the markets moving forward, as well as the continued conversation of inflation and how it is affecting Americans daily. Tune in to this MUST-SEE episode to see where we go from here.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #68: Gene Goldman, CFA - Economic Outlook Part I

Inflation and rising interest rates have wreaked havoc on the markets so far this year. Why, and will this continue? This week is Part I of an exciting and timely two-part series on Financial Planning: Explained. In this two-part series, Host Michael Menninger, CFP® welcomes Gene Goldman, CFA. Gene is the Chief Investment Officer and Director of Research of Cetera Investment Management. 

Gene and Mike discuss a variety of topics including: the current state of the markets, the inflation issue in the current economy, and the indicators used to determine these factors. Part I reviews where we are in the economy to date. While Part II, airing next week, Mike and Gene discuss where we expect to go from here. These are MUST-SEE episodes for those who have any type of investments in the markets.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #67: Case Study - Selling Family Home While Living There

This week on Financial Planning: Explained, host Michael Menninger, CFP is again joined by occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations.

The first scenario discusses an elderly woman who is faced with needing more income to live, and thinks her solution is to sell her home and rent it from the buyer.  Mike and Kyle present the pitfalls and explore ways she could accomplish this by selling the home to her son, who would eventually be the beneficiary of the home, anyway.   

The second case study touches on life insurance, and a few strategies that could help you efficiently leave your beneficiaries the most of your assets. It also touches on methods to hep maximize tax efficiency and other strategies to maximize the life insurance with no additional out of pocket costs.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #66: Kathe Kline - Avoiding Medicare Traps and Penalties

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kathe Kline. Kathe is a best-selling author and founder of MedicareQuick, who helps navigate through the uncertain waters of the Medicare system.

Kathe and Mike discuss the nuances of Medicare and supplemental insurance programs in great detail. There are little known penalties that even some experts haven’t heard of, so don’t fall victim to these traps! Sit down with Kathe and Mike for an in-depth analysis on Medicare and some strategies that could help you down the road.  This is a MUST SEE for anyone approaching the age of 65, or who may be applying for Medicare.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #65: Larry Faulkner - Psychological Roadblocks to Financial Success Part II

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Larry Faulkner for Part II of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of finance.

In Part II, Larry and Mike dive deeper into the behavioral aspects of consumer spending. There are many different factors that contribute to irresponsible spending habits that result in roadblocks to achieving financial success. Sit down with Larry and Mike to learn more about how you can identify and avoid bad habits in your daily life that could impede your ability to achieve your financial goals!

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #64: Larry Faulkner - Psychological Roadblocks to Financial Success Part I

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Larry Faulkner for Part I of their two-part series on psychological roadblocks to financial success. Larry is a Certified Financial Instructor and best-selling author who has written three books on the behavioral aspects of financial planning.

This episode touches on the origins of financial behaviors. Consumer spending is like any other human behavior and can be affected by a number of factors including environmental or psychological situations during childhood. Tune in with Larry and Mike as they discuss the financial awareness that could improve your chances of achieving financial success.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #63: Current State of the Markets with Herb Morgan, CIO

This week on Financial Planning: Explained, host Michael Menninger, CFP is excited to welcome back Herb Morgan. Herb is a very insightful guest who has been on the show before. He is the Senior Managing Director and Chief Investment Officer of Efficient Market Advisors. Herb has been a guest on CNBC Television, Fox News and CBS Market Watch, along with many other publications. 

With over 55 years of investment experience between the pair, Herb and Mike tackle all of the volatility going on in the economy at the moment including inflation, energy prices, and the Ukraine conflict. Tune in with Herb and Mike as they discuss current financial topics.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #62: Case Study - Maximizing Tax Efficiency / Retirement Planning

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with occasional co-host, Kyle Ryan, CFP. Mike and Kyle continue the series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations.

This episode touches on multiple areas of financial planning, such as maximizing tax efficiency approaching retirement, strategizing Social Security benefits, tax planning when moving to a different state.  This episode also provides an example of the appropriate use of Roth IRA conversions and their timing, and integrating them with retirement income planning.  The hosts also briefly touch upon recent changes to inherited IRAs rules and how they may impact multiple generations.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #61: Case Study - Debt Management +

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP discusses the popular topic that we hear often - debt management. There are multiple ways to get out of debt, but every situation is unique when it comes to a solution.

In this episode, Mike covers ideas like: unique way to effectively take money out of an IRA to pay off debt without paying a tax penalty, fixing credit, maintaining goal of paying off college, and continuing to save for retirement.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #60: Case Study - Maximizing Tax Efficiency/Retirement

This week on Financial Planning: Explained, host Michael Menninger, CFP covers the topic of maximizing tax efficiency for retirement, as well as maximizing Social Security benefits. 

There are many facets to consider when it comes to collecting Social Security, and also how the answer to one question results in opening several other doors to help maximize tax efficiency throughout retirement, and even addresses estate planning issues from a tax efficiency perspective. This episode is a must watch.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #59: Case Study - Maximizing Social Security Benefits Part II

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP continues the series on Case Studies. In this episode, Mike continues with Part II of Maximizing Social Security Benefits.

This case study incorporates numerous complexities and strategies for navigating and maximizing the Social Security system, including a strategy of collecting survivor benefits while allowing their own benefits to grow. In addition, this also coordinating inherited IRA distributions, maximizing tax efficiency and meeting retirement goals. Topic covered include issues met when trying to collect social security before retirement age, and the pitfalls of exceeding the earning limit if you choose to collect early while still working.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #58: Case Study - Maximizing Social Security Benefits Part I

This week on Financial Planning: Explained, host Mike Menninger, CFP starts a new series called Case Studies. These case studies are designed to touch on scenarios that could occur and provide unique strategies on how to handle such situations.

The first case study discusses Maximizing Social Security Benefits. There are many different facets when it comes to Social Security, and everyone's situation is unique. Check out this episode for some ideas that may benefit you when it comes to maximizing your social security.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #57: Carol Verhake - Changing Careers: From Corporate America To Owning A Business

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Carol Verhake. Carol is the owner and founder of Lasting Landscapes by Carol.  

Carol and Mike discuss her transition from corporate America to following her dream by starting her own landscaping business. For anyone considering a career change, this episode is a must watch.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #56: Gaston Escudero - Alternative Investments: Diversifying Your Portfolio

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Gaston Escudero. Gaston is the Mid Atlantic Regional Sales Director at NexPoint.

Gaston and Mike explore the various options of alternative investing. Breaking the traditional Stock/Bond blend, alternative investments allow you to further diversify your investment portfolio.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #55: Paul Deloughery - Sudden Wealth Protection

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Paul Deloughery. Paul is a Managing Attorney at Sudden Wealth Protection Law, PLC. 

Paul and Mike talk about sudden wealth and how important it is to protect it. Whether it be an inheritance, trusts, or estates, the legal piece is extremely important so that you keep what is rightfully yours.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #54: Autumn Nessler - Women's Retirement & What's Next

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Autumn Nessler. Autumn is a Certified Retirement Options Coach at An Intentional Life, LLC. 

Autumn and Mike discuss the soft side of retirement planning for women. Women in the work place face many challenges through their career including: marriage, pregnancies, raising children. Autumn and Mike look into steps to help women get back to investing in themselves upon retirement.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #53: Brian Pugliese, CPA - Year End Tax Planning Part II

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. 

Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #52: Brian Pugliese, CPA - Year End Tax Planning Part I

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.  

Brian and Mike discuss key tax strategies that people should consider going in to the end of the year.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #51: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part 6

On this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering questions asked by our audience in the final leg of a four part panel series.

In the final Q&A episode, the guys talk about the difference between active and passive investing, growth and value stocks, and getting bumped into a higher tax bracket.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #50: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part 5

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again accompanied by Kyle Ryan, CFP and Ryan Keefe for part 3 of this four part Q&A series. Ryan and Kyle are both junior staff members at Menninger & Associates financial planning.

In part 3, the trio discusses backdoor Roth IRAs, the rules behind gifting money, and the very popular subject of how to combat inflation.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #49: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part 4

On this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering more questions that were asked by our audience.

In the second part of this four part Q&A series, the trio talks about the right time to take social security, investment allocations by age, and tax write offs.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #48: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part 3

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are back to answer more financial planning questions as the first two-part series received such a great response. 

In the first part of this new four part Q&A series, the guys discuss how to select 401(k) investment options, the retirement plans available to small business owners, and recouping your investment from disastrous medical bills.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #47: Bryan Adler, Esq. - Long-Term Elder Care

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back the shows inaugural guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where his practice advises and counsels clients in the areas such as: elder law, life care planning, asset protection, veterans’ benefits, and many others.

In the previous episode, Bryan and Mike discussed Elder Law specifically, where today they are talking about Long-Term Elder Care. There are many facets involved with Long-Term Elder Care, which the two discuss. Bryan's firm happens to accommodate the various factors which people either don't realize or overlook when it comes to Long-Term care.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #46: Jack Linvill, CFP - Long-Term Care Planning

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP chats with Jack Linvill, a retired Long-Term Care Planner. 

Jack and Mike cover the origins of how Jack became a long-term care planner, some examples of individuals who need to plan for long term care, the costs incurred for care, and things that families should consider when planning for potential long term care needs.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #45: Mike Yurcho - Restaurant Ownership, Business Development, and Challenges Faced

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP sit down with Mike Yurcho. Mike is an owner and developer of multiple Panchero's Mexican Grill stores in the New Jersey area.

Mike discusses the origins and challenges of developing a franchise in two of the most difficult eras in modern history; the 2008 recession and the 2020 pandemic.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #44: Steve Goodman, CPA - Business Succession Planning For Your Business

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning.

Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook or simply wait too long to design a business succession plan. The unfortunate reality is, people don’t plan to fail, they fail to plan.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #43: Shellee Howard - College Ready: Planning & Strategy Part II

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP are joined once again by Shellee Howard. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies.

In part two of this College Ready series, the trio continues the discussion of college preparedness. Topics covered include: FAFSA and other financial aid avenues, EFC calculators, and choosing the right school based on financial aid.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #42: Shellee Howard - College Ready: Planning & Strategies Part I

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP kick off a two-part series on college readiness. Mike and Kyle welcome Shellee Howard to the show this week. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies. She is also a Certified Independent College Strategist and a best-selling author.

The trio discuss Shellee's journey as a mother of four, to help her children graduate debt free. This quickly blossomed into her own business, College Ready. They also discuss how young students can identify extracurricular activities that can set them apart from their peers.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #41: Herb Morgan - Current State Of The Market

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Herb Morgan. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors. With 34 years of investment experience, Herb has been interviewed by Forbes, CBS Market Watch, and The Wall Street Journal to name a few. He has also been a guest on Fox News and CNBC television.  

Herb and Mike cover multiple key and timely topics regarding the economy. They discuss the current supply and demand imbalance and its impact on inflation and interest rates, the current crisis taking place in Afghanistan, and how these events could impact the stock markets.  Herb also provides his opinion on the value of the US stock market and if he thinks its overpriced.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #40: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part II

On this weeks episode of  Financial Planning: Explained, host Michael Menninger, CFP continues the conversation with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning.

This week, the team discusses topics like how to choose the right financial planner for you, tax returns, and when is the best time to sell a stock/investment.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #39: Kyle Ryan, CFP & Ryan Keefe - Financial Planning Q&A Part I

This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP and Ryan Keefe. Kyle and Ryan are junior advisors at Menninger & Associates Financial Planning. 

The trio addresses commonly asked questions that financial planners face every day. From investing to 401(k) and even insurance, they touch on important topics that we face every day.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #38: Sarah Holden - Retirement & Investor Research

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sarah Holden, PhD. Sarah is the Senior Director of Retirement & Investor Research at the Investment Company Institute.

Sarah and Mike discuss the importance of choosing which particular funds to invest in when it comes to retirement. They also discuss the process of reacting to the SEC and rule changes as it pertains to mutual funds and exchange traded funds.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #37: David Bardsley - Becoming Financially Independent

This week on Financial Planning: Explained, host Mike Menninger, CFP welcomes Dave Bardsley. Not only is Dave is a District Sales Manager at Johnson Controls, but he is also a client of Mikes.

Dave and Mike examine financial planning & wealth management through the eyes of a client. They also delve into the importance and journey of becoming financially independent.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #36: Devon McCrossin - Business Website Design & SEO

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP is joined by Devon McCrossin. Devon is a Partner at Boomtown Internet Group.

Devon and Mike discuss building a website for businesses, as well as the importance of search engine optimization (SEO) no matter how big or small a business is.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.




Episode #35: Nick Lensander - Digital Marketing Strategy & Creating Content

This week on Financial Planning: Explained, host Mike Menninger, CFP sits down with Nick Lensander. Nick is the founder of Lenk Media based out of Santa Barbara, California.

Nick and Mike talk about digital marketing strategy and creating content, and the importance of businesses in any industry utilizing social media.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #34: Tim Menninger - Operating System Architecture

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP welcomes a very unique guest, his son, Tim Menninger. Tim is an Embedded Software Engineer at Green Hills Software in Santa Barbara, California. 

Tim and Mike discuss the importance of the operating system, how much it is used in day to day life, and even a few stories from the old days.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #33: Bob Matje - Pharmaceutical Consulting

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Bob Matje. Bob is a Pharmaceutical Professional at Remtech LLC.

Bob and Mike examine running a pharmaceutical plant as a plant manager, the process of patenting pharmaceutical drugs, and the value of a consultant in any industry.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #32: Sean Montague - Building Pharmaceutical Facilities

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals.

Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the patient/client.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #31: Mike Eckenrode - Personal Retirement and Golf Course Management

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Eckenrode. Mike is a retired land surveyor with Hanover Engineering Associates, Inc. Partially enjoying full retirement, Mike now spends his days as a groundskeeper at Fox Hollow Golf Club. 

Mike and Mike discuss financial planning tactics upon entering retirement, as well as the intricacies of surveying land, while making golf courses harder than they already are.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #30: Mark Bostwick - How Credit Unions Differ From Traditional Banks

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Mark Bostwick. Mark is the Vice President of Business Development for Police and Fire Federal Credit Union.

Mark and Mike discuss refinancing mortgages at a lower rate. They compare the pros and cons of using traditional lenders to that of credit unions, which many people are unaware of.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #29: Mike Guman - Former NFL RB Turned Investment Consultant

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams. 

Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridiron, Mike and Mike discuss investments in the current market.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #28: Mike Harvey - Understanding Mortgages

Are you aware of all the facets that go into a mortgage?

This week on Financial Planning: Explained, Mike is joined by Mike Harvey. Mike is a Mortgage Professional and co-owner of Vantage Point Financial Group.

In this episode, Mike and Mike discuss everything from programs for first time home buyers to interest rates of investment properties vs primary homes.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #27: Randy Steen, Esq. - Planning for Proposed Estate Tax Law Changes

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd.

Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #26: Michael Cellucci - Understanding Property & Casualty Insurance

This week on Financial Planning: Explained, Mike is joined by Mike Cellucci.  Mike is the owner of Cellucci Foran Insurance, Inc., located in Springfield, PA, where Mike focuses on Property and Casualty insurance.  

The two Mike’s review who may need property casualty insurance and what options do you have when applying for insurance.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #25: Anthony Natale - Running A Restaurant During Covid

This week on Financial Planning: Explained, Mike is joined by the Owner of Anthony’s Italian Restaurant in Malvern, Anthony Natale.  

Mike and Anthony discuss what it was like owning a restaurant during covid, what Anthony’s did to make it through the pandemic, and what he would change if he had to do it all over again.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #24: Kyle Ryan, CFP - First Time Homebuyers

"What should I know about buying my first home?"

This week on Financial Planning: Explained, we cover the intricacies of buying your first home, through the eyes of a first time home buyer. Host Michael Menninger, CFP is joined once again by Kyle Ryan, CFP, an associate at Menninger & Associates.

Buying your first home can be intimidating, here are a few tips and tricks you should know before making the largest purchase of your life.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #23: Kyle Ryan, CFP - Traditional vs. Roth 401(k)

One of the most often asked questions of financial planners is, "Should I contribute to a Traditional or a Roth 401(k)?"

On this weeks episode of Financial Planning: Explained, we cover contributing to Traditional or a Roth 401(k). Host Michael Menninger, CFP is joined by Kyle Ryan, CFP, an associate at Menninger & Associates.  

Although it depends on your unique financial situation that determines whether you should contribute to a Traditional or Roth 401(k), Mike and Kyle draw out many of the determining factors.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #22: Michael Egan, ChFC - Business Succession Planning

Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement. 

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019. 

By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #21: Sarinia Feinman, Esq. - Family Law: Divorce and Custody Part II

Divorce can be one of the hardest things in life to go though.

On this weeks episode of Financial Planning: Explained, we cover part two of our series on Family Law. For the second week, we are joined by joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman.  

This week, Sarinia and Mike discuss alimony, post divorce issues, and tie both segments back into how it pertains to financial planning. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight will give a little ease to the divorce process.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #20: Sarinia Feinman, Esq. - Family Law: Divorce and Custody Part I

Divorce can be a terrible experience.

This week on Financial Planning: Explained, we tackle a two-part series on Family Law. For the next two weeks, Mike will be joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman. 

Sarinia and Mike discuss the multitude of considerations when it comes to a divorce and custody, while still trying to maintain an amicable environment. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight will give a little ease to the divorce process.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #19: Matt Mark - College Sports & Recruiting Part II

In part two of our college sports series, Mike sits down with Matt Mark. Matt is the former head baseball coach at Caltech, and is currently the director of sales for SunnyMac Solar.

Matt and Mike discuss the college recruiting process through the eyes of a coach as well as the transition to solar power and its benefits.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #18: Mark Davis, Esq. - College Sports & Recruiting Part I

We're very excited to announce our three part college sports series, where we will be discussing the process of recruiting and the transition into college sports.

In part one we welcome Mark Davis, a successful Defense Attorney and former Major League Baseball player from Pasadena, California. 

Mark and Mike discuss criminal law, college recruiting, and dog days in the big leagues.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #17: Michael Menninger, CFP - Understanding Social Security Part II

Are you or someone you know approaching Social Security age?

If so, this episode is a must watch as it covers the summary of the benefits in detail.  This episode provides a detailed calculation of your social security benefit and when you should consider taking it.

Be sure to share this video with friends and family that could benefit from this relevant information as they near retirement.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #16: Michael Menninger, CFP - Understanding Social Security Part I

This week on Financial Planning: Explained, host Michael Menninger, CFP® introduces Social Security. This is a two part series that provides an in-depth analysis on understanding how Social Security works and the benefits of the system. 

Part I gives a broad overview of how Social Security works, where Part II investigates the specifics in great.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #15: Nick Kennedy, CFP® - 401(k) & Retirement Plans

In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick Kennedy, CFP®. Nick is the Regional Vice President for Ameritas Retirement. 

Nick and Mike dive deep into the retirement plan process, and discuss strategies to maximize retirement outcomes.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #14: Courtney Dolaway, Esq. - Trusts

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Courtney Dolaway, Esq. Courtney is a partner at Flaster Greenberg PC, and oversees the Trusts & Estate department. 

Courtney and Mike explore the many different facets that are involved when it comes to Trusts.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #13: Cindy Axelrod & Kyle Ryan, CFP - Temple Financial Planning Program

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Cindy Axelrod, CFA and Kyle Ryan, CFP®. 

Cindy is the Director of the Financial Planning Program at Temple University's Fox School of Business. Kyle is a Financial Planner at Menninger & Associates and a recent graduate from the Temple Financial Planning Program. Tune in as the trio talks about the process students go through to become a Financial Planner, and the transition into the business world.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #12: Stacey McConnell, Esq. - Estate Administration

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Stacey McConnell, Esq. Stacey is an Attorney and head of the Estate and Trust department at Lamb McErlane PC.  

Stacey and Mike discuss topics ranging from executors handling an estate, to steps to help your administration after death.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #11: Michael Menninger, CFP - Retirement Planning & Distribution

In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® discusses Retirement Planning & Distribution.

Topics discussed include: cumulation of assets and what people do when it comes to their 401(k) or pension.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #10: Michele Leahy - Disability Life Planning

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes Michele Leahy. Michele is a disability life planner, and owner of Leahy Life Plan. 

Michele and Michael discuss topics including, home community based services for people who are born disabled as well as how to navigate people with disabilities to their federal benefits.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


Episode #9: Steve Potts, Esq. - Special Needs Planning

On this weeks on Financial Planning: Explained, host Michael Menninger, CFP® sits down with Steve Potts, Esq. of Herr Potts & Potts. 

Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #8: Ed Bernhard, Car Dealership Owner - Car Purchases

This week on Financial Planning Explained, host Michael Menninger, CFP® welcomes Ed Bernhard, a retired car dealership owner. 

Ed and Michael discuss various topics from owning vs. leasing a car, to the auction process of automobiles.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #7: Michael Menninger, CFP - Fundamentals of Estate Planning

In this weeks episode of Financial Planning Explained, Michael Menninger, CFP® discusses the fundamentals of Estate Planning.

Mike provides an overview of the estate administration process, common pitfalls often encountered, how estates are taxed and strategies to improve estate efficiency.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #6: Kevin Stegena, Broker - Mortgages

This week on Financial Planning Explained, host Michael Menninger, CFP® welcomes Kevin Stegena, mortgage broker and owner of Lending Capital Mortgage LLC. 

Kevin and Mike review the current interest rate environment and the impact it has on mortgages and refinancing.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #5: David Cary, Realtor - Real Estate

This week on Financial Planning Explained, Michael Menninger, CFP® welcomes Real Estate agent David Cary. David is a senior realtor with Salomon Realty, LLC. In 2018, David was named Best of Bucks County for real estate agents. 

David and Mike discuss the current state of the real estate market, the impact of COVID on interest rates, staging, and other things to consider when buying or selling a home.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #4: Michael Menninger, CFP - Tax Planning Part II

In this weeks episode of Financial Planning Explained, host Michael Menninger, CFP® covers part two on Tax Planning.

After discussing the foundation of the tax system, Michael uncovers some interesting and unique Tax Strategies.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #3: Michael Menninger, CFP - Tax Planning Part I

In episode three of Financial Planning Explained, Michael Menninger, CFP® discusses the first half of a two part series on Tax Planning as it pertains to Financial Planning as a whole.

In part one, he discusses the foundation and fundamentals of how the tax system works.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #2: Adam Peltzman, RHU  -  Medical & Health Insurance

In the second episode of Financial Planning: Explained, our host Michael Menninger, CFP® is joined by medical and health insurance expert, Adam Peltzman, RHU. Adam is the CEO of Health & Benefits Partners located in East Norriton. 

Mike and Adam discuss how to navigate the open enrollment period, the Affordable Care Act, group insurance and how it all relates to Financial Planning.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Episode #1: Bryan Adler, Esq - Elder Law

In the first episode of Financial Planning: Explained, our host Michael Menninger, CFP® is joined by our first guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where he dedicates his elder law practice to advising and counseling clients in the areas of elder law, life care planning, asset protection, veterans’ benefits, estate planning, guardianships, and long term-care advocacy for both Pennsylvania and New Jersey residents.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.



Pilot Episode: Al Cini - Introduction to Financial Planning

Check out the pilot episode of, Financial Planning: Explained! Our President and Principal, Michael Menninger, CFP® is joined by RVNTV host, Al Cini, to introduce the six fundamentals of Financial Planning as well as preview future shows.

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*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


*Disclosures displayed in the videos recorded before episode 82 reflect the requirements from previous Broker-Dealers. Please see the footer of the website for how services are provided.


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