Financial Planning Explained Episodes
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 reiterating the foundation of the tax system, Michael uncovers some interesting and unique Tax Strategies.
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.
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. Watch a short clip of the episode as Mike correlates Medical & Health Insurance to Financial Planning:
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.
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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