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Financial Planning: Explained

Episode Guide


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.

College sports & recruiting Part I episode wrap up (2:15)



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. 

Understanding social security part II episode wrap up (2:02)



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.

Understanding social security part I episode wrap up (2:38)



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.

401(k) & Retirement Plans episode wrap up (1:26)


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.

Trusts episode wrap up (1:32)



Episode #13: Cindy Axelrod & Kyle Ryan - 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.

Temple Financial Planning Program episode wrap up (2:23)



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.

Estate Administration episode wrap up (1:32)




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.

Retirement Planning & Distribution wrap up (1:18)


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.

Disability life planning episode wrap up (1:24)


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.

Special needs planning episode wrap up (1:54)


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.

Car Purchases episode wrap up (1:31)



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

Estate Planning episode wrap up (1:45)


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.

Mortgages episode wrap up (1:36)


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.

Real Estate episode wrap up (2:20)


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.

Tax planning part II episode wrap-up (2:15)


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.

Tax Planning Part I episode wrap-up (3:19)



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:  

Medical & Health Insurance episode wrap-up (2:24)


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.

Medical & Health Insurance episode wrap-up (2:24)


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.






You can also listen to weekly episodes of Financial Planning: Explained on Apple Podcasts in iTunes


If you know someone who you believe would be a great guest for the show,

please let us know by filling out the form below!



Other Television Appearances

                                                       

                                                         CEO CHAT - RVNTV

                                                        Coffee with Joe - RVNTV

                                                        Fundamentals of Estate Planning - HMC-TV

                                                        Tax Law Changes - HMC-TV

Note: Inherited IRA rules have changed. Please be sure to contact your financial professional to discuss your specific situation.

Neither Voya Financial Advisors nor its representatives provide legal advice.