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Financial Planning Explained

financialplanningexplained

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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  1. The Future of the Housing Market: Is Now the Right Time to Buy or Rent? | Dave Cary 30:13
  2. Housing Market 2026: Home Prices, Inventory & Interest Rate Outlook | Dave Cary 29:32
  3. Fourth Quarter Market Outlook 2026: Interest Rates, Fed Policy & Election Impact | Brad Sorensen, CFA 32:26
  4. Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA 31:39
  5. Third Quarter Market Recap: AI, Oil & Interest Rates | What It Means for You | Brad Sorensen, CFA 31:44
  6. Cash Management Q&A: HELOCs, Treasury Bills, & Debt Payoff vs. Investing | Nick DeVito, CFP 31:51
  7. NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF 30:27
  8. Understanding Your Financial Plan: What to Look For, When to Review & Mistakes | Nick DeVito, CFP 31:47
  9. Choosing a Financial Advisor: 3 Questions You MUST Ask | Q&A with Nick DeVito, CFP 30:30
  10. When Should You Invest? Stocks vs. Bonds & How Much Risk Is Right for You? | Nick DeVito, CFP 32:11
  11. Life Events Financial Planning Q&A: Buying a Home, College & Inheritance | Nick DeVito, CFP 29:07
  12. Inherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFP 32:19
  13. Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know | Nick DeVito, CFP 29:53
  14. Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla 32:36
  15. Medicare Explained: Parts A, B, C, D, Medigap & Medicaid | Avoid Costly Mistakes | Cheryl Lagunilla 30:42
  16. Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA 35:47
  17. The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA 33:38
  18. Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA 32:29
  19. Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP 28:27
  20. Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP 27:53
  21. Social Security Survivor Benefits Case Study: Avoiding Costly Claiming Mistakes | Nick DeVito, CFP 31:28
  22. Estate Planning Case Study: Wills, Trusts, and Tax Strategies 29:44
  23. Home Loans: Mortgage Strategies for Buyers with Michael Mandio 30:45
  24. College Planning: Repayment & Refinancing with Mackensie Ellis 31:23
  25. College Planning: Different Types of Loans with Mackensie Ellis 32:40
  26. College Planning: Where to Begin with Shellee Howard 36:57
  27. College Planning: How to Stand Out with Shellee Howard 31:09
  28. Education Improvement Tax Credit (EITC) with Rob Delany 29:32
  29. 2026 First Quarter Market Recap with Brad Sorensen, CFA 34:46
  30. Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul 37:09
  31. Long-Term Care Planning (Part II) with Michael Rowe 35:25
  32. Long-Term Care Planning (Part I) with Michael Rowe 27:18
  33. Matrimonial & Family Law (Part II) with Michelle Piscopo 31:39
  34. Matrimonial & Family Law (Part I) with Michelle Piscopo 29:27
  35. Impact of Financial Planning on Different Age Groups (Part II) with Michael Menninger, CFP 33:23
  36. Impact of Financial Planning on Different Age Groups (Part I) with Michael Menninger, CFP 31:42
  37. Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq. 37:13
  38. How to Future-Proof Your Advisor Relationship with Andrew Morelli, CEPA 35:37
  39. Business Exit Planning for Financial Advisors with Andrew Mirolli, CEPA 34:12
  40. What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA 32:54
  41. 2026 Stock Market Outlook with Brad Sorensen, CFA 28:05
  42. Current State of the Markets with Brad Sorensen, CFA 27:36
  43. 2025 Stock Market Recap with Brad Sorensen, CFA 31:33
  44. Cash Management: Best Practices with Nick DeVito, CFP 34:09
  45. Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP 28:40
  46. Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP 27:00
  47. Beginning of the Year Financial Planning with Nick DeVito, CFP 32:29
  48. What Is Tax-Loss Harvesting? with Nick DeVito, CFP 28:00
  49. One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC 32:14
  50. Business Franchise Consulting (Part II) with Harris Gubin 33:10