Financial Planning Explained Podcast Por financialplanningexplained arte de portada

Financial Planning Explained

Financial Planning Explained

De: financialplanningexplained
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Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. 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!Copyright 2020 All rights reserved. Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP

    Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP
    Dec 23 2025

    This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part two of a two-part series on employer stock plans.

    In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys talk about ESOP (Employee Stock Ownership Plan) as well as 401(k) / NUA (Net Unrealized Appreciation). This is a great episode for anyone who has a stock program with their employer.

    ​For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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    29 m
  • Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP

    Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP
    Dec 17 2025

    On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part one of a two-part series on employer stock plans.

    In this episode, Mike and Nick discuss the the various forms of employer stock and how to incorporate it in your financial plan. The guys discuss RSUs (Restricted Stock Units), ESPP (Employee Stock Purchase Program), and stock options (both non qualified & incentive). This is a great episode for anyone who has a stock program with their employer.

    ​For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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    27 m
  • Beginning of the Year Financial Planning with Nick DeVito, CFP

    Beginning of the Year Financial Planning with Nick DeVito, CFP
    Dec 14 2025

    This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning.

    In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning.

    For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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    32 m
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