Show overview
Financial Planning Explained has been publishing since 2021, and across the 5 years since has built a catalogue of 224 episodes. That works out to roughly 110 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 28 min and 32 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Education show.
The show is actively publishing — the most recent episode landed 1 weeks ago, with 33 episodes already out so far this year. Published by financialplanningexplained.
From the publisher
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!
Latest Episodes
View all 224 episodesInherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFP
Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know | Nick DeVito, CFP
Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla
Medicare Explained: Parts A, B, C, D, Medigap & Medicaid | Avoid Costly Mistakes | Cheryl Lagunilla
Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP
Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP
Social Security Survivor Benefits Case Study: Avoiding Costly Claiming Mistakes | Nick DeVito, CFP
Estate Planning Case Study: Wills, Trusts, and Tax Strategies
Home Loans: Mortgage Strategies for Buyers with Michael Mandio
College Planning: Repayment & Refinancing with Mackensie Ellis
College Planning: Different Types of Loans with Mackensie Ellis
College Planning: Where to Begin with Shellee Howard
College Planning: How to Stand Out with Shellee Howard
Education Improvement Tax Credit (EITC) with Rob Delany
2026 First Quarter Market Recap with Brad Sorensen, CFA
Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul
Ep 218Long-Term Care Planning (Part II) with Michael Rowe
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the second episode in a two-part series on long-term care. In this episode, Michael and Mike discuss funding long-term care. Whether it is self funded, traditional long-term, or hybrid policies, the guys detail each option. They also talk about when the right time is to consider long-term care as well as underwriting. This is a great episode that provides valuable insights for anyone seeking more information on long-term care and the process of coverage. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.