Case Study - Planning Considerations Part I
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Show Notes
This week on Financial Planning: Explained, host Michael Menninger, CFP begins a two-part case study on Planning Considerations. This series is special because it is designed to touch on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.
In part one, Mike touches on examples including: widowed spouses, self-employment, beneficiaries, and retirement options. Tune into this episode as it touches on topics that are applicable in almost everyone's daily life.