Episode 72
Case Study - Planning Considerations Part II
June 15, 202231m 45s
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Show Notes
On this week's on Financial Planning: Explained, host Michael Menninger, CFP finishes a two-part case study on Planning Considerations. This series touches on all six major aspects of financial planning including: Cash Management, Tax Planning, Risk Management, Investment Planning, Retirement Planning, and Estate Planning.
In part two, Mike discusses topics including: widowed spouses, taxes, beneficiaries, and mortgages. If these topics affect you, this is a must see episode.