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Financial Planning Explained

Financial Planning Explained

210 episodes — Page 5 of 5

Ep 21Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq.

This week on Financial Planning: Explained, we tackle a two-part series on Family Law. For the next two weeks, Mike will be joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman. Sarinia and Mike discuss the multitude of considerations when it comes to a divorce and custody, while still trying to maintain an amicable environment. The fear of not knowing what the next phase of life will look like can be intimidating, but we hope this insight will give a little ease to the divorce process.

Mar 16, 202125 min

Ep 20College Sports & Recruiting Part II with Matt Mark

In part two of our college sports series, Mike sits down with Matt Mark. Matt is the former head baseball coach at Caltech, and is currently the director of sales for SunnyMac Solar. Matt and Mike discuss the college recruiting process through the eyes of a coach as well as the transition to solar power and its benefits.

Mar 10, 202130 min

Ep 19College Sports & Recruiting Part I with Mark Davis, Esq.

We're very excited to announce our three part college sports series, where we will be discussing the process of recruiting and the transition into college sports. In part one we welcome Mark Davis, a successful Defense Attorney and former Major League Baseball player from Pasadena, California. Mark and Mike discuss criminal law, college recruiting and dog days in the big leagues.

Mar 5, 202127 min

Ep 18Understanding Social Security Part II with Michael Menninger, CFP

Are you or someone you know approaching Social Security age? If so, this episode is a must watch as it covers the summary of the benefits in detail. This episode provides a detailed the calculation of your social security benefit and when you should consider taking it. Be sure to share this video with friends and family that could benefit from this relevant information as they near retirement.

Feb 23, 202128 min

Ep 17Understanding Social Security Part I with Michael Menninger, CFP

This week on Financial Planning: Explained, host Michael Menninger, CFP® introduces Social Security. This is a two part series that provides an in-depth analysis on understanding how Social Security works and the benefits of the system. Part I gives a broad overview of how Social Security works, where Part II investigates the specifics in great detail.

Feb 16, 202125 min

Ep 16401(k) & Retirement Plans with Nick Kennedy, CFP®

In this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick Kennedy, CFP®. Nick is the Regional Vice President for Ameritas Retirement. Nick and Mike dive deep into the retirement plan process, and discuss strategies to maximize retirement outcomes.

Feb 10, 202131 min

Ep 15Trusts with Courtney Dolaway, Esq.

This week on Financial Planning: Explained host Michael Menninger, CFP® welcomes Courtney Dolaway, Esq. Courtney is a partner at Flaster Greenberg PC, and oversees the Trusts & Estate department. Courtney and Mike explore the many different facets that are involved when it comes to Trusts.

Feb 1, 202128 min

Ep 14Temple Financial Planning Program with Cindy Axelrod & Kyle Ryan

On this weeks episode on Financial Planning: Explained host Michael Menninger, CFP® sits down with Cindy Axelrod, CFA and Kyle Ryan, CFP®. Cindy is the Director of the Financial Planning Program at Temple University's Fox School of Business. Kyle is a Financial Planner at Menninger & Associates and a recent graduate from the Temple Financial Planning Program. Tune in as the trio talks about the process students go through to become a Financial Planner, and the transition into the business world.

Jan 26, 202128 min

Estate Administration with Stacey McConnell

Jan 19, 202126 min

Retirement Planning & Distribution with Michael Menninger, CFP

Jan 13, 202130 min