Financial Planning Explained

On this weeks episode of Financial Planning: Explained, host Mike Menninger, CFP welcomes a very unique guest, his son, Tim Menninger. Tim is an Embedded Software Engineer at Green Hills Software in Santa Barbara, California. Tim and Mike discuss the importance of the operating system, how much it is used in day to day life, and even a few stories from the old days.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Bob Matje. Bob is a Pharmaceutical Professional at RemTech LLC. Bob and Mike examine running a pharmaceutical plant as a plant manager, the process of patenting pharmaceutical drugs, and the value of a consultant in any industry.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Sean Montague. Sean is the Director of Global Engineering Solutions at Merck & Co. Pharmaceuticals. Sean and Mike discuss leading construction management and safety in the Southeast (which is Sean's territory), adjusting pharmaceutical life during a pandemic, and the importance of prioritizing the patient/client.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Eckenrode. Mike is a retired land surveyor with Hanover Engineering Associates, Inc. Partially enjoying full retirement, Mike now spends his days as a groundskeeper at Fox Hollow Golf Club. Mike and Mike discuss financial planning tactics upon entering retirement, as well as the intricacies of surveying land, while making golf courses harder than they already are.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Mark Bostwick. Mark is the Vice President of Business Development for Police and Fire Federal Credit Union. Mark and Mike discuss refinancing mortgages at a lower rate. They compare the pros and cons of using traditional lenders to that of credit unions, which many people are unaware of.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams. Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridiron, Mike and Mike discuss investments in the current market.

Are you aware of all the facets that go into a mortgage? This week on Financial Planning: Explained, Mike is joined by Mike Harvey. Mike is a Mortgage Professional and co-owner of Vantage Point Financial Group. In this episode, Mike and Mike discuss everything from programs for first time home buyers to interest rates of investment properties vs primary homes.

On this weeks episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Randy Steen, Esq. to the show. Randy is the President at the Law Office of Randy Hope Steen, Ltd. Randy and Mike discuss the potential tax law changes as it pertains to Estate Planning. They also touch on the best ways to approach these changes as they evolve.

This week on Financial Planning: Explained, Mike is joined by Mike Cellucci. Mike is the owner of Cellucci Foran Insurance, Inc., located in Springfield, PA, where Mike focuses on Property and Casualty insurance. The two Mike’s review who may need property casualty insurance and what options do you have when applying for insurance.

This week on Financial Planning: Explained, Mike is joined by the Owner of Anthony’s Italian Restaurant in Malvern, Anthony Natale. Mike and Anthony discuss what it was like owning a restaurant during covid, what Anthony’s did to make it through the pandemic, and what he would change if he had to do it all over again.

"What should I know about buying my first home?" This week on Financial Planning: Explained, we cover the intricacies of buying your first home, through the eyes of a first time home buyer. Host Michael Menninger, CFP is joined once again by Kyle Ryan, CFP, an associate at Menninger & Associates. Buying your first home can be intimidating, here are a few tips and tricks you should know before making the largest purchase of your life.

One of the most often asked questions of financial planners is, "Should I contribute to a Traditional or a Roth 401(k)?" On this weeks episode of Financial Planning: Explained, we cover contributing to Traditional or a Roth 401(k). Host Michael Menninger, CFP is joined by Kyle Ryan, CFP, an associate at Menninger & Associates. Although it depends on your unique financial situation that determines whether you should contribute to a Traditional or Roth 401(k), Mike and Kyle draw out many of the determining factors.

Business succession planning is an important part of operating a business, especially for small-business owners and owners who are nearing retirement. This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Michael Egan, ChFC. Michael Egan is the founder of JME Financial Services, before merging with Menninger & Associates in 2019. By making business succession arrangements early, owners help make a smooth transition and minimize any negative effects of their departure on the company.

Divorce can be a terrible experience. This week on Financial Planning: Explained, we cover part two of our series on Family Law. For the second week, we are joined by joined by Family Law attorney, Sarinia Feinman, Esq. Sarinia is a Partner at Vetrano Vertrano & Feinman. This week, Sarinia and Mike discuss alimony, post divorce issues, and tie both segments back into how it pertains to financial planning. 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.

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.

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.

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.

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.

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.

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.

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.

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.