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!
Financial Planning Explained
Claim This Podcastby financialplanningexplained
5.0(7 reviews)
231 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
65
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality62
Social0
YouTube85
Engagement85
Podcast Overview
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!
Language
🇺🇲
Publishing Since
11/3/2020
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65
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality62
Social0
YouTube85
Engagement85
7
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2
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10
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excellent
Episode Length
31 minutes
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Every 9 days
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Recent Episodes
July 21, 2026
Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
Host Michael Menninger, CFP®, interviews Brad Sorensen, CFA, about the third quarter 2026 market outlook, exploring justified valuations and global economic influences for investors.
July 14, 2026
The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
Host Michael Menninger, CFP® interviews Brad Sorensen, CFA, as they analyze current stock market trends, economic data, and investor sentiment to guide strategic portfolio decisions.
July 7, 2026
Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
Host Michael Menninger, CFP® interviews Brad Sorensen, CFA, as they dissect the Q2 2026 market performance and offer investors strategies for navigating uncertainty.
231 total episodes available with 65 transcripts
Recent guests on Financial Planning Explained
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Brad Sorensen
Guest
Nick DeVito
Guest
Michael Mandio
Guest
Mackensie Ellis
Guest
Michelle Piscopo
Guest
Anylise Crouthamel
Guest
Doug Kaune
Guest
Andrew Mirolli
Guest
Andrew Mirolli CEPA
Guest
Brad Sorensen CFA
Guest
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Frequently asked questions
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- What is Financial Planning Explained?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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