Fourth Quarter Market Outlook 2026: Interest Rates, Fed Policy & Election Impact | Brad Sorensen,CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, to discuss the fourth quarter ma...
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Financial Planning Explained
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, cr...
Episodes
20 of 229 episodesCurrent State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion about the curre...
Third Quarter Market Recap: AI, Oil & Interest Rates | What It Means for You | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion covering some o...
Cash Management Q&A: HELOCs, Treasury Bills, & Debt Payoff vs. Investing | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical Cash Management Q...
NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a real-world retirement plann...
Understanding Your Financial Plan: What to Look For, When to Review & Mistakes | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for another Q&A focused on an ess...
Choosing a Financial Advisor: 3 Questions You MUST Ask | Q&A with Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for another Q&A focused on one of...
When Should You Invest? Stocks vs. Bonds & How Much Risk Is Right for You? | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for Part II of a Q&A series on li...
Life Events Financial Planning Q&A: Buying a Home, College & Inheritance | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical life events finan...
Inherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to break down one of the most imp...
Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to walk through a practical estat...
Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Cheryl Lagunilla, Health Insurance Advisor at Focuse...
Medicare Explained: Parts A, B, C, D, Medigap & Medicaid | Avoid Costly Mistakes | Cheryl Lagunilla
This week on Financial Planning: Explained, host Michael Menninger, CFP®, is joined by Cheryl Lagunilla, Health Insurance Advisor at Focused...
Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager...
The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager a...
Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager a...
Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their Social Security Survivor Ben...
Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their in-depth Social Security Sur...
Social Security Survivor Benefits Case Study: Avoiding Costly Claiming Mistakes | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick DeVito, CFP® walk through a real-world Social S...
Estate Planning Case Study: Wills, Trusts, and Tax Strategies
This week on Financial Planning: Explained, host Michael Menninger, CFP® walks through a comprehensive estate planning case study, illustrat...