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...
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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...
Financial Planning Explained Podcast Guide
Listen to Financial Planning Explained, a Education podcast by financialplanningexplained. Stream 213 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 213 episodesSocial 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...
Home Loans: Mortgage Strategies for Buyers with Michael Mandio
This week on "Financial Planning: Explained", host Michael Menninger, CFP sits down with Michael Mandio. Michael is the Vice President of Pr...
College Planning: Repayment & Refinancing with Mackensie Ellis
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mackensie Ellis. Mackensie is a student...
College Planning: Different Types of Loans with Mackensie Ellis
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Mackensie Ellis. Mackensie is a student loan professional...
College Planning: Where to Begin with Shellee Howard
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Shellee Howard. Shellee is the Founder...
College Planning: How to Stand Out with Shellee Howard
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Shellee Howard. Shellee is the Founder & CEO, College Rea...
Education Improvement Tax Credit (EITC) with Rob Delany
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Rob Delany. Rob is the CEO of BLOCS -...
2026 First Quarter Market Recap with Brad Sorensen, CFA
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back regular guest, Brad Sorensen, CFA. Brad is a portfol...
Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Lily Vittayarukskul. Lily is the Co-Founder...
Long-Term Care Planning (Part II) with Michael Rowe
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance...
Long-Term Care Planning (Part I) with Michael Rowe
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance...
Matrimonial & Family Law (Part II) with Michelle Piscopo
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back Michelle Piscopo. Michelle is an attorney at Blank R...
Matrimonial & Family Law (Part I) with Michelle Piscopo
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Michelle Piscopo. Michelle is an attorney at...
Impact of Financial Planning on Different Age Groups (Part II) with Michael Menninger, CFP
This week on "Financial Planning: Explained", host Michael Menninger, CFP concludes a two-part series on the impact of financial planning on...
Impact of Financial Planning on Different Age Groups (Part I) with Michael Menninger, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP begins a two-part series on the impact of financial p...
Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq.
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Anylise Crouthamel, Esq. and Doug Kaune, Esq. Anylise...
How to Future-Proof Your Advisor Relationship with Andrew Morelli, CEPA
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Andrew Mirolli, CEPA. Andrew is the Co-...