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Artwork for Financial Planning Explained

Financial Planning Explained

financialplanningexplained
Estate Planning
Federal Reserve
Buyaum
Long-Term Care
Retirement Planning
Divorce
Student Loans
Financial Planning
S&P 500
Gold
Social Security
United States Economy
Pennsylvania
Cash Management
Tax Planning
Private Student Loans
Property and Casualty Insurance
Alimony
Long-Term Care Insurance
Federal Student Loans

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 financia... more

PublishesWeeklyEpisodes205Founded6 years ago
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EducationInvestingSelf-ImprovementBusiness

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Artwork for Financial Planning Explained

Latest Episodes

This week on Financial Planning: Explained, host Michael Menninger, CFP® walks through a comprehensive estate planning case study, illustrating how thoughtful planning can help families protect assets, minimize taxes, and ensure their wishes are carr... more

This week on "Financial Planning: Explained", host Michael Menninger, CFP sits down with Michael Mandio. Michael is the Vice President of Production, Community Mortgage Team for AnnieMac Home Mortgage. AnnieMac is a nationwide residential mortgage le... more

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power to negotiate better rates on u... more

This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power to negotiate better rates on undergraduate, grad... more

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Recent Guests

Mike Mandio
Vice President of Production at AnnieMac for the Community Mortgage Team
AnnieMac Home Mortgage
Episode: Home Loans: Mortgage Strategies for Buyers with Michael Mandio
Mackensie Ellis
Manager of student loan development at Juno
Juno
Episode: College Planning: Repayment & Refinancing with Mackensie Ellis
Shellee Howard
Founder and CEO of College Ready
College Ready
Episode: College Planning: How to Stand Out with Shellee Howard
Rob Delany
CEO of Blocs (Business Leaders Organized for Catholic Schools)
Blocs
Episode: Education Improvement Tax Credit (EITC) with Rob Delany
Lily Vittayarukskul
Co-founder and CEO of Waterlily
Waterlily
Episode: Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul
Michael Rowe
LTC specialist
Helmick & Co.
Episode: Long-Term Care Planning (Part II) with Michael Rowe
Michelle Piscopo
Attorney with Blank Rome, expert in family law and divorce
Blank Rome
Episode: Matrimonial & Family Law (Part II) with Michelle Piscopo
Annalise Crouthamel
Estate attorney
Unruh, Turner, Burke, & Frees
Episode: Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq.
Doug Kaune
Estate attorney
Unruh, Turner, Burke, & Frees
Episode: Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq.

Host

Mike Menninger
Host of the show, Certified Financial Planner, founder of Menninger & Associates

Reviews

4.9 out of 5 stars from 33 ratings
  • Really love this podcast

    Incredibly helpful for me, a newer planner. I only experience some facets of planning with my current clients, so these cases help me understand problems I hope to solve as I move forward in this career. They explain things very well and I love hearing them explain their process - something I don’t get a lot of in my day to day.

    Apple Podcasts
    5
    JJESH4477
    United States10 months ago
  • Outstanding

    Absolute gem of a podcast for an aspiring financial planner.

    Apple Podcasts
    5
    Cole Gray
    United Statesa year ago
  • Awesome Podcast!!!

    Michael, host of the Financial Planning Explained Podcast, highlights all finance and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago
  • Excellent show, very educational

    Love these podcasts, I have learned so much and look forward to them each week! Mike is a true expert.

    Apple Podcasts
    5
    Dave Cary
    United States6 years ago
  • Very informative and educational!

    Highly recommend to anyone who is seeking to understand more about financial planning. Mike and his guests do a fantastic job explaining difficult subjects and have fun while doing it.

    Apple Podcasts
    5
    AndyPipCorbett
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate clear explanations of complex topics.
Quality guests and evidence-based insights are frequently highlighted.
Many find actionable, practical steps useful for client work.

Top Self-Improvement Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP
Q: What are the five basic elements of an estate plan mentioned in the episode?
The five basic elements are will, durable power of attorney, medical power of attorney, living will (advanced medical directives), and trusts, with trusts highlighted as an important tool depending on circumstances.
Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP
Q: How do irrevocable trusts protect assets from creditors and divorce, and how can you structure distributions?
Irrevocable trusts offer creditor protection and can specify distribution rules (HEMS), while choosing a trustee who balances firmness with compassion to implement your wishes.
Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP
Q: What is the next level up in estate planning beyond the basics of a will and beneficiary designations?
We discuss using irrevocable trusts to protect assets, provide generation-skipping protections, and ensure your wishes are carried out across marriages and blended families.
Property & Casualty Insurance (Part I) with Steve Gannon and Kyle Ryan, CFP, CFC
Q: Explain full tort versus limited tort and how it affects auto insurance choices.
Full tort allows suing for pain and suffering regardless of injury severity, but it typically costs about 20% more in premiums. Limited tort restricts suing for pain and suffering unless injuries are serious, with exceptions like DUI or out-of-state tags. The Diemer Statute can override state rules when crossing into New Jersey.
Third Quarter Market Recap with Brad Sorensen, CFA
Q: What drove the strong performance in Q3 despite tariff fears?
The market shrugged off some of the tariff worries because earnings remained robust; investors focused on growth and the resilience of AI-enabled leaders, which supported broad market gains.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Financial Planning Explained

What is Financial Planning Explained about and what kind of topics does it cover?

A practical, practitioner-focused show that translates complex financial topics into actionable guidance. Episodes center on student loans, college planning, long-term care, estate and divorce planning, tax-advantaged giving, and advisory succession, often featuring subject-matter experts who bring real-world case examples and clear takeaways. A standout aspect is the blend of personal finance education with professional planning disciplines, including AI tools for care planning and in-depth discussions of policy impacts, making it valuable for financial professionals seeking fresh perspectives or potential clients evaluating planning strategies. The format tends to mix instructional narratives with concrete tips, checklists, and resources,... more

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Which podcasts are similar to Financial Planning Explained?

These podcasts share a similar audience with Financial Planning Explained:

1. Money Guy Show
2. Your Money, Your Wealth
3. Stay Wealthy Retirement Podcast
4. Retirement Planning Education, with Andy Panko
5. The Boldin Your Money Podcast

How many episodes of Financial Planning Explained are there?

Financial Planning Explained launched 6 years ago and published 205 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Financial Planning Explained?

Recent guests on Financial Planning Explained include:

1. Mike Mandio
2. Mackensie Ellis
3. Shellee Howard
4. Rob Delany
5. Lily Vittayarukskul
6. Michael Rowe
7. Michelle Piscopo
8. Annalise Crouthamel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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