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Artwork for Financial Planning Explained

Financial Planning Explained

financialplanningexplained
Estate Planning
Federal Reserve
Tax Planning
Retirement Planning
Social Security
S&P 500
Financial Planning
Medicare
Buyaum
Long-Term Care
Divorce
Net Unrealized Appreciation
Cash Management
Student Loans
Nasdaq
Gold
Roth Conversions
Inherited IRA
Roth IRA
Roth IRA Conversions

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
Number of ListenersCategories
Self-ImprovementBusinessEducationInvesting

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Artwork for Financial Planning Explained

Latest Episodes

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, to discuss the fourth quarter market outlook for 2026, key economic developments, and what investors may want to watch as the year progresses.... more

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion about the current state of the stock market and what investors may want to watch moving forward. In this episode, Mike and Br... more

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion covering some of the most important market and economic developments heading into the fourth quarter. In this Third Quarter M... more

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical Cash Management Q&A covering several important questions investors and homeowners may face when deciding how to manage their ca... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Brad Sorensen
Chartered Financial Analyst at Cornerstone Portfolio Research
Cornerstone Portfolio Research
Episode: Fourth Quarter Market Outlook 2026: Interest Rates, Fed Policy & Election Impact | Brad Sorensen,CFA
Nick DeVito
Certified financial planner and equity owner at Menninger & Associates
Menninger & Associates
Episode: NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
Cheryl Lagunilla
Medicare advocate and expert guest on the episode
Focused Health Access
Episode: Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla
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
Owner, founder, CEO and president of College Ready; college admissions consultant
College Ready
Episode: College Planning: Where to Begin 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

Host

Mike Menninger
Host of Financial Planning Explained, founder of Menninger & Associates Financial Planning

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 Statesa year ago
  • Outstanding

    Absolute gem of a podcast for an aspiring financial planner.

    Apple Podcasts
    5
    Cole Gray
    United States2 years 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
    Philippines5 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.

Appreciation for guest expertise and the breadth of topics from retirement to education planning.
Feedback highlights clear explanations and applicable takeaways for client work.
Listeners praise practical, case-based insights that clarify complex planning topics.

Talking Points

Recent interactions between the hosts and their guests.

NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
Q: What are the scenarios where NUA is more advantageous versus less?
NUA is generally more advantageous when employer stock has a low cost basis relative to its current value, because more of the appreciation may receive capital-gains tax treatment.
NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
Q: What do we do?
They compare using NUA, Roth conversions, or withdrawals from nonqualified annuities, while taking the couple's tax bracket, retirement timing, and Medicare premiums into account.
Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA
Q: So what's it going to take for it to turn around? Or are we at a new norm?
Brad Sorensen expects a new normal range of roughly 5 to 5.5 percent for the foreseeable future. He says a recession could lower rates, while continued government debt and the Federal Reserve reducing its market intervention may keep upward pressure on yields.
Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA
Q: What caused the recent rise in interest rates, and what are the ramifications of it?
Brad Sorensen attributes the rise to debt supply, inflation and oil prices, the unwinding of the yen carry trade, and technical trading factors. He says higher yields raise borrowing costs and can affect bonds, housing, businesses, and smaller companies.
Fourth Quarter Market Outlook 2026: Interest Rates, Fed Policy & Election Impact | Brad Sorensen,CFA
Q: Can you share on that?
Brad Sorensen explains that Kevin Warsh wants markets to price risk rather than rely on frequent Fed forecasts and forward guidance, which Sorensen considers unreliable. He expects Warsh to be more hawkish on inflation than many investors anticipate.

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, case-driven show focused on financial planning fundamentals and advanced retirement strategies. Episodes frequently center on estate planning, Medicare navigation, Social Security optimization, tax-efficient withdrawal strategies, and mortgage or college planning, often illustrated through real-world case studies and expert guest insights. A notable strength is translating complex financial concepts into actionable steps, with guests ranging from CFPs to mortgage and education planning specialists, which helps listeners apply ideas to their own financial planning journeys. The mix of case studies, practical tips, and expert perspectives likely appeals to aspiring and current financial planners, advisors, and well-informed indiv... more

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Which podcasts are similar to Financial Planning Explained?

These podcasts share a similar audience with Financial Planning Explained:

1. Your Money, Your Wealth
2. The Rob Berger Show
3. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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. Brad Sorensen
2. Nick DeVito
3. Cheryl Lagunilla
4. Mike Mandio
5. Mackensie Ellis
6. Shellee Howard
7. Rob Delany
8. Lily Vittayarukskul

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