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This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back regular guest, Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research.
In this episode, the guys recap the performance of the stock market in the first quarter of this year. They detail the markets performance with ...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Lily Vittayarukskul. Lily is the Co-Founder and CEO at Waterlily. Waterlily uses AI to project your future long-term care needs, helping you build a personalized plan.
In this episode, Lily and Mike discuss her time as a NASA data scientist and what brought her into the worl...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the second episode in a two-part series on long-term care.
In this episode, Michael and Mike discuss funding long-term care. Whether it is self funded, traditional long-term, or hybr...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the first episode in a two-part series on long-term care.
In this episode, Michael and Mike discuss home care. The guys discuss Medicare, Medicaid, and the importance of caregivers. ...