Subscribe in seconds and receive Financial Planning Explained's news feed updates in your inbox, on your phone or even read them from your own news page here on follow.it.
You can select the updates using tags or topics and you can add as many websites to your feed as you like.
And the service is entirely free!
Follow Financial Planning Explained: Financial Planning Explained
Is this your feed? Claim it!
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the first episode of a three-part series discussing business succession planning through the lens of a financial planner.
In this episode, Andrew and Mike talk about what steps to ...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the final episode of a three-part series discussing this past years market performance and the outlook for 2026.
In this episode, Mike and Brad discuss t...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the second episode of a three-part series discussing this past years market performance and the outlook for 2026.
In this episode, Brad an...
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the first episode of a three-part series discussing this past years market performance and the outlook for 2026.
In this episode, Mike and Brad discuss market...
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss the best practices when it comes to cash management. Cash management one of the six core areas of financial planning. The guys ...