Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP

from Financial Planning Explained · host financialplanningexplained

On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Nick DeVito, CFP. This is a two-part case study on employer benefits. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss a case study for a single individual nearing retirement. They guys lay out the facts and background of this individual in terms of assets, goals, and investment allocation. Tune in next week when they uncover specific strategies that this individual could utilize to maximize their employer benefits for retirement. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

What this episode covers

NOW PLAYING

0:00 26:47

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Veteran Salesman: Tap Into Raw Emotion To seal The Deal | E46

Apr 22, 2025 ·32m

Introducing the Wealth Education Podcast

Feb 27, 2025 ·0m

Inclusive Entrepreneurship Advocate: Unlocking Wealth for Underserved Entrepreneurs| E45

Dec 6, 2024 ·34m

Mastering Money Management: Become Rich for The Price of Financial Literacy| E43

Sep 27, 2024 ·29m

Onstage Presence Expert: Overcome Stage Fright with Internal Drive | E44

Sep 20, 2024 ·57m

Mastering Money Management: Intro to Financial Literacy | E42

Aug 7, 2024 ·16m

Similar Podcasts

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Spill The Growth Spill The Growth This podcast is designed for anyone striving to become their best self, whether that means achieving financial independence, advancing in their career, or improving mental and physical health. Each episode features chats with friends and experts in well-being, career development, and personal growth. Through authentic discussions, expert insights, and everyday experiences, we explore what it means to grow and learn. With practical strategies and relatable stories, Spill The Growth is here to guide listeners on their unique journeys towards success—whatever that looks like for them. Mobile Money by moomoo Mobile Money by moomoo Hear from seasoned traders, financial influencers, and industry insiders as they discuss money matters and market news and share their personal finance stories.Disclaimers: https://www.moomoo.com/us/support/topic4_523

Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 26 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on September 3, 2024.

What is this episode about?

Can I download this Financial Planning Explained episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!