Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP

from Financial Planning Explained · host financialplanningexplained

On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP is welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second half of a two-part case study on retirement planning solutions. In this episode, Mike and Nick really dig into the solutions of this particular case study. The guys uncover efficient tax planning strategies, investment strategies, and retirement/social security strategies that would best suit this particular couple's situation. This is a great case study as it touches on nearly all of the aspects of financial planning. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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This episode is 30 minutes long.

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This episode was published on November 19, 2024.

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