Case Study: Retirement Solutions Part II with Ryan Keefe,...

What this episode covers

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Ryan talk about a case study of a married couple approaching retirement. They begin by recapping specifics of the couples background with a few facts, along with their objectives and goals. Then, the guys dive into possible solutions for the client to consider. Topics include: Roth IRA conversions, HELOCs, beneficiaries, and trusts. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 31 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on August 28, 2024.

What is this episode about?

This week on "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Ryan Keefe, CFP. This is the second episode of a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial...

Can I download this Financial Planning Explained episode?

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