Cash Management Case Study with Nick DeVito, CFP

What this episode covers

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. Of the six areas of financial planning, this episode covers cash management. In this episode, Mike and Nick discuss a case study of a recent prospect. The guys discuss switching to a Roth 401(k), maximizing 401(k) match, HELOCs, and paying down debt. This is a great episode for anyone who is unsure about the best channels to not only manage cash flow, but pay down your debt. 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 April 23, 2025.

What is this episode about?

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is join by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. Of the six areas of financial planning, this episode...

Can I download this Financial Planning Explained episode?

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