EPISODE · Jul 29, 2025 · 30 MIN
Common Financial Planning Questions with Kelly Steyn
from Financial Planning Explained · host financialplanningexplained
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals. In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning, emergency funds, and estate planning. This is a great episode for anybody who is home buying, or even just curious about working with a financial advisor. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
What this episode covers
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Kelly Steyn. Kelly is a realtor at Keller Williams Real Estate. Kelly also does educational content, interviewing industry professionals. In this episode, Kelly interviews Mike about common financial planning questions that she comes across in the realty world. Topics include: when to work with a financial advisor, retirement planning, emergency funds, and estate planning. This is a great episode for anybody who is home buying, or even just curious about working with a financial advisor. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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Common Financial Planning Questions with Kelly Steyn
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