Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II)

from Financial Planning Explained · host financialplanningexplained

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Ryan Keefe and Kyle Ryan, CFP. Ryan and Kyle are financial advisors at Menninger & Associates Financial Planning. This is the second episode in a five-part series discussing common topics of financial planning. This episode focuses on the investment planning area of financial planning. Topics include: passive index vs. actively managed funds, what to do with a wage increase, harvesting gains/losses, and backdoor Roth IRAs. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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This episode was published on June 27, 2023.

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