Debt Management & Inheritance Case Study Part I with Nick DeVito, CFP episode artwork

EPISODE · Aug 20, 2025 · 27 MIN

Debt Management & Inheritance Case Study Part I with Nick DeVito, CFP

from Financial Planning Explained · host financialplanningexplained

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part case study. In this episode, Mike and Nick discuss a case study that deals with debt management and inheritance. This episode covers a couple in their 40s with three children. We discuss the current debt they are in, along with their financial planning goals. The guys begin to discuss strategies but will dig deeper in part II. This is a great episode for anyone who is in debt and concerned about their financial future. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Episode metadata supplied by the publisher feed · Published Aug 20, 2025

Embed this episode

NOW PLAYING

Debt Management & Inheritance Case Study Part I with Nick DeVito, CFP

0:00 27:02

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 27 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on August 20, 2025.

Can I download this Financial Planning Explained episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!