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

EPISODE · Aug 26, 2025 · 36 MIN

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

from Financial Planning Explained · host financialplanningexplained

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study. In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. 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 26, 2025

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

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