Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP

from Financial Planning Explained · host financialplanningexplained

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning. In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers everything from risk tolerance and retirement planning to beneficiaries in your will. This is a great episode for anyone looking to create good financial planning habits for the new year. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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This episode is 28 minutes long.

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This episode was published on January 14, 2025.

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