Uncovering Unexpected Planning Needs with Nick DeVito, CFP

from Financial Planning Explained · host financialplanningexplained

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss unexpected planning needs that people often overlook. Topics in this episode include: paying off debt, utilizing the benefits of a HELOC (Home Equity Line of Credit), maximizing employer match, and the importance of estate planning. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

Episode metadata supplied by the publisher feed · Published Jan 2, 2024

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Uncovering Unexpected Planning Needs with Nick DeVito, CFP

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