All Episodes
Financial Planning Explained — 205 episodes · page 1 of 3
Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA
Third Quarter Market Recap: AI, Oil & Interest Rates | What It Means for You | Brad Sorensen, CFA
Cash Management Q&A: HELOCs, Treasury Bills, & Debt Payoff vs. Investing | Nick DeVito, CFP
NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
Understanding Your Financial Plan: What to Look For, When to Review & Mistakes | Nick DeVito, CFP
Choosing a Financial Advisor: 3 Questions You MUST Ask | Q&A with Nick DeVito, CFP
When Should You Invest? Stocks vs. Bonds & How Much Risk Is Right for You? | Nick DeVito, CFP
Life Events Financial Planning Q&A: Buying a Home, College & Inheritance | Nick DeVito, CFP
Inherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFP
Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know | Nick DeVito, CFP
Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla
Medicare Explained: Parts A, B, C, D, Medigap & Medicaid | Avoid Costly Mistakes | Cheryl Lagunilla
Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP
Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP
Social Security Survivor Benefits Case Study: Avoiding Costly Claiming Mistakes | Nick DeVito, CFP
Estate Planning Case Study: Wills, Trusts, and Tax Strategies
Home Loans: Mortgage Strategies for Buyers with Michael Mandio
College Planning: Repayment & Refinancing with Mackensie Ellis
College Planning: Different Types of Loans with Mackensie Ellis
College Planning: Where to Begin with Shellee Howard
College Planning: How to Stand Out with Shellee Howard
Education Improvement Tax Credit (EITC) with Rob Delany
2026 First Quarter Market Recap with Brad Sorensen, CFA
Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul
Long-Term Care Planning (Part II) with Michael Rowe
Long-Term Care Planning (Part I) with Michael Rowe
Matrimonial & Family Law (Part II) with Michelle Piscopo
Matrimonial & Family Law (Part I) with Michelle Piscopo
Impact of Financial Planning on Different Age Groups (Part II) with Michael Menninger, CFP
Impact of Financial Planning on Different Age Groups (Part I) with Michael Menninger, CFP
Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq.
How to Future-Proof Your Advisor Relationship with Andrew Morelli, CEPA
Business Exit Planning for Financial Advisors with Andrew Mirolli, CEPA
What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA
2026 Stock Market Outlook with Brad Sorensen, CFA
Current State of the Markets with Brad Sorensen, CFA
2025 Stock Market Recap with Brad Sorensen, CFA
Cash Management: Best Practices with Nick DeVito, CFP
Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP
Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP
Beginning of the Year Financial Planning with Nick DeVito, CFP
What Is Tax-Loss Harvesting? with Nick DeVito, CFP
One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC
Business Franchise Consulting (Part II) with Harris Gubin
Business Franchise Consulting (Part I) with Harris Gubin
Pensions: Strategies & Recommendations with Nick DeVito, CFP
Pension Plans 101 with Nick DeVito, CFP
Fourth Quarter Market Outlook with Brad Sorensen, CFA
Third Quarter Market Recap with Brad Sorensen, CFA
Property & Casualty Insurance (Part II) with Steve Gannon and Kyle Ryan, CFP, CFC
Property & Casualty Insurance (Part I) with Steve Gannon and Kyle Ryan, CFP, CFC
Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP
Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP
Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC
Financial Planning Case Study (Part I) with Kyle Ryan, CFP, ChFC
Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP
Debt Management & Inheritance Case Study Part I with Nick DeVito, CFP
Precious Metals Investing Part II with Brandon Thor
Precious Metals Investing Part I with Brandon Thor
Common Financial Planning Questions with Kelly Steyn
Stock Market Forecast with Brad Sorensen, CFA
Second Quarter Market Recap with Brad Sorensen, CFA
Final Expense Planning with Scott Mitchell & Kyle Ryan, CFP, ChFC
Retirement Plan Options for Small Business Owners with Nick DeVito, CFP
Unexpected Unemployment; What to Do Now with Ryan Keefe, CFP
Interview with the Host, Mike Menninger, CFP ft. Andres Maldonado
Financial Planning for Small Business Owners Part II with Joe Trave
Financial Planning for Small Business Owners Part I with Joe Trave
Retirement Plan Ideas for Business Owners Part II with Adam Hunt, CFP
Retirement Plan Ideas for Business Owners Part I with Adam Hunt, CFP
Bonds: What You Need to Know with Nick DeVito, CFP
Senior Living Care Part II with Rachael Packer
Senior Living Care Part I with Rachael Packer
Cash Management Case Study with Nick DeVito, CFP
Animal Assisted Therapy & Business Franchising with Annalisa Smithson
First Quarter Recap & Tariffs with Brad Sorensen, CFA
Tax Planning Q&A Part III with Kyle Ryan, CFP, ChFC
Tax Planning Q&A Part II with Kyle Ryan, CFP, ChFC
Tax Planning Q&A Part I with Kyle Ryan, CFP, ChFC
Investment Planning Q&A Part II with Kyle Ryan, CFP, ChFC
Investment Planning Q&A Part I with Kyle Ryan, CFP, ChFC
Risk Management & Insurance Q&A with Ryan Keefe, CFP
Debt Management Q&A with Ryan Keefe, CFP
Retirement Planning Q&A with Nick DeVito, CFP
General Financial Planning Q&A with Nick DeVito, CFP
2025 Market Outlook with Brad Sorensen, CFA & Kyle Ryan, CFP, ChFC
2024 Market Recap with Brad Sorensen, CFA & Kyle Ryan, CFP
Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP
Financial Planning Considerations for the New Year Part I with Nick DeVito, CFP & Ryan Keefe, CFP
The Draft & Life in the NFL with Mike Guman
College Football, NIL, & the Transfer Portal with Mike Guman
College Football & the New Playoff Structure with Mike Guman
High School Football & College Recruiting with Mike Guman
Senior Independent Living Care with Heather Esham
Case Study: Retirement Planning Solutions Part II with Nick DeVito, CFP
Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP
Social Security: Understanding the Rules & Nuances Part III with Kyle Ryan, CFP, ChFC