All Episodes
Financial Planning Explained — 221 episodes
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
Social Security: Understanding the Rules & Nuances Part II with Kyle Ryan, CFP, ChFC
Social Security: Understanding the Rules & Nuances Part I with Kyle Ryan, CFP, ChFC
Business Franchise Ownership with Jeff Schubert
Interpreting the Fed Interest Rate Cut with Brad Sorensen, CFA
Employer-Sponsored Insurance Plans with Bryan Nester
Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP
Case Study: Employer Sponsored Investment Plans Part I with Nick DeVito, CFP
Case Study: Retirement Solutions Part II with Ryan Keefe, CFP
Case Study: Retirement Solutions Part I with Ryan Keefe, CFP
2024 Mid-Year Economic Update & Forecasts Part III with Thomas Balis CFA
How Bad Was This 'Black Monday'? with Brad Sorensen, CFA
2024 Mid-Year Economic Update & Forecasts Part II
2024 Mid-Year Economic Update & Forecasts Part I
Financial Therapy & Psychology Part III with Dr. Maggie Baker
Financial Therapy & Psychology Part II with Dr. Maggie Baker
Financial Therapy & Psychology Part I with Dr. Maggie Baker
Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC
Tax Planning Case Study Part I with Kyle Ryan, CFP, ChFC
Tax Deferred Investments with Ryan Keefe, CFP
Cybersecurity: Issus & Resolutions with Andres Maldonado & Ryan Keefe, CFP
Upcoming Tax Law Changes Part III with Nick DeVito, CFP
Upcoming Tax Law Changes Part II with Nick DeVito, CFP
Upcoming Tax Law Changes Part I with Nick DeVito, CFP
Public Adjusting with Andy Gurkzak
Uncovering Unexpected Planning Needs with Nick DeVito, CFP
Year-End Tax Planning Part II with Nick DeVito
Year-End Tax Planning Part I with Nick DeVito
Understanding Employee Benefits Part II with Nick DeVito
Understanding Employee Benefits Part I with Nick DeVito
Understanding PSERS Part II with Kyle Ryan, CFP, ChFC
Understanding PSERS Part I with Kyle Ryan, CFP, ChFC
Retirement Planning Case Study with Kyle Ryan, CFP
Business Franchising 101 with Marty Greenbaum, CFE (Part III)
Business Franchising 101 with Marty Greenbaum, CFE (Part II)
Business Franchising 101 with Marty Greenbaum, CFE (Part I)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part V)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part IV)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part III)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part I)
Current State of the Economy with Brad Sorensen, CFA (Part IV)
Current State of the Economy with Brad Sorensen, CFA (Part III)
Current State of the Economy with Brad Sorensen, CFA (Part II)
Current State of the Economy with Brad Sorensen, CFA (Part I)
Personal Injury Law with Jon Groth
The Right Way to Travel with Anca Trofin
Senior Living & Long-Term Care with Rachael Packer and Kyle Ryan, CFP
Company Stock Plans Part II with Kyle Ryan, CFP
Company Stock Plans Part I with Kyle Ryan, CFP
Life Insurance Planning Part III with Kyle Ryan, CFP
Life Insurance Planning Part II with Kyle Ryan, CFP
Life Insurance Planning Part I with Kyle Ryan, CFP
The Taxation of Trusts with Michael Menninger, CFP
The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP
Viewer Q&A Part 8 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP
Small Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendig
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP
Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP
Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito
Current State of the Market Part II with Thomas Balis, CFA
Current State of the Market Part I with Thomas Balis, CFA
Cyber Security For Businesses with Brian McCarthy
R&D Tax Credits and Financial Education with Randy Crabtree, CPA
Current State of the Housing Market with Dave Cary & Douglas Braun
Helping Women Navigate Financial Decisions with Stacy Francis, CFP
Case Study - Planning Considerations Part II
Case Study - Planning Considerations Part I
Economic Outlook Part II: Where Do We Go From Here with Gene Goldman, CFA
Economic Outlook Part I with Gene Goldman, CFA
Case Study - Selling Family Home While Living There with Kyle Ryan, CFP
Avoiding Medicare Traps and Penalties with Kathe Kline
Financial Success & The Psychological Roadblocks Part II with Larry Faulkner
Financial Success & The Psychological Roadblocks Part I with Larry Faulkner
Current State of the Markets with Herb Morgan, CIO
Case Study – Maximizing Tax Efficiency/Retirement Planning
Case Study – Debt Management +
Case Study - Maximizing Tax Efficiency/Retirement
Case Study - Maximizing Social Security Benefits Part II
Case Study - Maximizing Social Security Benefits Part I
Changing Careers: From Corporate America To Owning A Business with Carol Verhake
Alternative Investments: Diversifying Your Portfolio with Gaston Escudero
Sudden Wealth Law with Paul Deloughery
Women‘s Retirement & What‘s Next with Autumn Nessler
Year End Tax Planning Part II with Brian Pugliese, CPA
Year End Tax Planning with Brian Pugliese, CPA
Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan Keefe
Long-Term Elder Care with Bryan Adler, Esq.
Long Term Care Planning with Jack Linvill
Restaurant Ownership, Business Development, and Challenges Faced with Mike Yurcho
Business Succession Planning For Your Business with Steve Goodman, CPA
College Ready: Planning & Strategy Part II with Shellee Howard
College Ready: Planning & Strategy Part I with Shellee Howard
Current State Of The Market with Herb Morgan
Financial Planning Q&A Part II with Kyle Ryan, CFP & Ryan Keefe
Financial Planning Q&A Part I with Kyle Ryan, CFP & Ryan Keefe
Retirement & Investor Research with Sarah Holden, PhD
Becoming Financially Independent with David Bardsley
Business Website Design & SEO with Devon McCrossin
Digital Marketing Strategy & Creating Content with Nick Lensander
Operating System Architecture: And How It Affects Us Daily with Tim Menninger
Pharmaceutical Consulting with Bob Matje
Building Pharmaceutical Facilities with Sean Montague
Personal Retirement and Golf Course Management with Mike Eckenrode
How Credit Unions Differ From Traditional Banks with Mark Bostwick
Interviewing A Former NFL Player Turned Investment Consultant with Mike Guman, CRPC
Understanding Mortgages with Mike Harvey
Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq.
Understanding Property & Casualty Insurance with Michael Cellucci
Running A Restaurant During Covid with Anthony Natale
First Time Homebuyers with Kyle Ryan, CFP
Traditional vs. Roth 401(k) with Kyle Ryan, CFP
Business Succession Planning with Michael Egan, ChFC
Family Law: Divorce and Custody Part II with Sarinia Feinman, Esq.
Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq.
College Sports & Recruiting Part II with Matt Mark
College Sports & Recruiting Part I with Mark Davis, Esq.
Understanding Social Security Part II with Michael Menninger, CFP
Understanding Social Security Part I with Michael Menninger, CFP
401(k) & Retirement Plans with Nick Kennedy, CFP®
Trusts with Courtney Dolaway, Esq.