Retirement Planning Case Study with Kyle Ryan, CFP
Автор: Financial Planning Explained
Загружено: 2023-10-17
Просмотров: 1252
Описание:
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is a case study on retirement planning, which is one of the six major areas of financial planning.
In this episode, Mike and Kyle discuss a case study for a married couple nearing retirement. It’s an interesting case study because it covers topics such as: inheritance, pensions, and 401(k)s. They also discuss possible solutions to the couple’s situation. This is a great episode for anyone that is nearing retirement.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
Meet Mike Menninger, CFP the host of Financial Planning: Explained
https://maaplanning.com/who-we-are/ou...
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