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Home > Financial Planning Explained > Uncovering Unexpected Planning Needs with Nick DeVito, CFP
Podcast: Financial Planning Explained
Episode:

Uncovering Unexpected Planning Needs with Nick DeVito, CFP

Category: Education
Duration: 00:29:40
Publish Date: 2024-01-02 21:50:54
Description:

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

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