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Home > Financial Planning Explained > Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP
Podcast: Financial Planning Explained
Episode:

Financial Planning Considerations for the New Year Part II with Nick DeVito, CFP & Ryan Keefe, CFP
Category: Education
Duration: 00:28:06
Publish Date: 2025-01-14 23:30:07
Description:

This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by with Nick DeVito, CFP and Ryan Keefe, CFP. Nick and Ryan are both financial planners at Menninger & Associates Financial Planning.

In this episode, the guys wrap up part two of a two-part series on financial planning considerations for the start of the new year. They discuss the final three topics of financial planning, including: Investment Planning, Retirement Planning, and Estate Planning. This covers everything from risk tolerance and retirement planning to beneficiaries in your will. This is a great episode for anyone looking to create good financial planning habits for the new year.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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