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Home > Financial Planning Explained > Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC
Podcast: Financial Planning Explained
Episode:

Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC
Category: Education
Duration: 00:32:29
Publish Date: 2025-09-09 15:01:54
Description:

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study.

In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family regarding tax planning and estate planning. This is a great episode for anyone who has questions within the entire scope of financial planning.

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