Case Study: Retirement Planning Solutions Part I with Nick DeVito, CFP
Nov 13, 2024•28 min•Ep. 146
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Episode description
This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the first half of a two-part case study on retirement planning solutions.
In this episode, Mike and Nick discuss a case study that cover many topics of financial planning, including: retirement planning, estate planning, tax planning, and investment planning. In part one, the guys give an overview of this couples financial facts as well as their goals, and then they go into a huge opportunity that the couple missed in the prior years tax season.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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