Case Study: Retirement Solutions Part I with Ryan Keefe, CFP
Aug 21, 2024•28 min•Ep. 136
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Episode description
On this weeks episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Ryan Keefe, CFP. This is a two-part case study on retirement planning. Ryan is a financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Ryan discuss a case study of a married couple approaching retirement. They get into the specifics of the couples background and a few facts, along with their objectives and goals. Tune in next week when they uncover specific strategies that this couple could utilize to maximize their retirement and ensure their estate.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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