Financial Planning Considerations for the New Year Part I with Nick DeVito, CFP & Ryan Keefe, CFP
Jan 07, 2025•30 min•Ep. 153
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Episode description
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down 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 discuss financial planning considerations for the start of the new year. They detail cash management with topics like emergency funds, HELOCs, understanding expenses, and managing debt. 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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