Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC скачать в хорошем качестве

Financial Planning Case Study (Part II) with Kyle Ryan, CFP, ChFC

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 Meet Mike Menninger, CFP the host of Financial Planning: Explained https://maaplanning.com/who-we-are/ou... #financialplanning #taxplanning #estateplanning 0:16 – 1:34 Introduction 1:34 – 2:46 Client Financial Overview 2:46 – 3:26 Cash Management Insights 3:32 – 5:16 Investment & tax Planning 5:16 – 6:53 Retirement Planning 6:53 – 9:35 Maximizing 401(k) & Profit Sharing 9:42 – 14:04 Business Tax Strategies 14:10 – 16:44 Business Succession Planning 17:34 – 20:54 Next-Generation Planning 20:54 – 25:00 Estate Planning Challenges 25:00 – 27:11 Life Insurance as Estate Planning Tool 27:12 – 29:50 Tax Efficiency & Roth IRA Conversions 29:56 – 32:31 Conclusion