Financial Planning Explained
by financialplanningexplained
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On the show
From 21 epsHost
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Recent episodes
Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
Jul 21, 2026
35m 47s
The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
Jul 14, 2026
33m 38s
Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
Jul 7, 2026
32m 29s
Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP
Jun 30, 2026
28m 27s
Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP
Jun 26, 2026
27m 53s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/21/26 | market outlookinvesting+3 | Brad Sorensen | Cornerstone Portfolio Research | Middle East | stock marketinvesting+3 | — | 35m 47s | ||
| 7/14/26 | stock marketeconomic data+4 | Brad Sorensen | Cornerstone Portfolio ResearchFederal Reserve | — | stock marketinvestment+5 | — | 33m 38s | ||
| 7/7/26 | market recapinvesting strategies+4 | Brad Sorensen | Cornerstone Portfolio Research | — | financial marketsinvestor sentiment+3 | — | 32m 29s | ||
| 6/30/26 | Social Securityretirement planning+4 | Nick DeVito | Social SecurityMedicare+1 | — | Social SecurityIRMAA+4 | — | 28m 27s | ||
| 6/26/26 | Social SecuritySurvivor Benefits+4 | Nick DeVito | Menninger & Associates Financial Planning | — | unrealized capital gainssurvivor benefits+5 | — | 27m 53s | ||
| 6/23/26 | Social SecuritySurvivor Benefits+3 | Nick DeVito | Menninger & Associates Financial Planning | — | Social SecuritySurvivor Benefits+3 | — | 31m 28s | ||
| 6/11/26 | estate planningwills+4 | — | Menninger & Associates Financial Planning | United States | estate planningwills+5 | — | 29m 44s | ||
| 6/2/26 | home loansmortgage strategies+3 | Michael Mandio | Cash2KeysAnnieMac Home Mortgage+2 | — | mortgagehome buying+3 | — | 30m 45s | ||
| 5/26/26 | college planningstudent loans+3 | Mackensie Ellis | JunoMenninger & Associates Financial Planning | United States | student loansloan repayment+3 | — | 31m 23s | ||
| 5/19/26 | college planningstudent loans+4 | Mackensie Ellis | JunoMenninger & Associates Financial Planning | — | student loansfederal loans+5 | — | 32m 40s | ||
| 5/12/26 | college planningadmissions process+3 | Shellee Howard | College ReadyMenninger & Associates Financial Planning | — | college planningscholarships+3 | — | 36m 57s | ||
| 5/5/26 | college planningadmissions process+3 | Shellee Howard | College ReadyMenninger & Associates Financial Planning | college | college planningadmissions+3 | — | 31m 09s | ||
| 4/28/26 | Education Improvement Tax CreditCharitable Donations+3 | Rob Delany | BLOCSMenninger & Associates Financial Planning+1 | — | EITCtax credits+5 | — | 29m 32s | ||
| 4/21/26 | market recapstock market performance+3 | Brad Sorensen | Cornerstone Portfolio Research | — | market recapstock market+5 | — | 34m 46s | ||
| 4/14/26 | long-term careAI in healthcare+3 | Lily Vittayarukskul | WaterlilyNASA+1 | — | long-term careAI+3 | — | 37m 09s | ||
| 4/7/26 | long-term careinsurance policies+4 | Michael Rowe | Helmick & CoMenninger & Associates Financial Planning | long-term care | long-term careinsurance+5 | — | 35m 25s | ||
| 3/31/26 | long-term carehome care+4 | Michael Rowe | Helmick & Co.Menninger & Associates Financial Planning+2 | — | long-term carehome care+5 | — | 27m 18s | ||
| 3/24/26 | divorce preparationmatrimonial law+5 | Michelle Piscopo | Blank Rome | — | divorcematrimonial law+5 | — | 31m 39s | ||
| 3/18/26 | matrimonial lawfamily law+4 | Michelle Piscopo | Blank Rome | — | divorcecustody+3 | — | 29m 27s | ||
| 3/10/26 | financial planningage groups+3 | — | Menninger & Associates Financial Planning | — | financial planningage groups+5 | — | 33m 23s | ||
| 3/4/26 | financial planningage groups+3 | — | Menninger & Associates Financial Planning | teenscollege students+1 | financial planningteens+4 | — | 31m 42s |
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