Real Financial Planning Case Study: Building a Complete Plan | Kyle Ryan, CFP, ChFC

Comprehensive Financial Planning Case Study Explained | Financial Planning: Explained

This week on Financial Planning: Explained, host Michael Menninger, CFP® is joined by Kyle Ryan, CFP®, ChFC®, Partner and Financial Planner at Menninger & Associates Financial Planning, for the first episode of a two-part financial planning case study.

In this episode, Mike and Kyle discuss a case study that touches on nearly every major area of financial planning, including cash management, tax planning, insurance planning, investment management, retirement planning, and estate planning. They explain how each area can affect the others and why a comprehensive financial plan should look at the full picture rather than one issue in isolation.

They also begin discussing potential planning strategies for the case study and how a financial planner may evaluate opportunities, risks, and trade-offs across multiple parts of a family’s financial life. Part two will continue the conversation and take a deeper look at specific recommendations and planning strategies.

Whether you’re reviewing your own financial plan, preparing for retirement, organizing your cash flow, evaluating insurance coverage, or trying to better understand how financial planning works, this episode provides helpful insight into comprehensive financial planning and the major areas that make up a complete financial plan.

Topics Covered:

Comprehensive financial planning
Financial planning case study
Cash management
Tax planning
Insurance planning
Investment management
Retirement planning
Estate planning
How financial planning areas work together
Family financial planning
Working with a financial planner
Financial planning strategies

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/our-team

#financialplanning #estateplanning #investments

0:00 – 1:30 Introduction
1:53 – 3:06 Client Overview
3:23 – 5:09 Business Finances & Cash Management
5:10 – 7:48 Family Investment Assets
8:00 – 12:58 Cash Management Strategies
13:00 – 15:00 Investment Planning
15:07 – 18:32 Insurance Planning
19:25 – 22:59 Business Succession Planning
23:05 – 24:05 Coordination between CFP, client, and accountant
24:23 – 27:57 Tax Planning & Investment Transfers
28:02 – 30:51 Streamline Client & Accountant Coordination
31:02 – 32:31 Conclusion

Share on: