Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP
Financial Planning Explained

Debt Management & Inheritance Case Study Part II with Nick DeVito, CFP

2025-08-26
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study. In this episode, Mike and Nick continue discussing a case study that deals with debt management and inheritance. They guys uncover strategies to help the family with their debt problem, then explore options on how to handle their upcoming inherited IRA. This is a...
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