This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This two-part series will discuss pertinent issues regarding the stock market and the many factors that are currently affecting it. In Part I, Thomas and Mike discuss the economy and whether or not it is in a recession, which has been a political debate the past couple weeks. This is a timely and very informative episode regarding the markets and the economy.
Case Study – Maximizing Tax Efficiency/Retirement Planning
Case Study – Debt Management +
Case Study - Maximizing Tax Efficiency/Retirement
Case Study - Maximizing Social Security Benefits Part II
Case Study - Maximizing Social Security Benefits Part I
Changing Careers: From Corporate America To Owning A Business with Carol Verhake
Alternative Investments: Diversifying Your Portfolio with Gaston Escudero
Sudden Wealth Law with Paul Deloughery
Women‘s Retirement & What‘s Next with Autumn Nessler
Year End Tax Planning Part II with Brian Pugliese, CPA
Year End Tax Planning with Brian Pugliese, CPA
Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe
Financial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan Keefe
Long-Term Elder Care with Bryan Adler, Esq.
Long Term Care Planning with Jack Linvill
Restaurant Ownership, Business Development, and Challenges Faced with Mike Yurcho
Business Succession Planning For Your Business with Steve Goodman, CPA
College Ready: Planning & Strategy Part II with Shellee Howard
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