Episodes
Thursday Sep 26, 2024
Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
Thursday Sep 26, 2024
Thursday Sep 26, 2024
In episode 39, we’ll talk about what financial planning really is (and what it is not), what to look for in a planner and which questions to ask, and how the profession has changed over the years and where it may be headed. Dave O'Brien, CFP® and Taylor Schmaltz, CFP® are joined by our newest addition to the planning team, Kathryn Mundie, to talk with Jesse Lineberry, CFP®, the Director of the Financial Planning Program at Virginia Tech – and yes, one of Kathryn’s professors!
Version: 20240731
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