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!
10 Jul 2024
Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
Hosts Stephen Fletcher, CFP® and John Clair, CFP® sit down with Eric Ash, head coach and owner of Vintage Boxing Gym, and Liz Cane, CEO of River City Promotions, to talk about the importance and benefits of not only creating a plan but sticking to it.
Song used in Name That Tune segment is "Can't Be Touched (feat. Mr. Magic & Trouble)" by Roy Jones Jr.
10 Apr 2024
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
Today, in honor of America Saves Week this week, we’re talking about cash flow and, yes, savings, as part 4 of our Mistakes Your Financial Advisor Can Help Prevent series. Stephen Fletcher, CFP®, MBA, and Taylor Schmaltz, CFP®, MBA sit down to discuss some key elements of cash flow, why it’s so important, and how to get started with a budget if you don’t already have one. Take a listen!
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