EvoFi: A Finance Podcast for Humans Author: Evolution Advisers A podcast about money, economics, and being a human in spite of those things. Be a guest on this podcast Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
Episode 41
Thursday, 26 September, 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! 

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