Ep. 53 The Financial Planning Process

October 12, 2013

October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena.

 

Click here to listen to Podcast

 

 

Please reload

Featured Posts

Episode 2 of the web series by Patrick Kenny and Brian Cunniff. Finding Money

June 12, 2012

1/3
Please reload

Recent Posts
Please reload

Archive
Please reload

Search By Tags