In this conversation, we sit down with Joe Messinger, CFP®, co-founder of Capstone Wealth Partners and one of the financial planning profession’s leading voices on college funding. Together, we tackle one of the most complex—and often misunderstood—aspects of financial planning: the college funding process. From navigating the intricacies to understanding the true cost of college and developing smart, late-stage funding strategies, Joe shares insights that every planner needs to know. Whether you work with parents of high school students or want to gain a deeper understanding of how college fits into a holistic financial plan, this conversation provides you with tools to help families plan for college with greater clarity and confidence.

This episode of FPA LIVE is sponsored by the American Heart Association Professional Advisor Network. Visit heart.org/FPA to join today.