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Determining The Bottom Line – OSCPA Spotlight Video [Part 3 of 5]

Reading time: 5 mins

Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format.

  • Joe Messinger, CFP® (co-founder here at CWP)
  • Susan Kannenwischer (Director of Financial Aid at Capital University)

Each video has a runtime of about 7 minutes, and touches on the main components of how to pay for college. Best of all, it’s delivered in plan English!

Note – if you missed last week’s video post on FAFSA fundamentals, you can check it out here!

“Determining The Bottom Line”

Here’s Video #3, “Determining The Bottom Line”, in which Joe and Susan further discuss the financial inputs on the FAFSA (Free Application for Federal Student Aid), as well as a few quick examples.

Questions, feedback, or other ideas?

We’d love to hear what you think in the comments section below.

Stay tuned next week for Video #4, “Consider An Innovative Path”!

About the Author

Picture of Joe Messinger, CFP®

Joe Messinger, CFP®

Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease.

Messinger is a Co-Founder of College Aid Pro™, the award winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.

Joe serves as a member of the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC) and the NAPFA Foundation College Affordability Project.

He is known as an industry thought leader in the area of college financial planning. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

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