Podcasts about college funding

In this episode, you'll learn: • Why financial aid isn't based solely on income • The difference between being accepted and being wanted by a college • Why some families earning six figures still qualify for aid • Common FAFSA misconceptions that cost families money • How colleges determine scholarship and aid offers • When a financial aid appeal makes sense • Why every family should complete the FAFSA • How to think strategically about student loans • The importance of understanding your Student Aid Index (SAI) • How to avoid costly college planning mistakes

Fred Amrein shares secret college funding strategies today as we discussing major changes to college financing under the recently passed "Big Beautiful Bill." There are new federal borrowing limits for undergraduate, graduate, and professional school students while reducing repayment flexibility. We explore how these changes will shift the focus from college access to affordability, forcing families to carefully evaluate the return on investment of higher education, plan for graduate school costs earlier, and rely more heavily on private loans when federal limits are reached. Fred explains the potential impact on colleges, including tuition resets, increased financial pressure on smaller schools, and a growing need for students to choose programs and career paths with stronger economic outcomes, while emphasizing the importance of long-term financial planning and understanding the true cost of borrowing before selecting a school. We discuss...  The major changes to federal student loan programs under the recently passed "Big Beautiful Bill." A breakdown of new borrowing limits for undergraduate, graduate, and professional degree programs. How stricter underwriting requirements will shift the focus from college access to affordability. How Parent PLUS loan changes could impact families and future college funding decisions. The growing role private student loans may play as federal borrowing options become more limited. Comparison of federal and private student loan repayment terms, interest rates, and long-term costs. How college financing decisions for one child may now affect borrowing options for siblings. Why some colleges may be forced to lower tuition, increase aid, merge, or close due to demographic and financial pressures. The declining return on investment of certain college degrees and the growing appeal of skilled trades. How labor market demand, career outcomes, and AI-driven changes could influence future education choices. Conversation about the shift from viewing college as an educational investment to viewing it as an experience-driven purchase. Why graduating on time and minimizing excess borrowing will become increasingly important for students.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/secret-college-funding-strategies-822 

A report out of the UN says concerns about climate change were overstated. People who use chatbots are changing their views of morality. Proposed rules for funding colleges could create problems for Christian colleges. And another bizarre ruling from the Colorado Supreme Court on hospitals and transgender care.    Recommendations  Triggernometry podcast    Segment 1 – OVERBLOWN CLIMATE CONCERNS; CHATBOTS INFLUENCING MORALITY  Energy News Beat article  Washington Post article  Rod Dreher commentary  Article on Chatbot interaction  Segment 2 – PASSING OF BOB WOODSON; CHRISTIAN COLLEGE FUNDING CONCERNS  Woodson Center announcement  Christianity Today article on college funding  Segment 3 – CO SUPREME COURT ORDERS RESTART OF MINOR TRANSGENDER CARE  NY Times article on Colorado hospital  FOX News article on Texas Children's Hospital   

Red flag warning for Gogebic, Iron and Vilas Counties, Xcel Energy using AI powered wildfire detection cameras in Wisconsin, tribal colleges and universities could face crippling federal budget cuts

Cash bail, classroom phone bans, and the fight over college funding—here's what Illinois lawmakers are really debating this spring. - UIS PAR 2026

In this episode we chat with Sharleigh Thomson, Education Funding Specialist at Granite Edvance about non-loan financial aid options like scholarships, grants, and work-study opportunities. Links: Access free resources, book one-on-one appointments, and find links to helpful tools and guides: https://graniteedvance.org/plan-your-journey/get-our-help/ Get in touch with Granite Edvance: https://graniteedvance.org/about-us/contact-us/ Book appointment: https://calendly.com/graniteedvance Explore various financial aid resources: https://graniteedvance.org/find-your-direction/resource-library/ Check out Granite Edvance's YouTube Channel: https://www.youtube.com/@GraniteEdvance Get official FAFSA forms and helpful wizards to determine dependency status and required contributors: https://studentaid.gov/ Check out TCU University for financial education tips and resources: https://triangleuniversity.org/ Learn more about Triangle Credit Union: https://www.trianglecu.org/ View episode transcript. *This transcript was generated using AI and may contain errors or inaccuracies.  

This episode of The Money and You Show dives deep into the hidden strategies of college funding with financial expert Brian Eyster. The conversation reveals that paying for college isn't just about saving—it's about strategic planning, tax positioning, and negotiation. Brian challenges common assumptions around tools like 529 plans, exposes how colleges actually price tuition, and explains how families—regardless of income—can reduce costs dramatically. He emphasizes that most families either overpay or under-plan, often due to lack of knowledge, not lack of resources. The biggest takeaway: college funding is a strategy game—and those who understand the rules win.

Our ‘Women Leading with Heart' series for Women's History Month closes powerfully with the return of Dr. Theresa Price, CEO and Founder of The National College Resources Foundation (NCRF) - home of the renowned Black College Expo and Latino College Expo. This beloved community trailblazer shares her philosophy and secrets to living and investing in a spiritually filled life. She believes being smart is not enough, but being overprepared and well-rounded can ensure you thrive in a world not designed for everyone's success. Find out how you can thrive with NCRF's holistic wraparound services, student-athlete programs, financial literacy, and transfer portal tips that have unlocked over $200 million in scholarships for students just like you! College scholarships are waiting and Dr. Price urges all “creatives” to apply now! Dr. Price completed her Bachelor of Arts in Broadcast/Journalism with a minor in Speech Communications at California State University, Long Beach. In 2016, she received an Honorary Doctorate of Humane Letters from Virginia University of Lynchburg. After noticing a surge in high school dropout rates, primarily among the underserved and underrepresented students, she was determined to make a difference. Since NCRF's inception, this Compton native's organization has secured and distributed more than $5 billion in scholarships & grants and has helped over 700,000 students (over two-thirds first generation students) get into college, hosting over 300 College Expos produced by NCRF. In addition to The Black College Expo™, a fifteen-city U.S. tour, NCRF also offers the Latino College Expo™, and the Students Think S.T.E.A.M. Expo. In 2022, Dr. Price worked with HBCU presidents to launch a dual enrollment program for high school students to get college credits. To donate, support and learn more about Dr. Price and her work, connect with her on IG @ncrfoundation and @blackcollegeexpo or visit her website at NCRFoundation.org.

We've all seen the headlines about the mountain of college debt, and it's enough to make any parent freeze in their tracks. It's so easy to feel overwhelmed and just push the conversation into a corner, but avoidance is a giant monster that only grows the longer you wait. My guest, Brian S. Eyster, the visionary behind the G.R.A.D. Process, joined me to pull back the curtain on how you can navigate the path to higher learning without sacrificing your own future or your hard-earned retirement. We talked about how a problem is really just a topic you haven't sliced into small enough pieces yet, and how facing the reality of college costs now, rather than waiting until senior year — is the greatest gift you can give your future self. Brian walked us through his simple, powerful system designed to recapture costs and inefficiencies that most families don't even know they're losing. We dove into the "G.R.A.D." acronym - Gathering insights, Recapturing costs, Achieving results, and Direct monitoring to show that paying for school is not a "set it and forget it" Thanksgiving turkey. It's about packaging and positioning your child for the best offers while making the IRS a teammate through legal and ethical tax strategies. We even dispelled the myth that you have to write a massive check upfront; just like your house or your car, college can be financed in a way that is congruent with your actual cash flow so you don't end up with a "pile of lost money" in your 60s. The most important takeaway for every parent is that you need to have a system in place to remove the chaos and the 11 p.m. arguments with your spouse. We talked about the power of setting clear expectations for our kids, teaching them that water isn't free and money is a real, finite resource. By creating unity between parents and having an expert like Brian fight for you against universities that might low-ball your offer, you can move from a place of anxiety to one of empowerment. It's time to stop flying by the seat of your pants and start building a path where your children become the confident, self-reliant adults we need in this world. Start Your Strategy: Visit EssentialStrategies.net to explore the Resource tab and book your 20-minute "Synergy Call" with Brian. Join the Community: Become a member of BeABetterParent.com and get exclusive access to our app and tools for a calm, happy home. Go to Skool.com/BeABetterParentShare the Love: If this episode helped you breathe a little easier, please share it with a friend who is also navigating the college journey!

Lance Morgan, the Founder and CEO of College Funding Secrets, a college funding and family finance expert who teaches parents how to use tax and … Read more The post College Funding Secrets Founder Breaks Down the Intersection of Taxes, Real Estate, and Tuition Planning appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

WXPR News for 11-20-25

College funding strategies parents ignore. If your buyers are asking how to afford tuition and a mortgage, this episode breaks down real-world college savings plans, FAFSA filing tips, and scholarship stacking strategies. Learn how one Texas family used student-athlete recruiting and a 529 savings plan to cut future student loans without derailing their homeownership goals.Episode OverviewCollege funding strategies take center stage in this episode as Mike and his daughter Catey walk through the real-life steps they used to navigate scholarships, FAFSA planning, and long-term college savings. Catey shares her experience as a student-athlete, giving Realtors insight into how athletic recruiting actually works and why academic scholarship planning matters early. The episode explains how a 529 savings plan can reduce future debt and why so many families overlook smaller, local scholarships.Mike also breaks down FAFSA filing tips, plus what every parent should know about tuition planning at private vs. state schools. For Realtors who get asked, “Should we save for college or buy a house first?” this conversation provides practical language for guiding clients through major financial decisions. With real examples and honest lessons learned, this episode equips real estate pros to support families navigating the balance between college costs and homeownership.Key Takeaways1. Start College Funding Early With a 529 PlanA 529 savings plan remains one of the most reliable college funding strategies thanks to tax-free growth and compounding returns. Mike explains how even small monthly contributions add up, and how new 529 rollover rules help students build long-term retirement savings. Realtors can use this insight when clients ask how college planning affects future homebuying power. Early action creates flexibility instead of financial strain.2. Academic Scholarships Are the Biggest Missed OpportunityCatey's story shows how academic scholarship guides and strong GPAs are a major cost-saver—especially at private schools. Many parents don't realize freshman-year grades impact class rank and scholarship offers. When clients ask, “Where do we even start with college money?”, academic merit is often the most impactful answer. These scholarships can offset tuition without relying on athletic recruiting.3. FAFSA Opens Doors—Even for Higher-Income FamiliesFAFSA planning is essential, not optional. Filing early opens access to grants, school-based aid, and student loan options that reduce long-term debt. Mike dispels the myth that "FAFSA won't help higher earners" and explains why every family must submit it. This context helps Realtors answer questions like, “Will student loans limit our ability to buy a home later?”4. Student-Athlete Recruiting Requires Realistic ExpectationsCatey describes her path through D1, D2, D3, NAIA, and JUCO evaluations—and why recruiting requires consistent effort, highlight videos, and campus visits. Athletic scholarships aren't guaranteed, so families need to understand the true landscape. Realtors supporting sports families can help them think through travel costs, schedules, and timelines that influence both college planning and future home decisions.5. Local Scholarships and AI Tools Are the Secret AdvantageMike explains why small local scholarships—often $500 to $2,500—are the easiest money families overlook. Catey highlights how Bold.org, Niche, and AI tools simplify the search and even help refine essays. For Realtors asked, “What else can we do to find college money quickly?”, these tools provide real direction. Small awards add up fast and meaningfully lower...

In this episode, Ryan Burklo and Alex Collins discuss the intricacies of college planning, focusing on Ryan's personal experience with his daughter touring the University of Arizona. They explore various funding strategies for education, emphasizing the importance of flexibility in financial planning. The conversation also touches on navigating the FAFSA process, the emotional aspects of financial decisions, and the significance of seeking advice from knowledgeable sources. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Check out Ryan's LinkedIn Post: https://www.linkedin.com/posts/ryanburklo_college-financialplanning-collegeplanning-activity-7386038522945875970-DjOZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAPeigABAS2_RpYsoJM-YinxpGfnD1wyNRc   #collegeplanning #financialplanning #FAFSA #educationfunding #flexibility #scholarships #emotionalfinance #personalfinance #investmentstrategies #studentloans   Takeaways The importance of personal experience in college planning. Flexibility in funding options can lead to better financial outcomes. FAFSA is a crucial step in the college funding process. Emotional aspects of financial planning can affect decision-making. There are multiple ways to fund education, and no one-size-fits-all solution exists. Networking and experiences gained in college can be as valuable as education itself. It's essential to seek advice from trusted and knowledgeable sources. Avoid cookie-cutter financial plans; tailor them to individual goals. Understanding the implications of financial decisions is key to effective planning. Engaging with others about their funding strategies can provide new insights. Chapters 00:00 Introduction to College Planning 01:01 Touring the University of Arizona 03:07 Funding College Education 06:02 Exploring Different Funding Options 11:09 Navigating FAFSA and Scholarships 13:41 Understanding Financial Assets for FAFSA 15:53 Personal Experiences with College Funding 20:46 The Importance of Seeking Financial Advice

The landscape of college funding has shifted with the passage of OBBBA. As families prepare for future education costs, understanding these changes becomes crucial.In this episode, Mark joins podcast host John P. Bryson to unpack the details of this comprehensive legislation. He delves into how OBBBA affects federal student loan programs, Pell Grants, and college savings plans. Here's a brief Q&A with key takeaways from their conversation:1 What major changes did OBBBA make to federal student loan programs?Mark: OBBBA repealed the Grad PLUS loan program, retained the Parent PLUS loan program with new annual and aggregate loan limits, and also introduced new loan limits for graduate and professional school students. It also streamlined repayment plans to just two options—a standard repayment plan and an income-based repayment assistance plan.2 How does OBBBA affect federal grants like the Pell Grant?Mark: Students with low income but high assets or those with nonfederal grants exceeding the total cost of attendance are now ineligible for the Pell Grant. OBBBA also introduced workforce Pell Grants for short-term programs and added the option to add foreign earned income to adjusted gross income for determining eligibility.3 What changes does OBBBA bring to education savings accounts?Mark: For K-12 education, OBBBA expanded qualified expenses for 529 education savings accounts and increased the annual limit of qualified expenses that families can draw from $10,000 to $20,000, starting in the 2026 tax year. It allowed rollovers from 529 education savings plans to ABLE accounts for the disabled and increased the lifetime estate and gift tax exclusion permanently. It also introduced Trump Accounts with a $1,000 federal contribution for children born between 2025 and 2028 and allowed annual employer and parental contributions.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the discussion on putting your kids on payroll as a smart tax and wealth-building strategy. This time, he dives deeper into how to maximize the benefits by pairing payroll with 529 education savings accounts and Roth IRAs.Key Takeaways:Shifting income for tax savings:Move income from a higher parent tax bracket to your child's 0% bracket (standard deduction in 2025 is $15,750).Saves roughly $3,000–$4,000 per child per year. Over many years, that adds up significantly.Practical execution:Children can start as early as age 6–7 and continue through college years.Create job descriptions and light documentation (e.g., photos, office work, modeling fees) to substantiate employment.Use a modern payroll service (Wes recommends Rippling) to simplify compliance.How to use the payroll funds:Deposit paychecks into the parent's checking account (simpler than setting up child accounts).Direct those funds toward:A custodial Roth IRA (tax-free growth).A 529 education savings account (tax-free growth + tax-free qualified withdrawals).529 Education Plans explained:State-administered plans with varying benefits Utah's “My529” (Vanguard, low-cost index funds) is Wes' favorite.Benefits:Tax-free growth and withdrawals for education.Potential state tax deductions in some states.High contribution limits.Parent-owned accounts are more favorable for financial aid and offer flexibility to transfer funds among siblings.Can cover not just college, but also K–12, trade schools, apprenticeships, and up to $10K in student loan repayment.Suggested split strategy:After payroll and FICA taxes, about $14K remains per child.Example: Fund $7K to a Roth IRA + $7K to a 529 plan, balancing retirement savings with education funding.Risk & compliance notes:Wes has never seen an IRS audit on this strategy in 17+ years, but stresses proper documentation.Pay a fair wage aligned with actual work performed.Always consult your CPA if unsure.Big picture:This is more than just tax savings it's wealth building.Combining small strategies like payroll, home office, auto deductions, and retirement plans can collectively cut taxes by 30–60% (or more) and accelerate financial independence.Why This Matters:By intentionally leveraging tax rules, you can redirect money that would have gone to the IRS into your kids' education, retirement, or family wealth. Over time, these small wins compound into major financial independence.

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, dives into one of the most powerful yet often overlooked tax and wealth-building strategies for dentists: putting your kids on payroll and using that earned income to fund retirement and education accounts.Wes explains how hiring your children in your dental practice (for real, legitimate work) creates not only a tax deduction for the practice but also a springboard for long-term wealth accumulation in the child's name. He emphasizes the Roth IRA as a uniquely flexible and tax-free account, often a better choice than a 529 education account, since the funds can be used for retirement, education, or other qualified purposes.He walks through how to handle payroll logistics, funding contributions annually to simplify administration, and how compounding growth turns even modest contributions into hundreds of thousands or even millions over a lifetime. Along the way, Wes shares investment allocation strategies, including why volatile, high-growth assets fit well in Roth IRAs and how “tax location” across different account types can meaningfully boost after-tax returns.The episode also compares Roth IRAs with 529 plans, outlining when each makes sense, and highlights the importance of aligning education funding with family philosophy whether parents fully cover tuition, split costs, or expect children to pay their own way.This is part one of a two-part series on the Kids on Payroll strategy, with part two focusing more deeply on 529 plans.Key PointsPaying your kids from the practice creates a deductible expense and earned income for them.A Roth IRA for children offers unmatched tax-free growth and flexibility versus 529 accounts.Funding once a year avoids payroll admin headaches while still capturing the benefit.Compounding can turn $7,000 annual contributions into millions over decades.High-growth, volatile assets fit best in Roth accounts due to their tax-free nature.Tax location (placing the right investments in the right accounts) is a major driver of long-term wealth.Family philosophy matters whether parents fully fund education or expect kids to share the cost.Hashtags #DentalBoardroomPodcast #DentalFinance #KidsOnPayroll #RothIRAForKids #DentalPracticeOwners #TaxStrategy #FinancialPlanning #PracticeCFO #WesReadCPA #WealthBuilding

College planning season is here — and the last quarter of 2025 brings critical deadlines for students and parents. Jonathan Penn and Sarah Buenger break down what you need to know about FAFSA, scholarships, and smart funding strategies for higher education.

College planning season is here — and the last quarter of 2025 brings critical deadlines for students and parents. Jonathan Penn and Sarah Buenger break down what you need to know about FAFSA, scholarships, and smart funding strategies for higher education.

Taking steps now to assist with college funding

Lance Morgan is a college funding strategist and founder of College Funding Secrets, where he helps high-income families reduce the cost of college by $100K+ through a unique blend of financial aid planning, real estate investing, and tax-saving strategies.A father of five, Lance's journey began with a personal mission to afford college without compromising his family's financial future. What started as a search for answers turned into a career shift from IT to finance, and a discovery that traditional savings plans often hurt more than they help.Today, Lance empowers families to legally reposition assets, unlock hidden financial aid, and pay for college without sacrificing retirement. Website: https://collegecostsecrets.comInstagram: https://www.instagram.com/collegefundingeducation/Linkedin: https://www.linkedin.com/in/lance-morgan-college-funding-secrets/Youtube: https://www.youtube.com/@Lance_CollegeFundingSecretsSource: https://businessinnovatorsradio.com/lance-morgan-college-funding-secrets-mark-stephen-pooler

In this episode of the Real Estate Pros podcast, host Mike Stansbury interviews Lance Morgan, founder of College Funding Secrets. They discuss Lance's journey from the IT industry to financial services, driven by the need to fund his children's college education. Lance shares insights on how real estate can provide tax benefits and free money for college, particularly for high-income families. The conversation covers the advantages of short-term rentals, the importance of strategic real estate investments, and the unique challenges faced by families navigating college funding. Lance also shares personal anecdotes about his family life and hobbies, providing a well-rounded view of his experiences.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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In this conversation, John Harcar interviews Mark Willis, a certified financial planner, about his journey from a ministry degree to becoming a financial expert. They discuss various wealth strategies for real estate investors, the importance of financial planning for college funding and retirement, common mistakes made by investors, and the keys to success in the financial industry. Mark shares insights on how to avoid pitfalls in real estate investing and emphasizes the importance of understanding financial tools and strategies to achieve financial independence. Professional Real Estate Investors - How we can help you:             Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Asian Americans and Pacific Islanders may have different opinions about cutting federal funding for DEI programs in higher education. AP correspondent Donna Warder as the results of a new poll.

Are you feeling overwhelmed by the college admissions process? Wondering how to pay for college without going into debt? You're not alone!   Shellee Howard is the founder and CEO of College Ready and a certified independent college strategist. With her extensive experience and firsthand knowledge, Shellee shares invaluable insights on navigating the college admissions process and securing a debt-free education for your children.   In the first part of our conversation, we dive into:   Shellee's journey and how her son's aspirations led her to become a college consultant   The importance of starting the college conversation early and understanding your child's unique gifts and talents   Common mistakes families make during the college admissions process and how to avoid them   The reality of scholarships and financial aid, including how to maximize funding opportunities   Tips for parents on how to support their children in making informed decisions about their future   If you're a parent of a middle school or high school student, this episode is filled with actionable advice and inspiration.   Be sure to listen to both parts of this two-part series, and stay tuned for a special gift from Shellee at the end of part two!   Connect with Shellee: College Ready's website: https://collegereadyplan.com/  College Ready's Instagram: https://www.instagram.com/collegereadyplan/    Shellee's Podcast: Parents: Is Your Teen College Ready?   Shellee's Books on Amazon: How to Send Your Child to College Without Losing Your Mind or Your Money The College Admissions Plan Simplified   ✨ Join my Mompreneur Glow Up email list. It's your go-to source for all things life, leadHERship, and mindset.  

Are big changes coming to the way we pay for college? In this episode, host Melissa Joy, CFP®, sits down with Ann Garcia, CFP®, and  author of How to Pay for College, to discuss the shifting landscape of higher education. With potential policy changes on the horizon, including modifications to student loans, grants, and university funding, families need to be more strategic than ever in planning for college expenses.Melissa and Ann explore the role of the Department of Education, the impact of proposed Parent PLUS loan eliminations, taxation of scholarships and endowments, and how federal research funding plays a pivotal role in the U.S. economy. Ann provides valuable insights on smart financial planning strategies for families navigating the cost of higher education and shares actionable steps for making informed decisions.Key Takeaways:✅ Potential Changes in Higher Education – How proposed federal policies may impact college affordability and financial aid. ✅ Understanding the Role of the Department of Education – What it funds, why it matters, and what could happen if it's restructured or eliminated. ✅ The Risks of Taxing Scholarships & Endowments – Who could be most affected and why financial aid could become even more limited. ✅ Parent PLUS Loans on the Chopping Block? – The pros and cons of eliminating these loans and what it could mean for families. ✅ Why Research Universities Matter – How federally funded research drives economic growth and innovation, from medical breakthroughs to technological advancements. ✅ Financial Planning for College – Smart strategies for families, including using net price calculators, alternative education pathways, and financial aid negotiations. ✅ The Importance of Open Conversations About Money – How to discuss finances with your kids and prepare them for responsible decision-making.Follow Ann on LinkedIn Learn More About Paying for College  Follow on FacebookThe previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

Send Jay comments via textWhat happens when a burnt-out attorney with $200,000 in student loan debt decides to completely transform her life as an empty nester? Join us as Jessica Medina candidly shares her experiences burdened with a staggering average student loan debt of $145,000. She discusses the emotional weight of student loans and why they require special consideration, alongside practical strategies for parents approaching college funding conversations with their children.The conversation takes a personal turn as Jessica prepares for her own empty nest. After raising twins as a single mom while juggling her legal career, she found love and began plotting her “second chapter” with her husband, which included developing the financial skills necessary to leave law behind and pursue their dream of vineyard ownership in Asheville, North Carolina.Highlights:The emotional burdens associated with student debt and its impact on effective financial planning.Strategies for open conversations about college funding expectations with children.Key Takeaways:Addressing student loan debt requires unique strategies and emotional awareness.Early discussions about college funding can alleviate future stress and miscommunication.Join us for this insightful episode as we explore Jessica's journey and her wisdom on navigating the challenges of student debt, redefining personal identity in mid-life, and building a vibrant community as an empty nester. Jessica Medina's BioJessica Medina is a lawyer turned Accredited Financial Counselor on a mission to help attorneys create the financial freedom they need to do big things. She graduated from Columbia Law School in 2004 as a single mom of twins with over $200,000 in student loans and went straight to work at a Biglaw firm. After eight years she switched roles and became Senior Counsel at the Division of Enforcement at the United States Securities and Exchange Commission. She left the government to work in an area of the financial industry outside of the securities world and now teaches other lawyers how to use their money to finance their dream lives.You can find Jessica online: LinkedIn, Instagram, Facebook, WebsiteSupport the showFREE WORKBOOK3 Steps to Loving Your Empty Nest Life ENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts or follow on Spotify and many more. LOVE THE SHOW?Get your THIS EMPTY NEST LIFE swagReview us on Love the Podcast, Apple Podcasts, or Spotify -- reviews and ratings help others find us and we'd appreciate your support greatly.CONNECT WITH JAYEmail, LinkedIn, Instagram, or TikTok

Markets last week ripped through one of the fastest 10% corrections ever; that's what happens when markets are over bought. Media headlines whip investors into a frenzy with Recession talk, ignoring the fact that in order for a moving average to remain the average, markets must ebb and flow, above and below, in order to provide the average. The Government is shedding non-essential employees (which begs the question of why they were hired in the first place; Congress passess another Continuing Resolution, which only adds fuel to the government spending fire. Lance recounts his dealings with the DST change and an awkward launch of his Spring Break vacation. A discussion about Recession and what really drives markets: Earnings. The "hard" data and "soft" data in the Economic Composite Index; slow growth vs recessionary growth. Why Brent uses RIA haircare and groOming products (and it shows). Trump tariffs: Is he wrong? The mistakes that are being made: Keep it steady. What the markets need most: Stability. SEG-1: The Fastest 10% Correction SEG-2a: Dealing w DST & Roberts Family Vacation Tales SEG-2b: Will We Have Recession this Year? SEG-3: Understanding the Economic Output Composite Index SEG-4: The Mistakes in Trump Tariffs Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=CUebmMHDIf8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3160s ------- Articles mentioned in this report: "Sell Off Accelerates As Recession Fears Emerge" https://realinvestmentadvice.com/resources/blog/sell-off-accelerates-as-recession-fears-emerge/ “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Off is Normal" is here: https://www.youtube.com/watch?v=CUebmMHDIf8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "There is More to College Funding than Meets the Eye" https://www.youtube.com/watch?v=x-CH6au_1Vo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Recession #MovingAverage #ReduceRisk #TakeProfits #Recession2025 #StockMarketCrash #EconomicOutlook #FedRateCuts #WealthManagement #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

Markets last week ripped through one of the fastest 10% corrections ever; that's what happens when markets are over bought. Media headlines whip investors into a frenzy with Recession talk, ignoring the fact that in order for a moving average to remain the average, markets must ebb and flow, above and below, in order to provide the average. The Government is shedding non-essential employees (which begs the question of why they were hired in the first place; Congress passess another Continuing Resolution, which only adds fuel to the government spending fire. Lance recounts his dealings with the DST change and an awkward launch of his Spring Break vacation. A discussion about Recession and what really drives markets: Earnings. The "hard" data and "soft" data in the Economic Composite Index; slow growth vs recessionary growth. Why Brent uses RIA haircare and groOming products (and it shows). Trump tariffs: Is he wrong? The mistakes that are being made: Keep it steady. What the markets need most: Stability. SEG-1: The Fastest 10% Correction SEG-2a: Dealing w DST & Roberts Family Vacation Tales SEG-2b: Will We Have Recession this Year? SEG-3: Understanding the Economic Output Composite Index SEG-4: The Mistakes in Trump Tariffs Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=CUebmMHDIf8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3160s ------- Articles mentioned in this report: "Sell Off Accelerates As Recession Fears Emerge" https://realinvestmentadvice.com/resources/blog/sell-off-accelerates-as-recession-fears-emerge/ “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Off is Normal" is here:  https://www.youtube.com/watch?v=CUebmMHDIf8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1  ------- Our previous show is here: "There is More to College Funding than Meets the Eye" https://www.youtube.com/watch?v=x-CH6au_1Vo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Recession #MovingAverage #ReduceRisk #TakeProfits #Recession2025 #StockMarketCrash #EconomicOutlook #FedRateCuts #WealthManagement #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

We introduce Sarah Buenger, CFP, our in-house college funding expert and Professor of Financial Planning at Texas A&M University. Richard discusses diversification in portfolios vs "sext" stocks, sector rotation, and the Fed's Jobs preview; sentiment doesn't match the markets. Tariff s vs protectionism: disruption is what markets dislike the most. A discussion about social security, and DOGE vs SSA: What is likely to happen? Setting SSA COLA to GDP-E for Seniors; the wisdom in waiting to take SS. Planning for college; FAFSA, Learning Credits, and scholarships. Never fully fund college savings 100%; what to do with left over college fund money? The benefits of taking dual-credit courses in high school. Review AP Classes: Not all universities treat these the same. Not all scholarships require SAT/ACT scores; sports scholarships are typical fractional to pull in more athletes. Finding/applying for scholarships should be a full time summer job for Juniors. SEG-1: Portfolio Diversification vs Sexy Stocks SEG-2: DOGE vs SSA: What Will Happen Next? SEG-3: College Funding Tactics: Learning Credits & Scholarships SEG-4: Dual Credits & AP Classes: Not all Universities are Equal Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x-CH6au_1Vo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Never Let A Crisis Go To Waste" https://realinvestmentadvice.com/resources/blog/never-let-a-crisis-go-to-waste/ "Bearish Sentiment Surges As If The Market Just Crashed" https://realinvestmentadvice.com/resources/blog/bearish-sentiment-surges-as-if-the-market-just-crashed/ "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Markets to Retest 200-DMA" is here: https://www.youtube.com/watch?v=6r57nK-lMtQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Never Let a Good Crisis Go to Waste," https://www.youtube.com/watch?v=SxOQ78ZSEsM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CollegeFunding #StudentLoans #FinancialAid #529Plan #DebtFreeCollege #EmploymentReport #AtlantaGDP #TariffTurmoil #TradeWar #StockMarketNews #GlobalEconomy #InvestingInsights #MarketBottom #ReflexiveRally #Tariffs #BearMarketInvesting #StockMarketStrategy #InvestingTips #WealthBuilding #MarketTrends #MarketRally #TradeWar #TurtleTrading #Inflation #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

We introduce Sarah Buenger, CFP, our in-house college funding expert and Professor of Financial Planning at Texas A&M University. Richard discusses diversification in portfolios vs "sext" stocks, sector rotation, and the Fed's Jobs preview; sentiment doesn't match the markets. Tariff s vs  protectionism: disruption is what markets dislike the most. A discussion about social security, and DOGE vs SSA: What is likely to happen? Setting SSA COLA to GDP-E for Seniors; the wisdom in waiting to take SS. Planning for college; FAFSA, Learning Credits, and scholarships. Never fully fund college savings 100%; what to do with left over college fund money? The benefits of taking dual-credit courses in high school. Review AP Classes: Not all universities treat these the same. Not all scholarships require SAT/ACT scores; sports scholarships are typical fractional to pull in more athletes. Finding/applying for scholarships should be a full time summer job for Juniors. SEG-1: Portfolio Diversification vs Sexy Stocks SEG-2: DOGE vs SSA: What Will Happen Next? SEG-3: College Funding Tactics: Learning Credits & Scholarships SEG-4: Dual Credits & AP Classes: Not all Universities are Equal Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x-CH6au_1Vo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Never Let A Crisis Go To Waste" https://realinvestmentadvice.com/resources/blog/never-let-a-crisis-go-to-waste/ "Bearish Sentiment Surges As If The Market Just Crashed" https://realinvestmentadvice.com/resources/blog/bearish-sentiment-surges-as-if-the-market-just-crashed/ "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Markets to Retest 200-DMA" is here:  https://www.youtube.com/watch?v=6r57nK-lMtQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Never Let a Good Crisis Go to Waste," https://www.youtube.com/watch?v=SxOQ78ZSEsM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CollegeFunding #StudentLoans #FinancialAid #529Plan #DebtFreeCollege #EmploymentReport #AtlantaGDP #TariffTurmoil #TradeWar #StockMarketNews #GlobalEconomy #InvestingInsights #MarketBottom #ReflexiveRally #Tariffs #BearMarketInvesting #StockMarketStrategy #InvestingTips #WealthBuilding #MarketTrends #MarketRally #TradeWar #TurtleTrading #Inflation #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

State of the Bay explores the latest news from The Hill, digs into the impact of budget shortfalls for our local community colleges and talks to Jeopardy champ Amy Schneider.

Are there ways to afford college without getting buried in debt? What financial options do parents have to help their children achieve their higher education ambitions? Angie Grimm joins the podcast to address these important questions and explain her unique approach to helping students make valuable informed decisions about the future… Angie is a College Funding Professional at College Solutions, a company that offers late-stage planning services for parents with students attending college in the near future. With an emphasis on families with college-bound high school students, Angie and her team are on a mission to help their clients navigate the complex and overwhelming process of paying for college tuition – using proven strategies to optimize their goals. Jump in now to discover: The benefits of understanding the ebb and flow of the financial aid system. Why out-of-state tuition is higher. What “cash flow planning” is, and how to harness it.  The most under-utilized resource for college-bound students.  To learn more about Angie and her work with College Solutions, click here! Episode also available on Apple Podcasts: http://apple.co/30PvU9

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement

Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD's, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.Learn more: https://www.generationswealthmgt.com/Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement

Are you ready to demystify the complex world of legacy planning and college funding? Join host Lisa Goldenthal as she welcomes Brad Baldridge, a nationally recognized college funding expert, for an insightful discussion on balancing inheritance and higher education costs.  

Subscribe and Watch on YouTube Join hosts Bill and guest Diana Falck as they explore the intersection of community resilience and getting involved. In the wake of a recent crisis in Western North Carolina and East Tennessee, the duo highlights local relief efforts and community collaboration. Then in this special 100th episode, we get back to the basics with a step-by-step guide for late starters on the path to financial independence. Our guest for this special episode is original Catching Up to FI co-host, Becky Heptig! She joins Bill and Jackie as they share insights and guide you through how to get on track with your finances. They not only share what to do but in what order. It's hard starting late and feeling like you've done everything wrong. The good news is, there is time to catch up and this is the place to start.  

Are there ways to afford college without getting buried in debt? What financial options do parents have to help their children achieve their higher education ambitions? Angie Grimm joins the podcast to address these important questions and explain her unique approach to helping students make valuable informed decisions about the future… Angie is a College Funding Professional at College Solutions, a company that offers late-stage planning services for parents with students attending college in the near future. With an emphasis on families with college-bound high school students, Angie and her team are on a mission to help their clients navigate the complex and overwhelming process of paying for college tuition – using proven strategies to optimize their goals. Jump in now to discover: The benefits of understanding the ebb and flow of the financial aid system. Why out-of-state tuition is higher. What “cash flow planning” is, and how to harness it.  The most under-utilized resource for college-bound students.  To learn more about Angie and her work with College Solutions, click here! Episode also available on Apple Podcasts: http://apple.co/30PvU9

What is going on? Questions about the current market's sustainability... HUGE rotation into small-caps and financials. College planning - does it have to be so difficult? Guest - College planning expert Brad Baldridge. Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. Since 1998, Brad has become one of the nation's leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year.   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (UNH), (GS), (BAC)

Weeks-long protests continue on some college campuses, even after many administrations worked to remove encampments set up by anti-Israel protesters. House Republicans have begun a probe investigating federal funding to universities amid the strife. Congressman Mike Lawler (R-NY-17) joins the Rundown to discuss the passage of the Antisemitism Awareness Act, the need to investigate the funding of the anti-Israel protests and weighs in on Congresswoman Marjorie Taylor Greene's attempt to vacate House Speaker Mike Johnson. According to the Centers For Disease Control, about one in four Americans report they suffer from seasonal allergies. And if you're one of those unlucky folks, you may feel like your symptoms are getting worse. That's because there is more pollen in the air than in past years. Allergist and spokesperson for the American College of Allergy, Asthma, and Immunology, Dr. Tania Elliot joins the Rundown to share ways people can manage their symptoms with new treatments and explain why spring allergies are starting much earlier than prior years. Plus, commentary from former Hawaii Congresswoman Tulsi Gabbard. (Image Via AP) Learn more about your ad choices. Visit megaphone.fm/adchoices