Podcasts about college savings foundation

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Best podcasts about college savings foundation

Latest podcast episodes about college savings foundation

The Green
Why more students are taking a gap year before college

The Green

Play Episode Listen Later Apr 19, 2024 12:26


While many high school graduates spend time this summer preparing to go college, others take a so-called ‘gap year' with plans for some sort of sabbatical.Postponing the start of college for a year is becoming more common in the U.S. According to a survey from the nonprofit College Savings Foundation, more than 22% of students now consider gap time before post-secondary education.This week, Delaware Public Media's Kyle McKinnon sits down with First State native Belin Tate, a freshman at Middlebury College in Vermont who recently took gap time, and President of the Gap Year Association Rae Nelson to discuss gap years.

Money Life with Chuck Jaffe
Schwab's Sonders: For the market's sake, Fed's medicine is best taken now

Money Life with Chuck Jaffe

Play Episode Listen Later Dec 19, 2022 59:27


Liz Ann Sonders, chief investment strategist for Charles Schwab and Co. says that investors should be hoping that the medicine necessary to help a weaker economy reduce the inflationary fever would be best taken sooner than later, leading to 'a much more meaningful deterioration of the economy ... that sets up a Fed pause.' With that in mind, Sonders expects more short-term market pain, setting up a recovery and better opportunities beyond that. David Trainer of New Constructs puts Digital Realty Trust back into the Danger Zone this week, noting that while the stock is already down significantly, it could drop another 75 percent before he thinks the market price will reflect the company's true value. Plus, Vivian Tsai, chairman of the College Savings Foundation discusses programs for gifting future college tuition monies for the holidays, and Bryan Armour, director of passive strategies research at Morningstar, makes his debut in the Market Call talking investments in exchange-traded funds.

Money Sense
College Savings Foundation with Vivian Tsai

Money Sense

Play Episode Listen Later Jun 12, 2022 48:59


Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.

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Money Sense
5-30-21 – Vivian Tsai - College Savings Foundation

Money Sense

Play Episode Listen Later Jun 1, 2021 40:54


Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.

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Money Sense
5-30-21 – Vivian Tsai - College Savings Foundation

Money Sense

Play Episode Listen Later Jun 1, 2021 40:54


Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.

cfp board chair tsai college savings foundation
Money Life with Chuck Jaffe
AssetMark's Thomas: People are too worried about a meltdown

Money Life with Chuck Jaffe

Play Episode Listen Later May 28, 2021 60:18


Jason Thomas, chief economist at AssetMark, says that individual investors are focusing too much on near-term risk management at the expense of their long-term goals, noting that anyone with time frames of five years or more can be confident that current concerns about inflation, rising interest rates and more will not cause long-run economic scarring. He believes that domestic markets will remain stronger than international markets, he suggests that governments and central banks are prepared to prop up economies against deep recessions and notes that America is well positioned for the future due to technology being such a key cornerstone to future growth. Also on the show, Kimberly Flynn of XA Investments discusses how financial firms should be developing new products overseas that will ultimately find an audience in the US, Vivian Tsai of the College Savings Foundation discusses research on how the pandemic has changed attitudes and savings/spending plans for future college students, and Scott Klimo of Saturna Capital and the Amana Fund talks stocks in the Market Call.

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Mottek On Money
Mottek On Money Special Edition (Monday, October 26th, 2020)

Mottek On Money

Play Episode Listen Later Oct 26, 2020 26:59


Mottek On Money Special Edition covering Wall Street and Main Street during the coronavirus crisis: Stocks take the worst tumble in more than a month as coronavirus cases surge in the U.S. and Europe. Hopes fade for a new economic stimulus package getting approved by lawmakers in Washington before the November 3rd presidential election. The Dow came in for a closing loss of 650 points after seeing a drop of more than 900 during the trading day. Airlines, cruiselines and casino companies were among the hardest hit. Analysis on the markets and the economy from Art Hogan, Chief Market Strategist, National Securities. Vivian Tsai, Chair, College Savings Foundation www.collegesavingsfoundation.org discusses the foundation's annual survey, 529 college savings plans and challenges families are facing in the ongoing pandemic.  Support the show: https://www.frankmottek.com See omnystudio.com/listener for privacy information.

Money Life with Chuck Jaffe
Michael Falk discusses the 'one question every investor must answer right now'

Money Life with Chuck Jaffe

Play Episode Listen Later Sep 30, 2020 59:33


Michael Falk of Focus Consulting Group returns to Money Life for an update not only on his struggles with Lou Gehrig's Disease, but also on how changes to the market and economy should have all investors asking one key question that should determine what they do next. The show adds a new regular to the lineup with the debut of Left Brain Thinking; Noland Langford of Left Brain Investment research discusses 'election-proof stocks.' Also on the show, Sarah Ketterer of Causeway Capital Management talks international value investing and more, and Vivian Tsai of the College Savings Foundation covers how Covid is changing the way parents and students are thinking about college.

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Money Sense
Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College

Money Sense

Play Episode Listen Later Jul 2, 2020 40:02


Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.

Money Sense
Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College

Money Sense

Play Episode Listen Later Jul 2, 2020 40:02


Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.

Mottek On Money
Mottek On Money (December 21st, 2019)

Mottek On Money

Play Episode Listen Later Dec 21, 2019 28:07


Stocks rally to record highs on the latest readings on the economy, consumer confidence and trade deal optimism despite impeachment drama in Washington. The epic 2019 rally and the outlook for 2020 discussed with Dr. Mohamed El-Erian, Chief Economic Advisor, Allianz, former PIMCO CEO in Newport Beach. Gene Seroka, Executive Director of the Port of Los Angeles and Stephen Cheung, President, World Trade Center Los Angeles react to the phase one US China trade deal and the USMCA trade agreement now moving toward approval in Congress. West Hollywood pawn shop icon Elliott Salter discusses the trend this holiday season of buying second hand items for gifts as he celebrates 50+ years in business. Rich Polemini, Chairman of the College Savings Foundation, says gifting money for education through 529 plans is easier than ever. Jamie Masada, owner of the Laugh Factory, celebrates 40 years of cranking out comedy and continues his holiday tradition of providing a Christmas party with lots of laughs for people without family in Hollywood. KNX traffic reporter and GI's of Comedy star Thom Tran among those who will be performing on Christmas Day.   Support the show.

Money Life with Chuck Jaffe
Treasury Partner's Saperstein: Negative global rate environment is marching onto U.S. shores

Money Life with Chuck Jaffe

Play Episode Listen Later Oct 3, 2019 58:06


Richard Sapertein, chief investment officer, Treasury Partners, gives a surprising take on how bond investors -- facing negative interest rates on international treasury securities and falling interest rates at home -- should actually extend maturities on the fixed-income instruments they are using, even though that could put them on the short end of the inverted yield curve. Also on the show, Tom Lydon of ETFTrends.com says value is coming back into vogue with his pick for the 'ETF of the Week,' Rich Polimeni of the College Savings Foundation discusses about how parents may know the value of saving for college but still are over-reliant on debt, and Oliver Pursche, chief market strategist at Bruderman Asset Management talks growth at a reasonable price in the Market Call.  

Money Life with Chuck Jaffe
Smart Portfolio's Welsh: As market makes new highs, it's due to fall off

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 25, 2019 58:25


Jim Welsh, macro strategist for Smart Portfolios and author of the Weekly Technical Review newsletter said that the market's various benchmarks are diverging, so that while the public attention has been on recent highs for the Standard and Poor's 500, they have been ignoring the mixed and dangerous signals coming from things like the Dow Transports. He expects the market to enjoy its current highs but to for the S-and-P to challenge recent support levels of 2,800 before Labor Day, noting that if the benchmark can't hold that level it could fall to around 2,350  quickly. Also on the show, author and attorney Michael Hackard discusses protecting your loved ones from financial fraud, Roch Polimeni of the College Savings Foundation talks about their annual survey of how high school students are now viewing college through the financial lens, and Brian Andrew of Johnson Financial Group covers funds and ETFs in the Market Call.

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Money Sense
3-16-19 - Rich Polimeni - Saving for College

Money Sense

Play Episode Listen Later May 21, 2019 43:18


EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

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Money Sense
3-16-19 - Rich Polimeni - Saving for College

Money Sense

Play Episode Listen Later May 21, 2019 43:18


EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

rich cfp savingforcollege college savings foundation
Raise A Legend Podcast
Maximizing Your College Savings (with Richard J. Polimeni) — 021

Raise A Legend Podcast

Play Episode Listen Later Mar 11, 2019 32:16


Richard J. Polimeni, Chair fo the College Savings Foundation, joins us to talk about ways you can maximize the tax benefits of your child's education fund, as well as how to start a fund and tips for reducing costs and maximizing savings.

The Wise Investor Group - Baird
September is College Savings Month

The Wise Investor Group - Baird

Play Episode Listen Later Sep 19, 2018 15:46


On this week's show, the Wise Investor Group discusses the findings of the latest College Savings Foundation's survey. They also talk about the FAFSA and CSS Profile process. They finish with a new benefit that might be widely available to individuals paying back student loans. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

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My College Corner
College Savings Foundation's Rich Polimeni on supporting families for America Saves Week

My College Corner

Play Episode Listen Later Feb 21, 2018 4:24


Rich Polimeni serves as Chair of the College Savings Foundation and provides great insight on how organizations build awareness and provide education about college savings, including the 529 plan. Learn more by participating in America Saves Week Activities beginning Monday February 26, with hashtag #ASW18.

Prism Insurance Agency
Saving For College - Prism Insurance Agency

Prism Insurance Agency

Play Episode Listen Later Feb 14, 2017 23:37


According to this week’s guest, Roger Michaud, student loan debt is closing in on $1 trillion. But according to the College Savings Foundation‘s annual survey, parents and student are starting to save more and borrow less. Join Prism Insurance Agency to find out what other parents and grandparents are doing to financially prepare the students in their own families for college. www.myprisminsurance.com/ www.youtube.com/user/PrismInsuranceAgency www.linkedin.com/company/prism-insurance-agency www.twitter.com/prismins www.facebook.com/PrismIns/ http://www.myprisminsurance.com/life/

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Prism Insurance Agency
The Rising Cost Of College - Prism Insurance Agency

Prism Insurance Agency

Play Episode Listen Later Feb 13, 2017 22:26


The rising cost of higher education is now out-pacing inflation for both public and private universities. Understanding the federal loan program can be challenging for both students and parents. Join Prism Insurance Agency with the chairman of the College Savings Foundation to discuss the rising cost of college, the dynamics of student loans and solutions for both parents and grandparents to save for college using tools such as the 529 Plans. www.myprisminsurance.com/ www.youtube.com/user/PrismInsuranceAgency www.linkedin.com/company/prism-insurance-agency www.twitter.com/prismins www.facebook.com/PrismIns/ http://www.myprisminsurance.com/life/

Prism Insurance Agency
New Trends In Saving For College - Prism Insurance Agency

Prism Insurance Agency

Play Episode Listen Later Feb 13, 2017 26:03


The nonprofit College Savings Foundation just released the results of their 6th Annual State of College Savings Survey. The survey revealed that even in an environment where parents are caught with the rising costs associated with college and the prospect of their own financial debt, this year more parents are saving for college education. Parents are finding that using vehicles such as the 529 college savings plans and automatic savings plans can help to insure future success. www.myprisminsurance.com/ www.youtube.com/user/PrismInsuranceAgency www.linkedin.com/company/prism-insurance-agency www.twitter.com/prismins www.facebook.com/PrismIns/ http://www.myprisminsurance.com/life/

MoneySense Podcast
Money Sense 7-10-16 Saving for College with Mary Morris - College Savings Foundation Chair

MoneySense Podcast

Play Episode Listen Later Jul 10, 2016 38:06


Money Sense 7-10-16 Saving for College with Mary Morris - College Savings Foundation Chair

Money Sense
5-30-21 – Vivian Tsai - College Savings Foundation

Money Sense

Play Episode Listen Later Jan 1, 1970


Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.

cfp board chair tsai college savings foundation
Money Sense
Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College

Money Sense

Play Episode Listen Later Jan 1, 1970


Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact the pandemic has had on college plans and financing options.

Money Sense
3-16-19 - Rich Polimeni - Saving for College

Money Sense

Play Episode Listen Later Jan 1, 1970


EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

rich cfp savingforcollege college savings foundation