Taming The High Cost of College
Late Stage College Planning
If you’re a parent or family member who wants to help save money for future college expenses, a 529 savings plan is one of best ways to do it. In this episode, I’m joined by John Munley, a fellow financial advisor and college funding specialist, to discuss 529 plans, how they work, and why they’re such a great option to help virtually any family save, grow and maximize money for college. Listen Now…
Patricia Roberts is a former college student who had to borrow thousands of dollars in student loans to help her pay for school. But once she became a parent, she didn’t want her daughter to suffer through the same struggle. She used a 529 plan to save and invest money for college tax-free, and her daughter graduated college with zero debt. Along the way, Patricia became an expert in 529 plans and founded a company and platform that helps parents learn about them and make their own 529 investments. Listen to my interview with Patricia to learn more about 529 plans and why they’re such a great option. Listen Now…
