Podcast Episodes

Why So Many Families Struggle to Pay for College, And How to Fix It

Most families dream of sending their children to college, but when the bills come due, reality hits hard. Today, we’re uncovering why so many families struggle to pay for college and what you can do …

Published on 11 hours ago

Scholarship Letters of Recommendation

These scholarship letters of recommendations don’t just support your student; they sell your student to a committee who hopes their investment pays off. And the right letter can be the difference of …

Published on 15 hours ago

"Annuities & Financial Aid, What Parents Must Know”

Today we will talk about the complexity of some of the FAFSA rules when it comes to qualified and non-qualified retirement plans and completing the FAFSA. We are going to try to simplify the rules, c…

Published on 1 week, 5 days ago

Odd, Niche, Fun, And Little Know College Scholarships

When most students think of scholarships, they imagine high GPAs, varsity athletes, or major academic prizes.

But there’s a vast and often overlooked category of odd, niche, fun, “weird” scholarships …

Published on 2 weeks, 6 days ago

Nontraditional Education After High School

Today we’re digging into a big question family’s need to know: “Should My Student Consider A Non-traditional Educational Pathway Instead of Attending A Four Year Traditional College?”

Are universities…

Published on 3 weeks, 3 days ago

Turning Family Health Costs into Tax Free Benefits To Help Pay For College/Or Help Fund A Retirement Plan Using a Section 105 Medical Reimbursement Plan

Most small business owners are aware that healthcare costs can consume a significant portion of their family's income. What many do not realize is that the tax code offers a powerful tool to shift th…

Published on 1 month ago

Do Merit Awards Affect My Financial Aid?

If you receive an outside scholarship, the college will review the scholarship and may apply a process known as scholarship displacement. Basically, the school reduces something in your aid package t…

Published on 1 month, 1 week ago

6 Different Assets That Can Affect Financial Aid Eligibility

Today we’re digging into a big question families always ask: Do my savings and assets hurt my child’s chances of getting financial aid?" Some assets do count; others don’t. And here’s a surprise, pa…

Published on 1 month, 3 weeks ago

Are There Tax Implications If I Give A 529 plan To Someone Else?

Today, we’re answering a question a lot of parents and grandparents have: What happens if you change the beneficiary of a 529 plan to someone outside the family? Are there any tax implications, and i…

Published on 2 months ago

Do Colleges Really Have GPA Requirements For Admission?

Do colleges really have GPA requirements? And if they do, how much do those numbers really matter?

Published on 2 months ago