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Do you have all your ducks in a row when it comes to securing college funding? How can you leverage your investments?

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Show Notes For This Episode

Today we talk again with Joni Rametta as she shares her experience helping her kids prepare for college from a financial aid standpoint as well as her years of experience as a financial advisor.

No one wants to overpay for things. We all want to get a good deal for our money. When it comes to college funding, it’s hard to know about all of the options out there or what challenges you may face. You have forms to fill out and strategies to implement. How do you know if you’ve filled the FAFSA form out correctly?

We want to make sure parents and upcoming college students get the information you need. Having it may forever change your life. While high school advisors are helpful, they are often overworked and can only do so much given the vast number of students they are responsible for.

Money for college comes on a first come, first serve basis. What happens if you have errors on your FAFSA? What do you need to make sure to pay attention to? Is the email communication going to the parent or the student?

While you want to prepare for college funding, what should you be considering when it comes to retirement savings? You need to become educated on the types of investments you need to make. What will taxes look like in retirement?

Are you leveraging your investments? When it comes to paying for college, are you sacrificing something else? Or are you leveraging your money? If you want to learn how to do so, reach out to Jeff and his team to put money back in your pocket.

Listen to the entire episode or click on the timestamps below to skip to a particular segment.

[3:12] – Why are financial advisors interested in the college funding space?

[5:49] – How is the FAFSA similar to doing your taxes?

[7:26] – What happens when there are errors on your FAFSA?

[11:10] – How does retirement savings coincide with saving for college?

[14:42] – How will your finances and life change in retirement?

[19:31] – How many families have enough money put aside for college?

Quotable Moment:

When you get to retirement, do you want to live on less money than you have when you’re working or the same money?” – Jeff Walters