The Architecture Of Wealth - Well-Balanced Wealth Building
Education:How To
We start off with new dad jokes to warm you up (windchills of -30 here in MN!). We then talk recent changes to FAFSA (need-based aid) passed with recent COVID legislation. Some good changes. But mostly bad, especially for families with multiple kids.
Article referenced in podcast - Mark talks college saving ratios:
https://www.msn.com/en-ph/money/other/how-much-money-to-set-aside-each-month-for-college/ar-BB1dvI8K
For more information on working with Mark:
www.SonaWealthAdvisors.com
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
4 Reasons You May Want To Use SMAs & Direct Indexing (Separately Managed Accounts)
Choosing A Trade School Over A Four-Year Degree - A Talk With A Parent
Pack Your 529. Get Your 529 Ready To Go To College. (Forgive The Sound Quality!)
NSOs vs. RSUs - How to make a good equity compensation choice
Luck & Retirement - Retiring Before A Lost Decade
What Does It Mean When Your Equity Compensation Is Underwater?
6 Equity Comp Tips For Dealing With Market Volatility
4 Ways to Make the Most of a Market Downturn
Roth vs. Traditional Part 2
Roth & Traditional Account Types Part 1
14% Down Has Never Felt So Bad.
I-Bonds! Now returning 9.62% (Annualized) - At least for the next six months.
Investing For Inflation
Top 10 Mistakes Parents Make With FAFSA (Free Application For Federal Student Aid - for need-based aid)
A College Financial Planning Conversation with A Real Parent
Inflation & I-Bonds & College Funding
Making The Most Of Your MN College Tour With Cozy Wittman
Negotiating College Award Letters With Shannon Vasconcelos
An Alternative Approach To Retirement With Denise Downey
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