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.
Applying For College In The Age of COVID With John Hupalo
The Backdoor Roth For High Earners
Roth vs. 529s - The Rumble In The Jungle
Minnesota's Tax Benefit -- The Credit OR Deduction Explained
How To Use 529 Plans In The Age of COVID With Paul Curley From ISS Market Intelligence
How Much Should I Save For College?
529 Plans Part #2 -- 529 Prepaid Tuition Plans
529 Plans Part #1 - 529 Savings (& Investing) Plans
Career Coaching With Ray Giese From CFPathways & College Due Diligence
Having The College Talk With Your Child
How To Maximize FAFSA (The Free Application for Federal Student Aid)
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