College Planning Is About More Than Paying Tuition (Ep. 1)
Most families approach college planning with assumptions that quietly cost them options. In this episode, Brock Jolly breaks down the biggest myths families believe about paying for college, the first question every family must answer before choosing a strategy, and common planning mistakes that can create unnecessary financial pressure later.
In this episode, Brock Jolly, CFP®, talks about how education, financial literacy, and intentional planning intersect, and how families can make smarter college decisions without putting retirement at risk.
You’ll learn about:
- Who really qualifies for financial aid and who doesn’t
- Why scholarships rarely cover what families expect
- The first planning question that determines which strategies actually apply
- How overfunding a 529 plan can create avoidable tax and penalty issues
- Why it is rarely “too late” to improve a college funding plan
- How college and retirement planning should work together
- And more!
Resources:
Connect with Brock Jolly:
Podcast: Play in new window | Download | Embed