Money Boss Parent

#243 – Mastering College Planning with Ann Garcia


Listen Later

I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning!

Ann is a certified financial planner and the author of How to Pay for College who is a sought-after expert that has developed a fantastic framework for creating your own college plan.

So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear.

As a parent of twins who graduated debt-free from college, Ann brings both professional and personal experience to the table. So, whether you’re just starting to think about college or deep in the planning process, this episode is packed with practical advice and insights.

Ready to dive in and learn how to plan for college like a pro? Let’s get started!

Anna's Takeaways:

  • Intro (00:00)
  • Financial Tasks & Conversations For Parents & Students (02:06)
  • College Savings, Paths & Flexibility (08:39)
  • Saving For College, Financial Aid & Budgeting (13:26)
  • Balancing Priorities & Creating A Personalized Budget (20:15)
  • Scholarships - Involving Students In The Process (27:14)
  • How Parents Can Support Their High School Students (30:28)
  • Managing Expectations (35:40)

About Ann Garcia:

Ann Garcia is a Certified Financial Planner and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Wall Street Journal, and U.S. News and World Report, to name a few. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. As a parent whose twins just graduate debt-free from college, Ann's expertise expands beyond FAFSAs and 529s — she understands the emotional components of helping your child set and achieve goals for their future. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.

  1. Rate, Review, & Follow on Apple Podcasts
  2. Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. 
  3. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
  4. FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.

Guest websites:

https://howtopayforcollege.com/

Masterclass- for older kids

https://www.facebook.com/collegefinanciallady

https://www.linkedin.com/in/ann-garcia-cfp/

https://twitter.com/anngarciacfp

...more
View all episodesView all episodes
Download on the App Store

Money Boss ParentBy Anna Sergunina

  • 5
  • 5
  • 5
  • 5
  • 5

5

33 ratings


More shows like Money Boss Parent

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,197 Listeners

Money Girl by QuickAndDirtyTips.com

Money Girl

1,848 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

746 Listeners

Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,878 Listeners

Everyone's Talkin' Money by Shari Rash, Money Podcast for Women, Personal Finance, Relationships & Mental Health

Everyone's Talkin' Money

641 Listeners

Marriage Kids and Money: Personal Finance for Families by Andy Hill

Marriage Kids and Money: Personal Finance for Families

595 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

668 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,078 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

884 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

797 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,384 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

544 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,599 Listeners

ADHD Money Talk by David DeWitt, CFP®

ADHD Money Talk

41 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

340 Listeners