Jesse starts this episode discussing his “50/50 rule” of college savings. Jesse also talks about 529-to-Roth conversions (why they’re overrated!), the FAFSA, and other financial tools at our disposal for college planning. 

 

Evan Giokas then joins the show to dive deeper into a college admissions conversation. Evan is the founder of The College Confidence Coach, which helps students through their higher educational journey. Evan covers what a “conative assessment” is,  how to be cost-conscious when preparing for college, how to start college conversations with your child, and the importance of showing your values to college admissions staff..

 

If you’re preparing a child for college, this is the episode for you!

 

Key Takeaways:

• How to start the college conversation with your child 

• What is the Conative Assessment? 

• What is the college money pit trap?

• How to be cost-conscious in college planning

• How to optimize your FAFSA

• The “50/50 Rule” for college saving

• The pros and cons of 529–to-Roth conversions

 

Mentions:

🌐 Website: https://www.thecccoach.com/ 

👉🏼 LinkedIn: https://www.linkedin.com/in/evan-giokas-56443746/ 

📚 The Important Details Behind 529-to-Roth Conversions: https://bestinterest.blog/the-important-details-behind-529-to-roth-conversions/

📚 Follow the 50/50 Rule for College Saving: https://bestinterest.blog/the-50-50-rule-for-college-saving/

📚 University of the People: https://www.uopeople.edu/ 

 

More of The Best Interest:

Check out the Best Interest Blog at bestinterest.blog

Contact me at [email protected]

 

The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.