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Are you ready to demystify the complex world of legacy planning and college funding? Join host Lisa Goldenthal as she welcomes Brad Baldridge, a nationally recognized college funding expert, for an insightful discussion on balancing inheritance and higher education costs.
💡 In this episode, you'll discover: 1️⃣ How inherited assets like real estate and retirement accounts can influence financial aid eligibility. 2️⃣ Proven strategies for managing an inheritance while optimizing your child's financial aid package. 3️⃣ A real-life success story of a family who achieved their legacy planning goals without sacrificing college affordability.
Brad shares actionable tips and expert advice to empower families to build a financial roadmap that honors their legacy while securing their children's future. Don't miss this valuable episode packed with practical solutions for every parent navigating this financial puzzle!
🔗 Tune in now and take the first step toward smart legacy and college planning!
By Lisa G5
171171 ratings
Are you ready to demystify the complex world of legacy planning and college funding? Join host Lisa Goldenthal as she welcomes Brad Baldridge, a nationally recognized college funding expert, for an insightful discussion on balancing inheritance and higher education costs.
💡 In this episode, you'll discover: 1️⃣ How inherited assets like real estate and retirement accounts can influence financial aid eligibility. 2️⃣ Proven strategies for managing an inheritance while optimizing your child's financial aid package. 3️⃣ A real-life success story of a family who achieved their legacy planning goals without sacrificing college affordability.
Brad shares actionable tips and expert advice to empower families to build a financial roadmap that honors their legacy while securing their children's future. Don't miss this valuable episode packed with practical solutions for every parent navigating this financial puzzle!
🔗 Tune in now and take the first step toward smart legacy and college planning!

8,854 Listeners