Merging Life and Money with MJ Caesar

STUDENT LOAN SERIES PART 3 -- FUNDING OPTIONS (2)


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The past 2 shows clearly reinforced the fact that higher education can be a costly endeavor, and for many families, footing the bill for college tuition and related expenses can be a major challenge.  Thankfully, there are many funding options available to help meet this challenge.

🟦 Join me as my regular guest Eric Dudley will be taking a closer look at more options that are available for financing college expenses. So, whether you are just starting to think about college or are already in the midst of the admission process, come and listen for helpful recommendations on how to afford higher education.

🟦 Make sure to watch the replay for the last 2 shows on my YouTube channel: Merging Life and Money. 

Here are some HIGHLIGHTS from this episode.

06:33 Grants and scholarships

08:07 Prepaid college plans

12:20 529 plans

14:33 Coverdell ESA

17:05 Roth IRA

19:04 Indexed Universal Life

25:44 Savings bonds

26:13 Custodial Accounts (UGMA and UTMA)

29:23 The importance of using several funding options

31:40 As I see it

32:52 Contact Eric

34:51 Quote of the show

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Merging Life and Money with MJ CaesarBy Marie Jo Caesar