December 15, 2023

The Art of College Planning (Pt. 2) (Ep. 38)

39 minutes

Ever wondered how the FAFSA form could unlock hidden college funding?

Chart the unknown territories of college funding where host Jim McGovern unlocks the mysteries of the FAFSA form and beyond. Tailored for families on the journey of college financial planning, Jim reveals expert tactics for leveraging the FAFSA and unveils a treasure trove of funding strategies.

Key discussion points include:

Discover the latest shifts, key filing dates, eligibility secrets, and annual must-dos

Learn precise reporting, understand financial changes, and harness the Data Retrieval Tool

Insights on assets exempt from FAFSA and why all families should apply

Strategies for diverse family structures, including divorced parents and business owners

Insider tips on asset positioning and FAFSA reporting essentials

Dive into 529 plans, permanent life insurance, and Roth IRAs for college financing

And much more!

Resources:

What To Expect When Having Your First Conversation About Retirement (Ep.2)

Budgeting Reimagined: Transform Your Cash Flows, Supercharge Your Wealth With Neal Brincefield (Ep. 35)

FAFSA

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Please note that the information on this podcast are for reference only. Although accurate when originally released, they may now contain out-of-date information. They remain solely for historical purposes and are not considered current guidance. Always consult a professional regarding your individual situation.

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