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The Systems Every Growing Brand Needs with Lance Morgan
The college price tag keeps climbing, but draining savings or delaying retirement doesn’t have to be your only option. We sit down with Lance Morgan, founder of College Funding Secrets, to map out a step-by-step approach for turning smart real estate moves and tax strategy into a reliable engine that pays for tuition while protecting your future. Lance pulls back the curtain on why many high earners miss out on aid, how 529 plans can quietly work against you, and where short-term rentals can create the kind of “tax scholarships” that rival the cost of a private university.
We get specific about the short-term rental advantage: active losses that can offset W‑2 income, the return of 100% bonus depreciation, and the FAFSA timing that makes junior year of high school a pivotal window. You’ll hear how to underwrite an STR with real data—occupancy, average daily rate, and seasonality—using tools like AirDNA, and why design, amenities, and ranking on page one are the difference between middling revenue and top-percentile performance. Lance shares practical operating tactics for a hands-off model with management baked into the numbers, so you’re not spending weekends washing sheets.
We also dig into asset positioning to avoid common aid mistakes. Learn which accounts count against you, why retirement vehicles often don’t, how to value property conservatively for aid forms, and when the CSS profile changes the rules for private schools. For liquidity and resilience, Lance explains using a properly structured life insurance policy as a source of low-rate loans for down payments and slow seasons, so you preserve compounding while keeping your real estate plan moving. By the end, you’ll have a clear playbook to fund college through cash-flowing assets, reduce taxes, and keep your retirement on track.
If this strategy guide helps, follow and subscribe, share it with a friend who’s staring down tuition, and leave a quick review so more families can discover smarter ways to pay for college.
How to connect with Lance?
Website: https://collegecostsecrets.com
Instagram: https://www.instagram.com/collegefundingeducation/
Linkedin: https://www.linkedin.com/in/lance-morgan-college-funding-secrets/
Youtube: https://www.youtube.com/@Lance_CollegeFundingSecrets
Ready to scale your Amazon business? Click here to book a strategy call. https://calendly.com/firingtheman/amazon
Support the show
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By Firing The Man
5
2929 ratings
The college price tag keeps climbing, but draining savings or delaying retirement doesn’t have to be your only option. We sit down with Lance Morgan, founder of College Funding Secrets, to map out a step-by-step approach for turning smart real estate moves and tax strategy into a reliable engine that pays for tuition while protecting your future. Lance pulls back the curtain on why many high earners miss out on aid, how 529 plans can quietly work against you, and where short-term rentals can create the kind of “tax scholarships” that rival the cost of a private university.
We get specific about the short-term rental advantage: active losses that can offset W‑2 income, the return of 100% bonus depreciation, and the FAFSA timing that makes junior year of high school a pivotal window. You’ll hear how to underwrite an STR with real data—occupancy, average daily rate, and seasonality—using tools like AirDNA, and why design, amenities, and ranking on page one are the difference between middling revenue and top-percentile performance. Lance shares practical operating tactics for a hands-off model with management baked into the numbers, so you’re not spending weekends washing sheets.
We also dig into asset positioning to avoid common aid mistakes. Learn which accounts count against you, why retirement vehicles often don’t, how to value property conservatively for aid forms, and when the CSS profile changes the rules for private schools. For liquidity and resilience, Lance explains using a properly structured life insurance policy as a source of low-rate loans for down payments and slow seasons, so you preserve compounding while keeping your real estate plan moving. By the end, you’ll have a clear playbook to fund college through cash-flowing assets, reduce taxes, and keep your retirement on track.
If this strategy guide helps, follow and subscribe, share it with a friend who’s staring down tuition, and leave a quick review so more families can discover smarter ways to pay for college.
How to connect with Lance?
Website: https://collegecostsecrets.com
Instagram: https://www.instagram.com/collegefundingeducation/
Linkedin: https://www.linkedin.com/in/lance-morgan-college-funding-secrets/
Youtube: https://www.youtube.com/@Lance_CollegeFundingSecrets
Ready to scale your Amazon business? Click here to book a strategy call. https://calendly.com/firingtheman/amazon
Support the show