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Did you know the biggest impediment to retiring on time is overpaying for college? Join us each episode as financial planner Bill Mullen breaks down critical college funding conversations to reveal how you can minimize this retirement barrier.

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More Episodes

Ep 14: Appealing the College Offer

We spend today's show discussing something that a lot of parents are unaware of. Negotiating your student's college offer. If you have a major life change, you may be able to appeal your offer and receive more help. Bill talks about some of the ways you can negotiate with the college and what events usually qualify for an appeal.

April 8th, 2021|Tags: , , , , |

Ep 13: Retirement vs College Procrastination

Procrastination is a trait a lot of people possess in their everyday lives. However, when it comes to retirement and college planning, you may want to think twice about leaving it for another day. Bill runs down the common traits of procrastination he sees in retirement and college planning and explains the negative impacts this can have on your plan.

March 18th, 2021|Tags: , , , , |

Ep 12: Buying a House vs Buying a Diploma

There is a smart way for parents to shop for college. For parents to send their kids to college, the cost can turn out to be their second most expensive expenditure after buying a house. One of the major differences between the two purchases, is that there is a person available who guides the buyer through the home buying process. She is called the Real Estate agent.

March 4th, 2021|Tags: , , , , , |

Ep 11: Changes Coming to FAFSA

It was announced a few weeks ago that there are some major changes coming for the FAFSA form. When there are revisions, there are often new positives and negatives that emerge. Bill runs us through on the new changes and will discuss how he think these will affect families moving forward.

February 18th, 2021|Tags: , , , , , |

Ep 10: How COVID Has Impacted College Funding

2020 was the year of people having to pivot and make changes, not only in their personal lives, but also on the business side, due to the ongoing pandemic. The effects of COVID-19 have also impacted the way that colleges factor in financial aid. Parents are now able to bargain more with certain educational institutions since the process of learning has changed. Bill will talk to us about these opportunities and more on today's show.

February 5th, 2021|Tags: , , , , |

Ep 9: Why College is So Expensive

For many Americans, college is the second biggest expense they will encounter in their lifetime. But what makes college so expensive? Bill will run through a list of expenses your child can expect to see when they're in college and he will also discuss some proactive planning moves you can do now.

January 21st, 2021|Tags: , , , |

Ep 8: Paying Too Much For A College Degree

When you decide to start shopping around for colleges, the prices of some top Ivy League schools may surprise you. They may actually be able to provide families with a lot more financial aid compared to other universities because of the large endowments that they receive. Bill talks to us today how these endowments can impact the price of college and some things to consider when you are choosing a college.

January 7th, 2021|Tags: , , , , |

Ep 5: The One Page College Funding Plan

We have spent a lot of time on the podcast talking about the fundamentals of financial aid and estimating the cost of what a college is. But we haven't specifically talked about how to shop for college yet. Bill guides us on how to put together a plan to fund the college expenses and some problems to look out for.

November 19th, 2020|Tags: , , , |

Ep 3: What You Need to Know About FAFSA & the CSS Profile

Every college in America requires you to fill out a FAFSA form in order to be eligible for financial aid. In addition, some schools require you to fill out a CSS Profile that goes into even more detail about your financial situation. Bill breaks down what each of these forms are and the type of information they ask you to provide.

October 22nd, 2020|Tags: , , , , , |
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