Life's Essential Ingredients

Season 4 Episode #4 Ann Garcia is Guiding Parents Down the College Financial Waters!

March 12, 2024 Season 4 Episode 4
Life's Essential Ingredients
Season 4 Episode #4 Ann Garcia is Guiding Parents Down the College Financial Waters!
Show Notes

C4 Leaders – the ONLY nonprofit to utilize the pizza making process to create space for our companions to be seen, heard, and loved.   We also write children’s books, host this podcast, and use the most amazing handmade, hand-tossed, sourdough pizza to bring out the best in each other.   Please check out PIZZADAYS.ORG to support our important work. 

Season 4 Episode #4 Ann Garcia is coming from Portland, OR (inform, inspire, & transform)

You can find Ann via her website howtopayforcollege.com

About our guest: Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. 

Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” In working with families– including her own– to plan for college, Ann has learned that a good college plan is equal parts good parenting and good financial planning. 

Ann has been featured in the New York Times, US News & World Report, CNN Money and countless other media outlets. 

Ann, thanks for sharing your financial wisdom with the world, and for guiding people on an important and often overwhelming journey…paying for college.  Ann, welcome to the show!

TOTD – “Anything that’s human is mentionable, and anything that is mentionable can be more manageable.   When we can talk about our feelings, they become less overwhelming, less upsetting, and less scary.   The people we trust with that important talk can help us know that we are not alone.”                                                                   Fred Rogers

                                                                                                                          

Build a habit - to create intention - to live your purpose!

 

In this episode:

What was life like growing up?

What are your life’s essential ingredients?

Guiding families with one of their biggest life decisions…when is the right time to start having the conversations…

Inflation and tuition increases…difference between net price and 

529 plan and your child does not go to college – now what?

What do parents need to know about it…

Blog is incredible: FAFSA, thinking of transferring,  saving tips, student loans, application process, financial aid, 529 plans, work study jobs, 

Congrats on becoming an author, HOW TO PAY FOR COLLEGE… highlights…

Online course… tell the listeners about the benefits of that course…

Balance of saving for college and saving for retirement?

Legacy