The COMPLETE Guide on College Planning

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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Investing

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The COMPLETE Guide on College Planning

Assets and Taxes

52 minutes 42 seconds

6 months ago

The COMPLETE Guide on College Planning

Planning for college can be overwhelming; we break everything down so you know what to expect. From choosing a college, applying, financial aid, and more! Whether you're a high school student or parent, this information will guide you in establishing a well-thought-out plan for college!(0:00) Intro(1:03) How Does Campus Bound Help With The College Planning Process(2:16) When Should You Think About Planning For College(4:47) What Should Be Prioritized When Choosing A College(10:10) Common Mistakes When Selecting A College(12:20) Dream Schools vs Reality Schools(14:50) When To Start Applying To Colleges(17:16) What Do Colleges Prioritize When Deciding To Accept A Student(20:26) Tips For Writing A College Essay(23:16) How To Stand Out In The College Application Pool(24:56) What Can Hurt Your College Application(27:19) Need Based vs Merit Based Financial Aid(34:00) What Is FAFSA and How To Fill It Out(38:50) How To Improve Chances of Financial Aid(43:50) Appealing For More Financial Aid(47:27) Are There Instances Where Someone May Not Receive Financial Aid?(49:40) Recent Trends From The Class of 2025(51:23) ConclusionVisit Campus Bound: https://campusbound.com/Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/ia-sb-r-a-431-5-2025