If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
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If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
Gen X is starting to inherit trillions… and most people have no idea what to do with it. Inheriting money is emotional: Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear fast. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the biggest mistakes people make with an inheritance and how to avoid them. You’ll learn what to do before you spend a dime, how to avoid the tax traps, and how to turn a windfall into lasting pea...
Money & Stuff
If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
