To complete our Education Planning Series, Will Hoffman discusses how you can ensure your child has access to quality education by explaining the various saving plans available. In this episode, Will explores three popular options: the 529 plan, the Uniform Gift to Minors Act (UGMA), the Uniform Transfers to Minor Act (UPMA), and the Coverdell …
Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education? Don’t panic just yet! In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help …
With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents. In this episode, Jack, a college admissions expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process. Join Will and Jack …
Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education? Welcome to the first in a series of episodes focusing on Education Planning! In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, …
After a challenging year for the market, there are bound to be changes regarding tax season. Even though you haven’t filed for 2022, now is a good time to know what’s in store for 2023 so you can make adjustments to your portfolio, or save side hustle expense receipts. In this week’s edition of the …
Remember back in high school and how boring Economics class was? As teenagers we just didn’t care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more interest because we are more invested. Join Will and his guest Jeffrey Roach, Ph.D. Chief Economist at …
With the holiday season upon us, Will invites Jon Reddick from GenXGrownUp to reminisce about some of the most memorable toys that were unwrapped on Christmas morning. Jon is a well-credentialed nerd of the 80’s, a classic game fan, and a technology geek who explores and celebrates media, games, tech and toys from his childhood. …
December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared? In this episode, Will provides 10 financial tips to help you be in a better financial position at the end of the year. Listen in as he touches on important …
From the stock market crash of 1987, to the death of Princess Diana just a decade later, these are just some of the crystallizing moments experienced by generation X. In part 2 of this series, Will Hoffman and Cam Marston build upon their conversation about generational shifts, and go into more detail about the events …
Today we have tweens, the period after adolescence, and before the teenage years. But back in the late 80’s and early 90’s, we referred to this cohort as ‘latchkey kids.’ A time when parents left children at home to ‘figure it out’ while they were at work. With the increase of working mothers, and divorced …