Smart College Planning Strategies for Parents and Grandparents with Laura Russo скачать в хорошем качестве

Smart College Planning Strategies for Parents and Grandparents with Laura Russo

Planning for retirement doesn’t always stop with your own financial future. For many families, helping children or grandchildren afford a college education has become one of the biggest priorities facing retirees and pre-retirees. With rising tuition costs, evolving financial aid rules, and widespread misconceptions around 529 plans and FAFSA, families with great intentions can unknowingly make costly mistakes without the right strategy in place. In this episode, Matthew Peck is joined by SHP Financial Advisor Laura Russo to break down the increasingly complex world of college planning. Laura explains how parents and grandparents can support their family’s education goals in ways that remain tax-efficient and how ownership structures, gifting strategies, and early planning decisions can influence outcomes for both students and families. Together, they share practical strategies such as direct tuition payments, 529 and ABLE accounts, and recent FAFSA rule changes that significantly impact financial aid eligibility. Ultimately, this conversation emphasizes how education planning is done proactively, it can reduce financial stress, preserve family wealth, and create opportunities for future generations without compromising retirement security. #collegeplanning #529plans #retirementplanning Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app! https://shpfinancial.com/laura-russo-... ========================== Connect With Us on Social ========================== Facebook:   / shpfinancial   LinkedIn:   / shp-financial   No statements made during the Retirement Road Map podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.