10/29/2026
🚨 Stop Costly College Funding Mistakes! 🚨
Did you know that everyday financial decisions like, how your assets are titled or when retirement accounts are drawn, can quietly hurt your family's financial aid eligibility? 📉💸
In this episode of Taming The High Cost of College, Host Brad Baldridge teams up with Estate Planning Attorney John Koenig (Anchor Law, Life & Legacy Planning LLC) to uncover the hidden traps between estate planning and paying for higher education.
Key Takeaways:
⏳ Timing is Everything: Timing asset distributions incorrectly while your child is in college can drastically reduce your aid package overnight.
📜 Review Old Documents: Estate laws change fast; relying on outdated trusts or pre-SECURE Act rules could leave your hard earned wealth exposed.
👨⚖️ Avoid Probate Roadblocks: Setting up a trust is only half the battle; failing to properly fund it means your family still goes to court.
👥 Bring the Team Together: Aligning grandparents, parents, financial planners and attorneys ensures everyone is working toward the same funding goals.
👨🏽💼 Work With a Specialist: Don't rely on general practitioners; find a dedicated estate planning expert who reviews your plan every few years.
🔗✨ LINK IN BIO 🔗✨
🎙 Catch the full episode; now streaming on your favorite podcast platform
Watch the full interview on YouTube 👀