• College Planning (ft. Brad Baldridge)

  • 2024/07/30
  • 再生時間: 57 分
  • ポッドキャスト

College Planning (ft. Brad Baldridge)

  • サマリー

  • Brad Baldridge is a financial advisor specializing in college planning, helping families navigate the complex landscape of college costs and financial aid. With a background in engineering, Brad transitioned into financial advising and found his niche in assisting clients with the increasingly challenging task of managing college expenses.

    He emphasizes the importance of individualized approaches to college planning, considering each student's unique needs, abilities, and career aspirations. Brad's expertise extends beyond college planning to comprehensive financial portfolio management, offering a holistic approach to financial advising for his clients.

    "If you take a $60,000 school and you get 35,000 of scholarships and you're down to 25, that's about where the state school probably is going to be. Either way, you still have to pay 30,000. So that's the next step, right, is how do we pay that efficiently?"

    Key themes included:

    1. Financial planning strategies for businesses and families

    2. Multiple paths to success beyond college

    3. Complex situations require early, specialized planning

    4. Entrepreneurial lessons from "The King's Fly Swatter"

    5. College costs, aid, and efficient payment options

    6. Financial aid challenges for entrepreneurs' income assessment

    7. Importance of specialized advisors for college planning


    Website: www.tamingthehighcostofcollege.com

    Contact: https://tamingthehighcostofcollege.com/contact/

    LinkedIn: https://www.linkedin.com/in/bradbaldridge/

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!

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あらすじ・解説

Brad Baldridge is a financial advisor specializing in college planning, helping families navigate the complex landscape of college costs and financial aid. With a background in engineering, Brad transitioned into financial advising and found his niche in assisting clients with the increasingly challenging task of managing college expenses.

He emphasizes the importance of individualized approaches to college planning, considering each student's unique needs, abilities, and career aspirations. Brad's expertise extends beyond college planning to comprehensive financial portfolio management, offering a holistic approach to financial advising for his clients.

"If you take a $60,000 school and you get 35,000 of scholarships and you're down to 25, that's about where the state school probably is going to be. Either way, you still have to pay 30,000. So that's the next step, right, is how do we pay that efficiently?"

Key themes included:

1. Financial planning strategies for businesses and families

2. Multiple paths to success beyond college

3. Complex situations require early, specialized planning

4. Entrepreneurial lessons from "The King's Fly Swatter"

5. College costs, aid, and efficient payment options

6. Financial aid challenges for entrepreneurs' income assessment

7. Importance of specialized advisors for college planning


Website: www.tamingthehighcostofcollege.com

Contact: https://tamingthehighcostofcollege.com/contact/

LinkedIn: https://www.linkedin.com/in/bradbaldridge/

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

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