Event Replays

Securing a Robust Financial Aid Package – August 23rd – Part II

Back by popular demand for Part II of “How to Score the Most Robust Financial Aid Package,” is Jodi Okun to share
her strategies and tips on everything you ever wanted to know about the college financial aid process and how to
score the most robust financial aid package for yourself or for your student! Jodi takes us on a deep dive into
the financial aid process including how to file for aid and how to appeal a financial aid award, the types of federal, state,
university, and private aid are available including loans, grants, and scholarships. She also discusses the importance of
paying off interest and paying down loan balances despite a federal government freeze on loan and interest payments
since March 2020 due to the pandemic, and why standard repayment terms are preferred over the four other payment
term options available.

Jodi is the founder of College Financial Aid Advisors, and author of the Amazon “Secrets of a Financial Aid Pro.” She
is also one of the “Top 30 Social influencers in Personal Finance & Wealth,” according to Huffington Post. Tune in to her
weekly radio show on Thursday nights at 5:00 p.m. Pacific Time #collegecash on Twitter @jodiokun where she answers
questions about every aspect of financial aid.

 

Securing a Robust Financial Aid Package – August 11th – Part I

Jodi Okun, is one of the nation’s leading college financial aid coaches. In her interview, Jodi expertly guides viewers through the step-by-step process of completing the FAFSA and why it is so important that every family — regardless of income or assets — completes this form. She also advises viewers on how to effectively and successfully review a students financial aid package, including what elements it could include: subsidized (interest is paid by the Federal Government), and unsubsidized (the family or student pays the interest) federal loans, student loans both federal and private, state and university grants, college and university-sponsored and private scholarships, and federal work-study. Jodi also reviewed the January 31, 2022 moratorium on federal student loan payments and interest due to the Covid-19 pandemic. She strongly advises to pay down those loan principal and interest payments today vs. waiting until six months after a student’s college or university graduation when the loans become due.

She founded College Financial Aid Advisors over a decade ago and is the author of Secrets of a Financial Aid Pro. She is one of the “Top 30 Social Influencers in Personal Finance & Wealth,” according to Huffington Post, and hosts a weekly radio show on Thursday nights at 5:00 p.m. Pacific #collegecash where she answers questions about every aspect of financial aid.

 

Estates & Trusts Planning Solutions in a Covid Era – August 4th

Frederick T.A. Bollaci is a 19-year Trusts and Estates Attorney based in Florida. In his interview, Fred demystifies the complex world of trusts and estates planning and guides viewers through practical and simple steps to ensure that a person’s assets and their health are legally protected in the event of unanticipated life events. He also encourages people to begin developing a relationship with an estate planning attorney — as early as age 18. Being proactive and planning for life’s challenges will provide the necessary advantage in emotionally charged and sincerely compromised events such as those happening during the Covid-19 pandemic.

 

Women on Wealth Interview With Deborah On The Value of Working With A Financial Mentor

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

I am excited to share my latest Women on Wealth episode with you on Financial Mentoring. In this episode, I interview Deborah Pratt Johnson Burns, founder of Literacy to Legacy Mentors, who shares more than thirty years of experience as a business and personal finance mentor. We discuss the following key topics: the importance of family values as it relates to money, the lack of financial literacy education and its impact, the importance of a working with a financial mentor and the results that Deborah has found, including how people struggle with financial topics and why, trends with those approaching and in retirement, and the common thread that all successful CEO’s share.  Finally, some simple steps for those who are seeking practical financial solutions.

The link is below, as always thank you for your support.

Listen Today

Thrive with Financial Wellth! – July 21st

Take Time to Thrive Co-Lab Founder, Kelley Connors, Life-Work Coach for Women Leaders, Change Agents, and Entrepreneurs, Interview About Financial Empowerment with Deborah Pratt Johnson Burns, Chief Prosperity Officer, Financial Mentor and Educator, Literacy to Legacy Mentors, Reframing Your Financial Future.