EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors

Show Notes
 
- The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
 
- EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors
 
Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is set to release this summer from Harriman House; its companion online course is available now.

Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” Realizing that too many people struggled with this topic and too few advisors were willing to talk about it, she started The College Financial Lady blog to answer families’ college planning questions. A decade later, she is not just the go-to person for college financial planning, she is a trained assassin in that arena. Ann has been featured in the New York Times, US News & World Report, CNN Money and countless other media. Ann and her husband, Bob, live in Portland, OR. Their twins are away from home attending affordable colleges.
 
Ann’s insights include: 
 

What led Ann to become a financial advisor who specializes in college planning

How she helps clients through the many layers of college planning

The mistakes families make when planning for college

Her book, How to Pay for College

The types of scholarships colleges can offer

Why it’s important for families to remember you have a lot of choices when it comes to financial planning

Enjoy the show!
 
Connect with Ann:
 
Book: https://www.amazon.com/How-Pay-College-financial-education/dp/0857199293/
Website: howtopayforcollege.com
Facebook: facebook.com/collegefinanciallady
Twitter: twitter.com/collegefinanci2


 
 
Connect with Gary:

Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Show Notes

 

- The Grow Your Business and Grow Your Wealth podcast with Gary Heldt

 

- EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors

 

Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is set to release this summer from Harriman House; its companion online course is available now.

Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” Realizing that too many people struggled with this topic and too few advisors were willing to talk about it, she started The College Financial Lady blog to answer families’ college planning questions. A decade later, she is not just the go-to person for college financial planning, she is a trained assassin in that arena. Ann has been featured in the New York Times, US News & World Report, CNN Money and countless other media. Ann and her husband, Bob, live in Portland, OR. Their twins are away from home attending affordable colleges.

 

Ann’s insights include: 

 

What led Ann to become a financial advisor who specializes in college planning
How she helps clients through the many layers of college planning
The mistakes families make when planning for college
Her book, How to Pay for College
The types of scholarships colleges can offer
Why it’s important for families to remember you have a lot of choices when it comes to financial planning

Enjoy the show!

 

Connect with Ann:

 

Book: https://www.amazon.com/How-Pay-College-financial-education/dp/0857199293/

Website: howtopayforcollege.com

Facebook: facebook.com/collegefinanciallady

Twitter: twitter.com/collegefinanci2

 

 

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices