Brad is a Certified Financial Planner based in Milwaukee, Wisconsin.
He is a College Funding Consultant specializing in late stage college funding planning and the chief podcaster of Taming The High Cost Of College.
Brad provides customised planning using the latest financial aid, tax, cash flow and academic strategies. With these strategies Brad helps families save a significant amount of money on their college expenses and make a student’s college dream a reality.
Over the past 10 years, Brad has directly helped hundreds of families plan and pay for college. He has provided in-depth college plans resulting in increased financial aid, scholarships, identification of the right schools at the right price, and better loans.
In this episode of Informed Choice Radio, I speak to Brad about the pressure families’ face to balance their retirement funding with the cost of higher education for their children. We chat about how coaching helps to prioritise these different objectives.
We also cover Brad’s work with business owners and his views on the upcoming presidential election.
Welcome to Taming the Cost of College with Brad Baldridge, in episode 107 of Informed Choice Radio.
Some questions I ask
-How do financial priorities change at different stages of life?
-Do you feel that families in America are under huge pressure and stress to save money not only for their children’s education but also to save enough for their later life?
-How has the regulatory environment affected financial services in America?
-You are also a co-author of a book; Strictly Business: Planning Strategies for Privately Owned Businesses, a book written to educate business owners on financial topics. Could you tell us a little bit about the book and what were your motives behind helping to write it?
-The US presidential election is coming up, Trump or Clinton? What does the next four years look like in terms of politics for the US?
Useful links mentioned in this episode
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