Podcast 342: Don’t Sacrifice your Financial Future to Educate your Kids with Monica Felton
Monica graduated from Arizona State University in 1992 with a Bachelor in Science in Biology. In 1997, she received a Master of Business Administration from Pepperdine University and in 2012, received her Certified Financial Planning designation.
She resides in Scottsdale, AZ with her family. They attend Illuminate Community Church and are active in the community.
*DISCLAIMER – We are not giving any financial advice. Please DYOR*
(00:00 – 02:17) Opening Segment
– Monica is introduced as the guest Hosts
– Monica shares something interesting about herself
(02:17 – 28:32) Don’t sacrifice your financial future to educate your kids
– Monica shared her first investment and how it worked for her
– She also shared when one should a parent start thinking about funding for college
– Also Monica shares what is the true cost of college now and who has to pay the tuition
– Monica explained different ways to pay for college
– Also, she shared ways to prepare their kid so he/she can qualify for the scholarship
– Monica explained well the gotcha’s While finalizing for college and about the president’s student load program
(28:32 – 31:54) Fire Round
– Monica asked if she would change her investment strategy
– Monica also shares her favorite Finance, real estate book, or any related book
– Also Monica shared about the website and tools that she can recommend
– Monica’s advice to beginner investors
– She also shared how she gives back
(31:54 – 33:02) Closing Segment
-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.
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