In today’s episode of The College Checklist Podcast, I talk with Brad Baldridge on the steps families must take to apply for needs based financial assistance for college. Brad, founder of Baldridge College Solutions, uses his background in financial planning to help families plan, save, and take the stress out of paying for college.
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About Brad Baldridge
“College is a high financial and emotional investment for families”.
“The five factors that most impact qualifying for financial aid are: Parents income, parents assets, student income, student assets and the number of students in the family”.
“Income numbers are taken right off your prior years tax return”.
“College Board operates the CSS profile which is a secondary aid form. Roughly 300 colleges across the US use it.”
Lightning Round Q&A
Q1: What’s your best piece of advice for families as they begin this journey?
A1: Figure out what type of family you are and if you are going to qualify for needs based aid.
Q2: What is your favorite college admissions book, blog, or tool that no family should be without?
A2: Baldridge College Solutions and any other podcasts that cover this topic
Q3: What should a family who is overwhelmed by the college admissions process focus on?
A3: Decide early if you want to outsource any or all aspects of the college admissions process.
Q4: What is your all-time favorite book?
A4. The Lord of the Rings series
Get In Touch with Brad Baldridge
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