In this episode of The College Checklist Podcast, I talk to my good friend Roger Whitney about his thoughts on how you can save for college without sacrificing retirement.
Roger is the Retirement Answer Man and the host of the Plan Well, Invest Wisely podcast. Not only is Roger a retirement savings expert, he’s a father of two who just sent his eldest child off to his freshman year of college.
In this interview, Roger shares some great tips and strategies to help college-bound families ensure that they are covering the cost of college by planning well while making sure that they are not sacrificing their retirement in the process.
Listen Now: Save for College Without Sacrificing Your Retirement
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Roger Whitney is the Retirement Answer Man. He is a Certified Financial Planner, Certified Investment Management Analyst, Certified Private Wealth Advisor, and Accredited Investment Fiduciary with 24 years of experience in the financial planning field.
Roger has a passion for helping people make smart financial decisions and achieve that balance between living well today without sacrificing their tomorrow. He hosts the Plan Well, Invest Wisely podcast as a resource to those looking to learn more about how to save for their retirement.
“What you need to start thinking about for retirement is to re-think what retirement is.”
“You want to run you financial life like a business. You want to increase free cash flow.”
“For college savings, start early. Start a 529 plan, work on your cash flow, and talk to you children about the purpose of college.”
Lightning Round Q&A
Q1: What’s your best piece of advice for families as they begin this journey?
A1: Involve your kids early in understanding the economic realities of paying for college and why they are going to college.
Q3: What should a family who is overwhelmed by the college admissions process focus on?
A3: Take control, do what you can, and don’t think you have to do it all.
Q4: What is your all-time favorite book?
A4: The Bible and Atlas Shrugged by Ayn Rand*
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