Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
Episodes
Monday Jan 25, 2021
Applying For College In The Age of COVID With John Hupalo
Monday Jan 25, 2021
Monday Jan 25, 2021
COVID has made a challenging time, even more difficult. Current high school juniors and seniors face challenges most students don't face. Our guest, John Hupalo, is a great guide to help parents and students down this unexpected detour of their college funding journey.
John is the founder of Invite Education.com, which includes MyCollegeCorner.com. He is also author of Plan & Finance Your Family’s College Dreams, which is an Amazon Best Seller. John's Book On Amazon
For more information on working with Mark:
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Thursday Dec 17, 2020
The Backdoor Roth For High Earners
Thursday Dec 17, 2020
Thursday Dec 17, 2020
A Roth IRA can be a great part of a college funding strategy. Its flexibility can help you prepare for funding college and retirement. But many families make too much to contribute. To make matters worse, most families that make too much for a normal Roth contribution, make too much for need-based aid from FAFSA.
But there is hope! If done correctly, the Backdoor Roth can allow even the highest earner to get dollars into the Roth IRA.
Get your FREE Roth IRA toolkit:
https://mailchi.mp/62abef091ea6/backdoor-roth
For more information on working with Mark:
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Thursday Dec 17, 2020
Roth vs. 529s - The Rumble In The Jungle
Thursday Dec 17, 2020
Thursday Dec 17, 2020
We all know that 529 Plans are one of the best ways for parents to save and invest for college. But one often overlooked account is the Roth IRA. Join Mark as he goes through the pros and cons of each account type and why the Roth should be looked at first for most families.
Ideally, both accounts should be used to help fund retirement and college.
Free eBook - 5 Must-Knows For Balancing College & Retirement:
https://mailchi.mp/fae9d3d6f91a/5-must-knows
The article that Mark references in the podcast:
https://www.nasdaq.com/articles/roth-iras-knock-out-529-plans-battle-education-funding-2016-06-23
For questions on working with Mark:
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Tuesday Dec 01, 2020
Minnesota's Tax Benefit -- The Credit OR Deduction Explained
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
We all know that the 529 Plan is a great way to save for college, but did you know that Minnesota has an additional tax credit OR deduction for the year you contribute? Join Mark as he goes into more detail to see if this tax benefit is right for you.
Here are the two free resources mentioned in the Podcast.
Download Gift Card PDF & MN Tax Benefit Info
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Sunday Nov 01, 2020
Sunday Nov 01, 2020
Paul Curley from ISS Market Intelligence will talk about the benefits of 529 Plans in general, but also how they can be used with the new COVID normal. He will answer questions like, Can a 529 Plan pay a parent rent? Can it pay for internet access at home? Is PPE a qualified expense? What can a 529 Plan do for those with K-12 kids?
Free eBook - 5 Must-Knows For Balancing College & Retirement:
https://mailchi.mp/fae9d3d6f91a/5-must-knows
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Thursday Oct 15, 2020
How Much Should I Save For College?
Thursday Oct 15, 2020
Thursday Oct 15, 2020
How much should a family save for college is a very personal decision. Join Mark as he provides some tips, rules of thumb, and things to think about as you decide the best path for you and your family. Mark's conversation will build upon an article from 2016: LATimes - College Magic Number
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Thursday Oct 01, 2020
529 Plans Part #2 -- 529 Prepaid Tuition Plans
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Balancing paying for college and retirement is challenging. 529 Savings Plans are one of the best options to help parents invest and save for college. They not only offer substantial tax benefits, but they also are a great way to involve the entire family in the child’s education! In Part #1, Mark will explore 529 Savings Plans and how they might fit into your education funding strategy. For Part #2, we will look at 529 Prepaid Tuition Plans.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Tuesday Sep 15, 2020
529 Plans Part #1 - 529 Savings (& Investing) Plans
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
Balancing paying for college and retirement is challenging. 529 Savings Plans are one of the best options to help parents invest and save for college. They not only offer substantial tax benefits, but they also are a great way to involve the entire family in the child’s education! In Part #1, Mark will explore 529 Savings Plans and how they might fit into your education funding strategy. For Part #2, we will look at 529 Prepaid Tuition Plans.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Tuesday Sep 01, 2020
Career Coaching With Ray Giese From CFPathways & College Due Diligence
Tuesday Sep 01, 2020
Tuesday Sep 01, 2020
Our guest Ray Giese CFP® MS will discuss the value of career coaching. “Most people spend more time shopping for a car”, or on their fantasy football team, than they do doing due diligence on one of life’s biggest investments, college.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Saturday Aug 15, 2020
Having The College Talk With Your Child
Saturday Aug 15, 2020
Saturday Aug 15, 2020
College is one of the largest investments your family will make. Having "the talk" with your child increases the chances of a healthy, affordable outcome. Mark discusses using the Four Ps when having the college talk with your child.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.