Are you ready to demystify the complex world of legacy planning and college funding? Join host Lisa Goldenthal as she welcomes Brad Baldridge, a nationally recognized college funding expert, for an insightful discussion on balancing inheritance and higher education costs.

💡 In this episode, you’ll discover:
1️⃣ How inherited assets like real estate and retirement accounts can influence financial aid eligibility.
2️⃣ Proven strategies for managing an inheritance while optimizing your child's financial aid package.
3️⃣ A real-life success story of a family who achieved their legacy planning goals without sacrificing college affordability.

Brad shares actionable tips and expert advice to empower families to build a financial roadmap that honors their legacy while securing their children’s future. Don’t miss this valuable episode packed with practical solutions for every parent navigating this financial puzzle!

🔗 Tune in now and take the first step toward smart legacy and college planning!

Brad Baldridge: How To Really Navigate Legacy Planning and College Funding

WholeCEO With Lisa G Podcast

Brad Baldridge: How To Really Navigate Legacy Planning and College Funding