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ABC's of College Funding

Jeff Walters and Shannon Panek lead you through the biggest college planning concerns. They'll talk about the best ways to save for, plan, and pay for college.

Student loans. Repayments. Career choices. Job availability. Test prep. The FAFSA. We'll cover it all on this show.

If you have any questions for us, give a call to 704-628-6644 or visit to learn more.

Jun 18, 2020

The college planning process can be both confusing and overwhelming. This episode is intended to provide you with the most important information by answering the most common questions we get from clients. 


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Today's show schedule: 

1:35 – What our plan is for the show today.

1:56 – When should we start planning for college?

2:50 – When do most families start planning?

3:24 – What are the different savings vehicles for college?

3:57 – The negatives to a 529 plan.

8:23 – The advantages to a 529 plan.

9:56 – Coverdell IRA and Roth IRA

11:36 – A little know option: Private reserve strategy

13:44 – What can students do to improve their situation?

16:39 – How to go about finding the best fit for school?

20:52 – We’re passionate about getting this information across to families.