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The Stacking Benjamins Show

College Planning 101 (Rewind w/ Financial Aid Pro Jodi Okun)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.42K Ratings

🗓️ 3 March 2021

⏱️ 61 minutes

🧾️ Download transcript

Summary

For many families college is right around the corner, and so is that first Business Office payment. Fortunately for you, we have some great advice on hand from a financial aid wizard. While specific policies may change, the strategies and mindset behind lowering the bottom line and getting more aid in your pocket tend to stick around. That's why we're replaying our interview with financial aid wizard and UC San Diego instructor, Jodi Okun.


Here's our original description:

College planning expert Jodi Okun stops by the basement to help college-bound students save a TON of money. She has advice for students, parents, and for people thinking about possibly going back to college. How will you pay for it? She has many great suggestions.

In our headlines....beware when an expert shares their opinion, and it just happens to correlate with EXACTLY the items they sell. Plus, ever wonder why nobody makes money in the stock market? We'll share the real reason.

Then we take a hotline call from Amy about moving to Canada and a letter from Megan with an awesome article attached.

All that and a guy named Snoop! in the basement today....

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Transcript

Click on a timestamp to play from that location

0:00.0

Hey, Stackers, before we roll on today's rewind episode, just want to give a big shout out to the women and men serving in the armed forces to protect our country.

0:10.9

They're the reason why we get to continue stacking Benjamin's.

0:14.5

So on behalf of Navy Federal Credit Union and the Stacking Benjamin's team, Big shout out to our armed forces.

0:21.9

Let's get rolling.

0:24.4

Please hold for an important message fresh from the basement.

0:30.9

No, no, no.

0:32.0

Hang the streamers over by the peaches And really twist them up.

0:37.9

We're going all out.

0:39.4

Make them really streamery.

0:42.5

Oh, hey, stackers.

0:44.5

The Fintern.

0:45.5

It's going to be here momentarily.

0:46.9

But are you ready?

0:49.9

Tonight is our big YouTube event, The Stack.

0:54.4

It's absolutely free and is 70 minutes of money inspiration, fun, and some great money tips.

1:01.4

We aren't going to tell you who our guests are, but it's going to be great.

1:08.2

So this morning, our big guest rolled up in his trailer, and what a posse he's got with him.

1:15.6

Whoops!

1:16.5

Did I say he?

1:18.5

Sorry.

1:19.2

Well, I guess that's another hint.

1:20.9

At least, I didn't say that our other guest is here, too, and she...

...

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