Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof.
On today's show, Jason Fial with Wilde Wealth Management Group and J.D. Wyczalek with AZCollegePlanning.com talk about planning for college--and how to pay for it.
Jason Fial is an Investment Advisor Representative with Wilde Wealth Management Group, where he specializes in wealth management, retirement income planning and asset protection planning. Jason has more than 15 years of experience in the industry. Prior to Wilde, he served in a similar role at Country Financial where he earned accolades as a three-time "Million Dollar Round Table" qualifier.
J.D. Wyczalek founded AZCollegePlanning.com in 2007 after working in the IT department at Chaparral High School for several years. During that time, he found himself doing far more there than dealing with computers. He quickly became a sounding board for talented teens still trying to nail down what they wanted to do after high school. By 2007, Wyczalek was a father three times over himself and researching all of the effective, efficient ways to help teens – and his own children – navigate the “what are you going to be when you grow up” conversation that happens in all of our heads, not to mention in conversation with friends and family by middle school.
As a result, AZCollegePlanning.com was born. J.D.'s mission is to help teens and even pre-teens to determine what they might want to study after high school; potential traditional and nontraditional career paths; colleges and universities they should consider; and how to best position themselves for not only acceptance into the schools of their choice, but scholarships and grants available to them at each. Over the past 13 years AZCollegePlanning.com was has helped an estimated 4,000 students – primarily from across Arizona but the occasional students from other states or even abroad as well – not only earn their way into school, but earn anywhere from $10,000 to $250,000 in scholarships per student along the way.
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This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.