Find Your Advisor

Generic filters
Podcasts
podcast image

Back to School – 2017 Part 1

Hosted by: Laura Hawley Special guest: Dana Hurley

July 19, 2017

Back to School – 2017 Part 1

Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

Guest
Dr. Martie L. Gillen – Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida

Matthew Cantrall – Owner of Century Signs, member of Lakeland Kiwanis Clubs

In this episode, we discuss how to prepare as a family for back to school, refresh your financial skills, sharpen your financial pencil, and all the “what if’s” for heading back to school. We will also share some great tips for back to school whether it’s preparing for college or heading to grade school. We also welcome special guest Dr. Martie L. Gillen, Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida to discuss finances and the family.

In this episode we cover:

  • Economic Compass (2:23)
  • Preparing and saving for your child’s college education (7:00)
  • Benefits of the College 529 Savings Plan (8:25)
  • Advantages of an UTMA (University Transfer to Minor) account as you save for your child’s College Education (11:14)
  • Welcome special guest Dr. Martie L. Gillen, Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida to discuss the financial side of school among many other topics (12:38)
  • How and when to start teaching your child about budgeting (17:03)
  • The family role in preparing children for back to school (19:37)
  • Emotional and financial preparations for children and back to school (21:40)
  • Visit with Matthew Cantrall – Owner of Century Signs, member of Lakeland Kiwanis Clubs to discuss Stuff the Bus (28:15)
  • The mental and emotional side of going back to school (34:33)

Links From the Show:

Tweetable Topics:

We keep saying over, and over again that earnings reports drive markets. – Dana Hurley, Financial Advisor at Allen & Company

It’s very different if you’re a younger investor who is saving for 10, 20, 30 years down the road for retirement verses someone who is getting ready for retirement. – Dana Hurley, Financial Advisor at Allen & Company

Back to school touches directly nearly 25% of all US households and accounts for 50% of related spending for the year. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

75.7 million kids will be heading back to school. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Dr. Martie L. Gillen – Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences at the University of Florida.
University of Florida – Dr. Martie L. Gillen

Matthew Cantrall – Owner of Century Signs, member of Lakeland Club Kiwanis Clubs
LinkedIn – Matthew Cantrall

Popular Posts

Back to Top