How To

Host Mark Struthers CFA CFP® Will Help You Prepare For College & Retirement. College is one of the largest investments a family will make, graduating with as little debt as possible requires a plan. This podcast will help families with high-school-aged kids make a better, more affordable plan to fund college. We will also address balancing paying for college and planning for retirement. Mark and his guests will take a fiduciary look at how to prepare your family for college success!

September 1, 2020

Career Coaching With Ray Giese From CFPathways & College Due Diligence

Our guest Ray Giese CFP® MS will discuss the value of career coaching. “Most people spend more time shopping for a car”, or on their fantasy football team, than they do doing due diligence on one of life’s biggest investments, college.

For questions on working with Mark, visit www.SonaWealthAdvisors.com.

The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.

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