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Shellee and Ann discuss:

  • Ask yourself: What does it mean to live your best life? Then build a plan to make it a reality
  • A great college experience is possible at any price point
  • The importance of looking at your budget for college when your kids are in middle school so you can plan accordingly
  • Every student is eligible for scholarships and it’s the parents job to help them find them

About Ann:

Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is available from bookstores everywhere; its companion online course is available now and has an affiliate option for podcast hosts.

Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” In working with families– including her own– to plan for college, Ann has learned that a good college plan is equal parts good parenting and good financial planning.

Ann has been featured in the New York Times, US News & World Report, CNN Money and countless other media. Ann and her husband, Bob, live in Portland, OR. Their twins will graduate debt-free from college next year. 

Connect with Ann:




Instagram: @collegefinanciallady


Connect with Shellee: 








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