February 2023 – Wealth on the Move

Education Planning Series: Applying to College with Jack Delehey (Ep. 12)

By Monetary-Mix-Tape | February 16, 2023

With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents.

In this episode, Jack, a college admissions expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process.

Join Will and Jack as they discuss:

How Jack built a curriculum with resources and tools that takes into account the universal aspects of college planning
The most common mistakes students and parents make when applying
How he credits his entrepreneurial drive for owning two businesses, and writing a book
And more

Resources:

Lessons For Our Younger Brothers by Jack Delehey and Joseph Grisko
PayPal honey (helps you find coupons)

Connect with Jack Delehey:

Connect with Will Hoffman:

About Our Guest:

Jack Delehey is a college admissions expert and author (Lessons for Our Younger Brothers, 2018) originally from Concord, MA. He has worked with high school students and parents throughout the United States for the last decade.

Jack’s students are some of the most hardworking and passionate students in the country. Combined with Jack’s structure & motivation, they have experienced tremendous college admission success over the years…and their parents have experienced peace of mind knowing their child is on a calculated, organized, successful path to college admissions success.

It is Jack’s goal to pass on his college admission knowledge, strategies, and unique perspective to high school students in a young, fun, relatable, older-brother type manner. In this way, he is able to get the best out of his students…and they seem to actually enjoy working with him!

Jack Delehey and College Consulting are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.

About Our Host:

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)

By Monetary-Mix-Tape | February 2, 2023

Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education?

Welcome to the first in a series of episodes focusing on Education Planning!

In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, and securing your child’s best financial assistance package. She also shares ways to avoid the common mistakes that could cost you thousands, and guides listeners on the ins and outs of the process to ensure you’re getting the most financial aid possible.

Join the conversation as Tina discusses:

The importance of filling out the FAFSA form every year
How to avoid common mistakes when filling out the application
What additional documents are required by some colleges for eligibility
Options surrounding scholarships and government grants
And more

Resources:

Connect with Tina Steele:

Connect with Will Hoffman:

About Our Guest:

Tina began her career in higher education just out of high school when she landed her first “real job” working in a financial aid office. She quickly realized that she loved helping students navigate the college planning and financial aid process and achieve their dreams. It also inspired her to get her own Bachelor’s and Master’s degrees.

Over the last thirty years she has worked directly in the financial aid office at several public and private colleges and she also spent 10 years facilitating college planning and financial aid workshops across the state of Maine for a federally funded grant program aimed at helping disadvantaged students aspire to and pursue college.

Now as the owner and Founder of The FAFSA Guru Tina guides families through the overwhelming financial aid process. She has a number of programs and services she offers in addition to zoom and phone consultations. She created this business to offer help to families at an affordable price as working with Educational Consultants can cost thousands of dollars. You can learn more by visiting her website at thefafsaguru.com.

Tina Steele and The FAFSA Guru are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.