Retirement Planning and Talking College with Beth Kobliner

We kicked things off on the latest radio show with Barbara from New York. Barbara is in the interesting position of having two financial advisors currently looking over her assets. So she’s getting different opinions from two well informed advisors. Which one should she go with? Do you really think it’s going to be that easy! Tune in to hear the outcome.

October marked the beginning of the college financial aid application season. The Free Application for Federal Student Aid, more commonly known as the FAFSA, became available for the 2018-2019 school year on October 1.

Having the college talk with your kids can certainly be a tricky and complicated situation. To help you guys out, we’re joined by bestselling author and financial literacy advocate, Beth Kobliner.

Beth’s latest project, We Need To Talk College, focuses on choosing the right college and figuring out how to pay for it.

The project focuses on four main areas:

-Starting the conversation: Here’s where the journey begins. Starting to talk about your worries and excitement when your kid is in 9th grade gives your family time to prepare for big changes ahead. So gather around the kitchen table, or cozy up on the couch, and start talking.

-Shopping for schools: It can be overwhelming—trying to separate higher ed hype from the truth, navigating the application process, and figuring out what your kid will actually get for all that money. Here’s how to become a super smart college shopper and create a shortlist of schools that fit your kid’s needs and your budget.

-Paying for college: College costs have soared—but a degree is more valuable than ever. Here you’ll find all the resources you need to understand financial aid, talk to your kid about the money side of higher ed, and keep track of your progress toward paying for college.

-Making the final choice: You’ve come a long way from that first college conversation. Now that the acceptance and award letters are in, it’s time for you and your kid to make a final decision. It can feel like a leap of faith, but never fear: Here’s where you learn how to choose a college that checks all the boxes, without losing your mind.

When you complete these four steps, it’s time to celebrate, because you did it! You have a kid on the way to college!

Have a money question? Go to for all the contact info.

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“Jill on Money” theme music is by Joel Goodman,


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