The College Funding Mistake Most Wealthy Families Make with Lance Morgan - EP31

Описание: In this episode, I sit down with Lance Morgan, founder of College Funding Secrets, to break down one of the biggest financial mistakes wealthy and high income families make when paying for college.

Most parents believe they are doing the responsible thing by saving cash, using 529 plans, and paying tuition outright. Lance explains why those strategies often backfire, quietly destroy retirement, and eliminate access to financial aid and scholarships that families could have qualified for with better planning.

We dive deep into how real estate, tax planning, and proper financial positioning can dramatically reduce the true cost of college, sometimes by $100000 or more, without sacrificing long term wealth or lifestyle.

This conversation is especially relevant for high income earners who assume they make too much money to qualify for financial aid and therefore never even try. Lance explains why that assumption is usually wrong.

Topics we cover include
• The biggest college funding mistake wealthy families make
• Why 529 plans often hurt more than they help
• The hidden opportunity cost of paying cash for college
• How real estate cash flow can pay for college and retirement
• Using tax strategies to unlock financial aid eligibility
• Why high earners should always fill out financial aid forms
• How parents can help kids without ruining their own future

About Lance Morgan
Lance Morgan is a college funding strategist and the founder of College Funding Secrets. He helps high income families reduce the cost of college by $100000 or more through a combination of financial aid planning, real estate investing, and tax optimization. A father of five, Lance’s journey began as a personal mission to pay for college without compromising his family’s financial future. What started in IT, then finance, eventually led him to challenge traditional college savings strategies and build a smarter system that protects retirement while funding education.

Connect with Lance Morgan

Website
https://www.collegefundingsecrets.com


LinkedIn
  / lance-morgan-college-funding-secrets  


Instagram
  / collegefundingeducation  


YouTube
   / @lance_collegefundingsecrets  


Phone
8182645755

If you found this episode helpful, make sure to like, subscribe, and share it with someone who has college on the horizon. These strategies can make a massive differen