Ep 41: Has funding higher education changed? - with Nefertari Ward
Education funding comes up in client conversations alongside retirement saving, and the episode walks through how one practitioner frames the trade-off between the two. It also covers the practical sequence of funding sources and the consequences of delaying repayment, which advisors may want to have in mind when clients raise student loan questions.
Summary
By our deskAn episode of Edelman Financial Engines' Money on Your Mind in which financial professional Nefertari Ward, described as the person the firm's planners call with complicated student loan questions, talks with host Michael Liersch about paying for higher education. The conversation covers how college became so expensive, how changes under the One Big Beautiful Bill have raised questions and anxiety, and how to support a student financially without putting your own retirement at risk.
- The discussion starts with how college became so expensive in the first place.
- Ward offers views on how much financial responsibility a student should carry for their own education.
- She says starting to save in junior year of high school might be too late.
- She covers which funding sources to exhaust before taking out loans and the consequences of delaying repayment.
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