What if you could send your kids to college without sacrificing your financial future? 

Many families find themselves caught in the middle of this challenge, but with the right approach, it’s entirely possible to balance both.

Terry Wheeler provides practical insights into how families can make smarter financial decisions when planning for college expenses, without putting their retirement at risk. 

The conversation focuses on strategies that can help families save more effectively and avoid common pitfalls that lead to financial stress down the road.

Key discussion points include:

• Navigating conventional and unconventional sources of college money [00:07:17]
• Decoding the real costs involved in higher education [00:05:26]
• Innovative tax credit and deduction strategies to save on college expenses [00:20:21]
• The power of income shifting and 529 plan tactics [00:33:11]
• Business-savvy methods to maximize tuition funding [00:31:14]
• And more!

Connect with Terry Wheeler: 

• WE Alliance Wealth Advisors
• 1-800-355-8174
• terry@weriaadvisors.com
• LinkedIn: Terry Wheeler
• Facebook: WE Alliance Wealth Advisors, Inc
• YouTube: WE Alliance Wealth Advisors, Inc