Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life

When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig

October 18, 2023

In this episode, Tony R. Luckhardt, MBA, CFP®, CRPC®, sits down with Dan Bisig, the  President and Founder of College and Beyond, to dive into the world of college planning. 

Get ready for valuable insights and a positive perspective on the college journey! 

Dan discusses the importance of early planning, not only from a financial perspective but also in terms of finding the perfect academic and social fit. Discover why reading and test-taking skills remain vital in the college admissions landscape, even amidst the test-optional trend. Dan unveils his three-part approach, covering essential topics like the college money talk, career exploration, and college selection, as well as demystifying the admissions process. He also shares seven common pitfalls that families make as they begin the college planning process.

Dan shares more about:

  • The importance of starting the college planning process early
  • Choosing the right college 
  • The ideal timeline for working with a college planner
  • And more


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