Episode 332: The Financial Aid Playbook - with Guest William Nusser
About this episode
Nikki Foley discusses financial aid and planning with guest William Nusser, focusing on scholarships, grants, and student loans.
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with Featured Guest William Nusser—Enrolled Agent and Owner of Simmons & Simmons Public Accountants—to discuss the tax rules, planning opportunities, and long-term financial consequences behind scholarships, grants, work-study programs, and student loans. Together, they break down common misconceptions about financial aid, explain how education tax credits and dependency rules can impact families, and explore why thoughtful planning today can help students avoid starting their financial lives buried in debt.
More episodes of Paladin Financial Talk
- The Bucket Strategy: How We Invest for Retirement Income
- Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm
- Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
- Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer
- Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone
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