Securing a Bright Future: A Deep Dive into College Planning

Ready to discover the importance of early college planning and the tools to achieve it? Our guest, Josh Oller, a financial advisor at Summit Wealth Group, brings his unique blend of experiences and knowledge to illuminate this crucial topic. From his personal journey as a former golf player at Mississippi State to his insightful perspective as an MBA graduate, Josh helps us navigate the path to a better, more secure future. We dive into the nitty-gritty of college planning and savings, exploring everything from picking the right college to the numerous scholarships available and understanding the benefits of a 529 account.This episode is stacked with valuable insights for parents, grandparents, and prospective students!A little more about Josh Oller:Josh joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a Financial Advisor in Summit's Ridgeland, MS branch office.  Josh completed the CFP® certification in October of 2021. He spends time with Chris in an advisory role and is also part of Summit's financial planning department.Josh is a graduate of Mississippi State University, where he obtained both a Bachelor’s and Master’s degree in Business Administration, all while competing for the MSU golf team.  Josh began his career in the banking industry in 2012 and eventually found his niche in the credit department of the bank, where he became the VP of Credit Administration.  In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow. Josh later realized that his real passion was working with people.  He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek.  Josh currently resides in Jackson, MS, with his wife, Mollie, daughter, Betts, their cat, Lady Grey, and their dog, Rory. Josh and Mollie love outdoor activities and anything that revolves around food! They often joke that their vacations are focused mainly on what places have the best local restaurants. Josh still has a strong passion for golf and regularly competes at various tournaments throughout the state.Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!