The Money Jar - The Podcast about Kids, Families and Money

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#130: Paying for College

Did you know that there is a difference between a scholarship and a grant, and that difference can affect the money you receive from your chosen school? Today, the Money JAR team talks with Beatrice Schultz of Westface College Planning to discuss an important topic on every college bound student and parents’ mind: how to pay for college. We tackle strategies, available grants and some common misconceptions about the college planning experience. There are a lot of great resources, so please check out the footnotes below for links to the resources discussed in this episode!

Beatrice is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. She has over 30 years of experience in personal financial services and international corporate business. You can find Beatrice at http://westfacecollegeplanning.com/, on Facebook at facebook.com/WestfaceCollegePlanning, and on Twitter @WestFaceCollegePlanning

Find out more information about:

Pell Grants – https://www2.ed.gov/programs/fpg/index.html

State financial aid programs – https://www.nasfaa.org/State_Financial_Aid_Programs

College Net Price Calculators – https://collegecost.ed.gov/netpricecenter.aspx

For more information about the Junior Achievement of Oregon and SW Washington scholarship program, please email jarritola@ja-pdx.org

Beatrice’s cited scholarship databases – https://www.fastweb.com/  http://www.scholarshipmonkey.com/

Find out more about College Planning from Beatrice’s website: http://westfacecollegeplanning.com/

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Todd Yuzuriha and Evan Wilson

Evan is married with two young children and lives in Portland, OR. He's a Partner and the CFO of The Official Manufacturing Company, a strategy, branding and design agency. He's also on the board or a strategic advisor of a few young companies. Previously, he was a Partner at Pacific Crest, a top technology boutique investment bank, which was acquired by Key Bank in 2014. He led the firm’s coverage of the Internet, social media and games, was frequently named to Institutional Investor‘s All-American Research Team and was regularly featured on CNBC and in The New York Times & The Wall Street Journal. Evan graduated from Linfield College, where he played basketball, studied finance and computer science and was an Academic All-American.

Todd is passionate about personal finance and began investing at age 12. He retired as Vice President of Engi-neering for Logitech, where he led product development of the company's audio and video game products. Previously he was Senior Vice President of Engineering for Labtec, Senior Director at Sharp Microelectronics, and Engineering Manager at Tektronix. Todd has a bachelor's degree in engineering from Stanford, a master's degree in engineering from the University of California at Berkeley, and an M.B.A. from the University of Portland. Todd is married and has 3 children. He serves on the boards of Evergreen Public Schools in Vancouver, Washington and the Fort Vancouver Regional Library District and plays trumpet.