In this episode, host Matthew Gray speaks with Aaron Cosner, Upper School Principal at Redeemer Classical School in Harrisonburg, Virginia. They delve into the complex topic of investing in education, both primary and secondary, discussing the nuances between public and private schooling. Aaron shares his personal journey through different educational landscapes and provides insights on how various educational approaches align with family values and future goals.

They also cover considerations for college applications, the evolving career landscape, the resurgence of trade professions, and practical steps for parents evaluating private school options. The episode concludes with actionable takeaways for parents.

00:36 Introducing Our Guest: Aaron Costner

00:54 The Value of Investing in Education

01:27 Aaron's Educational Journey

03:05 Public vs. Private Education

05:15 The Bigger Picture: Goals of Education

11:13 College Admissions Insights

18:17 The Changing Landscape of College and Trades

23:36 The ROI of Private School Education

35:58 Actionable Steps for Parents

38:02 Final Thoughts and Contact Information

Resources

Redeemer Classical Website

Aaron's Profile

Cal Newport

Matthew Gray

https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/

https://schrockfin.com/

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

In this episode of the Financially Fit Couple podcast, host Matthew Gray dives into the intricacies of financial planning for young married couples with guest Malachi Bontrager, a financial advisor at LD&B Financial. The discussion covers the principles of balancing immediate financial desires with long-term goals, emphasizing the importance of intentional planning and the concept of delayed gratification.

Key topics include effective tax planning strategies such as Roth IRAs and capital gains harvesting, practical advice for funding college education and navigating the housing market. The episode also explores actionable steps for saving, the emotional factors involved in financial decisions, and how to align financial planning with personal values and goals.

00:40 Introducing Malachi Bontrager

01:07 Balancing Now vs. Later in Financial Planning

05:40 Understanding the Debt Crisis

10:14 The Benefits of Paying Taxes Now

18:48 Roth Conversions and Tax Strategies

21:04 College Planning and Saving Strategies for Education

32:36 Navigating the Housing Market: Rent vs. Buy

35:36 Current Housing Market Trends

41:23 Balancing Financial and Emotional Decisions in Home Buying

44:19 Concluding Thoughts on Financial Planning

Resources

Tuition Tracker

Rent vs. Buying Home Calculator

Malachi Bontrager

https://www.ldbfinancialgroup.com/meet-our-team/

malachi@ldbfinancialgroup.com

540-437-1438

LPL Financial and LD&B Financial are separate entities.

Matthew Gray

https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/

https://schrockfin.com/

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

In this episode of the Financially Fit Couple, host Matthew Gray talks with Bryce Rogers about his journey from being a professional drummer to owning multiple rental properties. Bryce shares his experiences, the resources he used to educate himself, the challenges and benefits of self-managing versus hiring a property manager, and how he and his wife have worked together in their investment endeavors. He provides valuable insights and advice for listeners considering real estate investing. Additionally, Bryce discusses the importance of setting financial parameters, building a support network, and managing fear when starting out. This episode offers a real-life look at the path to becoming a successful real estate investor.

00:42 Introducing Bryce Rogers

01:35 Bryce's Journey into Real Estate

04:34 First Steps: Resources and Learning

06:39 First Property Purchase and Management

12:25 Expanding the Portfolio: Second Property

15:33 Current Portfolio and Management Strategies

21:25 Advice for Aspiring Real Estate Investors

25:29 Conclusion and Contact Information

Episode Resources

Bigger Pockets Podcast

Rich Dad, Poor Dad Book

RentRedi Property Management App

Bryce Rodgers

brycerodgers@icloud.com

Matthew Gray

https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/

https://schrockfin.com/

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC