The Ascent with Crestmont Private Wealth - College Visits
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The Ascent with Crestmont Private Wealth - College Visits
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In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on campus tours, housing, financial planning, and essential legal documents, Sam provides valuable insights for parents and students navigating the journey to higher education.
00:00 – Introduction & About Crestmont Private Wealth
00:49 – The Changing College Application Process
01:43 – The Fun and Importance of College Visits
02:29 – Housing Deadlines and Application Tips
03:41 – The College Tour Experience: Then vs. Now
04:21 – When to Start College Tours (Junior Year Advice)
05:10 – Exploring Different Types of Schools (Community, Technical, etc.)
07:00 – Essential Legal Documents: HIPAA Authorization & Medical Power of Attorney
09:41 – Financial Planning: Local Banking & Credit Cards for Students
10:39 – In-State vs. Out-of-State Tuition & Financial Aid Opportunities
11:51 – Letting Go: Encouraging Student Independence on Tours
12:22 – Final Advice: Make College Tours a Family Experience
13:08 – Closing Remarks & Contact Information
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