696. NEW WAYS TO USE YOUR 529 PLAN
Tests and the Rest: College Admissions Podcast
Release Date: 12/16/2025
Tests and the Rest: College Admissions Podcast
As much as every student anticipates four or more years of perfect health during their undergraduate studies, life happens. Luckily, illness or injuries don’t need to mean an end to your academic journey, especially if you know the right way to take a pause. Amy and Mike invited college advisors Jennifer Stephan and Karen Flood to explain the process of taking a medical leave of absence from college. What are five things you will learn in this episode? What is a medical leave of absence (MLOA), and how do colleges actually use medical leaves? What is the typical timeline for a leave...
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How often does a thorough college search process involving hours of research and weeks of onsite college visits take an unexpected last minute twist because of fuzzy criteria and gut feelings? Shouldn’t certain statistics inform better choices? Amy and Mike invited ed tech entrepreneurs Braden and Cooper Weissman to explore how data is transforming the way students navigate college decisions. What are five things you will learn in this episode? Why does the college admissions process feel more complicated today? How can counselors help students think about choosing a college beyond...
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The Tests and the Rest podcast consistently focuses on exploring important topics in testing, admissions, education, and learning with amazing expert guests. Sometimes, though, we enjoy an unstructured opportunity to discuss our own takes on major issues, upcoming events, and our endeavors at the intersection of business and education. Catch up with us in the latest episode of EXTEMP with Amy & Mike. What are five things you will learn in this episode? What have Amy and Mike been up to this month? Where did Amy travel? What are Amy and Mike’s time-sensitive tasks this month? ...
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Advanced Placement exams represent some of the most challenging subject-specific standardized tests a high schooler might ever take. Amy and Mike believe that every test warrants smart, serious preparation, so we invited educator Leann Westin to share valuable strategies, insights, and resources for getting ready for the AP Biology exam. What are five things you will learn in this episode? What is tested on the AP Biology exam? How is the AP Biology exam structured and scored? What are the highest priority topics on the tests? How should students prepare for the AP Biology exam? What...
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Pressure is a privilege, according to Billie Jean King, who said it's what you do with it that matters. Millions of students, however, may beg to disagree about the privilege part, and what many of them do with it impedes rather than elevates their performance. Amy and Mike invited ed tech specialist Deanna Oliver to explore what happens when academic pressure turns into behavioral issues. What are five things you will learn in this episode? How does academic pressure typically show up in schools? Why do some students “act out” while others withdraw or disengage? What are the most...
info_outlineTests and the Rest: College Admissions Podcast
It’s been said that pain in life is inevitable, but we can choose whether to suffer the pain of discipline or the pain of regret. How can we help learners make the right choice when enthusiasm or available time wanes? Amy and Mike invited educator Athena Savino to explore what motivates students in test prep. What are five things you will learn in this episode? What's the biggest misconception tutors and parents have about what motivates students to engage? What is the best way to assess student needs and sequence instruction? Why should goals and expectations set the foundation for...
info_outlineTests and the Rest: College Admissions Podcast
Ready to learn the history, philosophy, and practice of an experienced independent educational consultant? MEET OUR GUEST Meet Brooke Daly. Brooke is the founder and CEO of Advantage College Planning, a nationally recognized college counseling firm that has helped thousands of families navigate the admissions process with clarity and confidence. With more than 20 years of experience in college admissions and financial aid, Brooke works closely with students to develop thoughtful college lists and authentic applications that reflect their strengths and goals. Brooke is an instructor in the...
info_outlineTests and the Rest: College Admissions Podcast
Ready to learn the history, philosophy, and practice of an experienced independent educational consultant? MEET OUR GUEST Meet Sarah Abaza. Cairo-based Sarah Abaza founded Quest Consulting to help international students find their path to universities across the U.S. and beyond. Before discovering her calling in education, she spent years as an entrepreneur, where she learned the value of curiosity, communication, and resilience — lessons she now brings to her students. With a background in political science and a lifelong love of writing, Sarah blends structure with storytelling in her...
info_outlineTests and the Rest: College Admissions Podcast
Ready to learn the history, philosophy, and practice of an experienced independent educational consultant? MEET OUR GUEST Meet Ingrid Latham. Ingrid has been advising students on the college process since 2004. She enjoys learning about her students’ activities and how those might relate to ideas for majors and careers. Navigating the college process can be more manageable with Ingrid’s assistance in creating timelines for completing each task. In addition to college applications and essays, Ingrid also helps with high school and college course selection, which can be an...
info_outlineTests and the Rest: College Admissions Podcast
Ready to learn the history, philosophy, and practice of an experienced independent educational consultant? MEET OUR GUEST Meet Steve Tapper, who serves clients nationwide through Tapper College Counseling. Steve obtained his College Counseling Certificate with Distinction from UCLA and then served as a seasonal reader with the Emory University admissions office, where he analyzed students’ curriculum rigor and grades and assessed applications as a partner in the Committee-Based Evaluation process. Steve then worked as an essay specialist for College Essay Guy and with another college...
info_outlineEvery dollar saved for college is a dollar you won’t have to borrow. But even if you can save, what’s the best way to put money aside for higher education? Amy and Mike invited financial expert Joanne Dashiell to explore new ways to use your 529 plan.
What are five things you will learn in this episode?
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What exactly is a 529 plan, and how does it work?
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Can you talk about the two different types of 529 plans, savings and prepaid?
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What are some of the tax advantages associated with using a 529 plan?
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How have 2025 policy changes expanded 529 plan flexibility?
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What is the one message you hope families take away about saving for college?
MEET OUR GUEST
Joanne Dashiell serves as Chief Marketing Officer at CollegeWell and Private College 529 Plan. In her current role, Joanne is responsible for leading all marketing efforts across multiple audiences and channels for CollegeWell. She brings over 20 years of higher education experience and a passion for helping families and students make their college dreams an affordable reality. Through her varied roles, Joanne has helped tens of thousands of families prepare for college by developing education and outreach programs for audiences of all ages.
As an industry expert, Joanne has delivered presentations throughout the country at national, regional, and state conferences. She serves as a resource for secondary and post-secondary professionals, providing guidance on financial aid regulations and trends in college enrollment and financing. Joanne’s higher education career began in 2001, during which she spent several years working in financial aid at both public and private institutions, as well as in various roles at MEFA, ASA, and the Higher Education Assistance Group.
Joanne can be reached at education@pc529.com.
LINKS
Can 529 Funds Be Used to Pay for Test Prep?
Private College 529 Plan | What is a 529 Plan?
Education Savings Vehicles: Know Your Options
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