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Student Loan Planner

Oct 29, 2019

Student loan refinancing can be a big help to your financial goals.

But some refi strategies can make it so you can’t buy a house or start a business.

In this episode, I’ll talk about when a refi makes sense for you and discuss how the economy, a recession, and changing interest rates factor into your decision.


Oct 22, 2019

Robert Berger, Deputy Editor at Forbes and author of Retire Before Mom and Dad, is passionate about helping others build financial independence. In this episode, I talk with Robert about how to plan for retirement and the seven levels you need to reach financial freedom.

In today’s episode, you'll find out:

  • What...

Oct 15, 2019

There are many reasons you should start a business. Business owners tend to make more money than associates. A business owner could pay less taxes than an associate, too. Overhead is often 45% to 60% depending on the practice, which means profit would be 40% to 55% instead of 28% to 33% as an associate. I spell out all...

Oct 8, 2019

Reese Harper, a Certified Financial Planner and founder of Dentist Advisor, specializes in financial planning for dentists. In this episode, learn his thoughts on the financial planning industry, how to be successful running a dental business and whether now is the best time in history to be a dentist. 


In today’s...

Oct 1, 2019

Why do so many financial advisers give lousy student loan advice? In this episode, the Student Loan Planner consultants — Travis Hornsby, Justin Harvey, Rob Bertman and Lauryn Williams — discuss what to look for in a financial adviser, what leads to this bad advice and why an experienced financial adviser is key.