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Student Loan Planner

Aug 31, 2021

Was your decision to take out a student loan the right decision? In this episode, I make the case that student debt isn’t only the right decision, but a fantastic one. It can feel like a burden, but it’s also a massive opportunity to gain access to high-income skills that you can use to maximize your potential and...


Aug 24, 2021

If you’ve ever been told the average student loan debt for your program or degree, this episode is for you. Join me for a Q&A followed by a discussion on why focusing on median and average student loan debt statistics is a waste of time, and why those statistics cause all kinds of problems when it comes to higher...


Aug 17, 2021

Senior Consultant Rob Bertman, CFA, CFP®, joins me in this episode as we take a deep dive into the current state of the housing market.

With so many people on the fence about buying a new home this year, Rob and I tackle the most important things to consider before making that all-important decision.

Listen in as we...


Aug 10, 2021

Many people feel like they need to make a higher income or invest more to advance to the next level of the economic ladder… but do you? Is it worth striving to become an upper middle class American? Join me as I discuss the various things you need to do at each income level (lower class through upper middle class) to...


Aug 3, 2021

More important than what kind of student loan plan you have is knowing how to invest. Listen in as I talk to you about investing in this current economy amid red-hot inflation and a booming housing market. I’ll also explain that, while 2021 continues to hold a lot of opportunities, it's also a dangerous time to...