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Student Loan Planner

Oct 31, 2023

The world of student loans is not just about debt. It's an intricate dance of financial decisions, potential pitfalls, and unexpected opportunities. But financial decisions for a student loan borrower are anything but simple.

A lot is lurking in the shadows, and today, I’m joined by Dan Rooker, CFP®, CSLP®, to shine...


Oct 24, 2023

The weight of student loans can be a significant challenge. Many borrowers have felt powerless, fearing that their student debt would control their life decisions for ten or twenty years or more. However, it doesn’t have to dictate your financial journey. Senior Student Loan Advisor Lauryn Williams, CFP®, CSLP®, is...


Oct 17, 2023

New repayment plans are opening the door to new loopholes for borrowers, including a new subsidy strategy. I’m sitting down with Senior Student Loan Advisor Meagan McGuire, CSLP®, to share an exciting new tactic with the SAVE plan that can help you subsidize all of your grad school loans.

Learn about weighted average...


Oct 10, 2023

In this action-packed episode, financial experts and student loan consultants Jared Costigan, CFP®, Logan Murray, CFP®, CSLP®, EA, and Lauryn Williams, CFP®, CSLP®, explore the profound impact of student loans on everyday life. You’ll hear stories of consultations where clients discovered surprising opportunities...


Oct 3, 2023

As student loan payments restart after a three-and-a-half-year break, borrowers are facing challenges. Most of the traps revolve around applying for SAVE, linking your IRS data to the Department of Education, and reaching out to your student loan servicer. When navigating these pitfalls, it’s crucial to consider your...