Sep 10, 2019
Do you wonder why our student loan plan consult form has you give so much information? Hear the Student Loan Planner consultants — Travis Hornsby, Justin Harvey, Rob Bertman and Lauryn Williams — break down all 26 questions and explain how your plan is unique.
In today’s episode, you'll find out:
- How the consultants react to learning someone’s occupation
- Why the consultants want to know what metro area you’re
- How community property states affect student loans
- How your choice of school might influence your loans
- The consultants’ thinking on different loan balances
- Why knowing the different kinds of loans you have is crucial
- How your income affects possibly refinancing
- Why your payoff plan involves your projected income
- How interest works with student loans
- What your retirement savings lets the consultants know
- How savings illustrates your financial mindset
- Why the date you took out your loans matters
- How the consultants make a plan based on your information
- What your spending level indicates
- How both empathy and being realistic plays into your plan
- Why savings versus debt matters
- How family size factors in
- How Parent PLUS Loans and PSLF factor into the consult
- Why filling out the entire consult form is critical
Full show notes at: http://studentloanplanner.com/41