Podcasts about certified student loan professional

Fei and Nick are joined once again by Michael Foley, who talks to us about lifestyle creep. What is it and why are physicians prone to it?  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Michael is the son of two doctors and has found a specialty in working with those in the healthcare space with their financial and student loan needs. Michael also runs a Youtube Channel called Lifestyle Creep designed to give healthcare workers simple strategies to be more intention in their finances and live more humble and quiet lives. Michael is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Michael's Bio: https://www.northstarfinancial.com/advisors/michael-foley/ Questions: FoleyTeam@NorthStarFinancial.com Statistics: Next Millionaire Next Door – Thomas Stanley YouTube Channel: Lifestyle Creep https://www.youtube.com/@Lifestyle-Creep Wendy de la Rosa TED Talk: https://www.youtube.com/playlist?list=PLOGi5-fAu8bENcBPN_- 1fxoFKZMFn5kHx Time Magazine Article: https://time.com/25208/how-to-be-more-satisfied-with-your-life-5-steps- proven-by-research/ Social media: https://www.maxwell.syr.edu/research/lerner-center/population-health-research-brief- series/article/there-are-costs-from-spending-too-much-time-on-social-media Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

Sim Terwilliger is a Certified Financial Planner and Certified Student Loan Professional with SLP Wealth. She is a passionate advocate for her clients in all stages of their financial life plans. Whether you want to take a sabbatical, figure out when you can retire, or you want to know how much house you can afford, Sim believes these choices are personal, and your financial plan should be too.   Discover why, especially as a physician, you need a financial planner on your side. She is discussing how SLP Wealth does things a little differently. We're simplifying the common jargon you encounter in the financial planning space, and you'll learn how to make sure your financial planner is working in your best interest and toward your specific goals.   Get full show notes and more information here: https://wealthymommd.com/203

About Meagan McGuire Meagan McGuire CSLP®, ChFC® is a senior student loan advisor for Student Loan Planner. Meagan was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional™. Her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions, taking into account their full financial situation and financial goals.  Meagan joined Student Loan Planner in 2019 and since has consulted on $600M of student loan debt for over 3000 borrowers. Meagan has been interviewed on top local tv stations, podcasts such as The Newsworthy, Financial Freedom for Physicians, and The Pre-PA Club, and featured in Money, Forbes, Yahoo Finance, CNBC, and more. What You'll Learn In this episode we talk about:  Meagan's entrypoint into student loan consulting Federal student loan repayment options changes Student Loan Debt and Planning  Choosing the Right Income Driven Plan Taxability of Forgiveness in Student Loans  Loan Forgiveness and Income Driven Repayment  Impact of the Pandemic on “Qualifying Payments” for PSLF Resources The site you need to bookmark: Studentaid.gov Get help with your student loans: studentloanplanner.com Say hi to Whitney on IG Learn more about your ad choices. Visit podcastchoices.com/adchoices

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that's almost 15% of the country's population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for the last 3 plus years.  To talk about what this means and the options that student loan borrowers currently face, we are joined by Certified Financial Planner™ practitioner and Certified Student Loan Professional™, Dan Rooker. Dan will give us an overview of the new SAVE plan and how it differs from prior repayment plans, actions that borrowers can take today to prepare for their payments to start up again, and resources that advisors can leverage to learn more about planning for clients with student loans. For more information: https://www.linkedin.com/in/danrooker/ https://www.studentloanplanner.com/ https://slpwealth.com/ Double Consolidation Guide Double Consolidation - PSLF  

Today we dive into the world of student loans with Meagan McGuire, a Certified Student Loan Professional with extensive expertise in student loan policy and planning. Meagan, who has advised on over $380 million of student debt, sheds light on the implications of student loans resuming after a hiatus and offers crucial insights for borrowers. You'll gain valuable knowledge about choosing the right repayment plan, especially if you're a medical professional looking to minimize payments. Meagan also discusses strategies to keep your payments manageable while pursuing Public Service Loan Forgiveness (PSLF), including the option to exclude spousal income by filing separately. Learn more: https://apmsuccess.com/214      Watch the video: https://apmsuccess.com/214v                                                             

Personal Finances - Managing Student Loan Debt, featuring guest contributor, Kristen BuchmanKristen joined Castlepoint Wealth Advisors  in February of 2022 as an advisor working in lockstep with the advisory team to provide client investment advice and implement the firm's financial planning strategies.She has obtained her CERTIFIED FINANCIAL PLANNER™ designation and earned her bachelor's degree in personal financial planning from Kansas State University. After earning her degree, she began her career at The Trust Company in Manhattan, Kansas. There she served as a Financial Planner and Associate Trust Officer. Kristen also served as an Adjunct Instructor for the Department of Financial Planning at Kansas State and was a recipient of the Rising Professional Award in 2022.Her passion for financial planning inspires her pursuit for lifelong learning and involvement with the Financial Planning Association, serving the chapter of Central Oklahoma (President) and the chapter of Greater Kansas City (Public Awareness committee).Resources:  Federal Student Aid Website: https://studentaid.gov/VIN Foundation Website: https://www.vin.com/studentdebtcenter/default.aspx  (again created for veterinarians, but have great student loan resources specifically the loan repayment simulator) Saving For College Website: savingforcollege.com/student-loans How to find someone who can help: CERTIFIED FINANCIAL PLANNER™: https://www.letsmakeaplan.org/  Certified Student Loan Professional: https://cslainstitute.org/advisor-directory/

Here is another (and hopefully last!) update on the student loans saga. We are joined again by Michael Foley, CFP, CSLP, who discusses with us what the Supreme Court decision mean for us as well as additional updates from the Biden administration.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space. Michael is a registered representative and investment advisor representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Financial Professionals do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation. Resources for show notes: Michael's Bio: https://www.northstarfinancial.com/advisors/michael-foley/ To schedule an initial consultation with Michael's team: https://outlook.office365.com/owa/calendar/PlanningMeeting@securianlink.onmicrosoft.com/bookings/s/um9NIQQ6p0ed3cCzYR5Pgg2 Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

We sit down with Michael Foley again to review some of the recent changes by the government in the Secure Act and how this affects retirement and other financial issues.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

In this episode, Emily interviews Meagan McGuire, a Certified Student Loan Professional and consultant with Student Loan Planner. Meagan goes over all the pertinent terms of the upcoming modified REPAYE plan, which is expected to join the other options for income-driven repayment plans in 2023. The relatively more generous terms of the modified REPAYE plan, such as the revised payment calculation and the interest subsidy, make it an attractive option not only for borrowers already in repayment but also for those currently eligible for deferment. That's right! If you are a grad student, don't default into deferring your student loans after the administrative forbearance ends! Instead, consider whether it's worthwhile to enter repayment under modified REPAYE. You could potentially avoid all of the interest that would have accrued on your unsubsidized loans during grad school and/or reduce the number of years you have to pay on your loans post-PhD—all for free or a low cost. If you hold any federal student loans, do not skip this episode!

Our guest on the podcast today is Katie Gatti Tassin. She's the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by Business Insider's Morning Brew in 2022. The Money with Katie Show podcast is consistently one of the best-performing finance-related podcasts. Katie started up Money with Katie after stints as a content designer and writer for other firms including Meta, Dell Technologies, and Southwest Airlines. She received her bachelor's in Communication & Information Sciences from the University of Alabama where she was a presidential scholar.BackgroundBioMoney With KatieThe Money With Katie ShowResourcesMr. Money MustacheMad FientistWealth Planner“The Monetization of Self: Personal Brands and the Business of Influencing,” The Money With Katie Show, podcasts.apple.com, Jan. 19, 2023.“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.Key Financial Lessons and Investing“4 Simple Index Fund Portfolios That Would've Beaten the Total Stock Market Over the Last 25 Years,” by Katie Gatti Tassin, moneywithkatie.com, Nov. 8, 2021.“How to Navigate Your Options While Setting Up Your 401(k),” by Katie Gatti Tassin, moneywithkatie.com, Oct. 19, 2022.“Achieving Success With Target Date Funds,” by Chris Pedersen, paulmerriman.com.“Making Sense of Cryptocurrency,” by Katie Gatti Tassin, moneywithkatie.com, May 17, 2022.“How to Confidently Start Investing: A Beginner's Guide,” by Katie Gatti Tassin, moneywithkatie.com, Aug. 29, 2022.Financial Independence“Why Hitting ‘Half FI' Is More Likely 75%,” by Katie Gatti Tassin, moneywithkatie.com, July 28, 2021.“Why You Actually Need Less to Retire Early (Than in 30 Years From Now),” by Katie Gatti Tassin, moneywithkatie.com, Aug. 2, 2021.“Why I Want to Retire Early,” by Katie Gatti Tassin, moneywithkatie.com, April 14, 2021.Saving and Debt“A Tale of Two Budgets: An Honest Look at My Lifestyle Creep,” by Katie Gatti Tassin, moneywithkatie.com, Sept. 19, 2022.“Bonus Episode: Student Loan Forgiveness, Repayment, Taxes, and Inflation With a Certified Student Loan Professional®,” The Money with Katie Show, podcast.moneywithkatie.com, Sept. 1, 2022.“How to Cut Your High-Interest Debt's Payoff Time and Interest Paid in Half,” by Katie Gatti Tassin, moneywithkatie.com, Sept. 16, 2020.Housing“Hot Takes on Home Ownership: Keep Renting,” by Katie Gatti Tassin, moneywithkatie.com, Dec. 9, 2022.“The #1 Way to Substantially Impact Your Financial Situation,” by Katie Gatti Tassin, moneywithkatie.com, June 23, 2022.“Are Homes Actually More Expensive in 2022?” by Katie Gatti Tassin, morningbrew.com, Sept. 28, 2022.“Does the Dream of Home Ownership Rest Upon Biased Beliefs? A Test Based on Predicted and Realized Life Satisfaction,” by Reto Odermatt and Alois Stutzer, Journal of Happiness Studies, Vol. 23, Sept. 14, 2022.Financial Anxiety“How to Cope With Financial Anxiety,” by Katie Gatti Tassin, moneywithkatie.com, Nov. 1, 2021.“How Your Money Anxiety Might Actually Help Build Wealth,” The Money with Katie Show, podcast.moneywithkatie.com, Sept. 21, 2022.

How can we keep up with the updates from the government about student loans? Thankfully, we have even more information about student loans updates from Michael Foley.  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

We're joined by student loan repayment expert, Meagan McGuire! I don't think there is anyone else we know who understands the intricacies of student loans more than Meagan. She's been in the finance industry for more than 13 years and she has the bragging rights of being the first Certified Student Loan Professional in the state of Georgia back when we met several years ago. And the timing couldn't be better to have an in depth conversation with Meagan as there have been so many changes, new laws, and guidelines in the student loan space- where are things with forgiveness, or what is the current status of the payment pause? We're lucky to have Meagan answer those questions, plus many more today!   Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances: Knowing your ‘money gear' is a crucial part of your personal finance journey. Start here.  Sign up for the weekly HTM newsletter. It's fun, free, & practical. Join a thriving community of fellow money in the HTM Facebook group. Find the best credit card for you with our new credit card tool! Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile. Don't be cheap and forego getting a life insurance policy. Compare rates with Policygenius.   During this episode we enjoyed a N'Ice Chouffe by Brasserie d'Achouffe! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!   Best friends out!See omnystudio.com/listener for privacy information.

There have been a lot of news coming from the government about student loans. Thankfully, we have Michael Foley back with us to review all of the news. Will you get your student loans forgiven? What kinds of loans qualify?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

In this episode, Meagan Landress, CSLP rejoins the show to discuss current events in the student loan world. We touch on: Loan forgiveness a la Biden Administration Biden's new student loan repayment plan Future of student loan forgiveness Loan repayment strategies for the non-PSLF pursuer Building wealth with student loans The ever-increasing cost of higher education Meagan Landress is a student loan consultant for Student Loan Planner. She was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional®. Her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions, taking into account their full financial situation and financial goals. Personal Finance/Student Loan Resources: White Coat Investor Financial Residency Ben White Student Loans Physician on Fire Federal Student Aid Website Find Meagan: Meagan's Website IG: @financialcoachmeagan Student Loan Planner Website Student Loan Planner Podcast

Mike Foley, CFP, CSLP is back to continue talking about our incredibly popular financial wellness series. Today, we talk all about debt: at some point, we all have some. Is it good or bad?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

Host, Chris Boyd, CFP®, and colleague and co-host, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to discuss and explain the proposed plans and implications of President Biden's student debt forgiveness plan: who it affects, what it means for those who qualify, what Pell Grants are, and more. Belle's LinkedIn: https://www.linkedin.com/in/jenniferbelleschneider/

Financial wellness is a huge part of our overall well-being, and as healthcare workers, a six-figure debt is not uncommon. Today your hosts are joined by Student Loan Planner consultant Meagan Landress who reminds us that student loan debt is treatable with the correct plan of action. Meagan joined Student Loan Planner in 2019 and since has consulted on $160M+ of student loan debt for over 900 households. Meagan shares what the Public Service Loan Forgiveness program is, how to know if you're eligible, and what comes next after you qualify. She then discusses the 4 things you have to continue to maintain in order to remain eligible, and how Biden's recent news about loan forgiveness fits into this discussion. Meagan also talks about the PSLF waiver, which allows people to go back and get credits for months that were previously ineligible. However, this opportunity only lasts until October 31, 2022, so it's crucial that every public servant with any kind of federal loan knows about this PSLF expansion. If you're feeling haunted by your student loans, we hope this episode can provide some direction and support.   Meagan was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional®. If not with Student Loan Planner, Meagan and the WoMed team encourage you to seek out a certified student loan professional (CSLP).  Be sure to check out their blog and get support at studentloanplanner.com, and tune in to their podcast Student Loan Planner. You can find an employment certification form/PSLV help tool at studentaid.gov.  Thanks to our amazing sponsors! Check out these deals just for you:    Nuuly — Go to Nuuly.com and enter code WOMED10 and sign up to get $10 off your first month  Forager Project — Go to foragerproject.com to find their new dairy-free kids yogurt near you, learn more about the kids line, and their other plant-based products  Talkspace — Go to talkspace.com and use the code WOMED to get $100 off of your first month  Figs — Go to wearFIGS.com and use code WOMED to get 15% off your first order   If you haven't already, please follow, rate, and review the podcast, follow us on Instagram and Twitter @TheWoMed and check out womedpodcast.com. Plus, give us a follow on TikTok @thewomedpodcast. Submit your weekly Nurse D Energy, shoutouts, and Wo-No You Didn't moments to us on Instagram — we love reading and sharing them! Be sure to follow your hosts personally @dmmaltby and @jackiethefnp and be sure to check out @riothealers!   WoMed Cover Art — Makeup: Annelise Carey, MUA/LME @annelisemua & Photography: Brooke Boling @honorcreative    Learn more about your ad choices. Visit megaphone.fm/adchoices

Given the huge decision that came out of the White House last week about student loan forgiveness, we decided to create this special bonus episode all about the announcement and what it means for not just borrowers, but all of the US. We'll explore the current numbers of federal student loan borrowers, dive into the issues of taxes and inflations (while dispelling some myths!), and hear about the program and changes to expect from FINRA Certified Student Loan Professional® Meagan Landress of Student Loan Planner (https://www.studentloanplanner.com/). — Mentioned in the Episode Fact Sheet: Student loans: https://www.whitehouse.gov/briefing-room/statements-releases/2022/08/24/fact-sheet-president-biden-announces-student-loan-relief-for-borrowers-who-need-it-most/ Student loan debt vs. mortgage debt: https://podcasts.apple.com/us/podcast/a-new-plan-for-student-loans/id1200361736?i=1000577422717 Of Dollars and Data: https://ofdollarsanddata.com/who-holds-the-student-loan-debt/ Newsweek fact-check on taxes and student loan forgiveness: https://www.newsweek.com/fact-check-ted-cruz-says-student-debt-relief-costs-2100-per-taxpayer-1737293 Federal budget deficit: https://datalab.usaspending.gov/americas-finance-guide/deficit/trends/ Federal budget spending: https://datalab.usaspending.gov/americas-finance-guide/spending/ Expense of stimulus checks: https://www.pandemicoversight.gov/data-interactive-tools/data-stories/three-rounds-stimulus-checks-see-how-many-went-out-and-how-much New tax proposal for households above $400K+: https://www.nytimes.com/2022/07/07/us/politics/medicare-solvency-taxes.html Tax Foundation memo on unrealized capital gains on households with $100M+: https://taxfoundation.org/biden-tax-increases-2023-budget-proposal/ 10 richest members of Congress: https://en.wikipedia.org/wiki/List_of_current_members_of_the_United_States_Congress_by_wealth Net worth of $100M+ represents 0.01% of Americans: https://realtimeinequality.org/ Wall Street Journal's on student loan forgiveness and inflation: https://www.wsj.com/articles/biden-student-loan-forgiveness-raises-inflation-budget-risks-11661457157 Mike Solana on the student debt crisis: https://www.piratewires.com/p/debt-babies See if you have federal loans: studentaid.gov — Follow Along - Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/ - Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie - TikTok: https://www.tiktok.com/@moneywithkatie   Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, are joined by Certified Student Loan Professional, Belle Osvath, CFP®, CSLP®, to explain the logistics of student loan forgiveness: who it affects, what it means for those who qualify, Pell Grants, and more. Chris and Jeff give their perspectives on student loan forgiveness, the government's role and how they see it affect the economy and society. AMR's CIO, Brian Regan, CFA®, joins the conversation to discuss 20 Ideas to Adjusting your Stock and Bond Portfolio, an article from The Wall Street Journal.

We welcome back Mike Foley, CFP, CSLP to continue our financial wellness series. Today, we talk all about financial advisors. It's likely that you may encounter a few especially when starting residency. How do you pick the right one?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

Meagan Landress is a student loan consultant for Student Loan Planner. Meagan was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional®. Her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions, taking into account their full financial situation and financial goals. Meagan joined Student Loan Planner in 2019 and since has consulted on $160M+ of student loan debt for over 900 households. Check out https://www.studentloanplanner.com/ for more information and to schedule a consultation. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

We welcome back Mike Foley, CFP, CSLP to continue our financial wellness series. Today, we talk all about retirement and investing. How much do we put into our retirement? What should we do to invest? Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

We welcome back Mike Foley, CFP, CSLP to continue our financial wellness series. Today, we discuss budgeting! Mike talks to us about where to allocate our funds: what do we contribute to, what do we want to spend our money on?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

Meagan Landress is a student loan consultant for Student Loan Planner. She obtained her finance degree at The Coles College of Business at Kennesaw State University. Meagan started her own practice - Financial Coach Meagan - in March of 2017 to specifically help people who are beginning their financial planning journey with student loan debt in the mix. She was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional®. Her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions, taking into account their full financial situation and financial goals.  In this episode we discuss: Meagan's background and desire to become a student loan expert Various types of student loans Common federal student loans and differences Loan forgiveness programs (PSLF) Changes to federal loan repayment due to COVID The future of loan forgiveness Strategies to minimize loan burden and repayment  More Resources Mentioned in the show: Federal student aid website Student Loan Resources: Student Loan 101 via Ben White Student Loan 101 via WCI Find Megan: Meagan's Website  Instagram: @financialcoachmeagan Student Loan Planner Website  Student Loan Planner Podcast Instagram: @studentloanplanner

Michael Foley is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space. He helps clarify what the heck is going on with PSLF and what this waiver is all about, as well as other student loan repayment options, like PAYE and REPAYE, and refinancing vs. consolidating,    Michael is a registered representative and investment advisor representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. “ https://www.medicaleconomics.com/view/pslf-waiver-what-student-loan-borrowers-need-to-know

We welcome back Mike Foley, CFP, CSLP to continue our financial wellness series. Let's talk about disability insurance? Should we get it? When do we get it?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

We asked Meagan Landress, student loan consultant for Student Loan Planner, financial coach, and a Certified Student Loan Professional about what a student loan consult entails, the changes occurring with student loans, determining the best route of repayment, and common mistakes vets make with student loans. - What does a student loan consult with Meagan entail? - What do vets need to keep in mind for when payments resume? - What does Meagan recommend if the government extends the pause again? - How do you determine the best route of repayment? - What are the most common mistakes vets make with student loan repayment? - Has Meagan seen an increase in the number of vets able to pay their loans off in full with the increase in salaries? - What are some student loan tips the class of 2022 should know? ***This episode was recorded before the recent changes made to federal student loan forgiveness. You can learn more here: https://www.studentloanplanner.com/major-reform-idr-plans/ (https://www.studentloanplanner.com/major-reform-idr-plans/) Student Loan Resources: Student Loan Planner Calculator: https://www.studentloanplanner.com/free-student-loan-calculator/ (https://www.studentloanplanner.com/free-student-loan-calculator/) VIN Student Loan Repayment Simulator: https://www.vin.com/studentdebtcenter/default.aspx?pid=14352&id=7578014 (https://www.vin.com/studentdebtcenter/default.aspx?pid=14352&id=7578014) Ways to connect with Meagan: https://www.financialcoachmeagan.com (https://www.financialcoachmeagan.com) https://www.studentloanplanner.com/ (https://www.studentloanplanner.com/) LinkedIn: https://www.linkedin.com/in/meaganlandress/ (https://www.linkedin.com/in/meaganlandress/) Instagram: https://www.instagram.com/financialcoachmeagan/ (https://www.instagram.com/financialcoachmeagan/) Ways to connect with Veterinary Financial Summit:  https://vetfinancialsummit.com (https://VetFinancialSummit.com) Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit (https://www.facebook.com/VetFinancialSummit) LinkedIn: https://www.linkedin.com/company/vetfinancialsummit (https://www.linkedin.com/company/vetfinancialsummit) Email: Leadership@VetFinancialSummit.com

Today, Fei and Nick are joined by Mike Foley, CFP, CSLP to start our financial wellness series. First off the bat: student loans. What are they? How do we take care of them? More importantly, what's been going on during COVID and the CARES Act?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  Michael is a registered representative and investment advisor representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com

Today's episode features our incredible friend, David! David was formerly known as The Budget Teacher, a podcaster and financial coach who left the world of education to help teach adults how to better handle their money habits. Sound familiar? David recently pivoted again and is now a financial advisor and Certified Student Loan Professional. This episode gives great insight to the history of the Public Service Loan Forgiveness program and setting a realistic budget.  Contact David: email  Visit his website: teacherswithaplan.com Interested in working with a Financial Coach? You can schedule a free consultation with Haley here: HERE We want talk with YOU about your highs and your lows so we can normalize conversations about money with normal people. If you are interested in chatting with us and telling your story, or asking us questions, please reach out! Send us an email haley@priceofavocadotoast.com or reach out on Instagram @priceofavocadotoast Do you have a question for us or suggestions for future episodes? Check out our website, linktr.ee/thepriceofavocadotoast, where you can leave us feedback regarding what YOU want to hear more of! You can also email us at haley@priceofavocadotoast.com Follow us on Instagram, Twitter, and Facebook Music and producing done by Bearcatshark. Follow @bearcatshark on Instagram! Music available on all streaming platforms. 

In todays recap we discuss the new NIL deal signed by OSU basketball player Bryce Thompson. Also in the 2021 draft 3 players from the G League were drafted, in which two were in the top 7. Google is planning a new Silicon Valley Campus with a hardware hub. Saquon Barkley announced he is going to receive all future endorsement payments in bitcoin. In closing, we interviewed Meagan Landress a Certified Student Loan Professional to discuss Biden administration extending the student loan repayment pause. https://www.youtube.com/hashtag/planning (#planning) https://www.youtube.com/hashtag/imc (#IMC)

Credit scores, concerns about income and debt, and estimated monthly payments: the financial details before you even make an offer on a house can quickly feel overwhelming. In this episode, Host Nadeska Alexis hears the concerns of a single mom navigating the housing market and checks in with a certified financial planner to help it all make sense.Nadeska talks with Nadia Harrald, who lives in Chicago with her nine-year-old daughter and her parents. Nadia's looking to buy her first home, and she's hoping to have it double as an investment property. She knows she needs to get her credit score up and pay off some debt—and she's working toward both those goals. She's proud of herself for her progress and she's learning a lot.But Nadia still has plenty of questions and concerns: How much should I save up for this kind of venture? What other costs might come up that I should be accounting for? Is there an amount of debt I should pay off before moving forward? Having only one income to work with makes her feel even more distressed. She'd like some reassurances that she's on the right track, and she'd like to learn about any assistance programs that could help her.These questions surrounding what you can afford as a homebuyer are quite common—and quite personal. For an expert perspective, Nadeska turns to Arielle Minicozzi Figueroa. Arielle is a Certified Financial Planner and a Certified Student Loan Professional. Her mission is to help millennials achieve financial stability and sustainable homeownership skills, and she has many resources and much good advice to share with Nadia.Listen to this episode to hear Arielle discuss how you can start to plan for a big investment like buying real estate. She offers tips to help you determine how much savings you might aim to have before embarking on the home-buying process, as well as other financial decisions or considerations first-time buyers should be aware of.Arielle also addresses the thorny issue of debt. (Spoiler: Yes, you can still buy a home if you have large debt.) She discusses some steps for managing debt while moving forward on a home and identifies debt guidelines for some grants and other assistance programs.As far as the bigger questions of Am I ready? and What can I afford?, Arielle describes how these decisions are ultimately personal—but can and should be backed up by sound financial understanding. She acknowledges that there are some financial red flags that might indicate someone should wait to buy a home, and there are also some misconceptions about financial readiness that prevent people from moving forward. A good way to understand if you can in fact live with a potential monthly mortgage payment, she says, is to “practice” paying that amount—you'll soon see what it feels like to live with that reality.With a good strategy and financial planning, Arielle assures, you can achieve homeownership and maintain financial stability for a lifetime.You can read the full episode transcript on the Chase Website

Today on the show we're joined by gold medal winning, Certified Financial Planner, Lauryn Williams. And we're not even joking with you- Lauryn was an Olympic athlete and was the first American woman to medal in both the summer and winter Olympic games which is an incredible feat. So not only is she a CFP with her own business, not only has she won gold as an Olympic athlete, but Lauryn is also a Certified Student Loan Professional, a CSLP, so she also has a high level of expertise when it comes to all things student loans. We're going to hear Lauryn's Olympic story but we're also going to dig into some important details that student loan borrowers need to keep in mind when it comes to things like forbearance, student loan forgiveness, and the different income-driven repayment plans. During this episode we enjoyed The Donkey and the Thistle by Mad Fritz- thanks to our friend Cal for donating this one to the show! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money! Best friends out! Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

While I worry that the burden of student debt weighs heavily on veterinarians throughout their careers, quick repayment is not feasible in many cases. I'm also learning that it may not make the most mathematical sense. In this episode, Meagan Landress, a consultant for Student Loan Planner, helps me understand how to look at income-driven repayment and forgiveness in a new light. If you have any amount of student debt or are still in school, I think this episode is a must-listen. Planning for this giant pile of debt is the only way you will gain control over it.About Meagan...Meagan Landress is a student loan consultant for Student Loan Planner. Meagan was the first person in Georgia to acquire her CSLP® designation, as a Certified Student Loan Professional®. Her specialized education around student loan debt allows her to guide borrowers through informed repayment decisions, taking into account their full financial situation and financial goals. Outside the office, Meagan serves as Treasurer of the Georgia Association for Women Lawyers (GAWL) as well as President & CEO of the non-profit organization Power Suit Project, Inc. Meagan enjoys cooking, reading, and strength training; when she is not working or volunteering, you can often find her in the gym or cheering for the Atlanta Braves.Website: https://www.studentloanplanner.comPodcast: https://www.studentloanplanner.com/category/podcast/Press: https://www.studentloanplanner.com/press/Social media links: Facebook | Twitter...Resources-Student Loan Forgiveness Calculator from SLP-Student Loan Repayment Simulator from VIN -This blog post from SLP makes me chuckle....kind of.-A great podcast episode from SLP featuring NOMV (Episode 86)...Ways to connect with The Whole Veterinarian!Instagram: @thewholeveterinarianFacebook: https://www.facebook.com/thewholeveterinarian/Email: thewholeveterinarian@gmail.comwww.thewholeveterinarian.comSIGN UP for the The Whole Veterinarian Newsletter HERE!

Check out advice from a Certified Student Loan Professional who shares what parents need to know about paying off their student loans.

In this episode of Frankly Financial, student loan specialist Meagan Landress shares her knowledge and expertise on the subject matter, along with giving industry updates in the context of the The Cares Act. Meagan is the leading expert in her field and the only Georgian with a CSLP designation. Being a Certified Student Loan Professional, Meagan has helped hundreds of clients repay their student loans in the most efficient way possible. If you have student loans, the this is a must listen to, and if you know of anyone with student loans, then please pass this podcast along!

In this episode, I'm joined by Meagan Landress, CSLP® who is a Certified Student Loan Professional. Meagan shares where we are, what the future of loans might look like, and what veterinarians need to think about in regards to their student loan balances. We discuss: The landscape of student loans in the world of COVID-19. Should someone wait to refinance their student loans with the talks of the government forgiving loans? What all student loan borrowers should be thinking about today. We walk through two different veterinarians she's worked with as case studies to discuss how and what they ended up doing to plan for student loans. Finally, she shares her soapbox topic when it comes to student loans and debt. Meagan's https://www.instagram.com/financialcoachmeagan/?hl=en (Instagram) https://www.facebook.com/financialcoachmeagan/ (Facebook) https://www.linkedin.com/in/meaganlandress/ (LinkedIn) https://www.financialcoachmeagan.com/ (Website) https://www.studentloanplanner.com/ (The Student Loan Planner ) https://medici.cx/vetsuccess (Learn about Medici )