The Certified Student Loan Professional Podcast for Financial Advisors
The Cares ACT - Is it working for student loan borrowers?
Jantz and Heather of the CSLP Program discuss the latest on how effective the CARES Act is for student loan borrowers.
Chris Robinson with Jantz Hoffman and Heather Jarvis
Chris Robinson, financial planner and CSLP joins Jantz and Heather to discuss how to communicate with clients abotu their student debt and the importance for having a solid plan.
The CARES Act. What borrowers and financial professionals need to know.
The CARES Act legislation and its impact on student loan borrowers. What financial professionals need to know when advising clients. Borrowers can learn from this episode and avoid making critical mistakes in the management of their student loans during the Covid-19 pandemic.
CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.
Today Ryan Frailich, CFP, CSLP joins Jantz and Heather to discuss a variety of topics in the realm of student loan debt. Ryan is founder and president of Deliberate Finances based in New Orleans. Topics include how the lack of financial advisor knowledge can be a dangerous path for both the client and financial professional. The complexity of new income based repayment programs and why the decisions should not be made in a vaccum without full consideration of the clients' goals and present situation.
CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
In this free-form chat, Jantz and Heather talk about the problems facing student loan borrowers. This light hearted but passionate chat illustrates the disarray within government departments and how this adds to the difficulties consumers have when managing their loans.
CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers
Carli Coyne is a financial advisor with Centerview Wealth Advisory Group based in Pittsburgh, PA. Carli shares about her experience getting certified with the CSLP program and how it has positively impacted her practice.
She notes the differences this information affords her and why more advisors are needed who can provide the best possible financial planning services.