Rob Bertman shows us that our lives don't have to be dictated by student loans

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Manage episode 291602079 series 2568097
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Rob Bertman is a senior consultant at Student Loan Planner, and a CFA and CFP. Rob talks to us about how it’s possible to manage your student loans around your life, rather than have them dictate what your options are. We get into how it’s even possible to have a runway for starting your own business while carrying loans. If there’s one message I hope people get from this is that you aren’t as trapped as you may think, and you do have options. You just have to tackle the issue head-on.

In this episode we discuss:

  • Loan repayment options
  • The opportunity cost of your money
  • The importance of looking at real numbers; you might actually end up better by going the loan forgiveness route
  • Setting a budget can be uncomfortable, but it allows you to execute a plan (something you probably want and are naturally good at)
  • The risks and potential upsides of legislative changes

Get on the VIP Waitlist for The Lawyer’s Escape Plan program: https://view.flodesk.com/pages/609057c10c791e4ece1d9104

Instagram: https://www.instagram.com/megansmileyesq/

Student Loan Planner: https://www.studentloanplanner.com/

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