The Certified Student Loan Advisor Podcast

Learn about the latest changes to the PSLF program. Find out how to receive additional credit for prior payments that may not have been applied. 

What student loan borrowers need to do to prepare for 2022 and a potential loan servicer change.

Heather Jarvis and Jantz Hoffman bring you all of the latest about student loan programs. 

Jantz Hoffman and Heather Jarvis discuss the latest on how well (or not so well) the CARES Act is working to help student loan borrowers. 

Jantz and Heather are experts in student loan advising. They are the core subject matter experts and educators in the CSLP program for financial professionals. The CSLP program helps financial planners and tax advisors make accurate and relevant choices about how to manage their student loans.

In this edition, Jantz and Heather are joined by Chris Robinson to discuss his practice and work with clients and theiiir student loans. Chris provides some powerful insights on how he communicates with clients to help them create financial plans that include student loans. 

Jantz Hoffman and Heather Jarvis have discuss the details and implications of the recent legislation "CARES Act" which aims to provide relief to student loan borrowers in light of the Covid-19 pandemic.

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.

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.

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. 

Patti Hughes is President of Lake Life Wealth Advisory Group in Chicago, Illinois. Patti is a CPA, CFP and Certified Student Loan Professional. She discusses some of the key aspects of advising clients with student debt. Patti speaks to the need for the CSLP program and how advisors have a fiduciary responsibility to know and share this information to clients holding student debt. She notes how traditional training for financial planners and other advisors do not receive any information about how to address repayment planning. 

Patti's web site is: Lake Life Wealth Advisory Group

In this episode, Meagan Landress, a CSLP based in Georgia, discusses how after taken the CSLP program and becoming certified, she rapidly grew her practice. She outlines how building new, early career professionals set the foundation for a group of long-term client relationships. Meagan also shares about her experience with the CSLP course and the taking the exam and how it helped her accelerate the growth of her financial advisory practice. 

David Hessel discusses the landscape of financial advising and how student debt is altering the work of the profession. 

David Hessel is an Independent Financial Advisor affiliated with Global View Capital Advisors. He graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. He holds the following licenses and designations; Series 66 Investment License, Life & Health Insurance Licenses, CLTC® - Certification in Long-Term Care, and the CSLP® - Certified Student Loan Professional.