26 ReasonsThat Make Your Student Loan Plan Unique


Manage episode 241760541 series 2471867
By Travis Hornsby. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

47 episodes