Ep #48: How to Advise on Student Loans in Financial Planning

May 18, 2016


Heather Jarvis joins the podcast to talk about a topic that impacts a vast majority of our listeners or their clients in one way or another: student loans.

Over the course of my career, I have yet to work with a client that has not had some student loan debt. There's an ever-growing need for financial planners to be educated in the complexities of this type of debt.

Heather is one of the leading experts in student loans and the go-to guru for financial advisors everywhere. She attended Duke University, became an attorney, and spent her entire career focused on helping others understand the ins and outs of student loans.

As an advocate and a trainer of financial planners in managing their clients' debt, Heather works to change the way advisors see these loans. On the podcast, she gives us an overview of what advisors need to know to help their clients and explains the changes that took place to student loans over the last decade.

If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of your clients will face.

How to Advise on Student Loans in Financial Planning


Listen to the Full Interview:

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What You'll Learn from This Episode:

  • Why Heather chose to work in student loans.
  • How racking up over one $125,000 in school loans changed the course of Heather’s career.
  • The good, bad, and ugly facts of student loans.
  • The different types of loans available today.
  • The differences between consolidation and refinancing.
  • Why there are not more student loan tools available to planners.

Featured on the Show:

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