An update on all things student loan planning post-COVID with Lauryn Williams from StudentLoanPlanner.com

Welcome to this episode of 20/20 Money! My guest on today’s show is Lauryn Williams. Lauryn is an experienced consultant with www.studentloanplanner.com, a service started by Travis Hornsby a number of years ago. Travis and his team that he’s grown has come to be one of the leading authorities nationwide as it pertains to student loan repayment strategies.

Lauryn joins me on the show today to talk about the current status of student loan strategies given that we now have clarity from the Biden administration about when repayments begin and key upcoming dates to put on your calendar. We discuss rules of thumb to evaluate whether pursuing loan forgiveness vs refinancing is your best course, the different IDR strategies currently in play with an emphasis on the new SAVE program, and a couple of changes regarding PSLF that could be advantageous to ODs working in TX and CA. You even get to hear me miss a “Captain Obvious” answer to my own question on the show and the fun we both had with me missing an obvious answer. We talk about the tax bomb on IDR plans, the IDR waiver/account adjustment, refinancing in a higher interest rate environment, and a variety of other topics that are all going to be very valuable to anyone with questions about their student loan repayment strategies.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!

And with that introduction, I hope you enjoy my conversation with Lauryn Williams.

Resources:

20/20 Money Community Information

Student Loan Planner

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