Episode 8: On Managing Competing Financial Goals with CFP, Katie Brewer of Your Richest Life

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With bonus season just around the corner, it seemed like as good a time as any to dive into my favorite topic, personal finance! Since lawyers aren’t known for being great with numbers, money or taking risks,  I thought it made sense to bring in a professional. On this episode I chat with Certified Financial Planner, Katie Brewer about student loans, balancing competing financial goals and so much more.  

AFFILIATE LINK: If you’re thinking of refinancing your student loans, Commond bond is a great choice! Use the Commonbond.co/happylawyer link to refinance your student loans and get $200.

 

Things you’ll learn:

  • The ins and outs of student loan repayment
  • How to balance your many financial goals
  • Where and when to turn for professional financial help
  • How to make the most of your bonus in 2017
 

Resources:

Finding the best financial planner for you

XY Planning Network – Find an Advisor (http://www.xyplanningnetwork.com/consumer/find-advisor/)
NAPFA (https://www.napfa.org/)

Student Loans – General info and calculators:
Federal Student Aid- Student Loan Consolidation (https://studentloans.gov/myDirectLoan/launchConsolidation.action)
FinAid Calculator (http://www.finaid.org/calculators/)

Student Loan Consolidation Companies:
SoFi – Student Loan Consolidation (https://www.sofi.com/consolidate-student-loans-vs-refinance/)
CommonBond (http://bit.ly/CommonBondStudentLoan)
Earnest (https://www.earnest.com/)
Student Loan Hero (https://studentloanhero.com/)

How to access your information about your student loans:
National Student Loan Data System (https://www.nslds.ed.gov/nslds/nslds_SA/)
SallieMae (https://www.salliemae.com/)

Connect with Katie:

On Her Website: (http://www.yrlplanning.com/)

On Twitter: (https://twitter.com/KatieYRL)

On Her Facebook Page: (https://www.facebook.com/yrlplanning)

On Linked In: (https://www.linkedin.com/in/katiebrewercfp/)

Thank you!

 

I know that time is your most valuable resource so I really appreciate you spending some of it with me. If you enjoyed today’s show, please share it!

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While you’re here, check out some of these great affiliate links:

If student loans have you down and you are considering refinancing, consider CommonBond. http://bit.ly/CommonBondStudentLoan using this link gives you $200 towards your student loan!

They have some of the best rates and give a portion of their proceeds to charity. Stop paying those big banks and start doing some good with your interest payments!

Or download your first book for free over at audible: http://www.audibletrial.com/TheHappyLawyerProject

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