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#43 – The number of people over 50 with outstanding student loans is rising rapidly.
This is keeping them from truly enjoying their golden years of retirement.
Jeremy Keil and Erik Kroll, CFP® of Hilltop Financial Advisors and Student Loans Over 50 address this growing issue in today’s episode. Erik shares his five-step planning process that helps those close to retirement tackle their student loans so that they can truly enjoy their retirement.
In this episode, you will learn:
- Why there is so much more to financial planning than just investment management
- The benefits offered by Public Service Loan Forgiveness (PSLF) and its eligibility criteria
- Key things to consider while creating a loan repayment plan
- How tax planning plays a major role in repaying your student loans
- And more!
Tune in now to learn how you can get rid of the student loan burden as early as possible!
Resources:
- Keil Financial Partners
- Erik Kroll on LinkedIn
- Hilltop Financial Advisors
- Student Loans Over 50
- 6 Questions Retirees Aren’t Asking But Should Be
- Webinar Speaker Series
- Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.