Shows
Financially Free DentistsLife Insurance for Dentists: When It Matters, What to Buy, and Common MistakesLife insurance isn't the most exciting topic — but it can be an important one, especially as your career and family grow. We sit down with Ben Lacomis, CSLP®, a financial planner here at SLP Wealth, who started his career at one of the big Fortune 100 mutual insurance companies. Now, as a fiduciary advisor, he brings a balanced perspective on how to think through your options. We talk about when life insurance makes sense, how your needs change over time, and what to know about term vs. permanent policies. You'll also hear some offbeat real-life examples (yes, people rea...
2025-05-0845 min
Student Loan PlannerPAYE is Ending: What You Need to Know NowOne of the most beneficial income-driven repayment (IDR) plans will be discontinued on July 1, 2024. Why haven't you heard about Pay As You Earn (PAYE) going away? Because it's not mentioned on StudentAid.gov (as of the date of this podcast), and borrowers have told us they're getting mixed messages from their servicers. PAYE's discontinuation was buried in the Federal Register, a massive legal document, and it's a huge change for some borrowers. Angie Pack, CSLP®, and Ben Lacomis, CSLP®, unpack what this change means for you. In today's episode: 05:35 Deciding if PAYE is ri...
2024-06-0454 min
Student Loan PlannerMOhela MO ProblemsTo put it bluntly, MOHELA has student loan borrowers jumping through hoops to get things done, and it's been extremely frustrating. Countless delays and mistakes being made, hours of being on hold or even being hung up on by servicers… the list goes on! In this episode, hosts Sim Terwilliger, CFP®, CSLP®, Sam Silberstein, CFP®, CSLP®, and Ben Lacomis, CSLP® join forces to shine some light on everything MOHELA is doing wrong. You'll get tips and tricks to protect yourself from their mistakes. You're not alone in this, folks! Let's talk about what you can do to get the forgive...
2024-03-2632 min
Student Loan Planner40 Essential Power Moves to Conquer Student Loan Repayment (Pt 2)Get ready for part two of our 40 tips to supercharge your student loan repayment journey. Hosts Ben Lacomis, CSLP®, Derenda King, CFP®, CSLP®, Scotty McDonald, CSLP®, and Meredith Jones, CSLP®, AFC®, share valuable insights on student loan forgiveness, income driven repayment plans, and other critical strategies for managing student debt. From exploring federal loan forgiveness options to budgeting tips and tricks, this episode is packed with practical tips to help you optimize your approach to student loan repayment. In today's episode, you'll find out: How income driven repayment (IDR) eases the burden for those with high balanc...
2023-12-1921 min
Student Loan PlannerWhere to Keep Your Money in 2023: A Guide for Student Loan BorrowersFor many student loan borrowers, saving money can be daunting. Knowing how to save and where to put your hard-earned money can be a difficult decision to make. Student Loan Advisors Dan Rooker, CFP®, CSLP®, and Ben Lacomis, CSLP®, are here to help you make the best financial decisions. Here's a sneak peek into savings rates, updated savings and contribution rates for retirement accounts, and other common savings buckets to watch for, as well as examples of where you could save in 2023. In today's episode, you'll find out: The average savings rate in...
2022-12-2740 min
Student Loan PlannerStudent Loan Cancellation and Why It's Not Too Late to Take Advantage of the PSLF WaiverMeet Conor Mahlmann, CSLP®, one of our newest consultants as he joins Meagan Landress, CSLP®, and Ben Lacomis, CSLP®. Conor joined the Student Loan Planner team back in May and just hit his 300th consult. The team is covering many topics this week — from the changes we've seen, the PSLF waiver, cancellations, and what we hear directly from clients. We're also jumping into student loan updates, so there's a lot of ground to cover. In today's episode, you'll find out: How Conor got into financial planning and what attracted him to student loan planning The m...
2022-10-1143 min
Student Loan PlannerPSLF Problem-Solving: Employment Certification, Timelines, & Reconsideration RequestsAs PSLF timing issues arise and the deadline approaches for Operation Fresh Start, it's time to get clear on a few things... Join Meagan Landress, CSLP®, our Senior Student Loan Advisor, as she welcomes our newest Student Loan Planner consultant, Ben Lacomis, CSLP®, to the team. Let's get to know Ben and what makes him a unique and valuable asset to the SLP community, then we'll break down the most recent issues and questions regarding the PSLF Program and Operation Fresh Start. In today's episode, you'll find out: Ben's background & What inspired him to become Certified St...
2022-08-3047 min