Grand Rounds - Exploring student loan payoff strategies with financial planner James Nutter

2024-01-08

This episode is sponsored by Freed.AI - Get 50% off your first month of using their AI-powered medical scribe software! Add FR50 to your cart! James Nutter is a financial planner with IM Wealth. He talks with us in depth today about student loan repayment strategies with a strong focus on PSLF. His firm is unique in that they approach financial planning from a behavioral perspective. He feels it is important for clients to be introspective to figure out their values as they pertain to ...

This episode is sponsored by Freed.AI - Get 50% off your first month of using their AI-powered medical scribe software! Add FR50 to your cart!

James Nutter is a financial planner with IM Wealth. He talks with us in depth today about student loan repayment strategies with a strong focus on PSLF.

His firm is unique in that they approach financial planning from a behavioral perspective. He feels it is important for clients to be introspective to figure out their values as they pertain to finance.

One size planning does not fit all. To learn more about James, you can go to www.IMWealth.com. To download a free PSLF checklist, you can go to www.Info.IMWealth.com/PSLF. You can also email James at James@IMWealth.com.

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