![]() Senior consultant Rob Bertman, CFA, CFP® joins me to discuss recent developments related to interest rate policy at the heels of Russia’s invasion of Ukraine. * Check out our refinancing bonuses we negotiated * Follow on Facebook, Twitter, or LinkedInįeeling helpless when it comes to your student loans? ![]() * Leave an honest review on Apple Podcasts * Follow on Apple Podcasts, Spotify or Google Podcasts Like the show? There are several ways you can help! ![]() * What Sim and James are most looking forward to as SLP’s newest consultants * How our new consultants were able to overcome recent setbacks in their lives * Sim’s favorite tool to manage her finances * How Sim’s childhood fueled her journey into financial planning * Why financial literacy is woven into every aspect of managing your student loan * The book that James loves for financial literacy * What ignited James to join the personal finance community * Sim’s background and the path that led her to SLP The two share their authentic journeys, what motivated them to enter the financial industry, their serendipitous paths to joining SLP, and what they’re looking forward to in this new stage of their professional lives. Strap in as we get to know Sim and James. Lauryn Williams, CFP®, CSLP®, welcomes Student Loan Planner’s newest consultants, Sim Terwilliger, CFP®, CSLP®, and James Mwombela, CFP®.
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