Rob Bertman
15 Podcast Episodes
Demystifying Life Insurance Myths with Rob Bertman and Lauryn Williams
Demystifying Life Insurance Myths with Rob Bertman and Lauryn Williams
The topic of life insurance has so many nuances that even people who already own policies find it confusing. Lauryn Will... Read more
30 May 2023
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38mins
#69 Student Loans in 2022 with Rob Bertman
#69 Student Loans in 2022 with Rob Bertman
Figuring out what to do with your student debt is a big piece of the FI puzzle. This episode features Rob Bertman, who i... Read more
7 Mar 2022
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34mins
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Rob Bertman shows us that our lives don't have to be dictated by student loans
Rob Bertman shows us that our lives don't have to be dictated by student loans
Rob Bertman is a senior consultant at Student Loan Planner, and a CFA and CFP. Rob talks to us about how it’s possible t... Read more
4 May 2021
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42mins
Rob Bertman of Student Loan Planner
Rob Bertman of Student Loan Planner
Rob is a CFA and CFP and we discuss how young dentists can have a clear plan for managing their student loan debt. Accor... Read more
9 Apr 2021
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48mins
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The Three-Step Method to *Finally* Do Budgeting Right | Rob Bertman
The Three-Step Method to *Finally* Do Budgeting Right | Rob Bertman
How many times have you tried to budget only to find yourself unmotivated, stress out, and ready to just give up on it a... Read more
6 Apr 2021
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42mins
CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman
CFFP #08 The Future of the Student Loan Crisis ft. Rob Bertman
Today we have Rob Bertman. Rob holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As... Read more
24 Mar 2021
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44mins
What You Need to Know About Student Loan Forgiveness | Rob Bertman
What You Need to Know About Student Loan Forgiveness | Rob Bertman
Will your student loans be forgiven? There’s a lot of chatter in Washington right now about student loans, and in today’... Read more
5 Mar 2021
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41mins
005 – How to Manage Student Loans as an OMS with Rob Bertman
005 – How to Manage Student Loans as an OMS with Rob Bertman
Marcus Hwang explores student loan management with Rob Bertman, a senior consultant for Student Loan Planner. SLP consul... Read more
31 Jan 2021
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Ep 24 - Rob Bertman
Ep 24 - Rob Bertman
In this episode, Rob Bertman, CFA, CFP and I talk about student loans and is perfect for any premed, med students, resid... Read more
9 Jan 2021
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37mins
#33 Rob Bertman - Crushing Student Debt
#33 Rob Bertman - Crushing Student Debt
Rob is a Senior Consultant at Student Loan Planner and has done more than 800 individual consults advising on over $200 ... Read more
14 Oct 2020
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33mins
