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

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

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

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

48mins

Most Popular

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

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

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

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

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

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

33mins

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