The New Rules of Student Loan Planning w/ Alex Bottom & Ryan Galiotto

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AFO|Wealth Management Forward

For Entrepreneurs, Financial Advisors and Accountants

221 episodes

1 week ago

AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship. Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.

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The New Rules of Student Loan Planning w/ Alex Bottom & Ryan Galiotto

AFO|Wealth Management Forward

19 minutes 31 seconds

2 months ago

The New Rules of Student Loan Planning w/ Alex Bottom & Ryan Galiotto

In this episode, Rory speaks with Alex Bottom, CEO of Finology, and Ryan Galiotto, CFP®, CSLP®, founder of the Student Loan Help Network, about how advisors and CPAs can prepare for the sweeping changes coming to student loan planning. They discuss the One Big Beautiful Bill (OBBB) and how it will reshape repayment plans, extend terms, and impose new borrowing caps beginning in 2026. Alex explains how tax filing status and forgiveness rules can significantly impact repayment and why understanding these nuances is critical for CPAs. Ryan highlights the growing number of retirees carrying Parent PLUS loans and how this generational shift is redefining financial priorities for families. Together, they outline why student loan planning is moving from niche to mainstream and how practitioners can integrate it as a value-added service. Are you ready to help clients navigate the new repayment landscape? Want to know how to turn student loan guidance into an opportunity for deeper client relationships? Find out the answers to these questions and more in this important conversation with Alex Bottom and Ryan Galiotto.