Paying Down debts10:30 AM - 11:00 AMJesse Frehling, AIF® |
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Session Description
The concept of debt is one that is generally looked at in a negative light. While some types of debt are certainly not advisable, others can be useful or advantageous to your financial situation. We’ll break down some common forms of debt and provide examples of each, along with tips & tricks to build a healthier relationship with debt. The session will discuss real-world examples and offer solutions for tackling student loan debt, credit card debt, mortgages, and more. No matter where you are in your surgical career or your life, it is important to leverage debt effectively to achieve your goals most efficiently. When used correctly, debt can be a powerful financial planning tool to help you reach your goals.
Key Elements of this Session
- Good Debt vs Bad Debt
- Common Forms of Debt
- Tips & Tricks to Pay Them Down
Biography Jesse works with prospective clients as they explore a partnership with Altfest Personal Wealth Management. He evaluates opportunities and inefficiencies in a client’s financial situation in order to provide a clear Financial Planning Roadmap and insight to clearly outline the value of our client experience. Prior to joining Altfest, Jesse previously worked with Focused Wealth Management where he was Vice President of Wealth Management and led the firm’s business development initiatives in the employer-sponsored retirement plan market. |