Cashology by FNBO

Paying Down Student Loan Debt

Episode Notes

In this episode of the Cashology Podcast, Justin sits down with Esmé Ramos, a seasoned banking professional with 16 years of experience, to discuss effective strategies for managing student loan debt. Drawing from her expertise as a branch manager of one of FNBO's busiest locations, Esmé shares seven practical approaches to tackle not just student loans, but any type of loan debt.

The conversation explores various debt management strategies, from making extra payments and refinancing for better terms to setting up automatic payments and implementing biweekly payment schedules. Esmé emphasizes the importance of prioritizing high-interest loans and maintaining regular financial check-ups with trusted advisors. The discussion also touches on creative ways to boost income for debt repayment while maintaining a healthy work-life balance.

Throughout the episode, Esmé's passion for helping clients achieve their financial goals shines through, as she provides actionable advice that can be customized to individual situations and financial circumstances.

Listen here and follow @CashologybyFNBO® on YouTube for more!

Episode Transcription

1

00:00:08,808 --> 00:00:11,811

You're listening to the Cashology

podcast by FNBO,

 

2

00:00:11,945 --> 00:00:15,648

a place dedicated to helping you

become more financially savvy every day.

 

3

00:00:15,782 --> 00:00:18,852

It's a little like school,

but your only homework is living your best

 

4

00:00:18,852 --> 00:00:19,919

financial life.

 

5

00:00:19,919 --> 00:00:22,922

I'm your host,

Justin, and class is now in session.

 

6

00:00:25,325 --> 00:00:28,561

Welcome back to the Cashology podcast,

a place where we dive

 

7

00:00:28,561 --> 00:00:32,565

deep into personal finance to bring you

actionable insights and real life wisdom.

 

8

00:00:32,899 --> 00:00:36,102

Today, we're tackling a topic

that resonates with many of our listeners.

 

9

00:00:36,136 --> 00:00:38,738

I was one of them. Student loans.

 

10

00:00:38,738 --> 00:00:39,439

In this episode,

 

11

00:00:39,439 --> 00:00:42,542

we're going to dive into the importance

of managing student loan debt.

 

12

00:00:42,542 --> 00:00:45,578

And really, the advice

that we kind of get from Esmé,

 

13

00:00:45,578 --> 00:00:49,115

who is fantastic, by the way,

applies to any kind of loan debt.

 

14

00:00:49,215 --> 00:00:52,819

It's all about making sure

you're managing that debt effectively

 

15

00:00:53,086 --> 00:00:56,356

and, you know,

reaping the benefits from paying off debt.

 

16

00:00:56,589 --> 00:01:00,360

Esmé is absolutely fantastic.

 

17

00:01:00,593 --> 00:01:04,197

I don't think I've met anyone

as passionate about their job

 

18

00:01:04,197 --> 00:01:06,800

and supporting their community as Esme.

 

19

00:01:06,800 --> 00:01:10,603

So whether or not you bank at FNBO,

we hope you do.

 

20

00:01:10,804 --> 00:01:16,242

But really, I hope you find and work

with a financial individual.

 

21

00:01:16,242 --> 00:01:19,746

Whether that be your own

personal bankers, your financial advisors,

 

22

00:01:19,746 --> 00:01:23,750

whoever those people might be,

I hope they're as passionate and serious

 

23

00:01:23,750 --> 00:01:29,222

about your financial well-being

as Esmé is for her customers.

 

24

00:01:29,289 --> 00:01:30,924

So I really hope you enjoyed this episode.

 

25

00:01:30,924 --> 00:01:33,827

It was really great where we talk about

student loan repayments.

 

26

00:01:36,062 --> 00:01:38,998

Okay, so Esmé, so

you sent me a little bit about yourself.

 

27

00:01:38,998 --> 00:01:41,734

So you've been at the bank

a little over two years.

 

28

00:01:41,734 --> 00:01:43,369

What do you do at the bank?

 

29

00:01:43,369 --> 00:01:46,773

I manage the location here at 24th

and Oak in South Omaha

 

30

00:01:46,840 --> 00:01:48,541

by one of our bilingual locations.

 

31

00:01:48,541 --> 00:01:51,044

I manage about 15 people.

 

32

00:01:51,044 --> 00:01:55,815

I have been

I have 16 years of experience in banking.

 

33

00:01:55,982 --> 00:01:56,549

Oh, very cool.

 

34

00:01:56,549 --> 00:01:59,552

So what do you love

most about working at the bank?

 

35

00:01:59,919 --> 00:02:02,522

Honestly, I think what brings pleasure

in what I--why

 

36

00:02:02,522 --> 00:02:04,524

I've been doing

what I've been doing for so long,

 

37

00:02:04,524 --> 00:02:07,827

honestly, is truly helping clients,

like financially,

 

38

00:02:08,394 --> 00:02:10,530

you know, trying to reach their goals.

Yeah.

 

39

00:02:10,530 --> 00:02:14,767

And is that, like all,

all swaths of probably financial, right.

 

40

00:02:14,901 --> 00:02:17,070

Not just money in my checking account.

 

41

00:02:17,070 --> 00:02:19,405

It's probably like like credit cards.

 

42

00:02:19,405 --> 00:02:20,940

. Loan debt probably. Right.

 

43

00:02:20,940 --> 00:02:21,674

Absolutely.

 

44

00:02:21,674 --> 00:02:23,643

Honestly, anything that,

 

45

00:02:23,643 --> 00:02:26,613

my my biggest focus is always trying

to help a customer uncover.

 

46

00:02:26,613 --> 00:02:28,314

Like, how can we save you money?

 

47

00:02:28,314 --> 00:02:33,553

Where can we truly impact you and help

you towards your future goals?

 

48

00:02:33,586 --> 00:02:36,189

You know, some people come in with a goals

maybe

 

49

00:02:36,189 --> 00:02:39,592

three months, a year, five years,

like what is their ultimate goal?

 

50

00:02:39,859 --> 00:02:40,994

So it varies.

 

51

00:02:40,994 --> 00:02:44,030

You know, our clientele is from young age

to older age.

 

52

00:02:44,063 --> 00:02:45,932

So it just it just varies.

 

53

00:02:45,932 --> 00:02:49,602

I've always had it in my head

like a branch bank, like a location

 

54

00:02:49,836 --> 00:02:52,672

is just like, hey, I just go there,

I put money and I pull money out.

 

55

00:02:52,672 --> 00:02:53,373

That's it.

 

56

00:02:53,373 --> 00:02:56,709

But like,

branches have so much more to offer.

 

57

00:02:57,177 --> 00:02:59,212

Beyond just. Here's my money.

 

58

00:02:59,212 --> 00:03:01,814

Hold on to it for me,

and then I'll come back for it later.

 

59

00:03:01,814 --> 00:03:03,550

Right. It's so much more.

 

60

00:03:03,550 --> 00:03:05,585

Like, resources. Yeah. Yes.

 

61

00:03:05,585 --> 00:03:06,386

And one of our,

 

62

00:03:06,386 --> 00:03:09,389

our location here is actually

one of the busiest locations in Omaha.

 

63

00:03:09,389 --> 00:03:11,758

So we do get a lot of traffic.

 

64

00:03:11,758 --> 00:03:13,059

Honestly, a lot of traffic.

 

65

00:03:13,059 --> 00:03:16,763

When I tell you a lot, our lines are up

all the way to the back of the door.

 

66

00:03:17,363 --> 00:03:19,999

But it's it's nice to know that the,

 

67

00:03:19,999 --> 00:03:22,936

customers want to wait

and they want to be serviced.

 

68

00:03:22,936 --> 00:03:27,974

And, some are for bankers, some are on

the teller line and showing them ways.

 

69

00:03:27,974 --> 00:03:31,811

Online banking, I mean, truly showing them

everything the bank has to offer.

 

70

00:03:31,978 --> 00:03:32,879

Yeah. Very cool.

 

71

00:03:32,879 --> 00:03:34,147

So I know this topic

 

72

00:03:34,147 --> 00:03:38,318

today is about student loan debt

and it's something I can relate to.

 

73

00:03:38,318 --> 00:03:42,589

I had really big student loan debt,

and I know you have some tips for us,

 

74

00:03:42,589 --> 00:03:46,159

for our listeners today

about how we can go about paying student

 

75

00:03:46,159 --> 00:03:49,862

loan debt off faster, but I think it's

probably any kind of loan debt, right?

 

76

00:03:49,862 --> 00:03:51,531

We're not just talking student loan debt.

 

77

00:03:51,531 --> 00:03:53,166

Some of these principles will apply.

 

78

00:03:53,166 --> 00:03:57,437

And so I've gone through this journey

and I would love to hear what

 

79

00:03:57,437 --> 00:04:02,041

your pointers are, because I do like to do

my own little self-reflection on, “Ooh.

 

80

00:04:02,242 --> 00:04:04,611

All the little things Esmé told me.

Did I do that?

 

81

00:04:04,611 --> 00:04:08,848

How good of a job did I do paying off

my student loan?” Absolutely, absolutely.

 

82

00:04:08,848 --> 00:04:09,782

And like you mentioned,

 

83

00:04:09,782 --> 00:04:13,720

there's a variety, not just students

on a lot of loans out there.

 

84

00:04:13,720 --> 00:04:17,123

That can also help,

you know, save you money or figure out

 

85

00:04:17,123 --> 00:04:20,126

how to help

you get to where your goals are at.

 

86

00:04:20,159 --> 00:04:21,761

Just a heads up.

 

87

00:04:21,761 --> 00:04:26,466

I do have about seven different ways

that can help you, you know,

 

88

00:04:26,466 --> 00:04:28,701

kind of plan and

and figure out what you need to do

 

89

00:04:28,701 --> 00:04:31,704

on what's going to best work best for you

yourself.

 

90

00:04:31,771 --> 00:04:33,539

Perfect. Let's get right into it.

 

91

00:04:33,539 --> 00:04:33,973

Awesome.

 

92

00:04:33,973 --> 00:04:37,243

The most common one, honestly,

is trying to make that extra payment.

 

93

00:04:37,243 --> 00:04:40,713

So increasing payments

that can be an option for some people.

 

94

00:04:41,014 --> 00:04:44,317

It helps you reduce interest and shorten

the term of your loan.

 

95

00:04:46,552 --> 00:04:50,189

Just making that additional payment

honestly towards principal makes a huge

 

96

00:04:50,189 --> 00:04:50,790

impact.

 

97

00:04:50,790 --> 00:04:54,227

Small amounts, large amounts,

whatever amount you decide to do.

 

98

00:04:54,627 --> 00:04:57,063

Only heads up

I give customers what that is.

 

99

00:04:57,063 --> 00:04:59,866

You know, don't,  

forget to check your loan statements

 

100

00:04:59,866 --> 00:05:03,202

just to make sure everything's being added

correctly where it should be.

 

101

00:05:03,369 --> 00:05:04,203

That's a great tip.

 

102

00:05:04,203 --> 00:05:05,571

So, personally, that's what I did,

 

103

00:05:05,571 --> 00:05:09,342

is increase the payments

where I could write I student loans.

 

104

00:05:09,342 --> 00:05:11,511

You have like eight different

vendors right there.

 

105

00:05:11,511 --> 00:05:12,979

Not always one.

 

106

00:05:12,979 --> 00:05:15,782

And so I think there's

increasing those payments

 

107

00:05:15,782 --> 00:05:18,818

where you can kind of claim

if you have thrown in additional payment.

 

108

00:05:18,818 --> 00:05:20,687

Absolutely yes.

 

109

00:05:20,687 --> 00:05:23,923

Second option I have would be refinancing

for better terms.

 

110

00:05:24,223 --> 00:05:28,928

What I mean by that is, you know,

if you have strong credit score or stable

 

111

00:05:28,928 --> 00:05:34,033

income that you're getting, refinancing

might allow you to get a lower rate.

 

112

00:05:34,434 --> 00:05:38,104

Just keep in mind though, with that one,  

it might affect things

 

113

00:05:38,104 --> 00:05:41,507

like for loan forgiveness

or income driven plans.

 

114

00:05:41,507 --> 00:05:44,310

So it just depends on your

on the situation.

 

115

00:05:44,310 --> 00:05:46,212

Shopping around is always great.

 

116

00:05:46,212 --> 00:05:49,649

Kind of compare what rates are out

there, what lenders are offering,

 

117

00:05:49,649 --> 00:05:50,817

what they're offering.

 

118

00:05:50,817 --> 00:05:53,252

So truly understanding

like where you're at.

 

119

00:05:53,252 --> 00:05:54,287

How is that going to save you.

 

120

00:05:54,287 --> 00:05:56,789

How is that going

to impact your personal data.

 

121

00:05:56,789 --> 00:06:00,093

So when we talk about like refinancing,

a question I've always had is

 

122

00:06:00,660 --> 00:06:02,095

particularly like student loans.

 

123

00:06:02,095 --> 00:06:05,098

And I know it's probably broader

than just student loans.

 

124

00:06:05,398 --> 00:06:07,934

What are kind of the institutions

you see people go to?

 

125

00:06:07,934 --> 00:06:11,904

Are those traditionally just banks

that you would kind of shop around for

 

126

00:06:11,904 --> 00:06:14,240

or they're like... Honestly, yes.

 

127

00:06:14,240 --> 00:06:15,942

You can make a quick phone call.

It doesn't.

 

128

00:06:15,942 --> 00:06:18,544

You don't even necessarily

need to step inside the branch.

 

129

00:06:18,544 --> 00:06:20,880

Or if you like doing online banking

 

130

00:06:20,880 --> 00:06:24,250

or going online, kind of looking at

what's out there to offer.

 

131

00:06:24,650 --> 00:06:26,819

One of the biggest thing we tell

our customers is like,

 

132

00:06:26,819 --> 00:06:29,355

come here first, let's help

you. Let's see where you're at.

 

133

00:06:29,355 --> 00:06:31,858

What are your goals?

And then kind of go from there.

 

134

00:06:31,858 --> 00:06:33,526

But a lot of the times I can tell you

 

135

00:06:33,526 --> 00:06:35,862

we're able to help our customers

here at our at FNB.

 

136

00:06:35,862 --> 00:06:36,996

All very cool.

 

137

00:06:36,996 --> 00:06:39,999

So all right I'm going to hit another one

okay I'm going to hit number

 

138

00:06:39,999 --> 00:06:41,000

three now for you.

 

139

00:06:41,000 --> 00:06:43,035

Making payments automatic.

 

140

00:06:43,035 --> 00:06:46,139

So if you are able to set up

automatic payments

 

141

00:06:46,139 --> 00:06:49,776

that can actually help you

one avoid late fees, miss payments

 

142

00:06:50,510 --> 00:06:52,945

plus sometimes bank other like

 

143

00:06:52,945 --> 00:06:56,282

lenders will give you a lower rate

just for setting up autopay.

 

144

00:06:56,449 --> 00:06:57,417

So that's a big plus.

 

145

00:06:57,417 --> 00:07:01,754

You know plus honestly,

not only the on time payments,

 

146

00:07:01,754 --> 00:07:03,656

it can also boost up your credit score

 

147

00:07:03,656 --> 00:07:05,391

if you're looking to boost up

your credit score

 

148

00:07:05,391 --> 00:07:08,394

and you're working on that,

that can also help you a lot to just,

 

149

00:07:08,394 --> 00:07:11,397

you know, making sure that you're

reviewing your auto settings,

 

150

00:07:11,397 --> 00:07:14,066

auto payments,

you know, and keeping everything in line

 

151

00:07:14,066 --> 00:07:17,069

with your budget, understand

where you're at. So.

 

152

00:07:17,236 --> 00:07:20,573

Yeah, secret tip is somebody like me,

if you're like me and you're listening

 

153

00:07:20,573 --> 00:07:23,075

to this podcast

and you forget everything, even like

 

154

00:07:23,075 --> 00:07:25,812

when your wife just walked into the room

and told you, hey,

 

155

00:07:25,812 --> 00:07:26,913

don't forget to turn the air off

 

156

00:07:26,913 --> 00:07:28,681

so it doesn't make noise

when you're recording.

 

157

00:07:28,681 --> 00:07:31,250

Like,

I can hear the air running right now.

 

158

00:07:31,250 --> 00:07:32,652

So it's really funny.

 

159

00:07:32,652 --> 00:07:35,655

I totally forgot, but like auto payments.

 

160

00:07:35,755 --> 00:07:36,689

Huge saver.

 

161

00:07:36,689 --> 00:07:40,126

Number four would be, to my opinion,

would be biweekly payment methods.

 

162

00:07:40,126 --> 00:07:42,295

So doing it, switching to bi weekly.

 

163

00:07:42,295 --> 00:07:45,298

That can also help

you do that extra payment

 

164

00:07:45,398 --> 00:07:48,734

which will reduce your principal faster

a lot faster, honestly.

 

165

00:07:48,734 --> 00:07:51,971

And then the biggest thing with that one

to me is just figure out where you're at

 

166

00:07:51,971 --> 00:07:52,872

with your budget.

 

167

00:07:52,872 --> 00:07:55,541

If that works with your budget,

if you're able to do

 

168

00:07:55,541 --> 00:07:58,644

those frequent payments,

that's a huge booster for sure.

 

169

00:07:59,011 --> 00:08:03,049

So if we can use an example for biweekly

because, I've talked to others,

 

170

00:08:03,049 --> 00:08:04,650

especially particularly with mortgage,

 

171

00:08:04,650 --> 00:08:07,587

paying off a mortgage, doing

biweekly is an approach.

 

172

00:08:07,587 --> 00:08:08,921

So student loan.

 

173

00:08:08,921 --> 00:08:13,526

I would assume like let's just say

my payment I make every month is $1,000.

 

174

00:08:13,526 --> 00:08:16,863

How do I go about $2,000, 12,000 a year.

 

175

00:08:16,863 --> 00:08:17,930

Look like me? I can do maths.

 

176

00:08:19,165 --> 00:08:20,032

I had a calculator.

 

177

00:08:20,032 --> 00:08:22,969

I'm just going up to $1,000 a month.

 

178

00:08:22,969 --> 00:08:25,404

What is a biweekly kind of payment?

 

179

00:08:25,404 --> 00:08:28,407

Is that that's not $1,000 every two weeks,

right?

 

180

00:08:28,407 --> 00:08:29,342

No, no, no.

 

181

00:08:29,342 --> 00:08:32,712

So biweekly, honestly,

it just depends on how you set up one.

 

182

00:08:32,712 --> 00:08:34,847

My biggest thing

when it comes to biweekly is sitting down

 

183

00:08:34,847 --> 00:08:38,017

with someone like an advisor or a banker,

and then kind of understanding

 

184

00:08:38,017 --> 00:08:41,187

where you're at, what you want to go,

what you want to accomplish for the year.

 

185

00:08:41,821 --> 00:08:44,724

But setting up those biweekly

is, like you said, 1000.

 

186

00:08:44,724 --> 00:08:48,694

If we need to figure out maybe 5, 75, 500,

it just varies

 

187

00:08:48,694 --> 00:08:52,532

honestly, depending on where you're at

with your with your finances, yourself.

 

188

00:08:52,798 --> 00:08:55,101

So understanding

what you want to accomplish.

 

189

00:08:55,101 --> 00:08:56,002

Perfect makes sense.

 

190

00:08:56,002 --> 00:08:57,937

Let's move on to number five.

 

191

00:08:57,937 --> 00:08:59,005

Budget management.

 

192

00:08:59,005 --> 00:09:02,174

This one here truly focuses

on paying high interest loans.

 

193

00:09:02,174 --> 00:09:03,342

First.

 

194

00:09:03,342 --> 00:09:04,610

Okay, let me give you an example.

 

195

00:09:04,610 --> 00:09:09,181

Credit card is at 25%, auto

loan is roughly 8%.

 

196

00:09:09,181 --> 00:09:11,717

And the personal loan at 9%.

 

197

00:09:11,717 --> 00:09:14,453

So when I say paying high interest

loan first, what

 

198

00:09:14,453 --> 00:09:17,590

I mean is credit card

obviously is the highest interest rate.

 

199

00:09:17,590 --> 00:09:20,693

So my focus would be trying to pay

that one off first.

 

200

00:09:20,693 --> 00:09:23,563

So doing those extra payments

to that one specific way.

 

201

00:09:23,563 --> 00:09:24,830

But it varies for everybody.

 

202

00:09:24,830 --> 00:09:26,933

Sometimes they might have a different rate

with something

 

203

00:09:26,933 --> 00:09:29,068

depending

on where their credit score is at.

 

204

00:09:29,068 --> 00:09:32,138

So just keeping track of where you're at

and what's going to help you

 

205

00:09:32,138 --> 00:09:35,174

keep motivated, that would be the biggest

one for budget management.

 

206

00:09:36,175 --> 00:09:39,478

Perfect is that's the approach

I took with my own student loans.

 

207

00:09:39,712 --> 00:09:44,850

I had like five different vendors

or you know lenders.

 

208

00:09:45,084 --> 00:09:48,287

I have vendors (venders?) lenders

kind of managing that.

 

209

00:09:48,287 --> 00:09:50,756

And that's what I did I prioritize yes.

 

210

00:09:50,756 --> 00:09:54,594

Adding extra payments, paying

a little bit more on the higher interest.

 

211

00:09:54,594 --> 00:09:57,563

And just at the time

minimum payments on everything.

 

212

00:09:57,563 --> 00:09:59,465

Also tackling one at a time. Yep.

 

213

00:09:59,465 --> 00:10:02,368

And as you know, student loans.

Yeah. There is a variety.

 

214

00:10:02,368 --> 00:10:05,605

So truly understanding

which one can I pay off first

 

215

00:10:05,605 --> 00:10:08,341

that has the best that has the highest

rate. Pay those off first.

 

216

00:10:08,341 --> 00:10:10,876

So then that way

you can try to consolidate them and

 

217

00:10:10,876 --> 00:10:13,746

and get you motivated to get

where you want to get to them.

 

218

00:10:13,746 --> 00:10:14,480

All right.

 

219

00:10:14,480 --> 00:10:17,083

The next one would be, you know,

this is a hit and miss for some people.

 

220

00:10:17,083 --> 00:10:19,185

But like number six is boosting income.

 

221

00:10:19,185 --> 00:10:22,321

You know, sometimes

if you are working a part time job

 

222

00:10:22,321 --> 00:10:24,523

and you're able to pick up another part

time job,

 

223

00:10:24,523 --> 00:10:28,494

that can also create a little bit of extra

cash, that can help you try to put

 

224

00:10:28,494 --> 00:10:32,398

more towards your payment to the

to the student loan or loans themselves.

 

225

00:10:33,232 --> 00:10:37,903

You know, just use any,

how do I say use mine?

 

226

00:10:38,170 --> 00:10:41,073

Use your windfalls.

Like your tax refunds.

 

227

00:10:41,073 --> 00:10:42,508

Your bonuses,

 

228

00:10:42,508 --> 00:10:46,812

anything that you're able to try to

to bring those loan balances down.

 

229

00:10:47,146 --> 00:10:50,716

Just, my biggest advice with that one

is just try to be careful

 

230

00:10:50,716 --> 00:10:54,687

not to overwork yourself or risk

burning out, because that can happen.

 

231

00:10:54,687 --> 00:10:58,290

You know, handling too many things

at once can definitely burn this out.

 

232

00:10:58,290 --> 00:10:59,892

Don't want that for anybody for sure.

 

233

00:11:05,264 --> 00:11:06,198

When I was looking at my own

 

234

00:11:06,198 --> 00:11:09,201

student loan debt,

like the balance was just stressful as is.

 

235

00:11:09,201 --> 00:11:12,872

So, Spoiler

I didn't particularly take this approach,

 

236

00:11:12,872 --> 00:11:16,976

but I have friends that do,

and I think if you have the opportunity

 

237

00:11:16,976 --> 00:11:21,380

especially right, I've had friends

that are into glassblowing and woodworking

 

238

00:11:21,380 --> 00:11:24,550

and like as a hobby,

like that's their art, that's their craft.

 

239

00:11:24,550 --> 00:11:26,952

And if you can turn that

into a little side hustle,

 

240

00:11:26,952 --> 00:11:30,423

especially when it comes

with, paying back debt, right.

 

241

00:11:30,423 --> 00:11:31,323

Every little bit helps.

 

242

00:11:31,323 --> 00:11:36,195

And so, yeah, different ways of don't

have to always find like a job per se,

 

243

00:11:36,362 --> 00:11:40,266

maybe even your own hobbies can hobbies

and passions can become something for you.

 

244

00:11:40,566 --> 00:11:42,601

Absolutely. 100%.

 

245

00:11:42,601 --> 00:11:44,437

So this brings me to our number seven.

 

246

00:11:44,437 --> 00:11:44,770

Okay.

 

247

00:11:44,770 --> 00:11:49,742

This one to me is,  

just being very aware of how these changes

 

248

00:11:49,742 --> 00:11:54,013

count on the repayment plans or can affect

your long term, long term goals.

 

249

00:11:54,580 --> 00:11:57,249

So always is a great idea to seek advice.

 

250

00:11:57,249 --> 00:11:58,951

And I mentioned this a little bit ago.

 

251

00:11:58,951 --> 00:12:00,853

Reach out to a financial advisor.

 

252

00:12:00,853 --> 00:12:02,254

Reach out to a banker.

 

253

00:12:02,254 --> 00:12:05,624

Reach out to someone that's going to help

you and guide you and and give you

 

254

00:12:05,624 --> 00:12:08,627

the right advice of what's going to work

best for you.

 

255

00:12:08,694 --> 00:12:12,098

One big point,

honestly, that I am very passionate about.

 

256

00:12:12,098 --> 00:12:15,634

And like I told you,

this is why I love what I do, is truly

 

257

00:12:16,202 --> 00:12:19,472

having that connect with a banker

like customers should come see us every

 

258

00:12:19,638 --> 00:12:20,973

as often as they want, you know?

 

259

00:12:20,973 --> 00:12:24,944

But if they're able to come in and see us,

you know, every six months,

 

260

00:12:24,944 --> 00:12:27,346

come in and have a checkup,

I call it financial checkup.

 

261

00:12:27,346 --> 00:12:28,481

Just because

 

262

00:12:28,481 --> 00:12:31,484

we'll understand where you're at,

where your goals are, are things change.

 

263

00:12:31,484 --> 00:12:32,451

We get promotions.

 

264

00:12:32,451 --> 00:12:33,719

You know, we our budget

 

265

00:12:33,719 --> 00:12:37,590

changes, raises, get another job

like we were just talking about.

 

266

00:12:37,790 --> 00:12:40,459

Our financial status

can change at any time.

 

267

00:12:40,459 --> 00:12:44,830

So it's always a great idea

to to sit down with someone, get guidance,

 

268

00:12:44,830 --> 00:12:48,067

get advice, figure out what you want

to do, figure out where your goals are at.

 

269

00:12:48,067 --> 00:12:50,903

So we're here to help and guide

our customers.

 

270

00:12:50,903 --> 00:12:51,470

Absolutely.

 

271

00:12:51,470 --> 00:12:55,007

And you know, for the listeners,

maybe we'll link here in the show notes.

 

272

00:12:55,007 --> 00:13:00,212

I did, an interview or a recording with,

a financial advisor here at the bank,

 

273

00:13:00,212 --> 00:13:04,984

and it was a great debrief on,  

for those of you that might be interested

 

274

00:13:04,984 --> 00:13:07,419

in, you know, finding a financial advisor,

 

275

00:13:07,419 --> 00:13:09,088

here are the tips to kind of look for us.

 

276

00:13:09,088 --> 00:13:11,891

And hopefully we can link to that

because I think it was good. Right.

 

277

00:13:11,891 --> 00:13:13,692

You should find somebody

that you can trust.

 

278

00:13:13,692 --> 00:13:16,529

And you can be open with super important.

 

279

00:13:16,529 --> 00:13:18,130

And hey, if those are your bankers,

 

280

00:13:18,130 --> 00:13:21,133

if that's like your local bank,

wherever you're at, I think that's great.

 

281

00:13:21,600 --> 00:13:22,501

It helps.

 

282

00:13:22,501 --> 00:13:25,337

And it doesn't hurt

to have an external view kind

 

283

00:13:25,337 --> 00:13:29,074

of somebody championing you

on, with your goals.

 

284

00:13:29,074 --> 00:13:31,277

And, doing what

they can to help reach them.

 

285

00:13:31,277 --> 00:13:32,511

So I think these are great Esme.

 

286

00:13:32,511 --> 00:13:34,146

Nice. Simple. Seven points.

 

287

00:13:34,146 --> 00:13:35,748

What are your final takeaways

 

288

00:13:35,748 --> 00:13:37,683

or anything else you'd like to share

as it just relates to,

 

289

00:13:37,683 --> 00:13:41,487

paying off, student loan debt

or any kind of debt as quickly as you can.

 

290

00:13:41,587 --> 00:13:42,221

Absolutely.

 

291

00:13:42,221 --> 00:13:45,424

And like I said, sometimes you're able

to do all of these, sometimes you're not.

 

292

00:13:45,424 --> 00:13:47,059

Sometimes you can mix it up a little bit.

 

293

00:13:47,059 --> 00:13:49,695

So use

what's going to be best for yourself.

 

294

00:13:49,695 --> 00:13:51,630

Using these strategies can help you.

 

295

00:13:51,630 --> 00:13:54,633

Just depends on what works

financially best for you.

 

296

00:13:54,867 --> 00:13:56,702

So it's different for every person.

 

297

00:13:56,702 --> 00:13:58,504

Your goals are different

from every single person.

 

298

00:13:58,504 --> 00:14:00,206

So yes, sit down with someone.

 

299

00:14:00,206 --> 00:14:01,807

Get advice, get guidance.

 

300

00:14:01,807 --> 00:14:03,742

Let's get you where you want to get to.

 

301

00:14:03,742 --> 00:14:04,376

Absolutely.

 

302

00:14:04,376 --> 00:14:07,880

Well hey Esme thank you so much for taking

the time to just sit and chat with me.

 

303

00:14:07,880 --> 00:14:10,416

Really appreciate you.  

Coming on to the podcast.

 

304

00:14:10,416 --> 00:14:12,184

Thank you so much for having

me. You have a great day.

 

305

00:14:13,953 --> 00:14:15,521

For more resources, check out

 

306

00:14:15,521 --> 00:14:20,025

FNBO.com or subscribe to us on YouTube

or on your favorite podcast platform.

 

307

00:14:20,259 --> 00:14:23,395

Consider giving us a rating or a review

as they help us get the word out.

 

308

00:14:23,529 --> 00:14:27,299

And remember, our discussions are designed

to inform and inspire.

 

309

00:14:27,499 --> 00:14:30,202

For personalized advice,

we always recommend consulting

 

310

00:14:30,202 --> 00:14:31,470

a financial professional.

 

311

00:14:31,470 --> 00:14:34,440

Until next time, keep on making smart

financial choices.

 

312

00:14:34,440 --> 00:14:37,443

And thanks for listening to the Cashology

podcast.

 

313

00:14:37,509 --> 00:14:40,713

Member FDIC equal housing lender podcaster

for informational purposes

 

314

00:14:40,713 --> 00:14:43,616

only and not intended to provide

specific advice or recommendations.

 

315

00:14:43,616 --> 00:14:44,350

When making decisions

 

316

00:14:44,350 --> 00:14:47,353

about your financial situation, consult

a financial professional for advice.

 

317

00:14:47,386 --> 00:14:50,589

Podcasts are not regularly updated

and information may become outdated.

 

318

00:14:50,823 --> 00:14:53,792

Deposit products are offered by First

National Bank of Omaha, member FDIC.

 

319

00:14:53,859 --> 00:14:57,463

Investment products are not FDIC insured,

not a deposit or other obligation to bank

 

320

00:14:57,463 --> 00:14:57,963

not insured

 

321

00:14:57,963 --> 00:15:01,000

by any federal government agency

not guaranteed by the Bank may lose value.

 

322

00:15:01,133 --> 00:15:03,636

The cash ology podcast

copyright First National Bank of Omaha.