Ever run into a frustrating roadblock with the IRS, the Department of Education, or another federal agency? Most people don’t realize they have a direct line to help.

Financial planner Scotty McDonald, CSLP®, joins us to break down constituent services — a little-known but powerful way to get help with federal financial issues. Plus, Justin Kim-Hummel from SLP Wealth shares insider know-how from his time working with senators and congresspeople on how to cut through red tape and get results. If you’ve ever felt stuck dealing with a federal agency, this episode is a must-listen.

Key moments:

(05:04) How to request help from constituent services when federal agencies drop the ball (08:17) Why you should always go through the largest state office — and how to get the best response (15:51) The secret to getting action: share deadlines and urgency to move things forward (19:15) Should you go to your House rep or straight to your Senator? How to choose the right office (23:06) How long does it take to get answers? What to expect from the process

Links mentioned:

• Consumer Financial Protection Bureau
• FSA (Federal Student Aid) Ombudsman Office
• Congressional Research Service

Like the show? There are several ways you can help!

• Follow on Apple Podcasts, Spotify or Amazon Music
• Leave an honest review on Apple Podcasts 
• Subscribe to the newsletter

Feeling helpless when it comes to your student loans?

• Try our free student loan calculator
• Check out our refinancing bonuses we negotiated
• Book your custom student loan plan
• Get profession-specific financial planning

Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!