James Nutter

Guest James Nutter, a financial planner, discusses the importance of hiring a financial planner and the standards they are held to. He contrasts fiduciary vs. suitability standards and explains key licenses and certifications. Highlights include determining if you need a financial planner, understanding advisor standards, checking credentials, and choosing the right path for financial guidance.

Financial expert James Nutter provides a checklist for physicians pursuing Public Service Loan Forgiveness (PSLF), offering tips on eligibility, income reporting, documentation, and success strategies. Insights from a client with $200,000 loan forgiven. Practical advice on employer verification, recertification, and building a contingency plan shared to streamline the forgiveness process.