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Student Loans & Personal Finance: Guidelines and Pitfalls

Joe Matelich

Location: The Legends Room

  1. Student loan repayment programs

  2. Student loan forgiveness options

  3. Paying off student loans versus Investing

  4. Renting versus buying a house

Speaker Bio(s):

Joe is a fee-only advisor and solopreneur at Physician Advising LLC, where he provides physician-specific financial advice at a fair price. After work, Joe is typically found in the kitchen trying to match the timing of a hot meal to his wife's variable residency schedule. Since Joe is a fan of cooking, a fitting metaphor for Joe's work as a financial advisor is that of going to a highly recommended restaurant because the chef uses fresh ingredients and eats what he cooks. In financial planning and investment management, Joe's recommendations mirror his family's actions.