About This Episode

With several rate hikes on the horizon, inflation weighs heavy on the minds of most investors. Yet, over two-thirds of individuals with debt are not planning to refinance or consolidate their debt in the next year. That presents a valuable financial planning opportunity for advisors. Half of Gen Zers and Millennials, those carrying the most student loan debt burden, are considering working with financial advisor this year according to a recent D.A. Davidson survey. My guest today, Andrew Crowell, will outline how advisors can help investors capitalize on consolidation and refinancing opportunities ahead of rising rates, better understand the impact of inflation and rising rates, and set achievable financial goals.

About Our Guest

Andrew Crowell is vice chairman of wealth management at D.A. Davidson. He joined the firm in August 2013 with the merger of D.A. Davidson & Co. and Crowell, Weedon & Co.

Show Notes

Here are links to the D.A. Davidson website, the February 2022 Financial Planningsurvey, the September 2021 Student Loan survey, and Andrew’s previous Gaining Perspectives podcast.