Finology Software and the Student Loan Help Network Together on the AFO Wealth Management Forward Podcast

Student loan debt affects families, professionals, and even retirees with over $1.7 trillion in federal student debt and millions of Americans navigating a years-long journey. Innovative advisors are helping their clients successfully manage this obligation.

Recently, Finology Software founder Alex Bottom and Student Loan Help Network founder Ryan Galiotto joined Rory Henry on his podcast, AFO Wealth Management Forward to discuss the evolving landscape of student loan repayment and strategies for the upcoming 2026 Repayment Assistance Plan (RAP). The conversation explored how advisors can guide clients through federal repayment programs, Parent PLUS obligations, and private loan options to optimize repayment strategies and reduce interest exposure.

Ryan Galiotto, CFP®, CSLP®, founder of the Student Loan Help Network (SLHN), an education solution for financial advisors to learn the necessities of student loan repayment planning and connect student loan borrowers with trusted student loan advisors. SLHN programming is designed to train financial professionals who want to integrate student loan repayment planning into their practice and the program provides hands-on guidance, case studies, and tools that align with helping advisors go from learning to doing. As RAP and OBBB reshape the lending and repayment landscape starting July 1, 2026, Student Loan Help Network offers the education, while Finology Software delivers the technology to put those strategies into action.

Listen to the episode here.

Podcast Featured on CPA Trendlines

About Rory Henry and the AFO Wealth Management Forward Podcast

Rory Henry is the director at Arrowroot Family Office and host of the AFO Wealth Management Forward podcast. He has been featured in numerous financial and accounting media outlets, sharing insights on wealth management, professional development, and practical strategies for financial advisors. Rory’s podcast explores themes such as opportunity recognition, growth mindset, and innovative approaches to client service.

Key Takeaways from the Podcast

• Student Loan Planning is Multigenerational: Advisors must consider clients across generations, including retirees managing Parent PLUS loans.
  
• 2026 RAP Changes: The upcoming Repayment Assistance Plan consolidates income-driven repayment programs, requiring careful planning for repayment and forgiveness strategies.
  
• Technology Streamlines Planning: Platforms like Finology Software automate federal loan data import, scenario modeling, forgiveness tracking, and report generation, allowing advisors to provide clear, actionable guidance.
  
• Integrating Tax and Repayment Strategies: Advisors can help clients optimize repayment and minimize tax exposure by considering filing status, loan forgiveness rules, and repayment timing.
  
• Combining Expertise and Tools: The collaboration between student loan experts like Ryan Galiotto and technology solutions ensures advisors are fully equipped to meet growing client demand.

At Finology Software, our mission is to empower advisors with tools and guidance that simplify student loan planning and strengthen client relationships. The podcast is a great example of how partnerships between software, subject-matter experts, and thought leaders can provide actionable insights for CPA’s and financial professionals.

About Finology Software

Finology Software is a cloud-based platform that helps financial advisors deliver scalable, personalized student loan planning. From federal IDR simulations to private loan optimization, the platform streamlines complex workflows and provides advisors with everything they need to guide clients toward smarter repayment decisions.

Finology Software offers unlimited usage for one flat price monthly or annually.

Learn more or start your free 7-day trial at finology.tech or request a demo.

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