Monthly Archives: September 2022


Student Loan Repayment Updates with Joe McGrath

How will Biden’s plans impact student debt? 

With the suspension of interest rates and repayment on student loans about to be lifted, creating a student debt payment plan is an essential part of financial planning. 

In this episode, Iván Watanabe is joined by Joe McGrath, Senior Business Development Associate at Gradfin. Together they dive into the forgiveness package, how it will impact student debt repayment, and the importance of understanding your options when creating a student debt financial plan.

Iván and Joe discuss:

  • The latest updates to Biden’s plan for student loans
  • Who is eligible to qualify for relief
  • What happens if you’ve fully paid off your loans 
  • How can you repay loans, and secure the forgiveness package
  • And more!

Connect with Joe McGrath:

Connect with Iván Watanabe:

About Our Guest:

Joe McGrath presents to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and non-profit industries.


Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

If you want to donate to a charitable organization, it’s important to know your options.

In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement through effective tax planning.

Jen discusses:

  • How Essex County contributes to charitable giving 
  • Ways the foundation promotes equity within the community
  • Why community foundations are essential for financial donations 
  • How donor-advised funds increase the value of donations while reducing stress over decision making
  • Where charitable giving fits within retirement planning and IRA minimum distribution 
  • And more!

Connect with Jen Mayo

Connect with Iván Watanabe:

About Our Guest:

As Essex County Community Foundation’s assistant director of gift planning and advisor relations, Jennifer Mayo focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor-advised fund with ECCF.