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PODCAST

Real Life Planning Podcast

Real estate financial planners Cynthia Meyer & Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.

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All Episodes

31:45

What Does a Real Estate Bookkeeper Do?

Real Life Planning Podcast ·

2025/10/24

In Episode 61 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Kristen Ambrose, CPA, and founder of Ambrose Bookkeepers, about the often overlooked but vital role of bookkeeping in a real estate investing business. Kristen shares her journey from corporate accounting to entrepreneurship and how her passion for real estate inspired her to serve investors exclusively. They delve into practical bookkeeping strategies, common pitfalls, and how real estate investors ...

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23:57

Planning with the Short Term Rental Loophole with...

Real Life Planning Podcast ·

2025/10/24

In Episode 67 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks to Bill Hampton of Hampton Tax and Financial Services about tax planning with the short-term rental “loophole.” Tune in for an educational overview on property criteria, material participation, cost segregation studies, bonus depreciation, and how to avoid common mistakes when treating your short term rental activity as nonpassive. Educational purposes only - please see your tax professional for tax...

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9:43

Your Wedding Back On Budget

Real Life Planning Podcast ·

2025/10/24

In Episode 68 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®, MBA, shares candid, practical advice on how to get your wedding plans back on budget—without sacrificing your vision. Whether you're newly engaged or halfway down the aisle, this episode is packed with smart strategies for staying on track financially while still creating a memorable event. This week on Real Life Planning Podcast: 💡 What wedding expenses most commonly cause couples to go over budget? [00:02:...

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7:07

Should I Install a Pool?

Real Life Planning Podcast ·

2025/10/24

In Episode 66 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, MBA, CFP® helps you decide: Should you install a pool - or buy a house that already has one? This episode walks through the costs, potential returns, and the lifestyle factors to consider before making a splashy investment in an in-ground pool. This week on Real Life Planning Podcast: 💡 How much value can a pool actually add to your home? [00:00:24] 💡 Is it better to install a pool or buy a house that already has

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19:27

What Is In a Real Estate Contingency Plan?

Real Life Planning Podcast ·

2025/10/24

In Episode 65 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® shares how to build a real estate contingency plan to protect your rental business—and your loved ones—in case of an emergency. Whether you’re managing one property or many, this episode is a must-listen for any landlord who wants to avoid chaos and ensure smooth operations when life throws the unexpected your way. This week on Real Life Planning Podcast: 💡What is a real estate contingency plan and why d...

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13:22

How Much Should I Save Each Month?

Real Life Planning Podcast ·

2025/10/24

In Episode 62 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, CFP®, MBA, shares how to determine exactly how much you should be saving each month. Whether you're planning for a down payment, building your emergency fund, or aiming for financial freedom, this episode offers a practical, step-by-step approach to setting savings goals that align with your income and priorities. This week on Real Life Planning Podcast: 💡 How to calculate your net monthly income and use it as a

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23:08

What is the Impact of a Cost Segregation Study When a...

Real Life Planning Podcast ·

2025/05/05

In Episode 57 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, and co-host Vekevia Tillman-Jones, CFP®, MBA, go deep into what happens when an investor sells a rental property that previously had a cost segregation study performed. They explain the tax concepts, how depreciation recapture works, and the questions every real estate investor should ask before considering a sale. (Now, we know you know this, but reminding you that this video podcast is for educational purpose...

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34:45

Section 121 for Military Homeowners with Becky Noss

Real Life Planning Podcast ·

2025/05/05

In Episode 56 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, sits down with Becky Noss, financial planner and founder of Healthy Wealth, to explore the unique tax advantages available to military homeowners. Becky breaks down how military families can use Section 121 of the tax code—the capital gains exclusion for the sale of a primary residence—even if they haven’t lived in the home for the typical two out of five years. Together, they demystify the nuances, share plann...

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13:32

Steps Real Estate Investors Can Take to Prepare for...

Real Life Planning Podcast ·

2025/05/05

In Episode 55 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, provides a practical roadmap to help rental property investors prepare for the next economic downturn. While no one can predict exactly when a recession will hit, Cynthia shares how to proactively anticipate what you’ll do if a tenant pays late (or not at all), strengthen your financial foundation, and position yourself to take advantage of new opportunities. " Recessions don't happen overnight. They're a...

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20:14

Understanding Schedule E- Part 2

Real Life Planning Podcast ·

2025/04/18

In Episode 54 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®,MBA, walks rental real estate investors through the second part of our deep dive into IRS Schedule E—focusing on understanding expense categories and depreciation. Whether you’re preparing your real estate numbers to share with your tax preparer or want to understand how your rental properties are really performing, this episode will help you get organized and make smarter decisions. “Tracking your expenses in the sa...

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22:48

8 Things You Can Do If You're Worried About the Stock...

Real Life Planning Podcast ·

2025/03/31

In Episode 53 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, takes a break from real estate investing topics to address a common concern - stock market volatility. Whether you’re saving for retirement, planning a major purchase, or simply want to make smarter investment decisions, this episode will help you navigate market uncertainty with a clear strategy. "Volatility is normal in stock market investments.” - Cynthia Meyer This week on Real Life Planning Podcast: 💡

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40:02

Real Estate Benefits for Military Clients with Philip...

Real Life Planning Podcast ·

2025/03/14

In Episode 52 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Phillip Hulme, CFP®, MBA, founder of Stars and Stripes Financial Advisors, about how military service members can use real estate as a powerful wealth-building tool. Whether you’re in the military or a veteran looking to grow your real estate portfolio, this episode is packed with insights to help you take advantage of the financial benefits available to you. “Military service members have an incredi...

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18:12

Understanding Schedule E

Real Life Planning Podcast ·

2025/03/03

In this episode, Vekevia Tillman-Jones dives into one of the most important tax forms for real estate investors—Schedule E. If you own rental properties, understanding how rental income is classified and reported can help you maximize tax efficiency and avoid costly mistakes when working with your tax preparer. She breaks down when to use Schedule E vs. Schedule C, how different business structures affect tax reporting, and why most rental income is considered passive for IRS purposes. For ed...

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31:24

The Accidental Landlord with Daniel Kopp

Real Life Planning Podcast ·

2025/02/16

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions,...

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17:24

How 529 Plans Can Help You Save for College and...

Real Life Planning Podcast ·

2025/02/07

In this episode, Vekevia Tillman-Jones jumps into one of the biggest financial concerns for parents—how to afford the rising cost of college. She breaks down how 529 plans work, the tax benefits, and what to do if your child doesn’t end up using the funds for higher education. This week on Real Life Planning Podcast: 💡 How much does college really cost today, and how fast are prices rising? [00:01:20] 💡 What makes a 529 plan such a powerful savings tool? [00:09:30] 💡 What expenses qualify

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9:46

Are You Emotionally Attached to Your Rental Property?

Real Life Planning Podcast ·

2025/02/04

In Episode 45, Vekevia Tillman-Jones explores the emotional and financial dynamics of rental property ownership. Whether you’re managing your first rental, upgrading a property, or deciding whether to sell, Vekevia provides actionable insights to help you assess if your rental property is still a good fit for you. "So being emotionally attached to a property is very common. It’s not something that we need to feel bad about, but we do want to be aware of it and then ask ourselves the right que...

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13:52

What is it Like to Work With a Business Coach?

Real Life Planning Podcast ·

2025/02/04

In Episode 41, Vekevia Tillman-Jones discusses the transformative benefits of working with a business coach. Vekevia shares her insights as a seasoned business coach, highlighting how coaching empowers entrepreneurs to align their goals, overcome challenges, and achieve sustainable growth. "There’s no shame in asking for help or in needing guidance to take your business to the next level." - Vekevia Tillman-Jones This week on Real Life Planning Podcast: 💡What makes trust essential in a

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36:17

Tax Planning for Real Estate Investors with Michael...

Real Life Planning Podcast ·

2025/02/04

In Episode 46 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, interviews Michael Law, CPA, specialist in tax compliance and consulting with small business, real estate, and stock compensation. Michael Law has Masters in Taxation and 25 years experience, and prioritizes researching and finding solutions for clients. Michael shares the tax strategies every real estate investor needs to know, including understanding real estate professional status, avoiding common tax mistak...

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26:29

Real Estate Syndications: Ask These 20 Questions

Real Life Planning Podcast ·

2025/02/04

In Episode 44 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, offers coaching questions that accredited investors can ask when considering real estate syndications. She also translates jargon, explains typical roles, and gives a general overview of benefits and risks associated with these complex investments. This podcast is for educational purposes only. " The more you know, the better an investor you will become. Put education first before you ever sign anything.” - Cyn...

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18:43

Financial Planning for a 1031 Exchange

Real Life Planning Podcast ·

2025/02/04

In Episode 40, Cynthia Meyer, CFA®, CFP®, ChFC®, shares insights on financial planning for a 1031 exchange, explaining what it is, its strategic benefits, and key considerations for real estate investors. Learn how to optimize your real estate portfolio by understanding like-kind properties, strict time limits, and the importance of pre-planning. "...this is a powerful strategic planning tool in your real estate business if you use it correctly." - Cynthia Meyer This week on Real Life P...

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84 results

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