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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

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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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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24:28

What Is a Live-In Flip Strategy?

Real Life Planning Podcast ·

2025/02/04

In Episode 48 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, breaks down the live-in flip strategy - a unique approach to real estate investing where homeowners renovate their primary residence and sell it for a profit after at least two years. She explains how this strategy can help investors maximize tax-free capital gains under Section 121, outlines financing options, and shares insights into the benefits and challenges of living in a renovation. This podcast is for e...

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11:07

Getting Started with Semi Passive Income through Turo

Real Life Planning Podcast ·

2024/11/22

In Episode 39, Vekevia Tillman-Jones shares her journey into semi-passive income through Turo, a peer-to-peer car-sharing platform, and how it became a flexible addition to her family's financial strategy. She explains the practical steps, low barriers to entry, and key considerations for anyone looking to start a similar venture while balancing a busy lifestyle."We felt like the barriers to entry were pretty low, at least from the standard when you compare it to other business ventures that ...

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23:05

How to Find a Financial Planner Who Understands Real...

Real Life Planning Podcast ·

2024/11/22

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, a...

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14:46

Fee Model Opportunities for Real Estate Agents with...

Real Life Planning Podcast ·

2024/11/15

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, a...

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22:40

Getting Off to a Fast Start with Vekevia Tillman Jones

Real Life Planning Podcast ·

2024/10/11

In episode 37 of the Real Life Planning Podcast, Cynthia Meyer introduces new Real Life Planning team member, Vekevia Tillman-Jones, MBA, CFP®, a senior financial planner and business coach, who shares her journey of building multiple income streams through real estate and a peer-to-peer car sharing business. They discuss balancing family life with entrepreneurship and the importance of empowering clients to take control of their financial futures.INFORMATION PRESENTED IN THIS PODCAST IS FOR ...

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13:01

Do Real Estate Investors Need a Living Trust?

Real Life Planning Podcast ·

2024/10/09

In Episode 34, I'm discussing the relevance of revocable living trusts for real estate investors and common situations where they are used.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.This week on Real L...

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18:03

College Planning with Real Estate Investors with...

Real Life Planning Podcast ·

2024/10/09

In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on the potential challenges real estate investors face when handling their child’s college financial aid application. Rynda also highlights ways you can help your college-bound child make a college choice that fits them now and fits them as a future adult.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR...

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17:46

Creating Something New with Laura Soulages

Real Life Planning Podcast ·

2024/10/09

In Episode 27, I speak with Laura Soulages, the founder and the director of Casa Andaluna, a new beautiful retreat center in El Quindio, Colombia. As the founder of two innovative schools, Laura has an interesting perspective on incorporating play and art into everyday life in a way that helps us all be better humans. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, P...

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10:32

How to Create an Estate Plan for your Online Accounts

Real Life Planning Podcast ·

2024/10/09

In Episode 32, I speak about the importance of having an estate plan for your online and social media accounts in case of an emergency or when you pass away.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.T...

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21:54

Business Gifting with Lucia E. Robles

Real Life Planning Podcast ·

2024/10/09

In Episode 31, I speak with executive chef turned entrepreneur, Lucia Robles of Lucia and Compan, about the philosophy of gifting to clients and customers.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.Thi...

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35:40

Making Better Insurance Decisions for Real Estate...

Real Life Planning Podcast ·

2024/10/09

In Episode 25, I talk to my husband and rental property business partner, Steve Meyer, about insurance answers for real estate investors. Steve is “work optional” now, after an impactful career as an actuary/ insurance executive in reinsurance and insurance. I think you're going to enjoy his perspective on how to maximize the value of your relationship with your insurance company, protect your assets, and make wiser decisions about your real estate business.INFORMATION PRESENTED IN THIS PODCA...

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26:14

Creating an Entreprenueur Playground with Liz Rossilli

Real Life Planning Podcast ·

2024/10/09

In Episode 33, I speak with sales coach and entrepreneur, Liz Rossilli of Sales Savvy, about her co-working event called the Entrepreneur Playground. Later in the episode, we delve into the importance of developing relationships with people to help propel your business growth.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK....

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12:39

Life Insurance Policy Loans- Pros and Cons for Real...

Real Life Planning Podcast ·

2024/10/09

In Episode 35, I'm discussing the advantages and disadvantages of using permanent life insurance as a source of liquidity to purchase a real estate property, fund renovation expenses, or create retirement income.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PRO...

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7:44

Is It Time to Downsize?

Real Life Planning Podcast ·

2024/10/09

In Episode 30, I discuss when you should consider downsizing to a smaller home and how to lower the maintenance costs of your space.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.This week on Real Life Pla...

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14:54

Can I put real estate in a retirement account?

Real Life Planning Podcast ·

2024/10/09

In Episode 29, I discuss owning real estate in self-directed retirement accounts, and tackle the potential benefits and challenges of this strategy.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.This week ...

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17:38

Financial Planning for House Hacking

Real Life Planning Podcast ·

2024/10/09

In Episode 36, I'm discussing everything about house hacking. I will share how house hacking can be a gateway to building a real estate business, insights on benefits, risks, and the importance of professional tax advice for aspiring house hackers. This episode will provide valuable guidance for those looking to turn their home into a source of income.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE ...

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13:13

9 Things to Discuss Before Moving In Together

Real Life Planning Podcast ·

2024/10/09

In Episode 28, I offer nine questions to tackle with your partner before you move in together. It comes down to sharing expectations in advance.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.The Real Life ...

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84 results

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