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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

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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38:00

Make Better Health Care Decisions with Kelley Long

Real Life Planning Podcast ·

2024/10/09

In Episode 22, I have a conversation with Health Savings Account expert and financial wellness coach, Kelley Long, CPA/PFS, CFP®. We tackle what to consider when selecting a healthcare plan, the benefits of a Health Savings Account, and hacks to help you receive great medical care at better cost. Stick around for the second half of the episode to learn how Kelley began her financial coaching program for women, Find Your Financial Bliss™.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL...

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17:44

Househacking for Beginners with Lauren Bellis (Part 2)

Real Life Planning Podcast ·

2024/10/09

In Episode 18, I continue my conversation with Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. Lauren also shares insights on how to balance comfort versus profit as a house hacker.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 ...

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31:20

Planning for Military Families with Scott Vance

Real Life Planning Podcast ·

2024/10/09

In Episode 16, I talk to Scott Vance about the unique financial planning scenarios of military families. Learn about his insights on investments and owning rental properties while on active duty. I hope you can stick around to get productivity tips from Scott for a successful transition from military career to civilian entrepreneur.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 P...

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29:34

Coding as Problem Solving with Youssouf Ouedraogo

Real Life Planning Podcast ·

2024/10/09

In Episode 21, I have a conversation with software engineer Youssouf Ouedraogo about how coding can change the world starting with solving everyday problems. Stick around for the second half of the episode to learn how his tenacity and resilience took him from a foreign student in an English language learning program to a successful software engineer in a major technology company.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER ...

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43:36

The Resilient Nonprofit with Maya Tussing

Real Life Planning Podcast ·

2024/10/09

In Episode 20, I have a conversation with Maya Tussing of Fairlight Advisors about how nonprofit organizations can maintain financial health so they can keep delivering on their mission. Discover how Maya coaches small- to medium-sized non profits to manage cash flow over multiple years, reduce risk, and optimize their board fundraising.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 ...

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18:28

Househacking for Beginners with Lauren Bellis (Part 1)

Real Life Planning Podcast ·

2024/10/09

In Episode 17, I talk to Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. This week on Real Life Planning Podcast, Cynthia will cover:💡 What is house hacking? [00:01:05]💡 What motivated Lauren to become a house hacker? [00:02:27]💡 What are the key numbers to know before selecting a property? [00:05:16]💡 What renovation projects can you DIY and which ones must be outsourced to ...

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26:16

Your Tax Return Tells a Story with Ian Scott

Real Life Planning Podcast ·

2024/10/09

In Episode 23, I have a conversation with tax professional, Ian Scott, CPA. We talk about tax planning for small business owners, including real estate business owners. Listen to learn valuable tips to prepare for tax season and how to avoid costly mistakes. Later in the episode, Ian underscores the untapped potential of growing wealth in the gig economy.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SA...

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37:43

Financial Planning for a Sabbatical with Jake Northrup

Real Life Planning Podcast ·

2024/10/09

In Episode 19, I have a conversation with Jake Northrup of Experience Your Wealth about ways that people can take extended sabbatical. Find out how Jake is helping people do more of what they want in life right now and still stay on track for their other goals. Listen all the way through for our discussion of how my own career sabbaticals have changed my life.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR T...

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23:05

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

Real Life Planning Podcast ·

2024/10/09

In Episode 14, I’m talking about how real estate investors can find an experienced financial planner who actually understands real estate. 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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33:18

Creating A Personal Brand With Carley Storm

Real Life Planning Podcast ·

2024/10/09

In Episode 15, I talk to Carley Storm about the significance of brand photography for your business and how it helps a potential client feel like they know you and ultimately want to do business with you. Stick around to learn how Carley uses her studio to generate additional revenue by listing it on PeerSpace.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...

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20:08

Your New Tech Job with Mike Zung

Real Life Planning Podcast ·

2024/08/05

In Episode 9, host Cynthia Meyer, CFA®, CFP®, ChFC®, talks to Java Wealth Founder Mike Zung, CFP® about what to consider when you take a new tech job, how you can use equity compensation to make a broader impact in the world, and why he became a CERTIFIED FINANCIAL PLANNER™This episode of Real Life Planning Podcast covers:💡 Mike Zung’s career change💡 Questions to ask when you have a new tech job💡 Why it’s important to understand the tax implications of your equity compensation💡 How Mike

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31:07

Finding Your Balance with Maddy Roche

Real Life Planning Podcast ·

2024/08/05

In Episode 11, Cynthia Meyer talks to Maddy Roche about getting sh*t done, learning as you go, and enjoying life now. Maddy tells us about her wild ride as the first employee of the XY Planning Network and how the journey has changed her. Stick around to hear how she opened up a room in her Montana home on Airbnb and marketed it as an LGBTQ+, BIPOC, sober, safe sanctuary.This week on Real Life Planning Podcast, Cynthia and Maddy cover:💡 Growing and scaling vs. staying small💡 Maddy’s

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36:49

Getting In the Door with Daniel Yerger

Real Life Planning Podcast ·

2024/08/05

In Episode 8, host Cynthia Meyer talks to Daniel Yerger, MBA, CFP©, ChFC©, AIF©, CDFA© of MY Wealth Planners about his new book, Getting In the Door: Starting a Financial Planning Career, his journey to becoming a financial planner, and how the career path has changed over time. This week on Real Life Planning Podcast:💡 Why financial planning as a process, not a document 💡 Dan’s journey from the military to tech to financial planning💡 Cynthia’s experience as a career changer💡 The rationa...

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22:56

Creating a Risk-Balanced Portfolio With John Bernstein

Real Life Planning Podcast ·

2024/08/05

In Episode 13, I talk to John Bernstein of Bernstein Financial Advisory about the importance of balancing the risk of your portfolio in all investment environments. Based on the institutional strategy called “risk parity,” John offers an educational overview on how portfolio construction using a risk allocation can help navigate difficult market environments. Stick around to learn how John has sustained his six-year daily exercise streak!INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONA...

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32:02

What To Do When Things Move In The Wrong Direction...

Real Life Planning Podcast ·

2024/08/05

In Episode 12, Bill Kan, CFA®, CFP®, shares strategies to weather market volatility. He also discusses how being mentally prepared during a bear market can optimize returns in the long run. Listen through to hear how science helps Bill create interesting flavors with his bread-making hobby.This week on Real Life Planning Podcast, Cynthia and Bill cover:💡 When your investment portfolio heads in the wrong direction💡 Understanding risk capacity💡 How your emergency cash fund can be your unsung

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35:43

Finding the Signal in the Noise with Neil Krishnaswamy

Real Life Planning Podcast ·

2024/08/05

In Episode 10, Cynthia Meyer talks to Neil Krishnaswamy on how the process of financial planning can help clients hone in on what’s most important in a sea of information. Neil tells us how he successfully changed his career from an electrical engineer to an entrepreneur. Make sure to listen all the way through for great books that inspire focused productivity.This week on Real Life Planning Podcast, Cynthia will cover:💡 Why Neil changed from electrical engineering to financial planning💡 How

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13:40

Have You Had The Money Talk?

Real Life Planning Podcast ·

2024/08/05

If you're contemplating sharing a household together now or at some point in the future, there is no better time than the present to discuss finances. In Episode 6 of the Real Life Planning video podcast, CERTIFIED FINANCIAL PLANNER™ Cynthia Meyer outlines a powerful format for building a strong financial foundation as a couple.This week on Real Life Planning Podcast, Cynthia covers:💡 When and where to have the money talk💡 Why you shouldn’t drink when talking about money 💡 What to ...

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11:28

Buying a Home in an Expensive Area

Real Life Planning Podcast ·

2024/08/05

Housing prices have risen rapidly. Is it still possible to buy your own home in an expensive area? In Episode 7 of the Real Life Planning video podcast, CERTIFIED FINANCIAL PLANNER™ Cynthia Meyer outlines how aspiring homeowners in expensive areas can reach their goals:💡 How renting is like dating?💡 Calculating your starting home budget using your rent?💡 How much of your take home can you afford to spend on housing?💡 The great homebuyer program you may not have heard of 💡 How househ...

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16:27

Marriage and Money with Cynthia Meyer

Real Life Planning Podcast ·

2024/08/05

In this episode of Real Life Planning Podcast, I will talk about the relationship between money and marriage. When couples get married, they expect that their marriage will be a romantic and spiritual partnership, and for many couples, a parenting partnership. However, one thing couples often overlook is that marriage is also an economic partnership. How can you achieve financial harmony with your spouse and use that synergy to build financial independence? I share stories from my own marriag...

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84 results

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