Shows
Real Life Planning PodcastSteps Real Estate Investors Can Take to Prepare for the Next RecessionIn 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 normal part of the business or market cycle. ” - Cynthia MeyerThis week on Real Li...2025-05-0513 min
Real Life Planning PodcastSection 121 for Military Homeowners with Becky NossIn 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 planning strategies, and uncover how military families can make the most of their housing transitions." The m...2025-05-0534 min
Real Life Planning PodcastWhat is the Impact of a Cost Segregation Study When a Property is Sold?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 purposes only. Please see your tax advisor for tax advice.)This week on Real Life Plan...2025-05-0523 min
Real Life Planning PodcastUnderstanding Schedule E- Part 2In 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 same categories as Schedule E throughout the year makes tax time easier and helps you see how your rentals are tru...2025-04-1820 min
Real Life Planning Podcast8 Things You Can Do If You're Worried About the Stock MarketIn 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 MeyerThis week on Real Life Planning Podcast:💡 How should you measure your investment...2025-03-3122 min
Optimal Finance Daily - Financial Independence and Money AdviceWould You Go This Far To Pay Off Your Debt by Cynthia Meyer with Financial Finesse on Frugal LivingDiscover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 3076:Cutting back on small luxuries can help, but real financial freedom often requires big, bold changes. Cynthia Meyer shares how she tackled overwhelming debt by downsizing her living space, rethinking entertainment expenses, and even giving up her car, saving over $1,200 per month in the process. Her story proves that by making intentional sacrifices, you can accelerate debt repayment and reclaim your financial future.Read along with the original...2025-03-1710 min
Real Life Planning PodcastReal Estate Benefits for Military Clients with Philip HulmeIn 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 incredible real estate advantage with the VA home loan—if they know how to use it.” – Phillip Hulme2025-03-1440 min
Real Life Planning PodcastUnderstanding Schedule EIn 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 educational purposes only - we encourage real estate investors to use professional tax advice!"Mo...2025-03-0318 min
Real Life Planning PodcastThe Accidental Landlord with Daniel KoppThe 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, and opinions included in this communication are subject to change. This communication is not intended as an...2025-02-1631 min
Real Life Planning PodcastHow 529 Plans Can Help You Save for College and Reduce Your Tax BillIn 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 (and which don’t) when using 529 funds? [00:15:10]💡 What are yo...2025-02-0717 min
Real Life Planning PodcastTax Planning for Real Estate Investors with Michael Law, CPAIn 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 mistakes, and planning ahead for 1031 exchanges. This podcast is for educational purposes only - please consult your tax advisor." Tax i...2025-02-0436 min
Real Life Planning PodcastFinancial Planners Can Truly Help Real Estate InvestorsIn Episode 47, Vekevia Tillman-Jones share insights from her own real estate and financial planning journey while working through the Real Estate Financial Coach Course. She explores how financial planners can help real estate investors develop a business owner mindset."... if I had known my options and had a chance to really talk that through with someone, perhaps I would have looked for multi-unit property just to begin and think it's awesome." - Vekevia Tillman-JonesThis week on Real Life Planning Podcast:💡How can new rea...2025-02-0406 min
Real Life Planning PodcastAre You Emotionally Attached to Your Rental Property?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 questions." - Vekevia Tillman-JonesThis...2025-02-0409 min
Real Life Planning PodcastReal Estate Syndications: Ask These 20 QuestionsIn 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.” - Cynthia MeyerThis week on Real Life Planning Podcast:2025-02-0426 min
Real Life Planning PodcastShould You Buy a Home Now or Wait?In Episode 43, Vekevia Tillman-Jones tackles how to decide if it’s the right time to buy a home, emphasizing the importance of financial readiness over trying to time the market. She shares practical tips for budgeting, exploring creative strategies like house hacking, and preparing for a sound long-term investment." It's a lot less about trying to time the market and it's a lot more about trying to make sure you get a good sound investment." - Vekevia Tillman-JonesThis week on Real Life Planning Podcast:💡H...2025-02-0409 min
Real Life Planning PodcastWhat is it Like to Work With a Business Coach?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-JonesThis week on Real Life Planning Podcast:💡What makes trust essential in a coaching relationship? [00:00:11]💡Why is shame a common c...2025-02-0413 min
Real Life Planning PodcastFinancial Planning for a 1031 ExchangeIn 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 MeyerThis week on Real Life Planning Podcast:💡What are the basics of a 1031 exchange? [00:01:39]2025-02-0418 min
Real Life Planning PodcastQuestions to Ask Yourself Before Borrowing a Hard Money LoanIn Episode 42 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, breaks down the key considerations for real estate investors exploring hard money loans, including when to use them, typical terms, and risks. She also shares essential tips for asking the lender questions and understanding the pros and cons of private loans." …if you've got a private money lender that works in your market, they may be able to give you very helpful feedback about whether or not your spending plan for the project is on track and realist...2025-02-0414 min
Real Life Planning PodcastWhat Is a Live-In Flip Strategy?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 educational purposes only."...if you are somebody that loves the work on home ren...2025-02-0424 min
Real Life Planning PodcastHow to Find a Financial Planner Who Understands Real EstateThe 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, and opinions included in this communication are subject to change. This communication is not intended as an...2024-11-2223 min
Real Life Planning PodcastGetting Started with Semi Passive Income through TuroIn 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 we might have gone after." - Vekevia Tillman-JonesThis week on Real Life Planning Podcast:2024-11-2211 min
Real Life Planning PodcastFee Model Opportunities for Real Estate Agents with Dave RowanThe 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, and opinions included in this communication are subject to change. This communication is not intended as an...2024-11-1514 min
Optimal Relationships Daily - Dating, Marriage and ParentingCan Your Friends Help You Become Financially Independent by Cynthia Meyer of Financial Finesse on Money AccountabilityDiscover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2376:Building a strong network of financially-minded friends can greatly enhance your journey to financial independence. Cynthia Meyer emphasizes the value of forming a supportive, judgment-free group that offers encouragement, confidence, accountability, and opportunities for growth, as shared experiences and collective wisdom can help you stick to your financial goals and navigate challenges more effectively.Read along with the original article(s) here: https://www.financialfinesse.com/2016/01/11/can-your-friends-help-you-become-financially-independent/2024-11-1012 minReal Life Planning PodcastGetting Off to a Fast Start with Vekevia Tillman JonesIn 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 EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL IN...2024-10-1122 minReal Life Planning PodcastCollege Planning with Real Estate Investors with Rynda WilkIn 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 THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANC...2024-10-0918 minReal Life Planning PodcastMaking Better Insurance Decisions for Real Estate Investors with Steve MeyerIn 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 PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY P...2024-10-0935 minReal Life Planning PodcastFinancial Planning for House HackingIn 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 OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL A...2024-10-0917 minReal Life Planning PodcastLife Insurance Policy Loans- Pros and Cons for Real Estate InvestorsIn 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 PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.This week on Real Life Planning Podcast:💡Is permanent life insurance desi...2024-10-0912 minReal Life Planning PodcastDo Real Estate Investors Need a Living Trust?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 Life Planning Podcast:💡What are the roles in a revocable living trust? [00:01:09]💡How can a l...2024-10-0913 minReal Life Planning PodcastCreating an Entreprenueur Playground with Liz RossilliIn 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. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.This week o...2024-10-0926 minReal Life Planning PodcastHow to Create an Estate Plan for your Online AccountsIn 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.This week on Real Life Planning Podcast:💡What is digital estate planning? [00:01:30]💡Who sho...2024-10-0910 minReal Life Planning PodcastBusiness Gifting with Lucia E. RoblesIn 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.This week on Real Life Planning Podcast:💡How did Lucia get started? [00:02:23]💡What is the philosophy of busines...2024-10-0921 minReal Life Planning PodcastIs It Time to Downsize?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 Planning Podcast:💡What is downsizing? [00:00:20]💡When should you consider downsizing your home? [00:01:57]💡How can yo...2024-10-0907 minReal Life Planning PodcastCan I put real estate in a retirement account?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 on Real Life Planning Podcast:💡What is a self-directed IRA and what investments are allowed in them? [00:01:32]💡W...2024-10-0914 minReal Life Planning Podcast9 Things to Discuss Before Moving In TogetherIn 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 Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. I...2024-10-0913 minReal Life Planning PodcastCreating Something New with Laura SoulagesIn 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, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TA...2024-10-0917 minReal Life Planning PodcastGet More Done in Less Time with Kathleen BoydIn Episode 24, I have a great conversation with work process coach, Kathleen Boyd, CFP® from the XY Planning Network team. We talk about getting more done in less time with the help of workflows and tech tools for automation. Listen to learn valuable tips on creating effective work processes that will save you time and money. Later in the episode, Kathleen shares her take on the future of cryptocurrencies and the challenges she has faced as a woman of color in the financial service sector.INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. TH...2024-10-0932 minReal Life Planning PodcastPlanning for Military Families with Scott VanceIn 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 PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL B...2024-10-0931 minReal Life Planning PodcastHousehacking for Beginners with Lauren Bellis (Part 1)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 contractors? [00:07:47]💡 Are you the right type of person to benefit from house hacking...2024-10-0918 minReal Life Planning PodcastHousehacking for Beginners with Lauren Bellis (Part 2)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 HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.2024-10-0917 minReal Life Planning PodcastFinancial Planning for a Sabbatical with Jake NorthrupIn 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 THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS H...2024-10-0937 minReal Life Planning PodcastThe Resilient Nonprofit with Maya TussingIn 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 ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE I...2024-10-0943 minReal Life Planning PodcastCoding as Problem Solving with Youssouf OuedraogoIn 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 OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT W...2024-10-0929 min