Shows
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 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 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 min