Real Life Planning Podcast

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...

In 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 mu...

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...

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 w...

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 barrie...

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 w...

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...

In 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 cryptocu...

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 you...

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 PODCA...

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 PURPOSE...

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 FINANCI...

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 FIN...

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 A...

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 QUALIF...

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 QUAL...

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 SOLICITATI...

In Episode 34, I'm discussing the relevance of revocable living trusts for real estate investors and common situations where they are us ed. 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...

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 SEC...

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...

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 DISC...

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 prope...

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...

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...

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...