Real Life Planning Podcast

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 PRES...

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 progr...

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 F...

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....

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 ADV...

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 t...

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...

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 Podc...

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 Pl...

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...

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 sus...

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...

In Episode 4, Cynthia Meyer talks to Michelle York, founder of the virtual assistant agency, York Assists, which specializes in supporting financial professionals. Michelle shares how virtual assistants can improve business productivity and growth while lowering staffing costs. She discusses how to find and select the right virtual assistant for your business. Cynthia leverages the work of York As...

In Episode 5, Cynthia Meyer discusses the 3 questions you need to ask yourself when deciding to upsize your home with today’s highly active real estate market you are thinking about buying a bigger home. She will also highlight the scenarios that will indicate when it does make sense to stay in your home or when to start browsing for a bigger one. The Real Life Planning Podcast is a 25-30 minute i...

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: 💡 Whe...

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 a...

How does someone turn their passion into actions that make an impact? In this episode,  Tania Brown, CFP ® founder of Financially Thriving Mom, talks with Real Life Planning Podcast hots, Cynthia Meyer, about why she teaches working moms how to take practical steps to stop living paycheck to paycheck, how she used her life experiences to pay it forward as a financial coach, and what it’s like bein...

In Episode 2, Real Life Planning Podcast host, Cynthia Meyer, talks to digital marketing strategist Liz Wilcox, founder of the marketing and creative agency, Wilcox Media and Marketing in the Houston, TX metro area. Liz shares how growing businesses can create a digital storefront with content that attracts the right customers. The Real Life Planning Podcast is a 25-30 minute interview/conversatio...