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Welcome to The Real Life Blog

We want you to get really, really good at managing your money, your real estate and your other investments. That's why we're so passionate about teaching what we've learned on our own financial journeys. There's a ton of information out there online about real estate investing and personal finance – how do you know what is useful? What's unrealistic or just a sales pitch? We can help. Follow The Real Life Blog for realistic, practical guidance and curated resources on living your real (estate) life.

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October 14, 2023

Why We Treat Our $5k Deductible Like It’s $10k

In Part 2 of this series, insurance expert Stephen Meyer tackles more questions on choosing property deductibles and how he thinks about making claims.

Financial Planning

October 6, 2023

Real Life Planning Podcast Episode 34: Do Real Estate Investors Need a Living Trust?

In Episode 34, I provide insights to the question, "Do real estate investors need a living trust?"

Financial Planning

August 11, 2023

Real Life Planning Podcast Episode 33: Creating an Entrepreneur Playground

Does co-working make you a more productive entrepreneur? In Episode 33 we talk to sales coach and multi-passionate entrepreneur Liz Rossilli about her latest networking adventure.

Business Coaching

July 17, 2023

Real Life Planning Podcast Episode 32: How to Create an Estate Plan for Your Online Accounts

In Episode 32, we tackle digital estate planning questions, like who should manage all of your online accounts and social media platforms when you pass away?

Financial Planning

July 7, 2023

Real Life Planning Podcast Episode 31: The Philosophy of Business Gift Giving with Lucia E. Robles

In Episode 31 of the Real Life Planning Podcast Episode, Cynthia Meyer, CFA®, CFP®, ChFC® speaks with executive chef turned entrepreneur, Lucia Robles of Lucia and Company, about the philosophy of gifting to clients and customers.

Business Coaching

June 23, 2023

Real Life Planning Podcast Episode 30: Is It Time to Downsize?

Are you ready to downsize your home? In Episode 30 of the Real Life Planning Podcast, join Cynthia Meyer, CFA®, CFP®, ChFC®, to explore when it may be the right time to downsize your living space.

Real Life