How to Find a Financial Planner Who Understands Real Estate
In this episode of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC® reveals the secrets to finding a financial planner who actually understands real estate.
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.
Real Life – In The Media – See In The Media about how to use Cynthia's insights on your blog.
In this episode of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC® reveals the secrets to finding a financial planner who actually understands real estate.
In Episode 36, I'm discussing everything about house hacking as a gateway to building a real estate business.
In Episode 35, I discuss 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.
In Episode 29 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC® discusses owning real estate in self-directed retirement accounts and tackle the potential benefits and challenges of this strategy.
In this episode, Cynthia Meyer and Veronica Woods tackle questions a NY or NJ resident has when considering real estate investing next door in PA.
In this episode, Cynthia Meyer and Veronica Woods discuss the benefits of investing in real estate in another state, the key items to consider before buying, and when diversifying markets makes sense.