How to Find a Financial Planner for Real Estate Investors?
Most advisors don’t speak “real estate.” Here’s how to choose a financial planner who actually understands rental property, tax strategy, and your long-term goals.
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.
Most advisors don’t speak “real estate.” Here’s how to choose a financial planner who actually understands rental property, tax strategy, and your long-term goals.
In Episode 75, Vekevia Tillman-Jones, CFP®, MBA, breaks down how to choose a rental strategy that actually fits your personal budget.
In Episode 73, Cynthia Meyer, CFA®, CFP®, ChFC®, chats with design expert and entrepreneur Meredith Royall of Lime Painting of Westchester about transforming your space without blowing your budget.
Is real estate really worth your time? In episode 72 of the Real Life Planning Podcast, Cynthia Meyer and Vekevia Tillman-Jones share what it takes to turn real estate into a source of long-term freedom.
Hiring a property manager can feel like opening a mystery box of hidden fees.
Cynthia Meyer tells podcast host and real estate investor Gabe Petersen her real estate story.