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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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 Part 2 of this series, insurance expert Stephen Meyer tackles more questions on choosing property deductibles and how he thinks about making claims.
In Episode 34, I provide insights to the question, "Do real estate investors need a living trust?"
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.
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?
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.