Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
…
continue reading
Real estate financial planner Cynthia Meyer welcomes fascinating guests who share real-life stories of how they are realizing their financial potential.
…
continue reading
Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
…
continue reading
Learn how to make the most of your life planning strategies with The Life Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
…
continue reading
1
Business Development Series: Life Planning | Role as Business Owner | Growth | Profit | Value
Sarah Power and Chris Reed: Directors, Business Concepts Group
The Business Development Series is hosted by BCG’s Chris Reed and Sarah Power. The ten-part podcast series is for business owners who are looking to review their business for improved outcomes, increased profits, and enhanced value.
…
continue reading
1
Intentional Mom life with Jesus: Scheduling, Planning, Productivity, Mindset, Selfcare, Time Management
Sasha Star Robertson - Child of God, Wife, Mom, Intentionality Coach, Productivity Coach, Biblical Mindset Coach, Planner Creator, Coach for Moms, Speaker
Do you struggle to manage your time? Are you tired of feeling overwhelmed or mom guilt because everything on your never-ending todo list feels important? Is it a constant struggle to connect with God in your busy life as a stay at home/work from home mom? Do you wish you could find a balance and flow in your mom life? Well momma, I’m glad you’re here! This podcast is here to help you connect with God so that you can balance your life and schedule, get organized, and be that living example as ...
…
continue reading
Join Vision for Equality as we chat with individuals with disabilities and their families as they navigate the system and live a Life without Limits.
…
continue reading
1
REDEEM Her Time | Time Management Tips, Scaling your Business to 6 Figures, Work-Life Balance, Productivity Planning, Time Blocking, Midlife Women Over 40
Lissa Figgins, Christian Time Management Coach, Priorities Protector, Recovering Should-Do List Girl
Welcome to the Go-to Podcast for Christian Midlife Women Entrepreneurs & Solopreneurs who are ready to go from Random BUSYNESS to Faithful FRUITFULNESS. Here you'll find Time Management Tips using Time Blocking and Productivity Planning to create success in your business along with work-life balance so you can be more present in this season… and in light of eternity! You're juggling A LOT as an Over 40 Woman in Midlife- from supporting launching kids to aging parents to everything in between ...
…
continue reading
Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
…
continue reading
1
Life Beyond Clinical Practice - Healthcare Careers, Professional Growth, Career Planning, Career Pivot, Healthcare Leadership
Dr Diane | Career Strategist, Health Professions Coach & Boundary Breaking Champion
The Go-To podcast for health professionals who want to shift their careers to new levels of impact and fulfillment! ** Top 2.5% Global Ranking ** Are you unfulfilled professionally and wonder what other career opportunities may be out there for you? Do you long to engage in more meaningful work, but don’t know which direction to go in, or what next steps to take? Do you feel stuck because you’re unsure how to pivot your career in line with your interests, skills or values? Then this podcast ...
…
continue reading
1
Stress Less in Mom Life & Business | Faith | Journaling | Planning | Prioritizing | Habits | Wellness | Schedule
Sara Jimenez | Soloprenuer | Speaker | Coach | Multi-passionate Mom
Hey Girl Hey! Are you ready to Overcome that daily Overwhelm and anxiety?! Are you excited to create and achieve new goals without the stress? How about finding the harmony not only in Mom life but in your business?! Well you’re in the right place! Welcome to Stress Less in MomLife & Business! I’m Sara! Jesus loving wife, multi passionate boy mom, Speaker and Coach! I remember that anxious feeling of ”Hot mess mom life” and at some point had accepted that I was just going to fly by the seat ...
…
continue reading
This Thanksgiving, I am so grateful for the over 1500+ podcast downloads from listeners in the USA!! In this episode, I share 3 things I am grateful for and challenge you to do the same. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of our Ca…
…
continue reading
Sam Barker joins Aaron Kennedy this week to talk a little bit about interest rates and some Bitcoin strategies. You don't want to miss this.Angela Robinson által
…
continue reading
1
279 | IT’S TIME: 3 Simple Steps to Practice Grateful Expectation about Your Life + Biz
27:10
27:10
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:10
Hey CEO- How GRATEFUL do you feel this year as we head into Thanksgiving week? How EXPECTANT are you about what God will do in the year to come? And more importantly, how are you expressing GRATEFUL EXPECTATION to God + others? I get it…It’s easy to just go through the motions of day-to-day living with all that’s on your plate with juggling life + …
…
continue reading
1
How to Find a Financial Planner Who Understands Real Estate
23:05
23:05
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:05
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
…
continue reading
1
Grandparent 529 Education Savings
23:10
23:10
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:10
In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA chan…
…
continue reading
1
225: Pushing Through Cultural Christianity and Unlocking Fruitful Living: The Journey to Intentional Abiding
27:37
27:37
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:37
Join host Sasha Star Robertson on the Intentional Mom Life with Jesus podcast as she shares a heartfelt testimony that inspired the creation of the Abide Journal. Discover how this tool aims to transform daily interactions with God's Word into meaningful experiences that bear spiritual fruit. In this episode, Sasha opens up about her childhood expe…
…
continue reading
1
70 | How to avoid taking the long road on your career development journey
11:53
11:53
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:53
Too often, when we are unhappy in our jobs, we think that changing jobs will solve the problem. As a result, we spend countless hours scouring job boards for a new opportunity (which depending on your level of success could leave you feeling worse about yourself and your professional value). In today’s episode I will share why that is the number 1 …
…
continue reading
1
The REDEEM Her Time Planner Experience: The Only BLACK FRIDAY Deal with a GUARANTEED ROI
18:06
18:06
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
18:06
Hey CEO- Tempted to put off thinking about your time till after the holidays? I’ve got news for you…NOW is the best time to think about your time. Yes, even with the holidays upon us. Cuz otherwise once they’re over, your calendar is just gonna fill up like it always does and NOTHING is gonna change about your time…am I right? That’s why I’m excite…
…
continue reading
1
Getting Started with Semi Passive Income through Turo
11:07
11:07
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:07
In Episode 39, Vekevia Tillman-Jones shares her journey into semi-passive income through Turo, a peer-to-peer car-sharing platform, and how it became a flexible addition to her family's financial strategy. She explains the practical steps, low barriers to entry, and key considerations for anyone looking to start a similar venture while balancing a …
…
continue reading
1
Long-Term Healthcare Solutions
25:48
25:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
25:48
Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.Angela Robinson által
…
continue reading
1
278 | Using Vision Boards to Increase your ROI in both Life + Biz feat. Debbi Sluys
58:55
58:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
58:55
Hey CEO- Do YOU have a VISION of where you’re going in your Life + Biz? If you’ve been around the REDEEM Her Time Podcast for any length of time, you’ve heard me talk about creating a WITH-God Vision. But with so much on your mind these days and so much flashing across our screens on the daily, what’s a girl to do to keep your vision top-of-mind an…
…
continue reading
1
This Week in the Market - Episode 66 (11/15/24)
35:50
35:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
35:50
Sam Barker and Aaron Kennedy join us this week to bring us a post-election podcast. They touch on government spending, regulations, Bitcoin, oil & gas, and more. You don't want to miss this.Angela Robinson által
…
continue reading
1
277 | IT'S TIME: 3 Time Shifts to Increase your ROI as a Christian Business Owner
38:50
38:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
38:50
Hey CEO- Wondering why your results in business are lacking, non-existant… or LESS-THAN what you’re praying for? It’s NOT because you need that one more marketing method or sales strategy or social media secret sauce like the gurus want you to believe….it’s because of how you’re approaching your TIME. You see, TIME is a Business Owner’s most valuab…
…
continue reading
1
69 | Are you leaving money on the table? The cost of not exploring your full career potential as a healthcare professional
9:44
Many clinicians feel frustrated by the artificial ceiling that exists in clinical practice which seems to limit their career potential. Identifying ways to exploit your full potential, either through carving out a specific niche that will allow you to grow and scale your professional impact, or by pivoting your career in a particular direction whic…
…
continue reading
1
Fee Model Opportunities for Real Estate Agents with Dave Rowan
14:46
14:46
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:46
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
…
continue reading
The loss of a loved one can be a difficult time for someone. And not knowing the details associated with their loved one’s digital legacy can make an already challenging time potentially more difficult and more expensive. Kate Hufnagel, The Digital Wrangler, joins us this week to share some tips.Angela Robinson által
…
continue reading
1
276 | More than just a Planner. Why this is the UN-Time Management Tool YOU Need
27:55
27:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:55
Hey CEO- Just one more sleep till you can officially get your hands on the REDEEM Her Time Planner. I don’t know who’s more excited…me or those of you here in the REDEEM Her Time Community…probably both! So before you click add-to-cart this time tomorrow (Nov 12th) I wanted to take a few min to not only share the story behind creating the REDEEM He…
…
continue reading
1
68 | The meaning of professional success: Why having a vision for your life and a career that's built on purpose, brings fulfillment - Part 2 of Interview with Dr Greg Gilbaugh
20:01
20:01
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:01
In the second part of my interview with Dr Greg Gilbaugh, he shares his personal insights on work-life integration, having a purpose centred career, and the pursuit of professional fulfillment. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of…
…
continue reading
1
Is there Cash sitting in your Rollover IRA or Inherited IRA?
24:19
24:19
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:19
In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and k…
…
continue reading
1
275 | Desperate Prayers. How to Make Time for Prayer in a Busy Season feat. Rachel Wojo
48:58
48:58
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
48:58
Hey CEO- Do you struggle to find time to PRAY? I know, I know, as Christian women we know that prayer is important to grow in our relationship WITH God…and let’s be honest it’s the key to everything else in life + biz, but often our hectic schedules and demands on our time, we’re tempted to push prayer to the back burner or to check-the-box status …
…
continue reading
1
The Dirty Dozen of Long-Term Care Stats
24:20
24:20
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:20
Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids? Let us help you walk through the Quality-of-Life Planning Process™ to develop a true long-term healthcare plan. It is a gift beyond …
…
continue reading
1
274 | Create More Margin: How to Regularly Push Pause on Busyness in Life
29:24
29:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:24
Hey CEO- Let me ask you an important question…do you have MARGIN built into your life? It’s been said that MARGIN is the space between your load and your limits. Now before you click skip cuz with all that’s on your plate you don’t got time for all you need to do let alone adding in something that feels like a luxury… Let me just say, MARGIN is not…
…
continue reading
1
67 | What to do with your career as a healthcare professional when you can no longer practice clinically? - Interview with Dr Greg Gilbaugh [Part 1]
24:23
24:23
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:23
Dr Greg Gilbaugh is an American Dentist who established multiple successful practices. His career as a clinician and successful dentist was upended by a health condition, forcing him to leave clinical practice. In part 1 of my interview with him, he shares his story on how he had to navigate a new professional path, and how he found a way to do so …
…
continue reading
1
Employee Benefits Can Save You Thousands of Dollars
26:53
26:53
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:53
Make the most of your employee benefits and unlock “free money” that could add up to thousands yearly! In this episode, we break down essential perks, from maximizing retirement savings with 401(k) matching to the tax advantages of Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). We also explore the value of education and tuiti…
…
continue reading
1
273 | CEOs Take Time to Know their Numbers (and how it affects their ROI) feat. Erika Millard
34:54
34:54
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
34:54
Hey CEO- Be honest…how do you feel about your numbers (as in the numbers in your biz bank account)? Do you feel UN-comfortable and avoid them like the plague… Or do you feel Confident and approach them with intention? Taking time to not only look at, but understand your finances is always time well spent because then you can make what I like to cal…
…
continue reading
1
Family Support Checklist (Rebroadcast)
22:42
22:42
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:42
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.…
…
continue reading
1
224: Motherhood as Kingdom Work: Embracing Your Divine Ministry
20:52
20:52
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:52
Welcome back to the Intentional Mom Life with Jesus podcast, hosted by Sasha Star Robertson. In this episode, Sasha delves into the profound truth that motherhood is not just a role but a divine ministry and essential kingdom work. She passionately discusses the vital calling of nurturing, protecting, and discipling children as a mother, emphasizin…
…
continue reading
1
66 | The cost of not listening to your internal messaging system when it comes to career change and professional fulfillment
11:31
11:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:31
Your body speaks to you. Problem is that most of us simply ignore our internal messaging system - or try to drown out the signals that keep trying to flag us down because we just want to get on with doing life. But turning a blind eye to what you are sensing, feeling or even know emphatically, and tuning out of your intuition... eventually comes at…
…
continue reading
1
272 | Planning Your Ideal Week: Avoid 3 Common Time Blocking Mistakes
28:02
28:02
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:02
Hey CEO- It’s Monday, so let me ask…what does YOUR week look like? Chances are as you look ahead you’re wondering how it’s all gonna fit… ...spending time with the Lord, loving your family, connection with friends, building your business, balancing your bank account, prioritizing your wellness, finding enjoyment, keeping up with your house… Feel li…
…
continue reading
1
Top Five Scariest Financial Planning Topics
28:09
28:09
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:09
As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising cost…
…
continue reading
1
271| Name the Year. How to use a Word of the Year to Hear God’s Voice and REDEEM Your Time feat. Jenny Fulford
45:15
45:15
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:15
Hey CEO- Do you choose a Word-of-the-Year? Maybe you have in the past and it really kept you grounded. Or maybe you have in the past but forgot it somewhere along the way. Or maybe you’ve never put much thought into choosing a word…cuz how much can just 1 word do anyway? No matter where you find yourself right now, you’re in the right place. Becaus…
…
continue reading
1
IRAs and Estate Planning
21:43
21:43
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:43
In the spirit of Estate Planning Awareness Month, you need to be aware of the implications of your retirement dollars when you die. And…if you don’t like it, there still may be time to do something about it. Just don’t wait until it’s too late.Angela Robinson által
…
continue reading
1
223: When God Says GO and Pulls On a Thread He's Been Weaving In Your Life for Years - Sabbatical Mini Series Part 4
28:27
28:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:27
Part 4! *If you haven't listened to part 1 -3 , go back to episode 220 - 222 to listen about life leading Sasha to take a sabbatical, how it started out, how it wasn't like what she thought. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, wh…
…
continue reading
1
270 | Annual Planning. 5 Steps to Planning your Business Growth for a Year
33:10
33:10
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:10
Hey CEO, It’s almost the end of another year so let me ask….is your business where you wanted it to be by now? No, I’m not trying to make you break out in a sweat! Now, some of you may be further than you had dreamed when the ball dropped on 2024…if that’s you, YEAH for you! But chances are, most of you are not quite as far as you envisioned you’d …
…
continue reading
1
65 | How to overcome professional advancement challenges if you're feeling stuck as a healthcare professional in clinical practice
10:23
10:23
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
10:23
In this follow-up to episode 64 I provide some tangible steps on how to get unstuck in your career so you can continue on a path of professional growth and career advancement. The truth is that healthcare needs more than just clinical expertise to deliver effective and efficient services to patients and populations. And sometimes your opportunity t…
…
continue reading
1
How Much Should You Save for College?
29:13
29:13
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:13
"How are you going to pay for college?" “How much should you save now?” Matt and Mike break down the current costs of higher education, from public in-state schools to high-end private institutions, and offer strategies for saving. Whether you're just getting started or have significant resources to allocate, you’ll get actionable advice on how to …
…
continue reading
1
222: God's Plans are Working Even When We Don't Realize - Sabbatical Mini Series Part 3
25:03
25:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
25:03
Part 3! *If you haven't listened to part 1 & 2, go back to episode 220 & 221 to listen about life leading Sasha to take a sabbatical and how it started out. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and …
…
continue reading
1
269 | Increase your Marketing Reach with Podcast Guesting feat. Sabrina Hammonds
50:33
50:33
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
50:33
Hey CEO- Are you leveraging Kingdom Connections (in a good way) to grow your reach? You should. TRUE STORY: Somewhere along the way, my guest and I crossed paths and even done a pod swap, but just recently I heard her on another podcast and felt that Holy Spirit nudge to reach out and invite her to another swap now that our missions are even more a…
…
continue reading
1
221: When Sabbatical Doesn't Look Like What You Thought it Would - Sabbatical Mini Series Part 2
19:29
19:29
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:29
Part 2! *If you haven't listened to part 1, go back to episode 220 to listen about life leading Sasha to take a sabbatical. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and so much more! In part 2 of this m…
…
continue reading
1
220: When Life Leads You to Take a Sabbatical - Sabbatical Mini Series Part 1
19:48
19:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:48
Welcome Back! Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and so much more! Tune in to hear her story, see yourself in it, watch God move, and see what coming next for Intentional Abundance Co. and all the…
…
continue reading
1
Are You Prepared for the Estate Tax Sunset?
22:37
22:37
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:37
We were honored to have tax attorney Kyle Post join us this week as our guest. Kyle discusses some of the changes we may have coming our way after the election in regards to your estate and taxes. You don’t want to miss this.Angela Robinson által
…
continue reading
1
268 | Are You a Planner Girl? Going Beyond the Paper vs Digital Debate (but settling that too)
31:14
31:14
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
31:14
Hey CEO…Just curious- are you a Planner Girl? I find I run into 3 types of women- Those who ARE a proud and loud Planner Girl… and swear by a planner to keep them on track. Those who say they’re NOT a Planner girl… and just hope to get through the week without dropping too many balls Those who WANT to be a Planner Girl…and pick up a new one with gr…
…
continue reading
Career Advancement is critical to professional growth and fulfillment. When you become stagnant, you lose your enthusiasm for the work you do and start to feel disillusioned about your career prospects. More especially if you want to pivot your career, you need to have a professional advancement plan in order to keep growing in a direction you feel…
…
continue reading
1
How (In)Sure(d) Are You?
29:54
29:54
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:54
In this episode, Mike Morton and Matt Robison dive into the often-overlooked topic of homeowners insurance and why spending just five minutes reviewing your policy could save you thousands of dollars. They explain the importance of ensuring your coverage is adequate, especially with rising costs of rebuilding due to inflation and natural disasters.…
…
continue reading
1
Getting Off to a Fast Start with Vekevia Tillman Jones
22:40
22:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:40
In episode 37 of the Real Life Planning Podcast, Cynthia Meyer introduces new Real Life Planning team member, Vekevia Tillman-Jones, MBA, CFP®, a senior financial planner and business coach, who shares her journey of building multiple income streams through real estate and a peer-to-peer car sharing business. They discuss balancing family life with…
…
continue reading
1
Business Gifting with Lucia E. Robles
21:54
21:54
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:54
In Episode 31, I speak with executive chef turned entrepreneur, Lucia Robles of Lucia and Compan, about the philosophy of gifting to clients and customers. 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 IN…
…
continue reading
In Episode 30, I discuss when you should consider downsizing to a smaller home and how to lower the maintenance costs of your space. 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. PL…
…
continue reading
1
Do Real Estate Investors Need a Living Trust?
13:01
13:01
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
13:01
In Episode 34, I'm discussing the relevance of revocable living trusts for real estate investors and common situations where they are used. 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 R…
…
continue reading
1
Can I put real estate in a retirement account?
14:54
14:54
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:54
In Episode 29, I discuss owning real estate in self-directed retirement accounts, and tackle the potential benefits and challenges of this strategy. 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 INVESTMEN…
…
continue reading
1
Life Insurance Policy Loans- Pros and Cons for Real Estate Investors
12:39
12:39
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
12:39
In Episode 35, I'm discussing 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. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE …
…
continue reading