Real Life Planning Podcast

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Real Life Planning Podcast

Cynthia Meyer

77 episodes

14 hours ago

In Episode 76 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with attorney and real estate investor Jen Sperling about the ins and outs of turning a former primary residence into a rental property. Jen shares her experience of doing this not once — but twice — and offers hard-earned lessons and practical advice for anyone considering the same. From choosing a rental strategy to navigating landlord laws and long-distance management, this episode is packed with real-...

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Personal Journals

Society & Culture,

Self-Improvement

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In Episode 76 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with attorney and real estate investor Jen Sperling about the ins and outs of turning a former primary residence into a rental property. Jen shares her experience of doing this not once — but twice — and offers hard-earned lessons and practical advice for anyone considering the same. From choosing a rental strategy to navigating landlord laws and long-distance management, this episode is packed with real-...

Show more...

Personal Journals

Society & Culture,

Self-Improvement

Episodes (20/77)

Real Life Planning Podcast

Turning Your Home Into a Rental with Jen Sperling

In Episode 76 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with attorney and real estate investor Jen Sperling about the ins and outs of turning a former primary residence into a rental property. Jen shares her experience of doing this not once — but twice — and offers hard-earned lessons and practical advice for anyone considering the same. From choosing a rental strategy to navigating landlord laws and long-distance management, this episode is packed with real-...

15 hours ago

29 minutes

Real Life Planning Podcast

Your Real Estate Strategy and Your Budget

In Episode 75 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®, MBA, shares how your real estate investing strategy directly affects your personal budget. Whether you're evaluating property class, location, or long-term cash flow goals, this episode walks you through how to align your budget with the right rental property strategy—so your investment enhances your financial life instead of draining it. This week on Real Life Planning Podcast: 💡How does the age of a property affec...

1 week ago

8 minutes

Real Life Planning Podcast

Building a Shared Life Vision with Prudence Zhu

In Episode 74 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Prudence Zhu, CPA, CFP®, RLP®, about the emotional and cultural layers of building financial harmony in a partnership. Prudence shares insights from her personal journey as a first-generation immigrant and from her new book A Couple’s Guide to Money, offering practical ways couples can create shared financial goals while honoring their individual values. "Compassionate financial planning is about usi...

2 weeks ago

30 minutes

Real Life Planning Podcast

Property Management Fees-Part 1

In Episode 70 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®, MBA, breaks down what to expect when hiring a property manager—specifically, what fees landlords are responsible for. From onboarding to lease renewal to emergency maintenance, this episode offers a thorough, practical guide to owner-paid property management fees. This week on Real Life Planning Podcast: 💡 What are the common property management fees landlords should expect? [00:01:12] 💡 How do tenant placement an...

3 weeks ago

15 minutes

Real Life Planning Podcast

Easy Ways to Update Your Property with Meredith Royall

In Episode 73 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, sits down with Meredith Royall, owner of Lime Painting of Westchester, to explore affordable and stylish ways to update your property. Whether you're preparing to freshen up a rental, sell your home, or just want a new look, Meredith shares insider tips on cost-effective updates, current design trends, and how her background in design influences her renovation approach. "Your home is always trying to tell you a...

3 weeks ago

27 minutes

Real Life Planning Podcast

Is Real Estate a Good Return on Your Time?

In Episode 72 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, and Vekevia Tillman-Jones, CFP®, MBA, discuss one of the biggest questions for real estate investors: Is rental real estate really a good return on your time? With their signature banter and deep experience, they unpack how real estate can create time freedom—and what it really takes to get there. " … the task of any investment project is to move from trading time for money to a model where your money makes mon...

3 weeks ago

24 minutes

Real Life Planning Podcast

Job Exit Strategies with Tania B. Brown

In Episode 71 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, welcomes back job exit strategist Tania P. Brown for a powerful conversation on what it really takes to leave a corporate job and transition into self-employment. From the emotional challenges to income shifts and lifestyle redesign, Tania shares the three “I’s” she uses to guide women toward work that fits their lives—not the other way around. This week on Real Life Planning Podcast: 💡 What does a job ex...

3 weeks ago

32 minutes

Real Life Planning Podcast

Your Wedding Back On Budget

In Episode 68 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®, MBA, shares candid, practical advice on how to get your wedding plans back on budget—without sacrificing your vision. Whether you're newly engaged or halfway down the aisle, this episode is packed with smart strategies for staying on track financially while still creating a memorable event. This week on Real Life Planning Podcast: 💡 What wedding expenses most commonly cause couples to go over budget? [00:02:...

3 weeks ago

9 minutes

Real Life Planning Podcast

This Tool Will Change The Way You Look At Your Money Thoughts

In Episode 69 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® explores the powerful connection between your thoughts and your financial outcomes. Inspired by a client conversation and her training at The Life Coach School, she shares a tool she learned called “The Model”— a self-coaching tool designed to help clients identify limiting beliefs, shift their mindset, and take intentional action toward achieving financial success. This week on Real Life Planning Podcas...

3 weeks ago

15 minutes

Real Life Planning Podcast

Summer Savings Activities with Kids

In Episode 64 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, CFP®, MBA, shares practical, low-cost (and no-cost) ideas to keep your kids entertained and well-fed all summer long—without blowing your budget. From $1 movies and free beach parking to DIY lunches, this episode is packed with tips that blend fun, frugality, and family time. This week on Real Life Planning Podcast: 💡 What free or low-cost local activities can make summer fun for kids? [00:00:29] 💡 How can you enjo...

3 weeks ago

10 minutes

Real Life Planning Podcast

10 Real Estate Questions to Ask Your Financial Advisor

In Episode 59 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, shares 10 essential questions every real estate investor should ask their financial advisor. Whether you’re a new investor or a seasoned pro, these questions will help you assess whether your advisor truly understands how real estate fits into your financial plan—and how they can support your investing goals. This week on Real Life Planning Podcast: 💡How to assess your advisor’s real estate knowledge and experi...

3 weeks ago

11 minutes

Real Life Planning Podcast

Planning with the Short Term Rental Loophole with Bill Hampton

In Episode 67 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks to Bill Hampton of Hampton Tax and Financial Services about tax planning with the short-term rental “loophole.” Tune in for an educational overview on property criteria, material participation, cost segregation studies, bonus depreciation, and how to avoid common mistakes when treating your short term rental activity as nonpassive. Educational purposes only - please see your tax professional for tax...

3 weeks ago

23 minutes

Real Life Planning Podcast

Financial Planning for an Accessory Dwelling Unit

In Episode 63 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® explores how homeowners can turn their backyard into a source of income by building an accessory dwelling unit (ADU). From financing strategies to tax planning, she walks through everything you need to know before breaking ground on your ADU project. This week on Real Life Planning Podcast: 💡What qualifies as an accessory dwelling unit—and why more cities are encouraging them [00:01:09] 💡What are some typical ty...

3 weeks ago

20 minutes

Real Life Planning Podcast

How Much Should I Save Each Month?

In Episode 62 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, CFP®, MBA, shares how to determine exactly how much you should be saving each month. Whether you're planning for a down payment, building your emergency fund, or aiming for financial freedom, this episode offers a practical, step-by-step approach to setting savings goals that align with your income and priorities. This week on Real Life Planning Podcast: 💡 How to calculate your net monthly income and use it as a savi...

3 weeks ago

13 minutes

Real Life Planning Podcast

What Is In a Real Estate Contingency Plan?

In Episode 65 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® shares how to build a real estate contingency plan to protect your rental business—and your loved ones—in case of an emergency. Whether you’re managing one property or many, this episode is a must-listen for any landlord who wants to avoid chaos and ensure smooth operations when life throws the unexpected your way. This week on Real Life Planning Podcast: 💡What is a real estate contingency plan and why d...

3 weeks ago

19 minutes

Real Life Planning Podcast

Do You Know Where Your Money Is Actually Going?

In Episode 58 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®, MBA, tackles one of the most important—but often overlooked—questions in personal finance: Where is my money really going? Drawing from her work with high-earning professionals and aspiring real estate investors, Vekevia breaks down how lifestyle inflation, subscriptions, and unclear cash flow can hold you back from reaching your goals. She shares practical strategies to help you gain clarity, build confidence, and ...

3 weeks ago

19 minutes

Real Life Planning Podcast

Should I Install a Pool?

In Episode 66 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, MBA, CFP® helps you decide: Should you install a pool - or buy a house that already has one? This episode walks through the costs, potential returns, and the lifestyle factors to consider before making a splashy investment in an in-ground pool. This week on Real Life Planning Podcast: 💡 How much value can a pool actually add to your home? [00:00:24] 💡 Is it better to install a pool or buy a house that already has one...

3 weeks ago

7 minutes

Real Life Planning Podcast

Should I Save or Pay Off Debt?

In Episode 60 of the Real Life Planning Podcast, host Vekevia Tillman-Jones, CFP®, MBA, helps aspiring real estate investors decide: Should I save or pay off debt first? If you're balancing credit cards, student loans, and the dream of buying your first rental property, this episode offers clear guidance on how to prioritize your finances while building toward your goals. This week on Real Life Planning Podcast: 💡When it makes sense to prioritize saving over debt repayment—and vice vers...

3 weeks ago

13 minutes

Real Life Planning Podcast

What Does a Real Estate Bookkeeper Do?

In Episode 61 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Kristen Ambrose, CPA, and founder of Ambrose Bookkeepers, about the often overlooked but vital role of bookkeeping in a real estate investing business. Kristen shares her journey from corporate accounting to entrepreneurship and how her passion for real estate inspired her to serve investors exclusively. They delve into practical bookkeeping strategies, common pitfalls, and how real estate investors ...

3 weeks ago

31 minutes

Real Life Planning Podcast

Steps Real Estate Investors Can Take to Prepare for the Next Recession

In Episode 55 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, provides a practical roadmap to help rental property investors prepare for the next economic downturn. While no one can predict exactly when a recession will hit, Cynthia shares how to proactively anticipate what you’ll do if a tenant pays late (or not at all), strengthen your financial foundation, and position yourself to take advantage of new opportunities. " Recessions don't happen overnight. They're a...

6 months ago

13 minutes