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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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-...
10 Real Estate Questions to Ask Your Financial Advisor
Real Life Planning Podcast
11 minutes
3 weeks ago
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...
Real Life Planning Podcast
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-...
