Best Cynthia Meyer Podcasts (2025)

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Section 121 for Military Homeowners with Becky Noss 34:45

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30d ago34:45

34:45

In Episode 56 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, sits down with Becky Noss, financial planner and founder of Healthy Wealth, to explore the unique tax advantages available to military homeowners. Becky breaks down how military families can use Section 121 of the tax code—the capital gains exclusion for the sale of …

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Steps Real Estate Investors Can Take to Prepare for the Next Recession 13:32

30d ago13:32

13:32

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), stren…

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What is the Impact of a Cost Segregation Study When a Property is Sold? 23:08

30d ago23:08

23:08

In Episode 57 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, and co-host Vekevia Tillman-Jones, CFP®, MBA, go deep into what happens when an investor sells a rental property that previously had a cost segregation study performed. They explain the tax concepts, how depreciation recapture works, and the questions every real esta…

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Understanding Schedule E- Part 2 20:14

2M ago20:14

20:14

In Episode 54 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®,MBA, walks rental real estate investors through the second part of our deep dive into IRS Schedule E—focusing on understanding expense categories and depreciation. Whether you’re preparing your real estate numbers to share with your tax preparer or want to understand how y…

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8 Things You Can Do If You're Worried About the Stock Market 22:48

2M ago22:48

22:48

In Episode 53 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, takes a break from real estate investing topics to address a common concern - stock market volatility. Whether you’re saving for retirement, planning a major purchase, or simply want to make smarter investment decisions, this episode will help you navigate market unc…

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Real Estate Benefits for Military Clients with Philip Hulme 40:02

3M ago40:02

40:02

In Episode 52 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, talks with Phillip Hulme, CFP®, MBA, founder of Stars and Stripes Financial Advisors, about how military service members can use real estate as a powerful wealth-building tool. Whether you’re in the military or a veteran looking to grow your real estate portfolio, th…

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Understanding Schedule E 18:12

3M ago18:12

18:12

In this episode, Vekevia Tillman-Jones dives into one of the most important tax forms for real estate investors—Schedule E. If you own rental properties, understanding how rental income is classified and reported can help you maximize tax efficiency and avoid costly mistakes when working with your tax preparer. She breaks down when to use Schedule …

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The Accidental Landlord with Daniel Kopp 31:24

4M ago31:24

31:24

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…

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How 529 Plans Can Help You Save for College and Reduce Your Tax Bill 17:24

4M ago17:24

17:24

In this episode, Vekevia Tillman-Jones jumps into one of the biggest financial concerns for parents—how to afford the rising cost of college. She breaks down how 529 plans work, the tax benefits, and what to do if your child doesn’t end up using the funds for higher education. This week on Real Life Planning Podcast: 💡 How much does college really …

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Should You Buy a Home Now or Wait? 9:45

4M ago9:45

9:45

In Episode 43, Vekevia Tillman-Jones tackles how to decide if it’s the right time to buy a home, emphasizing the importance of financial readiness over trying to time the market. She shares practical tips for budgeting, exploring creative strategies like house hacking, and preparing for a sound long-term investment. " It's a lot less about trying t…

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Real Estate Syndications: Ask These 20 Questions 26:29

4M ago26:29

26:29

In Episode 44 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, offers coaching questions that accredited investors can ask when considering real estate syndications. She also translates jargon, explains typical roles, and gives a general overview of benefits and risks associated with these complex investments. This podcast is fo…

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Tax Planning for Real Estate Investors with Michael Law, CPA 36:17

4M ago36:17

36:17

In Episode 46 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, interviews Michael Law, CPA, specialist in tax compliance and consulting with small business, real estate, and stock compensation. Michael Law has Masters in Taxation and 25 years experience, and prioritizes researching and finding solutions for clients. Michael shar…

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Are You Emotionally Attached to Your Rental Property? 9:46

4M ago9:46

9:46

In Episode 45, Vekevia Tillman-Jones explores the emotional and financial dynamics of rental property ownership. Whether you’re managing your first rental, upgrading a property, or deciding whether to sell, Vekevia provides actionable insights to help you assess if your rental property is still a good fit for you. "So being emotionally attached to …

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Financial Planners Can Truly Help Real Estate Investors 6:59

4M ago6:59

6:59

In Episode 47, Vekevia Tillman-Jones share insights from her own real estate and financial planning journey while working through the Real Estate Financial Coach Course. She explores how financial planners can help real estate investors develop a business owner mindset. "... if I had known my options and had a chance to really talk that through wit…

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Financial Planning for a 1031 Exchange 18:43

4M ago18:43

18:43

In Episode 40, Cynthia Meyer, CFA®, CFP®, ChFC®, shares insights on financial planning for a 1031 exchange, explaining what it is, its strategic benefits, and key considerations for real estate investors. Learn how to optimize your real estate portfolio by understanding like-kind properties, strict time limits, and the importance of pre-planning. "…

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What is it Like to Work With a Business Coach? 13:52

4M ago13:52

13:52

In Episode 41, Vekevia Tillman-Jones discusses the transformative benefits of working with a business coach. Vekevia shares her insights as a seasoned business coach, highlighting how coaching empowers entrepreneurs to align their goals, overcome challenges, and achieve sustainable growth. "There’s no shame in asking for help or in needing guidance…

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Questions to Ask Yourself Before Borrowing a Hard Money Loan 14:20

4M ago14:20

14:20

In Episode 42 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, breaks down the key considerations for real estate investors exploring hard money loans, including when to use them, typical terms, and risks. She also shares essential tips for asking the lender questions and understanding the pros and cons of private loans. " …if y…

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What Is a Live-In Flip Strategy? 24:28

4M ago24:28

24:28

In Episode 48 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, breaks down the live-in flip strategy - a unique approach to real estate investing where homeowners renovate their primary residence and sell it for a profit after at least two years. She explains how this strategy can help investors maximize tax-free capital gains u…

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How to Find a Financial Planner Who Understands Real Estate 23:05

6M ago23:05

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…

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Getting Started with Semi Passive Income through Turo 11:07

6M ago11:07

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 …

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Fee Model Opportunities for Real Estate Agents with Dave Rowan 14:46

7M ago14:46

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…

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Getting Off to a Fast Start with Vekevia Tillman Jones 22:40

8M ago22:40

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…

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Get More Done in Less Time with Kathleen Boyd 32:04

8M ago32:04

32:04

In Episode 24, I have a great conversation with work process coach, Kathleen Boyd, CFP® from the XY Planning Network team. We talk about getting more done in less time with the help of workflows and tech tools for automation. Listen to learn valuable tips on creating effective work processes that will save you time and money. Later in the episode, …

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Making Better Insurance Decisions for Real Estate Investors with Steve Meyer 35:40

8M ago35:40

35:40

In Episode 25, I talk to my husband and rental property business partner, Steve Meyer, about insurance answers for real estate investors. Steve is “work optional” now, after an impactful career as an actuary/ insurance executive in reinsurance and insurance. I think you're going to enjoy his perspective on how to maximize the value of your relation…

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College Planning with Real Estate Investors with Rynda Wilk 18:03

8M ago18:03

18:03

In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on the potential challenges real estate investors face when handling their child’s college financial aid application. Rynda also highlights ways you can help your college-bound child make a college choice that fits them now and fits them as a…

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Creating Something New with Laura Soulages 17:46

8M ago17:46

17:46

In Episode 27, I speak with Laura Soulages, the founder and the director of Casa Andaluna, a new beautiful retreat center in El Quindio, Colombia. As the founder of two innovative schools, Laura has an interesting perspective on incorporating play and art into everyday life in a way that helps us all be better humans. INFORMATION PRESENTED IN THIS …

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9 Things to Discuss Before Moving In Together 13:13

8M ago13:13

13:13

In Episode 28, I offer nine questions to tackle with your partner before you move in together. It comes down to sharing expectations in advance. 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 H…

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Can I put real estate in a retirement account? 14:54

8M ago14:54

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…

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Is It Time to Downsize? 7:44

8M ago7:44

7:44

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…

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Business Gifting with Lucia E. Robles 21:54

8M ago21:54

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…

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How to Create an Estate Plan for your Online Accounts 10:32

8M ago10:32

10:32

In Episode 32, I speak about the importance of having an estate plan for your online and social media accounts in case of an emergency or when you pass away. 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 …

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Creating an Entreprenueur Playground with Liz Rossilli 26:14

8M ago26:14

26:14

In Episode 33, I speak with sales coach and entrepreneur, Liz Rossilli of Sales Savvy, about her co-working event called the Entrepreneur Playground. Later in the episode, we delve into the importance of developing relationships with people to help propel your business growth. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION …

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Do Real Estate Investors Need a Living Trust? 13:01

8M ago13:01

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…

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Life Insurance Policy Loans- Pros and Cons for Real Estate Investors 12:39

8M ago12:39

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 …

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Financial Planning for House Hacking 17:38

8M ago17:38

17:38

In Episode 36, I'm discussing everything about house hacking. I will share how house hacking can be a gateway to building a real estate business, insights on benefits, risks, and the importance of professional tax advice for aspiring house hackers. This episode will provide valuable guidance for those looking to turn their home into a source of inc…

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Your Tax Return Tells a Story with Ian Scott 26:16

8M ago26:16

26:16

In Episode 23, I have a conversation with tax professional, Ian Scott, CPA. We talk about tax planning for small business owners, including real estate business owners. Listen to learn valuable tips to prepare for tax season and how to avoid costly mistakes. Later in the episode, Ian underscores the untapped potential of growing wealth in the gig e…

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Planning for Military Families with Scott Vance 31:20

8M ago31:20

31:20

In Episode 16, I talk to Scott Vance about the unique financial planning scenarios of military families. Learn about his insights on investments and owning rental properties while on active duty. I hope you can stick around to get productivity tips from Scott for a successful transition from military career to civilian entrepreneur. INFORMATION PRE…

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Househacking for Beginners with Lauren Bellis (Part 1) 18:28

8M ago18:28

18:28

In Episode 17, I talk to Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. This week on Real Life Planning Podcast, Cynthia will cover: 💡 What is house hacking? [00:01:05] 💡 What motivated Lauren to become a house hacker? [00:02:27] 💡 What are th…

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Househacking for Beginners with Lauren Bellis (Part 2) 17:44

8M ago17:44

17:44

In Episode 18, I continue my conversation with Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. Lauren also shares insights on how to balance comfort versus profit as a house hacker. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND D…

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Financial Planning for a Sabbatical with Jake Northrup 37:43

8M ago37:43

37:43

In Episode 19, I have a conversation with Jake Northrup of Experience Your Wealth about ways that people can take extended sabbatical. Find out how Jake is helping people do more of what they want in life right now and still stay on track for their other goals. Listen all the way through for our discussion of how my own career sabbaticals have chan…

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The Resilient Nonprofit with Maya Tussing 43:36

8M ago43:36

43:36

In Episode 20, I have a conversation with Maya Tussing of Fairlight Advisors about how nonprofit organizations can maintain financial health so they can keep delivering on their mission. Discover how Maya coaches small- to medium-sized non profits to manage cash flow over multiple years, reduce risk, and optimize their board fundraising. INFORMATIO…

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Coding as Problem Solving with Youssouf Ouedraogo 29:34

8M ago29:34

29:34

In Episode 21, I have a conversation with software engineer Youssouf Ouedraogo about how coding can change the world starting with solving everyday problems. Stick around for the second half of the episode to learn how his tenacity and resilience took him from a foreign student in an English language learning program to a successful software engine…

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Make Better Health Care Decisions with Kelley Long 38:00

8M ago38:00

38:00

In Episode 22, I have a conversation with Health Savings Account expert and financial wellness coach, Kelley Long, CPA/PFS, CFP®. We tackle what to consider when selecting a healthcare plan, the benefits of a Health Savings Account, and hacks to help you receive great medical care at better cost. Stick around for the second half of the episode to l…

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Creating A Personal Brand With Carley Storm 33:18

8M ago33:18

33:18

In Episode 15, I talk to Carley Storm about the significance of brand photography for your business and how it helps a potential client feel like they know you and ultimately want to do business with you. Stick around to learn how Carley uses her studio to generate additional revenue by listing it on PeerSpace. INFORMATION PRESENTED IN THIS PODCAST…

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Finding Your Balance with Maddy Roche 31:07

10M ago31:07

31:07

In Episode 11, Cynthia Meyer talks to Maddy Roche about getting sh*t done, learning as you go, and enjoying life now. Maddy tells us about her wild ride as the first employee of the XY Planning Network and how the journey has changed her. Stick around to hear how she opened up a room in her Montana home on Airbnb and marketed it as an LGBTQ+, BIPOC…

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Getting In the Door with Daniel Yerger 36:49

10M ago36:49

36:49

In Episode 8, host Cynthia Meyer talks to Daniel Yerger, MBA, CFP©, ChFC©, AIF©, CDFA© of MY Wealth Planners about his new book, Getting In the Door: Starting a Financial Planning Career, his journey to becoming a financial planner, and how the career path has changed over time. This week on Real Life Planning Podcast: 💡 Why financial planning as a…

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Your New Tech Job with Mike Zung 20:08

10M ago20:08

20:08

In Episode 9, host Cynthia Meyer, CFA®, CFP®, ChFC®, talks to Java Wealth Founder Mike Zung, CFP® about what to consider when you take a new tech job, how you can use equity compensation to make a broader impact in the world, and why he became a CERTIFIED FINANCIAL PLANNER™ This episode of Real Life Planning Podcast covers: 💡 Mike Zung’s career cha…

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Finding the Signal in the Noise with Neil Krishnaswamy 35:43

10M ago35:43

35:43

In Episode 10, Cynthia Meyer talks to Neil Krishnaswamy on how the process of financial planning can help clients hone in on what’s most important in a sea of information. Neil tells us how he successfully changed his career from an electrical engineer to an entrepreneur. Make sure to listen all the way through for great books that inspire focused …

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What To Do When Things Move In The Wrong Direction with Bill Kan 32:02

10M ago32:02

32:02

In Episode 12, Bill Kan, CFA®, CFP®, shares strategies to weather market volatility. He also discusses how being mentally prepared during a bear market can optimize returns in the long run. Listen through to hear how science helps Bill create interesting flavors with his bread-making hobby. This week on Real Life Planning Podcast, Cynthia and Bill …