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 entrepreneurship and the importance of empowering clients to take control of their financial futures.

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. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡How did Vekevia’s upbring influence her views on multiple sources of income? [00:01:21]
💡What strategies did Vekevia use to overcome her student loans and buy her first home? [00:03:20]
💡How does Vekevia balance her professional responsibilities with family life and entrepreneurship? [00:08:14]
💡What insights has Vekevia gained from starting a peer-to-peer car sharing business? [00:09:47]
💡What lessons does Vekevia share about managing rental properties? [00:12:05]💡What topics does Vekevia plan to teach in her workshops and webinars for aspiring real estate investors? [00:20:29]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 income.

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. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡What is house hacking? [00:00:49]
💡What are the two types of house hacking? [00:02:14]
💡What are the benefits of house hacking? [00:4:04]
💡What are the risks? [00:07:10]
💡What tax considerations should I know if I house hack? [00:11:42]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡Is permanent life insurance designed to be a retirement strategy or to create liquidity? [00:01:03]
💡Is a policy loan considered income? [00:03:33]
💡Are policy dividends guaranteed to aid in the growth of cash value? [00:4:49]💡What are the potential tax issues? [00:05:40]
💡What are the alternatives to generate future cash flow? [00:08:35]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡What are the roles in a revocable living trust? [00:01:09]
💡How can a living trust help with your real estate? [00:03.26]
💡What is the biggest mistake people make with living trusts? [00:5:00]
💡When does it make sense to consider creating a living trust? [00:10:27]
💡How can I create a revocable living trust? [00:11:30]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡What is an “entrepreneur playground”? [00:00:41]
💡How can you benefit from an entrepreneurial playground environment? [00:03:46]
💡How does networking and connecting other business people help you? [00:08:17]
💡How is sales marketing like matchmaking? [00:10:33]
💡Which book series does Liz highly recommend to entrepreneurs? [00:12:51]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡What is digital estate planning? [00:01:30]
💡Who should be your digital executor? [00:03:15]
💡What online accounts are included in a digital estate plan? [00:06:02]
💡What are safer ways you can store your login and passwords? [00:06:39]
💡How do you share your directives with your digital executor? [00:08:33]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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 INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡How did Lucia get started? [00:02:23]
💡What is the philosophy of business gifting? [00:05:37]
💡What are the advantages of outsourcing business gifting? [00:08:07]
💡How can Lucia’s company help financial professionals? [00:15:51]
💡What is Lucia’s advice for budding entrepreneurs? [00:19:24]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

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. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.

This week on Real Life Planning Podcast:
💡What is downsizing? [00:00:20]
💡When should you consider downsizing your home? [00:01:57]
💡How can you downsize your costs without downsizing your space? [00:03:22]
💡When is it not the right time to downsize? [00:05:35]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

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 Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.