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10 Real Estate Questions to Ask Your Financial Advisor
Manage episode 515378208 series 3591185
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 experience [00:01:14]
💡Why the right financial planning software matters for property owners [00:02:23]
💡What to ask when evaluating deals, financing, or tax strategies [00:04:41]
💡How your advisor can support risk management and team-building [00:05:29]
💡Red flags to look for when discussing 1031 exchanges or DSTs [00:09:36]
Takeaway Quotes:
" If you have a real estate business and you own real estate as part of your investment portfolio, you want a holistic view of your personal finances.” - Cynthia Meyer
" We’re all on this journey—everyone has some successes and has made some mistakes.” - Cynthia Meyer
Connect with Real Life Planning:
- Facebook: https://www.facebook.com/reallifeplanning
- LinkedIn: https://www.linkedin.com/company/real-life-planning
- X: https://x.com/cynthiameyer_ff
- Instagram: https://www.instagram.com/rentalpropertyclub/
- Pinterest:https://www.pinterest.com/reallifeplanning
- Email: [email protected]
About the Real Life Planning Podcast
Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.
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.
74 episodes
Manage episode 515378208 series 3591185
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 experience [00:01:14]
💡Why the right financial planning software matters for property owners [00:02:23]
💡What to ask when evaluating deals, financing, or tax strategies [00:04:41]
💡How your advisor can support risk management and team-building [00:05:29]
💡Red flags to look for when discussing 1031 exchanges or DSTs [00:09:36]
Takeaway Quotes:
" If you have a real estate business and you own real estate as part of your investment portfolio, you want a holistic view of your personal finances.” - Cynthia Meyer
" We’re all on this journey—everyone has some successes and has made some mistakes.” - Cynthia Meyer
Connect with Real Life Planning:
- Facebook: https://www.facebook.com/reallifeplanning
- LinkedIn: https://www.linkedin.com/company/real-life-planning
- X: https://x.com/cynthiameyer_ff
- Instagram: https://www.instagram.com/rentalpropertyclub/
- Pinterest:https://www.pinterest.com/reallifeplanning
- Email: [email protected]
About the Real Life Planning Podcast
Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.
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.
74 episodes
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