417 - Wealth Unveiled: Navigating Finances and Realities with Sarah Ponder, CFP®, MBA

Discover the keys to unlocking financial success with Sarah Ponder, CFP® and MBA, as she guides you through a transformative journey to reshape your financial future. Delve into a humorous account of Sarah's journey to becoming a certified financial planner and gain expert advice on establishing a solid financial strategy for real estate investments.    Sarah, the founder of Real Estate Wealth Planning, draws from her experiences as a Regional Director at Dimensional Fund Advisors and a background in education to provide valuable insights. Tune in and let Sarah's wisdom illuminate your path to financial triumph.     Key takeaways to listen for A humorous journey to becoming a certified financial planner How to set up a solid financial strategy for real estate investments The definition of true wealth and the 3 ways to reach it The significance of maintaining a healthy financial mindset Essential financial planning tips for real estate professionals     Resources mentioned in this episode Dimensional Fund Advisors The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover The Price You Pay for College by Ron Lieber | Kindle, Paperback, and Hardcover The Morgan Housel Podcast     About Sarah Ponder, CFP®, MBA Sarah founded Real Estate Wealth Planning to help real estate pros, pre-retirees, and retirees find true financial freedom through comprehensive financial life planning. Before starting this company, she was a Regional Director at Dimensional Fund Advisors. As this low-cost investment manager, she helped manage client assets in a straightforward way that let them sleep at night.   Before she worked in financial services, she spent nine years in the education sector, first as a sixth-grade math and science teacher and then as Director of Partner Services for EverFi, an education technology company focused on financial literacy and life skills. Throughout my career, I traveled most of the United States to teach thousands of children and adults in person and virtually.     Connect with Sarah Website: Real Estate Wealth Planning LinkedIn: Sarah Ponder, CFP® Facebook: Real Estate Wealth Planning  Instagram: @real_estate_wealth_planning  Email: [email protected]  Phone Number: (512) 222-9280      Connect with Leigh Please subscribe to this podcast on iTunes or the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.   Subscribe to Leigh's other podcast Real Estate From The Rooftops     Sponsors Leigh Brown University – New On-Demand Training How to Dominate During This Recession! Enroll Now to get ahead of the curve and learn how to manage changing markets, the action steps for what to do, and most importantly, what to say so that you can secure listings, assist more buyers, and grow your business no matter what the market is doing. Link: http://dominatethisrecession.com