Financial Planners Can Truly Help Real Estate Investors episode artwork

EPISODE · Feb 4, 2025 · 6 MIN

Financial Planners Can Truly Help Real Estate Investors

from Real Life Planning Podcast · host Vekevia Tillman-Jones

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 with someone, perhaps I would have looked for multi-unit property just to begin and think it's awesome." - Vekevia Tillman-JonesThis week on Real Life Planning Podcast:💡How can new real estate investors shift their mindset to see property ownership as a business? [00:01:22]💡How might Vekevia’s real estate journey have been different if she had known about house hacking sooner? [00:02:05]💡What key factors should investors consider when selecting a property for long-term success? [00:04:04]💡How can working with a financial planner help investors gain clarity on their goals? [00:05:25]💡What is the Real Estate Financial Coach Course, and how can it benefit financial advisors and real estate investors? [00:06:19]Connect with Real Life Planning:Facebook: https://www.facebook.com/reallifeplanningLinkedIn: https://www.linkedin.com/company/real-life-planningX: https://x.com/cynthiameyer_ff​Instagram: https://www.instagram.com/rentalpropertyclub/Pinterest:https://www.pinterest.com/reallifeplanningEmail: [email protected]  About the Real Life Planning PodcastHosts 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. 

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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 with someone, perhaps I would have looked for multi-unit property just to begin and think it's awesome." - Vekevia Tillman-Jones This week on Real Lif...

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Financial Planners Can Truly Help Real Estate Investors

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