22:41

Real Life Planning Podcast Ep37: Getting Off to a Fast Start with Vekevia Tillman-Jones

23:06

Ep14: How to Find a Financial Planner Who Understands Real Estate

02:10

How is your life expressed in numbers?

01:06

Have you chosen the right financial planning path?

00:57

Are you growing your skillset?

01:46

What is a financial planner?

03:59

How do you compare to other applicants in the job market?

03:09

Understanding tax implications on equity compensation

01:13

Signs you need a career change

01:08

Have you figured out your career path?

01:03

Are you passionate about your career?

01:46

Do you understand equity compensation?

00:45

Do you understand the mechanics of investing?

00:50

Are you treating ups and downs the same?

00:54

Can goals be a liability?

01:01

What do clients ask me for?

00:58

Can your portfolio perform in a Bull Market?

00:44

Don't time the markets!

01:44

Can your portfolio withstand inflation?

01:57

Does your portfolio match your goals?

02:43

What's the learning curve in real estate investing?

01:10

Is your strategy efficient as a new investor?

02:37

What are the different notes and benefits of buying them?

01:26

How can you get started in real estate investing?

01:04

Do you understand the risks vs rewards of buy and hold?

00:47

What 3 questions do you need to ask yourself?

02:28

What are buy and hold investment strategies?

01:31

Have you considered the risks of lending?

00:49

How are you allocating your funds?

03:10

Is your property manager helping you grow?

02:11

Do you have the help you need to manage successfully?

01:00

Are you the bank or the investor?

01:57

Questions to ask yourself before hiring

17:39

Real Life Planning Podcast Ep36: Financial Planning for House Hacking

12:39

Real Life Planning Podcast Ep 35: Life Insurance Policy Loans- Pros & Cons for Real Estate Investors

13:02

Real Life Planning Podcast Episode 34: Do Real Estate Investors Need a Living Trust?

26:15

Real Life Planning Podcast Episode 33: Creating an Entreprenueur Playground with Liz Rossilli

10:23

Real Life Planning Podcast Episode 32: How to Create an Estate Plan for Your Online Accounts

21:55

Real Life Planning Podcast Episode 31: The Philosophy of Business Gift Giving with Lucia E Robles

07:45

Real Life Planning Podcast Ep 30: Is It Time to Downsize?

01:00

Will You Itemize All Your Fees and Expenses in Writing?

00:12

Do You Participate in any Sales Contests or Award Programs?

00:19

Does Anybody Else Ever Pay You to Advise Me?

00:32

Are Your Fees Negotiable?

00:30

Who Manages Your Money?

00:41

After Inflation, Taxes & Fees, What is a Reasonable Estimated Return on My Portfolio?

01:28

Which Professional Credentials Do You Have?

01:18

How Do You Report Investment Performance?

00:40

How Often Do You Trade?

00:47

Do You Believe You Can Beat the Market?

00:33

Do You Believe in Technical Analysis or Market Timing?

01:43

What is Your Investment Philosophy?

00:34

Do You Earn Fees for Referring Clients to Specialists like Estate Attorneys or Insurance Agents?

00:55

Do You Focus Solely on Investment Management?

00:30

Do You Pay Referral Fees to Generate New Clients?

00:13

Do you earn fees as adviser to a private fund?

14:55

Real Life Planning Podcast Episode 29: Can I put real estate in a retirement account?

00:35

Can You Tell Me About Your Conflicts of Interest, Orally and in Writing?

00:29

Are you always a fiduciary, and will you state that in writing?

00:45

Will You Consider Charging by the Hour or Retainer?