Najlepsze podcasty z kategorii: Steve Tillman (2024)

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Legacy Blueprint with Steve Tillman of Tillman Law 32:00

13d ago32:00

32:00

Whether you're caring for an aging loved one or simply thinking about your own future, having an estate plan in place can make a world of difference. Today, we're joined by Steve Tillman, an experienced estate planning attorney who will share expert advice on how to protect your assets, plan for the unexpected, and ensure your wishes are honored.…

1
Care Connect with KIPDA 30:00

6d ago30:00

30:00

KIPDA, as an area agency on aging, is committed to helping families find the right programs and services for their loved ones. In each episode, we'll explore the many ways KIPDA can assist caregivers—from understanding available benefits to connecting with local support groups and respite care.Autor: familycarenav

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A Day in My Mind, navigating Alzheimer’s, a conversation with Judy Miller 34:00

20d ago34:00

34:00

Today, we have a special guest, Judy Miller, who is living with Alzheimer’s and has been navigating life with the help of Leqembi, a new treatment aimed at slowing the progression of this condition. We’ll hear firsthand about their journey, the ups and downs, and how this drug has impacted their daily life. Thank you for joining us as we dive into …

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Getting Off to a Fast Start with Vekevia Tillman Jones 22:40

22d ago22:40

22:40

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…

1
How to Create an Estate Plan for your Online Accounts 10:32

24d ago10:32

10:32

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 …

1
Financial Planning for House Hacking 17:38

24d ago17:38

17:38

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 inc…

1
Life Insurance Policy Loans- Pros and Cons for Real Estate Investors 12:39

24d ago12:39

12:39

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 …

1
Do Real Estate Investors Need a Living Trust? 13:01

24d ago13:01

13:01

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 R…

1
Creating an Entreprenueur Playground with Liz Rossilli 26:14

24d ago26:14

26:14

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 …

1
Business Gifting with Lucia E. Robles 21:54

24d ago21:54

21:54

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 IN…

1
Is It Time to Downsize? 7:44

24d ago7:44

7:44

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. PL…

1
Can I put real estate in a retirement account? 14:54

24d ago14:54

14:54

In Episode 29, I discuss owning real estate in self-directed retirement accounts, and tackle the potential benefits and challenges of this strategy. 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 INVESTMEN…

1
9 Things to Discuss Before Moving In Together 13:13

24d ago13:13

13:13

In Episode 28, I offer nine questions to tackle with your partner before you move in together. It comes down to sharing expectations in advance. 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 H…

1
Creating Something New with Laura Soulages 17:46

24d ago17:46

17:46

In Episode 27, I speak with Laura Soulages, the founder and the director of Casa Andaluna, a new beautiful retreat center in El Quindio, Colombia. As the founder of two innovative schools, Laura has an interesting perspective on incorporating play and art into everyday life in a way that helps us all be better humans. INFORMATION PRESENTED IN THIS …

1
College Planning with Real Estate Investors with Rynda Wilk 18:03

24d ago18:03

18:03

In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on the potential challenges real estate investors face when handling their child’s college financial aid application. Rynda also highlights ways you can help your college-bound child make a college choice that fits them now and fits them as a…

1
Making Better Insurance Decisions for Real Estate Investors with Steve Meyer 35:40

24d ago35:40

35:40

In Episode 25, I talk to my husband and rental property business partner, Steve Meyer, about insurance answers for real estate investors. Steve is “work optional” now, after an impactful career as an actuary/ insurance executive in reinsurance and insurance. I think you're going to enjoy his perspective on how to maximize the value of your relation…

1
Get More Done in Less Time with Kathleen Boyd 32:04

24d ago32:04

32:04

In Episode 24, I have a great conversation with work process coach, Kathleen Boyd, CFP® from the XY Planning Network team. We talk about getting more done in less time with the help of workflows and tech tools for automation. Listen to learn valuable tips on creating effective work processes that will save you time and money. Later in the episode, …

1
Coding as Problem Solving with Youssouf Ouedraogo 29:34

24d ago29:34

29:34

In Episode 21, I have a conversation with software engineer Youssouf Ouedraogo about how coding can change the world starting with solving everyday problems. Stick around for the second half of the episode to learn how his tenacity and resilience took him from a foreign student in an English language learning program to a successful software engine…

1
The Resilient Nonprofit with Maya Tussing 43:36

24d ago43:36

43:36

In Episode 20, I have a conversation with Maya Tussing of Fairlight Advisors about how nonprofit organizations can maintain financial health so they can keep delivering on their mission. Discover how Maya coaches small- to medium-sized non profits to manage cash flow over multiple years, reduce risk, and optimize their board fundraising. INFORMATIO…

1
Financial Planning for a Sabbatical with Jake Northrup 37:43

24d ago37:43

37:43

In Episode 19, I have a conversation with Jake Northrup of Experience Your Wealth about ways that people can take extended sabbatical. Find out how Jake is helping people do more of what they want in life right now and still stay on track for their other goals. Listen all the way through for our discussion of how my own career sabbaticals have chan…

1
Make Better Health Care Decisions with Kelley Long 38:00

24d ago38:00

38:00

In Episode 22, I have a conversation with Health Savings Account expert and financial wellness coach, Kelley Long, CPA/PFS, CFP®. We tackle what to consider when selecting a healthcare plan, the benefits of a Health Savings Account, and hacks to help you receive great medical care at better cost. Stick around for the second half of the episode to l…

1
Your Tax Return Tells a Story with Ian Scott 26:16

24d ago26:16

26:16

In Episode 23, I have a conversation with tax professional, Ian Scott, CPA. We talk about tax planning for small business owners, including real estate business owners. Listen to learn valuable tips to prepare for tax season and how to avoid costly mistakes. Later in the episode, Ian underscores the untapped potential of growing wealth in the gig e…

1
Househacking for Beginners with Lauren Bellis (Part 2) 17:44

24d ago17:44

17:44

In Episode 18, I continue my conversation with Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. Lauren also shares insights on how to balance comfort versus profit as a house hacker. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND D…

1
Househacking for Beginners with Lauren Bellis (Part 1) 18:28

24d ago18:28

18:28

In Episode 17, I talk to Lauren Bellis about house hacking for beginners and how it is a powerful real estate investment strategy to start your journey to financial independence. This week on Real Life Planning Podcast, Cynthia will cover: 💡 What is house hacking? [00:01:05] 💡 What motivated Lauren to become a house hacker? [00:02:27] 💡 What are th…

1
Planning for Military Families with Scott Vance 31:20

24d ago31:20

31:20

In Episode 16, I talk to Scott Vance about the unique financial planning scenarios of military families. Learn about his insights on investments and owning rental properties while on active duty. I hope you can stick around to get productivity tips from Scott for a successful transition from military career to civilian entrepreneur. INFORMATION PRE…

1
Creating A Personal Brand With Carley Storm 33:18

24d ago33:18

33:18

In Episode 15, I talk to Carley Storm about the significance of brand photography for your business and how it helps a potential client feel like they know you and ultimately want to do business with you. Stick around to learn how Carley uses her studio to generate additional revenue by listing it on PeerSpace. INFORMATION PRESENTED IN THIS PODCAST…

1
How to Find a Financial Planner Who Understands Real Estate 23:05

24d ago23:05

23:05

In Episode 14, I’m talking about how real estate investors can find an experienced financial planner who actually understands real estate. 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 RI…

1
Navigating the Holidays as a Family Caregiver 31:30

27d ago31:30

31:30

For many, the holidays are a time of joy and celebration, but when you're balancing family traditions with the reality of caring for a loved one, it can feel overwhelming. How do we hold onto the spirit of the season while managing the emotional and physical demands of caregiving? Today, we’ll explore practical tips to ease stress and find moments …

1
In Sickness and in Strength: A Love Story Through Illness 43:21

1M ago43:21

43:21

In this heartfelt episode, we sit down with Caroline and Bob Scott, a couple whose love was put to the ultimate test when they both faced unexpected health crises. As they navigated the challenges of caring for each other, they discovered resilience, vulnerability, and the true meaning of partnership. Join us as they share their inspiring journey o…

1
Breaking the Silence: Inside the Fight to End Alzheimer's with Policy Powerhouses 46:59

1M ago46:59

46:59

In this compelling episode, we sit down with the Chapter Chair, Shannon White and Director of Public Policy, McKenzie Wallace from the Alzheimer's Association of Greater Kentucky & Southern Indiana to explore the transformative work being done to combat this devastating disease. They dive deep into the critical policy changes shaping the future of …

1
Preparing for the Unexpected: Financially and Legally with 40:24

2M ago40:24

40:24

In this episode we discuss ways that families can plan properly for Life Changing Events. LTCs happen – life happens. Be prepared. Learn about the critical documents that need to be in place. Understand and prevent the most common mistakes that happen during estate planning. Then we discuss how to stress test your retirement plan for LTC events.…

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"Living Until You Die: A Conversation with Death Doula Donna Hone" 38:14

2M ago38:14

38:14

In this insightful episode of Family Care Navigators, we sit down with Donna Hone, a compassionate Death Doula and end-of-life coach from Louisville, KY. Donna shares her profound wisdom on the importance of "living until you die," focusing on how to leave a lasting legacy and the art of dying well. Through her work, Donna provides support and guid…

1
Wheels of Independence: How Transportation Empowers Seniors and Citizens with Disabilities with Amy Grzymkowski 29:33

2M ago29:33

29:33

Transportation is an issue that stops many seniors and caregivers from living a full, active life. Listen as Deputy of Transporation, Amy Grzymkowski shares how to overcome this challenge.Autor: familycarenav

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Faith, Family, and Caregiving: Navigating Emotional Health with Rev. Dr. Kilen and Cassandra Gray 1:04:09

2M ago1:04:09

1:04:09

In this heartfelt episode of *Family Care Navigators*, we welcome Rev. Dr. Kilen and Cassandra Gray, esteemed family counselors and pastors from Shelbyville, KY, who bring a unique blend of professional expertise and personal caregiving experience. Together, they share their journey of balancing faith, family, and the emotional challenges of caregi…

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Veteran Care Advantage: Financial Strategies for Aging Heroes Episode 2 27:30

3M ago27:30

27:30

Roy Myers is a seasoned financial advisor with over 42 years of experience in the financial services industry. Renowned for his expertise in structuring and managing employee benefits, Roy has served city and county governments, hospitals, small businesses, and individuals across Kentucky. His comprehensive understanding of financial planning has m…

1
Veteran Care Advantage: Financial Strategies for Aging Heroes Episode 1 30:33

3M ago30:33

30:33

Roy Myers is a seasoned financial advisor with over 42 years of experience in the financial services industry. Renowned for his expertise in structuring and managing employee benefits, Roy has served city and county governments, hospitals, small businesses, and individuals across Kentucky. His comprehensive understanding of financial planning has m…

1
Creating a Risk-Balanced Portfolio With John Bernstein 22:56

3M ago22:56

22:56

In Episode 13, I talk to John Bernstein of Bernstein Financial Advisory about the importance of balancing the risk of your portfolio in all investment environments. Based on the institutional strategy called “risk parity,” John offers an educational overview on how portfolio construction using a risk allocation can help navigate difficult market en…

1
What To Do When Things Move In The Wrong Direction with Bill Kan 32:02

3M ago32:02

32:02

In Episode 12, Bill Kan, CFA®, CFP®, shares strategies to weather market volatility. He also discusses how being mentally prepared during a bear market can optimize returns in the long run. Listen through to hear how science helps Bill create interesting flavors with his bread-making hobby. This week on Real Life Planning Podcast, Cynthia and Bill …

1
Finding Your Balance with Maddy Roche 31:07

3M ago31:07

31:07

In Episode 11, Cynthia Meyer talks to Maddy Roche about getting sh*t done, learning as you go, and enjoying life now. Maddy tells us about her wild ride as the first employee of the XY Planning Network and how the journey has changed her. Stick around to hear how she opened up a room in her Montana home on Airbnb and marketed it as an LGBTQ+, BIPOC…

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Finding the Signal in the Noise with Neil Krishnaswamy 35:43

3M ago35:43

35:43

In Episode 10, Cynthia Meyer talks to Neil Krishnaswamy on how the process of financial planning can help clients hone in on what’s most important in a sea of information. Neil tells us how he successfully changed his career from an electrical engineer to an entrepreneur. Make sure to listen all the way through for great books that inspire focused …

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Your New Tech Job with Mike Zung 20:08

3M ago20:08

20:08

In Episode 9, host Cynthia Meyer, CFA®, CFP®, ChFC®, talks to Java Wealth Founder Mike Zung, CFP® about what to consider when you take a new tech job, how you can use equity compensation to make a broader impact in the world, and why he became a CERTIFIED FINANCIAL PLANNER™ This episode of Real Life Planning Podcast covers: 💡 Mike Zung’s career cha…

1
Getting In the Door with Daniel Yerger 36:49

3M ago36:49

36:49

In Episode 8, host Cynthia Meyer talks to Daniel Yerger, MBA, CFP©, ChFC©, AIF©, CDFA© of MY Wealth Planners about his new book, Getting In the Door: Starting a Financial Planning Career, his journey to becoming a financial planner, and how the career path has changed over time. This week on Real Life Planning Podcast: 💡 Why financial planning as a…

1
Are You Really Ready To Upsize Your Home? 10:01

3M ago10:01

10:01

In Episode 5, Cynthia Meyer discusses the 3 questions you need to ask yourself when deciding to upsize your home with today’s highly active real estate market you are thinking about buying a bigger home. She will also highlight the scenarios that will indicate when it does make sense to stay in your home or when to start browsing for a bigger one. …

1
Marriage and Money with Cynthia Meyer 16:27

3M ago16:27

16:27

In this episode of Real Life Planning Podcast, I will talk about the relationship between money and marriage. When couples get married, they expect that their marriage will be a romantic and spiritual partnership, and for many couples, a parenting partnership. However, one thing couples often overlook is that marriage is also an economic partnershi…

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Working with a Virtual Assistant with Michelle York 20:14

3M ago20:14

20:14

In Episode 4, Cynthia Meyer talks to Michelle York, founder of the virtual assistant agency, York Assists, which specializes in supporting financial professionals. Michelle shares how virtual assistants can improve business productivity and growth while lowering staffing costs. She discusses how to find and select the right virtual assistant for yo…

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Buying a Home in an Expensive Area 11:28

3M ago11:28

11:28

Housing prices have risen rapidly. Is it still possible to buy your own home in an expensive area? In Episode 7 of the Real Life Planning video podcast, CERTIFIED FINANCIAL PLANNER™ Cynthia Meyer outlines how aspiring homeowners in expensive areas can reach their goals: 💡 How renting is like dating? 💡 Calculating your starting home budget using you…

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Have You Had The Money Talk? 13:40

3M ago13:40

13:40

If you're contemplating sharing a household together now or at some point in the future, there is no better time than the present to discuss finances. In Episode 6 of the Real Life Planning video podcast, CERTIFIED FINANCIAL PLANNER™ Cynthia Meyer outlines a powerful format for building a strong financial foundation as a couple. This week on Real L…

1
Passion to Impact with Tania Brown 38:15

3M ago38:15

38:15

How does someone turn their passion into actions that make an impact? In this episode, Tania Brown, CFP® founder of Financially Thriving Mom, talks with Real Life Planning Podcast hots, Cynthia Meyer, about why she teaches working moms how to take practical steps to stop living paycheck to paycheck, how she used her life experiences to pay it forwa…

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Your Digital Storefront with Liz Wilcox 25:50

3M ago25:50

25:50

In Episode 2, Real Life Planning Podcast host, Cynthia Meyer, talks to digital marketing strategist Liz Wilcox, founder of the marketing and creative agency, Wilcox Media and Marketing in the Houston, TX metro area. Liz shares how growing businesses can create a digital storefront with content that attracts the right customers. The Real Life Planni…

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