Real Estate Financial Coach Podcast Episode 13: Why Join Your Local Real Estate Investors Association with Sam Jones, CFP®, AFC®
- Cynthia Meyer, CFA®, CFP®, ChFC®
- Jul 1
- 1 min read
In Episode 13, REFC co-founder Cynthia Meyer, CFA®, CFP®, ChFC® chats with Sam Jones, CFP®, AFC®, a financial planner at Vitality Capital Management and a Real Estate Financial Coach Course alum. Sam shares how joining his local real estate investors association transformed his practice, why he offers bookkeeping alongside financial planning, and how real estate investing is shaping his own journey toward financial independence.
This inspiring episode is packed with practical strategies for planners who want to specialize in real estate.
In Episode 13 of the Real Estate Financial Coach Podcast, we will cover:
🏡 How joining a REIA helped Sam find his niche [00:02:03]
🏡 Offering bookkeeping with financial planning for real estate clients [00:03:10]
🏡 Helping investors build cash reserves and stay solvent through market swings [00:05:13]
🏡 How to use house hacking and midterm rentals to launch a real estate portfolio [00:08:13]
🏡 Why financial planners should step into the real estate investor space [00:11:27]
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About the Real Estate Financial Coach Podcast
The REFC podcast is a financial planning resource for real estate investors and the financial planners who serve them. Learn real estate financial planning concepts and real estate business coaching tools from our experienced course instructors.
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