top of page

Real Estate Financial Coach Podcast Episode 5: Family Short Term Rental Business with Daniel Johnson, CFP®. MBA


In episode 5, Real Estate Financial Coach co-founder Cynthia Meyer, CFA®, CFP®, ChFC® interviews Daniel Johnson, CFP®, founder of Refocus Financial Planning. Daniel shares how his personal experience building a successful family-run Airbnb business shapes the way he advises clients — especially those navigating the complexities of short and midterm rentals.


In Episode 5 of the Real Estate Financial Coach Podcast, we will cover:


🏠How Daniel and his wife built a successful short-term rental business from a garage apartment in Asheville [00:04:05]

🏠 Why short term rental operators need a flexible schedule—and why it’s not ideal for everyone [00:11:34]

🏠The operational realities (and surprises) of running a short-term rental [00:10:16]

🏠 What planners need to understand before clients invest in short-term rentals [00:08:46]

🏠 Defining your niche as a financial planner serving real estate entrepreneurs [00:29:39]





Connect with Daniel Johnson, CFP®



Connect with Real Estate Financial Coach



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.



Comentários


The Real Estate Financial Coach course is for educational purposes only. None of the information provided in this course 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. The information should not be relied upon for purposes of transacting securities or other investments, including real estate. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 Real Estate Financial Coach Course

bottom of page