top of page
Search

Real Estate Financial Coach Podcast Episode 11: How Financial Planners Can Help Real Estate Investors

In Episode 11, REFC co-founder Cynthia Meyer, CFA®, CFP®, ChFC® talks with course instructor Dave Rowan, CFP®, MBA to unpack the many ways financial planners can add value when working with real estate investor clients. From cash flow planning to risk management, 1031 strategies, and diversification coaching, this conversation highlights how real estate-focused planners think of their clients as real estate business owners. Whether you're an advisor learning the ropes or a real estate investor wondering how a planner can support your goals, this episode is packed with practical insights.


In Episode 11 of the Real Estate Financial Coach Podcast, we will cover:


🏡 Supporting deal evaluation without making the decision [00:00:37]

🏡 Year-round cash flow planning and thinking like a business owner [00:03:22]

🏡 Real-world risk management strategies for landlords [00:05:46]

🏡 Planning for life-stage transitions and DST strategies [00:08:12]

🏡 Helping real estate clients diversify and access their equity [00:11:10]





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.



Comments

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