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Real Estate Financial Coach Podcast Episode 3: Tax & Business Coaching with Terrance Hutchins

In episode 3, host and Real Estate Financial Coach co-founder Cynthia Meyer, CFA®, CFP®, ChFC® interviews Terrance Hutchins, founder of Logos Financial Group and a financial planner, tax strategist, and real estate investor based in Frisco, Texas. Terrance shares how he blends his tax expertise, real estate experience, and business acumen to serve clients as a personal CFO—offering tailored strategies to help investors and entrepreneurs grow with intention.


In Episode 3 of the Real Estate Financial Coach Podcast, we will cover:


🏠 How Terrance transitioned from flipping houses to building a rental portfolio [00:01:49]

🏠 How Terrance’s tax background enhances his guidance for real estate investor clients [00:04:43]

🏠 The step-by-step process he uses to help clients organize, analyze, and scale their portfolios [00:05:56]

🏠 Why financial planners should approach real estate investors like business owners [00:13:02]

🏠 What real estate investors need to know when selecting the right financial planner [00:15:01]






Connect with Terrance Hutchins


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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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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.

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