Best New York Real Estate Financial Planner Podcasts (2024)

1
Estate Planning & Money Advice for LGBTQ+ with Mitch Mitchell 49:51

13m ago49:51

49:51

This episode covers affordable estate planning for LGBTQ+ individuals and couples with Mitch Mitchell, Associate Counsel of Estate Planning at Trust & Will. Our money system in this country is outdated and antiquated and, by far, does not meet the needs of LGBTQ+ individuals and families. When it comes to estate planning and making sure that your a…

1
Money Can Buy You Happiness...With A Little Perspective with Jason Vitug 47:38

2h ago47:38

47:38

Can money buy happiness, or can’t money buy happiness? Our guest on this vault episode, Jason Vitug, author of the book Happy Money, Happy Life, A Multidimensional Approach to Health, Wealth and Financial Freedom and founder of phroogal.com, believes that money isn’t everything, but it does impact most everything in our lives. In this episode, we t…

1
5 Investing Taboos That Are Holding You Back 39:10

15m ago39:10

39:10

Are these 5 investing taboos keeping you stuck? In Today's Shannah Shares, Community Q&A reboot episode, I tackle a question from Laquesha: who wants to start investing but doesn't know where to start? Listen, the financial world wants you to believe that investing is super complicated and hard. However, I want you to know that isn't the case. It's…

1
Finding the Signal in the Noise with Neil Krishnaswamy 35:43

2h 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 …

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

2h 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
Your New Tech Job with Mike Zung 20:08

2h 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

2h 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
Finding Your Balance with Maddy Roche 31:07

2h 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…

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

2h 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
Marriage and Money with Cynthia Meyer 16:27

2h 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…

1
Working with a Virtual Assistant with Michelle York 20:14

2h 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…

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

2h 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
Have You Had The Money Talk? 13:40

2h 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
Buying a Home in an Expensive Area 11:28

3h 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…

1
Passion to Impact with Tania Brown 38:15

3h 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…

1
Your Digital Storefront with Liz Wilcox 25:50

3h 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…

1
Real Estate Investing Through Massive Foreclosure Periods 51:11

1d ago51:11

51:11

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
Real Estate Investing Through Massive Foreclosure Periods 51:11

2d ago51:11

51:11

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
Real Estate Investing Through Massive Foreclosure Periods 51:13

17h ago51:13

51:13

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
Real Estate Investing Through Massive Foreclosure Periods 51:09

18h ago51:09

51:09

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
Real Estate Investing Through Massive Foreclosure Periods 51:09

2h ago51:09

51:09

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
Real Estate Investing Through Massive Foreclosure Periods 51:11

4d ago51:11

51:11

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
9 Ways to Manifest Money with Kathleen Cameron 52:34

1h ago52:34

52:34

Is it possible to manifest money? Kathleen Cameron, a world-famous manifestation coach who has worked with Hollywood celebrities and Wall Street heavy hitters and is the author of The Best Of Yourself, wants you to know that you can’t just create a vision board and cross your fingers hoping it will all work out. Kathleen and I share a very honest a…

1
"I Have a Budget But Always Run Out of Money - What's Wrong With Me?" 37:28

1h ago37:28

37:28

Have you ever wondered how you are never left with any money each month, even though you have a budget? In this episode, I'm featuring a Budget Rescue with Robert, who consistently runs out of money month after month. This is a very common occurrence that most people come up against, even with a budget. In this episode, I share some of my best tips…

1
What Is Financial Wellness (& How to Practice It) with Amanda Clayman 46:01

1h ago46:01

46:01

Financial challenges are sometimes inevitable, so you must develop a healthy way to manage them and find ways to align your behaviors with your intentions. That's called Financial Wellness. Our guest, Amanda Clayman, is a financial therapist and host of Emotional Investment, an audio series on Audible. Amanda is the real deal. She thinks we must st…

1
"I Want to Travel and My Partner Wants to Save For Retirement" - Ask Shannah 40:15

38m ago40:15

40:15

In this vault Ask Shannah, I'm sharing how to plan financially as a couple with a large age gap. Money as a couple is stressful enough, but there are a few things to consider when you have a large age gap. I'm sharing a bit about my relationship with other couples I've worked with. Links Wild Business Growth podcast episode The Money Nerds podcast …

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:18

9h ago25:18

25:18

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:16

13d ago25:16

25:16

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:18

1d ago25:18

25:18

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:16

6d ago25:16

25:16

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:20

4h ago25:20

25:20

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:19

4h ago25:19

25:19

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
What Is Financial Trauma: What Causes It and How to Fix It 1:09:26

3h ago1:09:26

1:09:26

Occasionally, I love to bring you vault interviews from podcasts where I'm a guest. I was recently on the Catching Up to FI podcast talking all about money trauma. With Bill and Becky, Catching Up To FI's hosts, I dig deep into the subject of money trauma, exploring their impact on individuals, relationships, and overall financial health. I offer p…

1
Credit Card Secrets That Will Save You a Lot of Money with Matt Schulz 35:31

10d ago35:31

35:31

Let me guess: you love your credit card points but hate that pesky annual fee. Did you know that 90% of people who asked to have an annual fee waived or reduced in the past year were successful? Oh, and what about that interest rate at 25+%? It really hurts you if you carry debt on your credit card. Did you know that 76% of those who asked for a lo…

1
Tax Deductibility of PMI Payments 14:19

16d ago14:19

14:19

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
Tax Deductibility of PMI Payments 14:19

20d ago14:19

14:19

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
Tax Deductibility of PMI Payments 14:17

20d ago14:17

14:17

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
Tax Deductibility of PMI Payments 14:16

20d ago14:16

14:16

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
Tax Deductibility of PMI Payments 14:21

20d ago14:21

14:21

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
Tax Deductibility of PMI Payments 14:19

20d ago14:19

14:19

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
How Can I Start a Roth IRA & Do I Need Life Insurance - Ask Shannah 42:46

10h ago42:46

42:46

In this Ask Shannah episode, I’m covering how to start a Roth IRA and how to know if you need life insurance. I’m so excited about all the Ask Shannah questions I will cover this year. I was so overwhelmed by all the questions you sent last year that I didn’t even make it through half of them. So thank you, and keep sending them in. There’s a link …

1
The Buy Everything Experiment 37:05

1d ago37:05

37:05

Let me guess. Do you hate budgeting because you feel like it is limiting and restrictive? In this solo episode, I share one of my favorite money tools, the Buy Everything Experiment. This experiment challenges you to think about what you really want to spend money on and then incorporate those healthy habits into your daily, weekly, and monthly spe…

1
How to Turn Your Business Idea Into a Reality: Lessons from a SharkTank Entrepreneur with Jayla Siciliano 50:13

24d ago50:13

50:13

Picture this. You’ve got a brilliant business idea that you know will be amazing. You apply and get picked to be on Shark Tank and share your amazing business idea…and let’s take it one step further: you make a deal with Mark Cuban, one of the legendary sharks, to fund your business. This feels like the case scenario. If you know anything about ent…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:00

27d ago31:00

31:00

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:03

27d ago31:03

31:03

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:04

27d ago31:04

31:04

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:02

26d ago31:02

31:02

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:02

23d ago31:02

31:02

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:00

27d ago31:00

31:00

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

1
The Guide to Joyful Budgeting 32:35

7d ago32:35

32:35

In this enlightening solo episode, I invite you to explore the world of budgeting with joy. Contrary to the common perception, I want to show you that budgeting isn't restrictive but rather a liberating force that can help you realize your dreams and financial goals. As a seasoned expert in financial planning, I'm here to share my invaluable insigh…

Podcasts Worth a Listen

New York Real Estate Financial Planner Podcasts

Podcasts Worth a Listen

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