Best Surprise Real Estate Financial Planner Podcasts (2024)

1
7 Surprising Regrets From My Clients Who Retired Early 21:46

3d ago21:46

21:46

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ar…

1
Haunted Houses or Hidden Treasures? Decoding Stigmatized Real Estate 24:47

4d ago24:47

24:47

Life has risks. Investing adds new risks. Investing in real estate adds new risks specific to real estate investing. One risk that is unique to real estate investing is the risk of buying a stigmatized property or having a property become stigmatized while you own it. In this class, James will: Uncover hidden gems in the real estate market and turn…

1
5 Signs It’s Time To Consider Retiring Early 21:46

8d ago21:46

21:46

What if you could choose to work not because you have to, but because you genuinely want to? I want to ensure you don't work longer than necessary, without working too long! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

1
Real Estate Investing Through Massive Foreclosure Periods 51:07

13d ago51:07

51:07

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…

51
5 Easy Ways To Know If You Should Do Roth Conversions 22:27

15d ago22:27

22:27

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you. This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early R…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:15

20d ago25:15

25:15

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
How Do We Build Multi-Generational Wealth? [Estate Planning] 20:18

22d ago20:18

20:18

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way. I discuss all the strategies involved in estate planning: charitable giving, donor-advised fun…

1
Tax Deductibility of PMI Payments 14:15

27d ago14:15

14:15

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
3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement 19:51

29d ago19:51

19:51

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know). The truth is those don't rules apply to you if you want to optimize an early retirement. You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc. I walk you throu…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 30:58

1M ago30:58

30:58

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
My Story | Why Do I Do This? 25:39

1M ago25:39

25:39

I didn't like financial advisors growing up - so why did I become one? Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy…

1
How to Analyze an All-Cash Rental Property Purchase 1:08:43

1M ago1:08:43

1:08:43

How to Analyze an All-Cash Rental Property Purchase Deal analysis is important. Learning how to analyze deals is a critical skill for all real estate investors, whether you're financing 100% of the purchase or buying a property without a loan at all and paying all cash. In this class, we will look at how deal analysis changes when you plan to buy a…

1
Where Should I Withdraw Money From First In Retirement? 26:03

1M ago26:03

26:03

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and joi…

1
How Return on Investment Changes Based on Credit Score With PMI 41:46

2M ago41:46

41:46

How Return on Investment Changes Based on Credit Score With PMI Does your credit score really matter when you're buying rental properties? Sure, your credit score impacts the mortgage interest rate you can get with traditional mortgages. And yes, your credit score affects how much private mortgage insurance (PMI) will cost. Your credit score can al…

1
How To Manage Cash Flow Before & Throughout Retirement 25:48

2M ago25:48

25:48

What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life …

1
Is It Better to Buy Rentals with 25% Down or All Cash After Buying an Owner-Occupant? 31:19

2M ago31:19

31:19

So, are you stressing out over higher mortgage interest rates and properties not cash flowing as well as they used to, or in some markets, not having positive cash flow at all... even with 25% down? What's a real estate investor seeking financial independence to do? In this class, we will compare two strategies. In both strategies, you first buy an…

1
A Real-Life Story Of Investing Too Well For Retirement 28:47

2M ago28:47

28:47

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether break…

1
The Impact of Buying Properties at a 5% Discount When Nomading™ 26:17

2M ago26:17

26:17

So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…

1
Here’s How To Determine If You Should Keep Or Break Up With Your Advisor 29:29

2M ago29:29

29:29

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including…

1
Deal Alchemy™ - Black Box Cash Flow 31:49

2M ago31:49

31:49

Deal Alchemy™ - Black Box Cash Flow Deal Alchemy™ is all about manipulating returns to get the returns you desire most. One variation of Deal Alchemy™ has you think about your rental property investment as a black box. You put money into the black box, some magical things happen over the next few years and out pops profit which you can spend like c…

1
How To Create An Anti-Cookie Cutter Investment Portfolio 19:54

2M ago19:54

19:54

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday. Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping cli…

1
Warning - Risks of Rental Demand Declining When Investing in Real Estate 27:03

3M ago27:03

27:03

Warning - Risks of Rental Demand Declining When Investing in Real Estate Risk, risk, risk... Life is full of risks. To a limited degree, we get to choose which risks we voluntarily take on. For example, if you choose to invest in real estate, you choose to take on some additional risks that you might not—directly—face if you opt to invest in someth…

1
How Much Should I Be Saving To Retire Early? 20:43

3M ago20:43

20:43

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ready to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your wor…

1
Private Mortgage Insurance Myths 27:17

3M ago27:17

27:17

Private Mortgage Insurance Myths Reputation can be a challenging thing. I have found, through many conversations with clients over the years, that Private Mortgage Insurance (PMI) has a questionable reputation with home buyers in general and investors in particular. However, much of its reputation is based on half-truths, bad information, lies, and…

1
A Complete Guide To Inheriting Money (Tax Planning) 26:16

3M ago26:16

26:16

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Flowchart on Inheriting Accounts (mentioned in episode) Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale…

1
Warning - Risks of Neighborhood Decline When Investing in Real Estate 28:16

3M ago28:16

28:16

Warning - Risks of Neighborhood Decline When Investing in Real Estate Everything in life has risks. Not investing adds certain types of risks, while investing adds other risks. One risk that some real estate investors face is the possibility that the neighborhood they're investing in will decline, causing values and/or rents to drop. So, how do we …

1
4 Steps To Determine When You Can Retire Early 22:36

3M ago22:36

22:36

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ready to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This ep…

1
How to Analyze a Duplex 20:57

3M ago20:57

20:57

How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…

1
Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc. 25:02

3M ago25:02

25:02

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the l…

1
How to Analyze Deals with Private Mortgage Insurance (PMI) 12:32

3M ago12:32

12:32

How to Calculate PMI If you're a house hacker, Nomad™, investor buying properties with less than 20% down, or buying creatively where the seller has PMI, you'll want to make sure you know how to analyze deals that have Private Mortgage Insurance. In this mini-class, James will cover how to analyze deals that have PMI, with an emphasis on doing it u…

1
How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early 22:18

4M ago22:18

22:18

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This epis…

1
Is it Better to Pay Off Properties with Cash Flow or In Full When Nomading™? 35:55

4M ago35:55

35:55

In many cases—not all, but many cases—real estate investors can speed up the time it takes to become financially independent by choosing to pay off the mortgages on their properties early. Sometimes it makes sense to take every extra dollar beyond a healthy amount of reserves and aggressively pay off properties as quickly as possible. Other times, …

1
5 Steps To Navigating Health Insurance When Retiring Before Age 65 20:27

4M ago20:27

20:27

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that …

1
Deal Alchemy™ - Residential vs Commercial Property 14:45

4M ago14:45

14:45

Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…

1
3 Regrets From My Clients Who Retired Early 18:00

4M ago18:00

18:00

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw hones…

1
Warning - Risks of Loan Called Due When Investing in Real Estate 30:05

4M ago30:05

30:05

Warning - Risks of Loan Called Due When Investing in Real Estate Investing in real estate adds some risk to an already risk-filled life. However, certain activities and strategies when investing in real estate create additional risks that other strategies and activities do not have. For example, choosing to utilize strategies where the lender has t…

1
3 Classic Early Retirement Mistakes To Avoid 18:46

4M ago18:46

18:46

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and pro…

1
How to Analyze Buying a Rental Property at a Discount 36:41

4M ago36:41

36:41

How to Analyze Buying a Rental Property at a Discount in Surprise Some real estate investors insist on only buying properties where they can purchase them at a significant discount. While not mutually exclusive, other investors insist on buying quality properties at a fair price as long as it gets them their desired returns and will stand the test …

1
5 Situations When It Does NOT Make Sense To Implement Roth Conversions 18:34

5M ago18:34

18:34

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your…

1
How to Calculate PMI 13:22

5M ago13:22

13:22

How to Calculate PMI If you're planning to buy a property and put less than 20% down, you're likely to be required to pay Private Mortgage Insurance. Lenders prefer that you put at least 20% down, but if you insist on putting less than 20% down, they may still make the loan. However, they will usually do so at a slightly higher mortgage interest ra…

1
Do We Have Enough To Retire (And Never Go Back To Work)? 21:11

5M ago21:11

21:11

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses…

1
Is it Better to Buy Rentals with 20% Down or For All Cash After Buying an Owner-Occupant First? 31:06

5M ago31:06

31:06

There are a large number of investing strategies you could pursue as a real estate investor: Nomad™, house hacking, fix and flip, buying 20% down rentals, buying 25% down rentals, saving up to buy free and clear rentals and many, many more options. Which is the best? Which gets you to financial independence fastest? Which gives you the highest net …

1
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 15:37

5M ago15:37

15:37

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on th…

1
Deal Alchemy™ - Increasing Down Payment 19:52

5M ago19:52

19:52

Deal Alchemy™ - Increasing Down Payment There are four primary returns from investing in rental properties: appreciation, cash flow, debt paydown, and the tax benefits of depreciation. Additionally, there is a secondary return in the form of the interest earned on the reserves required to make the investment in the first place. Many real estate inv…

1
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! 16:22

5M ago16:22

16:22

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my…

1
Warning - Risks of Rental Property Expenses When Investing in Real Estate 43:01

5M ago43:01

43:01

Warning - Risks of Rental Property Expenses When Investing in Real Estate Risk is all around us. When we choose to invest in anything, we’re choosing to take on the additional risk characteristics of that investment. For example, when we choose to invest in real estate, we choose to take on the risk characteristics of the specific real estate inves…

1
How To Protect Against Retiring, Getting Unlucky and Having To Work Again 21:58

5M ago21:58

21:58

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to sh…

1
How to Analyze a New Construction Single-Family Home Property 33:43

6M ago33:43

33:43

How to Analyze a New Construction Single-Family Home Property in Surprise Your ability to analyze deals is arguably the most important skill as a real estate investor. It allows you to make smart investment decisions and helps you avoid making career-ending bad decisions, such as buying cash-flowing-sucking vampire properties. In this class, James …

1
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips) 23:33

6M ago23:33

23:33

Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a hig…

1
The 3 Strategies to Pay PMI 29:53

6M ago29:53

29:53

The 3 Strategies to Pay Private Mortgage Insurance (PMI) Whether they're putting 15% down and buying a non-owner-occupied property or utilizing an owner-occupied loan with 0%, 3%, 3.5%, or 5% down for Nomading™ or house hacking, some real estate investors will choose to put less than 20% down. With the decision to put less than 20% down comes the c…

Podcasts Worth a Listen

Surprise Real Estate Financial Planner Podcasts

Podcasts Worth a Listen

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