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College Planning with Real Estate Investors with Rynda Wilk

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Manage episode 444380877 series 3591185
Content provided by Cynthia Meyer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cynthia Meyer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on the potential challenges real estate investors face when handling their child’s college financial aid application. Rynda also highlights ways you can help your college-bound child make a college choice that fits them now and fits them as a future adult.

INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.
This week on Real Life Planning Podcast:

💡How does student loan debt slow getting started in real estate? [00:01:13]

💡How is rental property treated on financial aid applications? [00:05:48]

💡What if your rental property is overvalued on the FAFSA? [00:06:19]

💡What are college planning opportunities for real estate investors? [00:09:03]

💡What resources do you recommend to estimate real college costs? [00:13:49]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

  • 1-3 practical, realistic takeaways of actions the listener can try
  • Encouragement to learn from different paths to creating results
  • Possibility and optimism

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed 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.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

  continue reading

37 episoade

Artwork
iconDistribuie
 
Manage episode 444380877 series 3591185
Content provided by Cynthia Meyer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cynthia Meyer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In Episode 26, I speak with college planning coach and CERTIFIED FINANCIAL PLANNER™, Rynda Wilk, CFP®, MBA, on the potential challenges real estate investors face when handling their child’s college financial aid application. Rynda also highlights ways you can help your college-bound child make a college choice that fits them now and fits them as a future adult.

INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.
This week on Real Life Planning Podcast:

💡How does student loan debt slow getting started in real estate? [00:01:13]

💡How is rental property treated on financial aid applications? [00:05:48]

💡What if your rental property is overvalued on the FAFSA? [00:06:19]

💡What are college planning opportunities for real estate investors? [00:09:03]

💡What resources do you recommend to estimate real college costs? [00:13:49]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

  • 1-3 practical, realistic takeaways of actions the listener can try
  • Encouragement to learn from different paths to creating results
  • Possibility and optimism

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed 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.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

  continue reading

37 episoade

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