The Real Estate Success Podcast
The Real Estate Success Podcast
Podcast Description
Welcome to the Real Estate Success Podcast, where we unlock the secrets to thriving in the competitive world of real estate. If you are a REALTOR®, agent, or aspiring real estate entrepreneur, this podcast is your go-to resource for actionable insights and inspiration. Join us as we interview industry-leading realtors who share their journeys, strategies, and lessons learned on the path to success. Additionally, we dive deep into the financial keys to building and sustaining a profitable real estate business. From scaling your operations to mastering your finances, we cover the tools and techniques you need to excel.Subscribe now to level up your real estate career and join a community of ambitious professionals striving for success. Let's make your real estate dreams a reality!
Podcast Insights
Content Themes
The podcast focuses on themes such as real estate entrepreneurship, personal resilience, and financial literacy, with episode examples including a discussion on the transition from military service to real estate with Tilman Dunbar, the resilience of Greg Montie from job loss to top producer, and insights from Edwin Rodriguez on building a successful real estate brokerage. It dives deep into the personal and professional development aspects crucial for thriving in the competitive real estate market.
Welcome to the Real Estate Success Podcast, where we unlock the secrets to thriving in the competitive world of real estate. If you are a REALTOR®, agent, or aspiring real estate entrepreneur, this podcast is your go-to resource for actionable insights and inspiration.
Join us as we interview industry-leading realtors who share their journeys, strategies, and lessons learned on the path to success. Additionally, we dive deep into the financial keys to building and sustaining a profitable real estate business. From scaling your operations to mastering your finances, we cover the tools and techniques you need to excel.
Subscribe now to level up your real estate career and join a community of ambitious professionals striving for success. Let’s make your real estate dreams a reality!
Today we’re diving into one of the most common questions I get from parents and future parents alike: how do I start saving for my child’s future?
Now if you know me—you know I like to keep financial planning both practical and purposeful. And when it comes to college savings, there’s no one-size-fits-all. From traditional bank accounts to 529 plans to custodial investment accounts, there are more options than ever—and more confusion.
In this episode, I break it all down. I talk about the pros and cons of each savings vehicle, how taxes—like the kiddie tax—can impact your strategy, and a new twist that’s changing the game: the ability to roll unused 529 funds into a Roth IRA. It’s a conversation packed with clarity, strategy, and a few surprises that could make a big difference in how you plan.
Whether you're just starting to save or reevaluating your approach as your kids grow, this episode will help you make informed, value-aligned choices that support your family’s future.
So with that, let’s jump into today’s conversation on saving smart for what matters most.
Disclaimer
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