Episode Details

Discover the keys to unlocking financial success with Sarah Ponder, CFP® and MBA, as she guides you through a transformative journey to reshape your financial future. Delve into a humorous account of Sarah's journey to becoming a certified financial planner and gain expert advice on establishing a solid financial strategy for real estate investments.

Sarah, the founder of Real Estate Wealth Planning, draws from her experiences as a Regional Director at Dimensional Fund Advisors and a background in education to provide valuable insights. Tune in and let Sarah's wisdom illuminate your path to financial triumph.

Key takeaways to listen for

• A humorous journey to becoming a certified financial planner
• How to set up a solid financial strategy for real estate investments
• The definition of true wealth and the 3 ways to reach it
• The significance of maintaining a healthy financial mindset
• Essential financial planning tips for real estate professionals

Resources mentioned in this episode

• Dimensional Fund Advisors
• The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover
• The Price You Pay for College by Ron Lieber | Kindle, Paperback, and Hardcover
• The Morgan Housel Podcast

About Sarah Ponder, CFP®, MBA

Sarah founded Real Estate Wealth Planning to help real estate pros, pre-retirees, and retirees find true financial freedom through comprehensive financial life planning. Before starting this company, she was a Regional Director at Dimensional Fund Advisors. As this low-cost investment manager, she helped manage client assets in a straightforward way that let them sleep at night.

Before she worked in financial services, she spent nine years in the education sector, first as a sixth-grade math and science teacher and then as Director of Partner Services for EverFi, an education technology company focused on financial literacy and life skills. Throughout my career, I traveled most of the United States to teach thousands of children and adults in person and virtually.

Connect with Sarah

• Website: Real Estate Wealth Planning
• LinkedIn: Sarah Ponder, CFP®
• Facebook: Real Estate Wealth Planning
• Instagram: @real_estate_wealth_planning
• Email: sarah@realestatewealthplanning.com
• Phone Number: (512) 222-9280

Connect with Leigh

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