Episode Details

Your business is not your retirement plan. Amelia Misenheimer on what to build instead.

Most businesses close, they don't sell. That's a hard thing to hear if you've spent a decade pouring every spare dollar back into the company and calling it a retirement strategy.

Amelia Misenheimer comes from three generations of real estate, starting with a grandfather who was a dry land farmer in New Mexico and ended up holding tens of thousands of acres. She built her own rental portfolio, ran a property management company with over 450 properties, and bought investment property in England while living there as a military spouse. Today she works one on one with business owners and investors on the part almost nobody covers: the whole financial picture, not just the slice a financial advisor gets paid to manage.

This conversation gets pointed fast. Amelia explains why advisors only count assets under management and ignore the real estate you already own, how fees of one to three percent drain accounts most people never open, and how one client is on track to save over $600,000 across 13 years simply by managing her own funds. Then she cuts through the creative financing hype: sub-to, wraparound contracts, and seller notes are not new, and most of those deals die because nobody ever asked the seller what they actually want.

In this episode:

• Why your business revenue never reaches your kids, but your personal assets do
• The hidden advisor fees you never write a check for
• The client on track to save over $600,000 managing her own accounts
• Creative financing decoded, and how to pitch owner financing so the seller says yes
• 1031 exchanges, capital gains, and the step-up in basis nobody explains
• How to tell a proactive accountant from a bean counter, and why October is the month that matters

About Amelia Misenheimer

Amelia is a licensed New Mexico realtor, real estate investor, and former property management company owner who now consults one on one with business owners and individuals on building wealth across real estate, retirement accounts, and everything in between.

Connect with Amelia Misenheimer:

🔗 LinkedIn: https://www.linkedin.com/in/amelia-misenheimer/

🔗 Substack: https://ameliamisenheimer.substack.com/

Work With RealDealCrew

If you’re already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:

Take the Deal Intake Assessment

See how resilient your current operation actually is.

→ https://assessment.realdealcrew.com

Book a Fit Call

If you want to explore what a fully system-driven deal flow looks like, let’s talk.

→ https://realdealcrew.com/book

LIKE • SHARE • JOIN • REVIEW

• Website
• Apple Podcasts
• YouTube
• YouTube Music