In Episode 40, Cynthia Meyer, CFA®, CFP®, ChFC®, shares insights on financial planning for a 1031 exchange, explaining what it is, its strategic benefits, and key considerations for real estate investors. Learn how to optimize your real estate portfolio by understanding like-kind properties, strict time limits, and the importance of pre-planning.

"...this is a powerful strategic planning tool in your real estate business if you use it correctly." - Cynthia Meyer

This week on Real Life Planning Podcast:

💡What are the basics of a 1031 exchange? [00:01:39]

💡What are the key rules and requirements of a 1031 exchange? [00:04:23]

💡What are the strict time limits of a 1031 exchange? [00:09:42]

💡Who qualifies as an intermediary for a 1031 exchange? [00:13:31]

💡What is a reverse 1031 exchange? [00:14:53]

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About the Real Life Planning Podcast

Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.

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.

Financial Planning for a 1031 Exchange