Wealth Unveiled: Navigating Finances and Realities with Sarah Ponder, CFP®, MBA

SummaryShow more

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 - https://www.dimensional.com/
• The Psychology of Money by Morgan Housel
https://amzn.to/3OxK1ss | https://amzn.to/43P0uwO | https://amzn.to/3Qek0j4
• The Price You Pay for College by Ron Lieber
https://amzn.to/3KcVxXN | https://amzn.to/3QakEOI | https://amzn.to/3Y9bnIu
• The Morgan Housel Podcast - https://podcasts.apple.com/za/podcast/the-morgan-housel-podcast/id1675310669

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: https://realestatewealthplanning.com/
• LinkedIn: https://www.linkedin.com/in/spponder/
• Facebook: https://www.facebook.com/Fiduciary.RealEstateWealthPlanning
• Instagram: https://www.instagram.com/real_estate_wealth_planning
• Email: sarah@realestatewealthplanning.com
• Phone Number: (512) 222-9280

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