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

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


Please subscribe to this podcast on iTunes or the Podcasts App on
your phone, and never miss a beat from Leigh by visiting
https://leighbrown.com. DM Leigh Brown on Instagram @
LeighThomasBrown.


 


Subscribe to Leigh's other podcast Real Estate From The Rooftops


 


 


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