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
Resources mentioned in this episode
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.
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