Turning Real Estate Income Into Lasting Wealth | Kristen Comeau

You’ve worked hard to build your income. How intentional are you about the wealth it’s creating? In this episode of Real Estate Leadership Unlocked, Debbie Lariviere sits down with Kristen Comeau of Mercer Advisors to discuss financial planning for real estate professionals, business owners, and high earners. They explore how to bring investments, taxes, insurance, and estate planning into one coordinated strategy that supports your family, your goals, and your future. Kristen also shares her perspective on women and wealth, including the importance of understanding your financial picture even when someone else manages the day-to-day details. In this conversation: • Planning for unpredictable commission income and slower seasons • The role of cash reserves, tax planning, and disability coverage • How real estate holdings fit into your broader financial plan • Helping women feel informed and confident about their finances • Organizing financial information so your family knows where to turn • Estate planning considerations as your children reach adulthood • Three questions to assess whether your financial plan supports the life you want CHAPTERS 00:00 Meet Kristen Comeau 01:43 Financial foundations and her path to Mercer Advisors 06:01 What a family office does 09:23 Starting with your goals 13:33 Planning around commission income 19:12 Real estate in your financial plan 20:30 Women and wealth 24:32 Organizing your family’s financial information 29:11 Estate planning and life changes 33:08 Planning for children turning 18 35:49 Three questions to assess your financial plan 38:24 Final thoughts and connecting with Kristen CONNECT WITH KRISTEN Mercer Advisors: [merceradvisors.com](https://www.merceradvisors.com) For REALM members: [merceradvisors.com/realm](https://www.merceradvisors.com/realm) CONNECT WITH MONTER COACHING Explore coaching and consulting for real estate agents, teams, and brokerage leaders: [montercoaching.com](https://montercoaching.com) Subscribe to Real Estate Leadership Unlocked for more conversations on leadership, business growth, and building lasting success in real estate. #RealEstateLeadership #FinancialPlanning #WomenAndWealth #MonterCoaching