The Wealth Elevator Podcast: Real Estate, Taxes, Investing

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

๐ŸŽ“ Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: ๐Ÿš€ Alternative investments to diversify your portfolio ๐Ÿ’ฐ Tax income strategies for financial independence ๐Ÿฆ Infinite banking to maximize your wealth Join our community and get access to our free Masterclass - theWealthElevator.com/club Welcome to those who found us through the new book! Welcome to our Ohana! Hosted on Acast. See acast.com/privacy for more information.

Episodes

April 22, 2025 โ€ข 45 mins

๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this podcast episode, we replay the eighth section of the syn...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


Managing qualified retirement plans (QRPs). The host offers insi...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this episode of Wealth Elevator, we discuss how to navigate t...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In today's podcast, we break down the math behind the four essen...

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March 25, 2025 โ€ข 8 mins

In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due diligence, and introduces the Deal Desk offering โ€“ a service designed to help investors vet potential deals and operators. Learn how the Deal Desk can assist you in scrutinizing opportunities, leveraging industry to...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this coaching session, Lane advises Jasmine on managing her r...

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In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Trump's tariffs, inflation, interest rates, and the resulting effects on different asset classes like Class A, B, and C real estate. We also discuss strategies for investors in an ever-evolving market, touching on...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this sentimental episode, the very first podcast episode fro...

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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here.


In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying investments beyond real estate into private equity and venture capit...

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February 18, 2025 โ€ข 49 mins

๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this podcast episode, the host discusses key aspects of retir...

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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here.


Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing the value of stable and reliable investments such as rental real esta...

Mark as Played

๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this episode, ex-financial planner Chris Miles joins us to un...

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๐Ÿ“š Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iโ€™ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


๐Ÿค Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


Deduct property improvements over 27 years and the advantages of...

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January 21, 2025 โ€ข 56 mins

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand.


Join us live from the Annual Goals Seminar at the Wealth Elevator retreat. In this comprehensive video, we delve into practical strategies for goal-setting, drawing inspiration from Tony Robbins and other successful coaches. Learn how to get clear, focused, and committed to your goals, and utilize exerci...

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Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/


In this comprehensive episode, we delve into the intricacies of how different generations, from Baby Boomers to Gen Z, intersect and interact in the workplace. Hosted by a senior millennial, this presentation brings on seasoned business advisor and Vistage Chair, Tomas Tomasevic, who offers an in-depth analysis of...

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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. However, a critical piece of this journey lies in building social relationships and deal flowโ€”something youโ€™ll find within our inner circle mastermind, FOOM. Donโ€™t miss outโ€”apply today! http://thewealthelevator.com/master 



In this episode, we dive deep into the sixth section of our...

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Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/


In this podcast episode recorded in 2025, the host and a CPA delve into advanced tax topics, including passive activity losses, cost segregations, and how different types of income are taxed. They also discuss specific tax mitigation strategies such as the real estate professional status, the role of a management ...

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Run a cost segregation here theWealthElevator.com/costseg


In this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity over stocks. Later, we explore the benefits of cost segregation in real estate, incl...

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December 17, 2024 โ€ข 55 mins

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand.


In today's podcast episode, we dive deep into various ways to source investment capital, perfect for managing passive losses in 2024 and preparing for 2025. Learn about the current state of inflation, interest rates, and their implications for your long-term debt. We'll also explore the dynamics of the r...

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December 10, 2024 โ€ข 39 mins

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


In today's podcast, we discuss the concept and importance of family offices with Scott, author of 'Building a Sustainable Family Office.' As the world evolves, so do wealth management strategies. We delve into the advancements in technology like unmanned taxis, self-driving trucks, AI, and their implications on wealth. We also expl...

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