The Next-Level Income Show
302 episodes — Page 1 of 7
Next Level 307: How Debt and Interest Rates are Affecting Commercial Real Estate Today with Jake Clopton
Next Level 306: Where are Bitcoin and Digital Assets Going in Today’s Market and How to Make Volatility Your Friend with John Gillen
Next Level 305: How to Be Financially Free by Forty Chapter 2: Saving 50% Without Feeling Deprived
Next Level 304: How to Lower Your Tax Rate (Even if you are a W2 income earner)
Next Level 303: How to Be Financially Free by Forty eBook — Introduction and Chapter 1
Next Level 302: How to Create True Freedom and Travel the World with Bobby Casey
Ep 301Next Level 301: What is IBC & How it can Fuel Your Business, Wealth and Generational Legacy with Thomas Cox
In this episode of the Next Level Income Podcast, I sit down with Thomas Cox, a Financial Architect and Infinite Banking Strategist, to break down one of the most talked-about yet misunderstood wealth-building strategies today: Infinite Banking Concept (IBC).Thomas Cox brings a unique blend of real-world entrepreneurial experience and sophisticated financial strategy. Before stepping into the world of private capital and real estate, he successfully built and scaled multiple seven-figure catering businesses. Today, he owns 32 multifamily units across the Southeast, operates short-term rentals, and leads a private lending network that fuels deals across the region. Through his firm, Cox Capital, he has helped business owners and investors deploy millions using IBC and private lending strategies designed to build and protect long-term wealth.🔗 Connect with Thomas Cox🌐 https://www.thomascox.co/🌐 https://app.gohighlevel.com/v2/preview/5kpri8txgYvqP1j55mGzYoutube: https://www.youtube.com/@thomascox4141Instagram: https://www.instagram.com/thomascox.coTikTok: https://www.tiktok.com/@thomascox.coFacebook: https://www.facebook.com/thomascoxmealfit/Linkedin: https://www.linkedin.com/in/thomascoxco/
Ep 300Next Level 300: The Most Disciplined Man in the World; Craig Ballantyne
In this milestone episode of the Next Level Income Podcast, I sit down with Craig Ballantyne—widely recognized as the “World’s Most Disciplined Man.” Known for his no-nonsense approach to productivity, performance, and personal growth, Craig has built a reputation for helping high-performing entrepreneurs eliminate chaos, master their time, and achieve extraordinary results.Craig’s journey didn’t begin with perfect discipline. Like many entrepreneurs, he faced setbacks, distractions, and periods of uncertainty. But through years of refinement and relentless commitment, he developed systems that transformed not only his own life, but the lives of thousands of business owners around the world. Today, he stands as a leading business coach for those seeking clarity, control, and consistent high performance.Resources & Links www.craigballantyne.comEarlyToRise.com
Ep 299Next Level 299: How the Lessons from a Professional Cyclist Can Help your Mental Performance with Brent Bookwalter
Success at the highest level of sport is rarely just about physical ability—it is about mental resilience, discipline, and the ability to perform under pressure. In this episode of the Next Level Income Podcast, we sit down with Brent Bookwalter, a former Olympian and 16-year veteran of professional cycling, to uncover the powerful mental frameworks that fueled his elite career and now help others elevate their performance.Brent’s journey is one of relentless perseverance. As a key domestique on Cadel Evans’ 2011 Tour de France-winning team, Brent understood that success is often built behind the scenes—through teamwork, sacrifice, and unwavering commitment to a larger goal. This experience shaped his perspective on leadership and collaboration, emphasizing that true excellence comes from lifting others while staying grounded in your role.Resources & Linkshttps://www.brentbookwalter.com/
Ep 298Next Level 298: Does Whole Life Insurance Make Sense Today? with Blake Brogan and Rod Zabriskie
Whole life insurance has long been one of the most debated financial tools in the world of personal finance. Some view it as an outdated product with high costs, while others consider it a powerful wealth-building strategy when used correctly. In this episode of the Next Level Income Podcast, host Chris Larsen sits down with Rod Zabriskie and Blake Brogan from Money Insights to explore whether whole life insurance still makes sense in today’s financial landscape.Rod Zabriskie, President of Money Insights, brings over a decade of experience in financial services along with an MBA focused on entrepreneurship and a background in marketing communications. Having spent years helping individuals and families navigate complex financial decisions, Rod focuses on creating strategies that are both practical and empowering. Alongside him is Blake Brogan, a Wealth Strategist who specializes in maximum overfunded life insurance strategies. With eight years of industry experience, Blake works closely with clients to design financial plans that help them achieve greater long-term stability and control.Links: https://insights.moneyinsightsgroup.com/blake-30-min
Ep 297Next Level 297: “Grit is Good” and How to Keep Getting up When Your Business Gets you Down
Every entrepreneur knows the feeling: the deal that fell apart at the finish line, the project that took longer than expected, the market shift that changed the rules overnight. On this episode of the Next Level Income podcast, we sit down with Jose Miguel Berlanga to unpack a simple but powerful truth—grit is good, but only when it’s paired with clarity, humility, and the willingness to get back up again.With more than 35 years of experience as an entrepreneur, Jose Miguel Berlanga brings a global perspective shaped by his roots in Mexico City and his impact on Houston’s real estate market. As a co-founder of Tricon Homes, he has seen cycles come and go, markets boom and cool, and teams rise through adversity. His story is a masterclass in resilience—one that goes beyond motivational quotes and dives into the daily disciplines that keep leaders steady when pressure is high.
Ep 296Next Level 296: How the Rich Avoid Taxes
On this episode of the Next Level Income Podcast, we unpack one of the most misunderstood money strategies out there: how the wealthy legally minimize taxes—not through shady loopholes, but by structuring their wealth differently than the average earner.Most people are trained to focus on income. Work harder, earn more, pay more taxes. The wealthy play a different game. They focus on building assets that grow over time and are treated more favorably by the tax code. This shift in mindset—from income to wealth—is the foundation of how high-net-worth individuals keep more of what they earn.One powerful concept discussed is turning debt into income. That sounds backwards at first, but here’s the strategy: instead of selling assets and triggering taxes, the wealthy borrow against assets they already own. Because loans are not considered taxable income, this allows them to access cash without creating a tax bill.
Ep 295Next Level 295: How Small Business Owners are Using Private Credit to Grow with Ian Samlin
Access to capital is one of the biggest hurdles small business owners face when trying to grow. Traditional bank loans can be slow, restrictive, and often out of reach for entrepreneurs who don’t fit neatly into rigid lending criteria. On the Next Level Income podcast, we explore smarter, more flexible ways to build wealth and scale businesses. In this episode, we sit down with Ian Samlin, CEO and Founder of REIL Capital, to unpack how private credit is becoming a powerful growth tool for small business owners.Ian’s journey into finance is rooted in both education and real-world experience. After earning his degree in Finance from Towson University, he went on to build deep expertise in business development and capital markets. Rather than following a traditional corporate path, Ian chose to build REIL Capital from the ground up with a clear mission: deliver tailored financial solutions grounded in trust, transparency, and long-term client success.
Ep 294Next Level 294: How to use 1031s & DSTs to Create Generational Wealth with Tim Tepes
Building generational wealth through real estate isn’t just about buying properties—it’s about knowing how to preserve capital, defer taxes, and strategically reposition assets over time. On this episode of the Next Level Income Podcast, we sit down with real estate veteran Tim Tepes to break down two powerful tools that sophisticated investors use to scale and protect wealth: 1031 exchanges and Delaware Statutory Trusts (DSTs).With over three decades of hands-on experience and more than 2,000 properties closed, Tim brings rare, real-world insight into how these strategies work beyond theory—and how investors can use them to move from active ownership into long-term, legacy-focused investing.
E292 | Next Level 293: How an Orthopedic Surgeon was able to make Work Optional with Tyson Cobb
Orthopedic surgeon Dr. Tyson Cobb shares how high-income professionals can build passive income, regain time freedom, and invest with purpose using the BONES framework.
E292 | Next Level 292: Uhaul Annual Survey w/ Collin Campbell
Discover where Americans are moving in 2026 and what it means for real estate investors. Chris Larsen and Collin Campbell break down the latest U-Haul migration trends, top growth markets like Texas and Florida, and how to invest smartly in today's housing landscape.
E291 | Next Level 291: 3 Years of Pain, 3 Years of Potential Gain with Neal Bawa
In this episode, Neal Bawa—aka the “Mad Scientist of Multifamily”—joins Chris Larsen to discuss how AI is transforming real estate operations, why the market may have already bottomed out, and where the best investment opportunities lie in 2026 and beyond. From multifamily trends to senior housing and small industrial, this data-driven conversation is packed with actionable insights for forward-thinking investors.
Ep 290Next Level 290: How Adoption Saved Catherine Bell’s Life and Her Mission to Do Well and Do Good
Catherine Bell joins Chris Larsen on the Next Level Income podcast to share how she built 13 streams of passive income, scaled her business with AI, and launched a mission to help 120,000 foster children find forever homes through her nonprofit, Chosen Forever. A powerful episode on wealth, purpose, and impact. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 290Next Level 289: Why Do Peak Performers Hit Walls? (And How to Break Through Them!) With Allison Puryear
👇 Timestamps & Topics Covered:00:00 – Intro: The "Real Life Wendy" from Billions00:49 – What is Achievement Addiction?02:00 – Allison’s Background: Therapist, Founder, Entrepreneur03:00 – Surviving Asheville’s Halloween Disaster: Resilience in Action06:30 – Community Leadership in Crisis07:11 – Growing a Business in Chaos08:22 – “Nobody’s Coming to Save Me” – The Power of Ownership10:10 – How Hardship Builds Resilience (but only if you let it)11:09 – Why Entrepreneurs Struggle Emotionally at Home12:24 – Work Identity vs. Family Presence13:59 – Slowing Down Is Hard: The Cost of Constant Motion15:00 – Feelings, Avoidance & Emotional Performance16:30 – Why Business Owners Need Therapy18:10 – Your Role Beyond Business: The Identity Crisis19:05 – The 90/10 Effort Trap: Where Is Your Energy Going?21:06 – Doctors, Execs, and Entrepreneurs All Face This22:55 – When Business Becomes a Mistress25:11 – Tanking Deals Because You Can’t Let Go26:20 – When Is the Right Time to Get Help?28:50 – Freeing Up Time, Making More Money, Enjoying Life30:07 – Family Time Isn’t Screen Time30:45 – Want Your Own “Wendy”? Here’s How to Find Her Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 289Next Level 288: How To Have Your Best Year Ever
Discover Chris Larsen’s proven 3-year vision strategy to plan your best year ever. Learn how to align your goals, habits, and finances, plus get a 2024 real estate market outlook based on the 18.6-year cycle. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 288Next Level 287: Gen X: The Forgotten Generation with Suzanne Norman
In this episode of the Next Level Income Show, host Chris Larsen interviews Suzanne Norman from the Retirement Income Institute to discuss the retirement challenges Gen X faces. Learn about protected income, annuities, the sandwich generation, and how financial planning can boost your retirement confidence. A must-listen for anyone preparing for the peak 65 era! Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 286Next Level 285: How to Buy Back Your Time with George Rivera
George Rivera shares how he scaled to $50M while working less, using his Buy Back Time Formula to escape burnout and reclaim time for family and freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 285Next Level 284: Live Your Life Like a Corporation with Loral Langemeier
Discover how to build wealth, reduce taxes, and raise financially savvy kids with bestselling author Loral Langemeier. In this episode of the Next Level Income Podcast, host Chris Larsen explores Loral’s proven “live corporate” strategy to help professionals escape the W-2 trap and create lasting financial freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 284Next Level 283: How to Bullet Proof Your Portfolio During Crazy Economic Times and Become a Financial Beast with Eric Miller
Here's a **short SEO-optimized Google description** for Episode 291: --- Discover how healthcare practice owners can build lasting wealth with expert financial strategies from Eric Miller, RIA and co-owner of Econologics Financial Advisors. In this episode of *Next Level Income*, learn how to avoid common financial mistakes, plan like the ultra-wealthy, and create a bulletproof retirement and investment plan. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 283Next Level 282: How to Invest Like a Billionaire with Bob Fraser
Discover how billionaires invest in private credit, real estate, and alternative assets. Bob Fraser of Aspen Funds shares macro insights and wealth strategies for smart investors. We talked about: Why private credit can offer equity-like returns with lower risk How to structure your portfolio like a business The power of rebalancing and avoiding emotional investing What’s coming in the economy—and how to prepare 📚 Want to go deeper? Bob’s new book, Invest Like a Billionaire, is out now and packed with insights on portfolio construction, risk management, and mindset shifts every investor needs. 👉 Get it here: Invest Like a Billionaire on Amazon 💼 Want to learn how we’re partnering with Aspen Funds to give our clients access to private credit and other wealth-building opportunities? 👉 Visit: https://www.nextlevelincome.com This episode is all about investing smarter, not harder—and building wealth that lasts. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 282Next Level 281: What is a “Bitcoin Treasury” & The Future of Bitcoin Trading with Tillman Holloway
In this episode of the Next Level Income Show, Chris Larsen talks with former college football star turned crypto entrepreneur Tilman Holloway, founder of Arch Public. Learn how he’s helping investors automate crypto trading, leverage Bitcoin’s volatility, and combine real estate with Bitcoin treasuries for long-term wealth. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 281Next Level 280: How to Use Psycho Metrics to Maximize Your Revenue & Business with Matt White
Discover how to scale your business and build high-performing teams using human analytics. In this episode, Chris Larsen interviews Culture Index expert Matt White on hiring smarter, improving communication, and unlocking team potential with psychometrics. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 280Next Level 279: From $50k in student debt to 8-Figure Founder: Lessons for Building Financial Freedom in the Creator Economy with Conar Fair
Discover how Conar Fair went from $50K in student debt to building an 8-figure business using viral short-form videos. Learn his 6-step framework to grow on TikTok, Reels, and YouTube Shorts, turn scrolls into sales, and win in the creator economy. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 279Next Level 278: How to Lower Your 2025 Tax Rate Before It’s Too Late!
Learn how to legally reduce your tax bill with expert Davis Oliver from Taxes Saved. Discover powerful tax strategies for W-2 earners, business owners, and retirees—like Roth conversions, bonus depreciation, and Section 181 film investing. Featured on the Next Level Income Show with Chris Larsen. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 278Next Level 273: Housing Slowdown or Opportunity? What You Need to Know Now with Josh Mettle
Discover how real estate investors are using inflation to their advantage! In this episode of The Next Level Income Show, host Chris Larsen welcomes back real estate mogul and mortgage strategist Josh Mettle to break down wealth-building strategies used by top 1% investors. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 277Next Level 277: How to Generate an Endless Supply of Leads with David Dubeau
Discover how to turn podcast interviews into high-trust sales conversations with marketing expert David Dubeau. In this episode of the Next Level Income Show, host Chris Larsen and David reveal a proven system that helps real estate investors, fund managers, and high-ticket coaches consistently attract accredited investors without chasing leads. Learn how to convert podcast conversations into $100K+ opportunities using a relationship-based sales funnel that works — even without a big audience. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 276Next Level 276: What are the safest asset classes in today's market? With Paul Moore
Discover how Paul Moore built a $200M real estate empire after early failures. Learn value-add investing strategies in multifamily, self-storage, and mobile home parks, plus how real estate can help fight human trafficking. Hosted by Chris Larsen on the Next Level Income Show. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 275Next Level 275: How to hit Q4 running to finish 2025 STRONG!
Struggling to hit your goals? Learn how to create a 3-year vision, set SMART goals, and reclaim 20–40 hours a week with high-performance coach Chris Larsen. Discover powerful productivity strategies, weekly planning habits, and personal development tools to help you achieve financial freedom and live your best life. Perfect for entrepreneurs, professionals, and growth-minded individuals. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 274Next Level 274: The Future of Real Estate and Where We Are In the Market Cycle with “Big” Mike Zlotnik
Discover how chess, taekwondo, and data-driven strategies shape smart real estate investing with fund manager Mike Zlotnik. Learn about cap rates, interest rate forecasts, and building a buy box to navigate today’s market. Featured on the Next Level Income podcast with Chris Larsen. Perfect for fans of BiggerPockets and Warren Buffett investing wisdom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 272Next Level 272: How Franchises Can Lead to Financial Independence with Kim Daly
Discover how franchising can be a powerful path to financial freedom with franchise expert Kim Daly. Learn how to invest in a franchise, build passive income, and shift your mindset to create wealth. Featuring insights on alternative investing, entrepreneurship, and semi-absentee franchise ownership. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 271Next Level 271: How to Buy and Structure Notes Dan Deppen
Learn how to invest in mortgage notes, create seller-financed deals, and build passive income like a bank. Dan Deppen joins Chris Larsen to break down note investing, Dodd-Frank compliance, and creative real estate strategies in today’s high-rate market. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 270Next Level 270: How to Think Like Investor to Improve ALL Areas of Your Life with Dr. Ryan Smolarz
Discover how Dr. Ryan Smolarz went from surgeon to investor using his Liftoff Now framework to achieve financial freedom and impact beyond medicine. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 269Next Level 269: The 401(k) Loophole Most Couples Will Never Hear About
Discover how to legally access your 401(k) early using the In-Marriage QDRO strategy. Attorney Marcus Foote breaks down this powerful tax loophole to optimize retirement, avoid penalties, and boost financial freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 268Next Level 268: Maximizing Your Wealth with 1031 Exchanges with Dasha Beardsley
Learn how to use a 1031 exchange to defer taxes, grow passive income, and invest in Texas multifamily real estate. Guest Dasha Beardsley shares insider strategies on real estate syndications, tax abatements, and wealth building. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 267Next Level 267: How to Stay Focused to Achieve More in Life by Galel Fajardo
Performance coach Galel Fajardo joins Chris Larsen to share how high achievers can reclaim their time, energy, and mental clarity. From burnout recovery to AI productivity hacks — this episode is your blueprint for doing more by doing less. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 266Next Level 266: From Government Employee to Financially Free with Dustin Heiner
Real estate investor and founder of Master Passive Income, Dustin Heiner, shares how he built a cash-flowing rental portfolio, quit his 9-to-5, and now helps others do the same—including his 17-year-old daughter. Learn how to invest for income, not speculation, and why now is always the best time to start. 🎁 Free Course: masterpassiveincome.com/freecourse Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 265Next Level 265: Your Work Optional Blueprint with Chris Miles
What if traditional financial advice is keeping you broke? In this episode of the Next Level Income Show, host Chris Larsen talks with Chris Miles, the “Anti-Financial Advisor,” who became financially free—twice—and paid off $1 million in debt without bankruptcy. Discover how cash flow, not net worth, leads to true freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 264Next Level 264: How to Book Luxury Travel for FREE with Eli Facenda
**Audio Episode Description:** In this episode of the *Next Level Income Show*, host Chris Larsen sits down with Eli Facenda, founder of Freedom Travel Systems, to uncover how you can travel like a millionaire using credit card points—without spending more money. Learn the secrets behind optimizing your credit, choosing the right cards, and turning everyday purchases into luxurious travel experiences. Whether you're a frequent flyer or a business owner with expenses, this episode is packed with actionable tips to elevate your travel game. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 263Next Level 263: Driven Towards Retirement with Elliott Kallen
In this compelling episode, we sit down with Elliott Kallen, a seasoned entrepreneur and founder of Prosperity Financial Group. Elliott opens up about the heartbreaking loss of his son to suicide and how this personal tragedy led to the creation of A Brighter Day, a nonprofit dedicated to supporting teens facing mental health challenges. Discover how Elliott balances personal loss with professional success, offering invaluable insights into financial planning, resilience, and the power of purpose-driven living. 🔑 Key Takeaways: The importance of setting up automatic savings to secure your financial future. Strategies for teaching financial responsibility to the next generation. Understanding the emotional and financial aspects of retirement planning. The story behind A Brighter Day and its impact on teen mental health. ⏱️ Timestamps: 00:00 – Introduction 01:15 – Elliott's entrepreneurial journey 04:40 – Personal tragedy and its impact 10:09 – Financial planning insights 14:39 – Founding A Brighter Day 19:42 – Advice for parents and investors 22:31 – Closing thoughts 📚 Resources & Links: Get your FREE copy of "Next Level Income": https://www.nextlevelincome.com/book Learn more about A Brighter Day: https://abrighterday.info Explore Prosperity Financial Group: https://prosperityfinancialgroup.com 📢 Join the Conversation: Have you faced challenges that reshaped your life's purpose? Share your experiences and thoughts in the comments below. Let's support each other in turning adversity into strength. 🔔 Stay Connected: If this episode resonated with you, please like, subscribe, and hit the notification bell to stay updated on future episodes that aim to inspire and inform. #MentalHealthAwareness #TeenSuicidePrevention #FinancialFreedom #EntrepreneurStory #NextLevelIncome #Inspiration #ABrighterDay #MoneyWithPurpose Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 262Next Level 262: Financing the Lifeblood of America with Jermane Cheathem
Looking for the best remote business ideas or how to quit your 9 to 5 and work from anywhere? This episode is your roadmap. We sit down with Jermaine, a former sales pro who built a successful equipment financing business and now lives the digital nomad lifestyle—all while earning passive income 💼💸. You’ll discover: ✅ How to start a remote business with low overhead ✅ Why sales is the #1 skill for financial freedom ✅ The power of strategic partnerships in business ✅ How to build a scalable, high-ticket side hustle in commercial finance ✅ Real-life success stories from people making $10K+ per month online Whether you're researching passive income business models, high ticket sales tips, or the best side hustles for 2025, this episode will give you actionable steps to create your own freedom lifestyle. 🔗 Learn more or work with Jermaine: CreatorsLearn.com 📌 Timestamps: 00:00 - Jermaine’s global lifestyle & travel update 02:14 - Sales as a freedom vehicle 04:36 - Building leveraged income through partnerships 09:18 - Why strategic partnerships beat cold calls 13:39 - Making your business run on autopilot 20:45 - How to launch your own finance business from scratch 🔥 Don’t forget to LIKE, COMMENT & SUBSCRIBE for weekly tips on passive income, remote work, and building the life you want! #RemoteBusinessIdeas, #WorkFromAnywhere, #SalesToEntrepreneur, #PassiveIncome2025, #FinancialFreedom, #DigitalNomad, #StrategicPartnerships, #HighTicketSales, #CommercialFinance, #SideHustleTips, #CreatorsLearn, #FreedomLifestyle, #RemoteEntrepreneurship, #OnlineBusinessModel, #QuitYourJob, #MakeMoneyOnline, #StartupIdeas2025, #LeverageBusiness, #SalesPodcast, #JermaineInterview Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 261Next Level 261: Why Sophisticated Investors are Turning to Private Credit with Ellis Hammond
In this episode of the Next Level Income Show, host Chris Larsen sits down with Ellis Hammond, Vice President at Aspen Funds, to explore one of today’s hottest investment strategies—private credit. Learn how private credit works, where it fits in the capital stack, and why it offers compelling returns with reduced risk in today’s economic climate. With over $600 million under management, Aspen Funds leverages macroeconomic trends to guide their strategy across real estate, energy, and alternative investments. Ellis shares real-world deal structures, insights into the evolving bank lending environment, and how non-bank lending is filling the financing gap. If you're an accredited investor, interested in diversifying your portfolio, or simply curious about how to earn bank-like risk with equity-like returns, this episode is a must-watch. 🔗 Learn More: NextLevelIncome.com 📩 Email Chris: [email protected] 🎙️ Listen on Spotify, Apple Podcasts, and more! Timestamps: 0:00 - Intro & Guest Overview 4:48 - What Is Private Credit? 6:30 - Understanding the Capital Stack 12:00 - Real Estate Deal Examples 18:12 - Why Banks Aren’t Lending 21:05 - Private Credit’s Big Opportunity 25:06 - Aspen Funds & Partnership 🎙️ Subscribe for more interviews on financial freedom, smart investing, and wealth-building strategies. Contact the Guest: 👉 Website: https://www.aspenfunds.us 👉Email: [email protected] 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! -------------------------------------------------------------------------------------------------------------------- Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 260Next Level 260: Why 401(k)s are the Worst Vehicles for Financial Freedom Russ Morgan
Are you relying on a 401(k) for retirement? You might want to rethink that. In this episode of the Next Level Income Show, host Chris Larsen sits down with Russ Morgan from Wealth Without Wall Street to expose the surprising downsides of traditional retirement plans—and share smarter paths to financial independence. Together, they break down: Why 401(k)s don’t generate passive income—and what to do instead The hidden tax traps waiting in your retirement years How a lake house might be a better investment than a 401(k) Steps to start building a legacy through real estate and alternative assets Whether you're just starting to invest or you're decades into your career, this episode will change how you think about wealth and retirement planning. 📘 Get a FREE copy of Chris’s book at NextLevelIncome.com/book 💬 Connect with Russ at wealthwithoutwallstreet.com/nextlevel 📘 Get Russ's book on Amazon + more resources: 👉 https://www.amazon.com/Wealth-Without-Wall-Street-Freedom/dp/B0DJDNQVH1 🔗 Connect with Russ Morgan & Wealth Without Wall Street: https://go.wealthwithoutwallstreet.com/nextlevel 🎙️ Subscribe for more interviews on financial freedom, smart investing, and wealth-building strategies. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 259Next Level 259: Saving on Your Taxes is Sexy with Candace Galiffa
Get ready to make taxes sexy! In this episode, I'm joined by CPA Candace Galiffa, founder of New Way Accounting. We dive deep into how tax planning can boost your bottom line, the difference between W-2 and business owner tax strategies, and real estate moves that can dramatically cut your tax bill. Whether you're a side hustler, full-time entrepreneur, or W-2 employee, there’s something here for you. Don’t miss it! 🎁 Free Download – The Ultimate Accounting Checklist for Entrepreneurs! Ready to get your finances in order and finally take control of your business numbers? Download The Ultimate Accounting Checklist for Entrepreneurs — your go-to guide for staying organized, compliant, and primed for tax-saving strategies all year long. ✅ Perfect for new and seasoned entrepreneurs ✅ Covers monthly, quarterly, and annual must-dos ✅ Created by CPA Candace Galiffa of New Way Accounting 👉 https://www.subscribepage.com/newwayaccountingchecklist_website Grab your FREE copy now and start making smarter financial moves today! 🔥 What You’ll Learn in This Episode: ✅ Bookkeeping is essential — Without clean books, tax strategy isn’t even an option. ✅ Business owners have more control — Entity structure and deductions offer serious tax savings. ✅ Real estate investing — Can yield major deductions, especially when using short-term rentals and cost segregation. ✅ W-2 employees aren’t out of luck — HSAs, IRAs, and 529 plans can still offer impactful savings. Meet our guest: Bio: Candace Galiffa has been a Certified Public Accountant (CPA) for over a decade. After studying Accounting at the University of Pittsburgh, Candace began her career in public accounting at PricewaterhouseCoopers, and then held various leadership roles in corporate accounting, finance, and investments. After nearly a decade in Corporate America, she decided to focus on her entrepreneurship roots. She founded NewWay Accounting to serve small business owners and entrepreneurs, as well as provide modern accounting solutions and outsourced CFO services to corporations. Candace lives in Chadds Ford, PA with her husband Phil and their daughters Giavana, Layla, and Sasha. Contact Today's Guests: Website: https://newwayaccounting.com/ Instagram: https://www.instagram.com/newwayaccounting/ Facebook: https://www.facebook.com/newwayaccounting/ LinkedIn: https://www.linkedin.com/company/newway-accounting/ 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! -------------------------------------------------------------------------------------------------------------------- Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 258Next Level 258: How to Solve the Affordable Housing Crisis with Matt Simmons
In this episode of the Next Level Income Show, I sit down with Mat Simmons, CEO of Sim Capital, to discuss the real estate landscape and how affordable housing and Section 8 programs play a critical role. We explore the economic realities behind rising rents, the challenges in developing low-income housing, and the systemic issues that need a major overhaul. If you’re a real estate investor, or simply want to understand where the housing market is headed, this is a must-watch conversation. 🔥 What You’ll Learn in This Episode: ✅ Section 8 Success Requires Experience – Matt explains why Section 8 housing isn’t ideal for beginners and how his early challenges became key to future success. ✅ Systemic Issues in Affordable Housing – From outdated administration to voucher shortages, the Section 8 program needs modernization. ✅ Real Estate Cycles and Affordability Pressures – The market's extended upcycle and rising rates have worsened affordability, especially for first-time buyers. ✅ Private Sector Solutions with Government Support – Matt advocates for private innovation with government incentives to bridge the affordable housing gap. Meet our guest: Bio: Mat Simmons is the founder and CEO of SIMM Capital, a real estate investment firm headquartered in Wexford, Pennsylvania. With a career in real estate beginning in 2006, Simmons has cultivated a portfolio exceeding 4,200 units, focusing primarily on value-add multifamily properties and affordable housing initiatives across various U.S. markets. Under Mat’s leadership, SIMM Capital has emphasized investments in affordable housing, particularly through the Section 8 program. The firm targets single-family and smaller multifamily properties in key markets across the country aiming to have these properties cash-flowing within 30 days of acquisition. This strategy not only addresses the affordable housing shortage but also provides investors with stable, government-backed rental income. Mat is also recognized for his educational efforts in real estate investing. He shares insights through various platforms, including podcasts and webinars, discussing topics like the benefits of Section 8 housing and strategies for successful property management. His approach combines practical experience with a commitment to addressing housing needs, positioning SIMM Capital as a notable player in the real estate investment landscape. For more information, visit simmcapital.com or connect with Mat Simmons on social media platforms. Contact Today's Guests: Website: SOSDojo.com 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
Ep 257Next Level 257: Everybody Sells! Joe Marcoux
In this powerful episode of the Next Level Income Show, I sit down with sales sensei Joe Marcoux, the founder of The S.O.S. Dojo, to explore how anyone—yes, anyone—can master the skill of selling. Whether you’re an entrepreneur, a coach, or part of a corporate team, Joe shares how to create buying conversations that feel authentic and effective. We talk about emotions in sales, why traditional funnels are failing, and how to stay ahead in the AI-driven world. Don't miss this masterclass in modern sales! 🔥 What You’ll Learn in This Episode: ✅ People buy on emotion, justify with logic – The key to sales is understanding and tapping into how your prospect feels, not just what they need. ✅ Confidence, Conviction, and Control – These are the three pillars every great salesperson must develop to move from mediocre to masterful. ✅ Sales is communication, not manipulation – Great salespeople help others make empowered decisions without pressure or pushiness. ✅ Modern funnels are broken – Joe explains why the old lead-magnet model is failing and how exposure across multiple platforms is the new key to trust. Meet our guest: Bio: Known as the Sales Sensei, Joe Marcoux is a sales professional dedicated to transforming individuals and businesses. Joe empowers teams to create Buying Conversations and close deals without the stigma of sales pushiness. Creator of the S.O.S. Dojo, a LIVE & Virtual training ground where individuals practice and earn their Black Belt in sales. Through the Dojo, Joe and his team equip entrepreneurs with the skills to navigate ANY objection. Joe Marcoux is here to guide you on your own hero’s journey. He is a creator of sales masters, leading countless individuals and businesses to sales success. Contact Today's Guests: Website: SOSDojo.com 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com