The Next-Level Income Show

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

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

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

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

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

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

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

**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

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

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

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

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

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

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

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

In this episode of Next Level Income, I sit down with Justin Donald — bestselling author and founder of The Lifestyle Investor. We uncover how the ultra-wealthy build and protect wealth, why the 60/40 stock-bond portfolio is outdated, and how you can start creating passive income to live life on your terms. Don’t miss this conversation on smart investing, time freedom, and building a legacy! 🔥 What You’ll Learn in This Episode: ✅ The traditional 60/40 investment strategy is outdated and underperforms compared to alternative asset allocations used by billionaires and centimillionaires. ✅ Most ultra-wealthy families allocate 50-70% of their portfolios to alternatives like real estate, private equity, and private credit. ✅ Lifestyle investing is about generating passive income to live by design, not by default, while preserving quality time with family and avoiding the “golden handcuffs.” ✅ Success comes not from hustle alone, but from systems, mentorship, and strategic capital deployment. Meet our guest: Bio: Entrepreneur Magazine calls Justin Donald the "Warren Buffett of Lifestyle Investing." As the founder of The Lifestyle Investor and a master of low-risk cash flow investing, Justin’s ethos is to "create wealth without creating a job." He excels at simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently yield profitable results.After 21 months of investing, and before his 37th birthday, Justin’s investments generated sufficient passive income for him and his wife Jennifer to leave their jobs. Following his straightforward investment system and 10 Commandments of Lifestyle Investing, Justin negotiated deals with over 200 companies, multiplied his net worth to over nine figures, and continues to maintain a family-centric lifestyle.Justin's extensive entrepreneurial experience includes owning several profitable real estate-related businesses, one of the largest mobile home park portfolios in the U.S., various additional rental property portfolios, Orangetheory Fitness and KidStrong franchises, and multiple successful operating companies. One notable venture is Stellar, a residential maintenance and rehab company that Justin co-founded, that recently completed its Series B funding round, led by Alerion Ventures and S3 Ventures, the largest venture capital firm in Texas.Justin was recently invited to participate as a SXSW investor judge and speak at Texas Rangers Stadium. He is a member of Tiger 21 and serves on the board of Front Row Foundation International. Through his Lifestyle Investor Mastermind, Justin now consults and coaches entrepreneurs, executives, and successful media personalities on lifestyle investing. He hosts The Lifestyle Investor Podcast, with the aim of helping listeners consistently generate repeatable returns. Justin has also appeared on hundreds of podcasts and shared the stage with prominent figures like Richard Branson, Robert Kiyosaki, Sam Zell, Ron Paul, and Kevin Harrington.In January 2021, Justin released his #1 Wall Street Journal and USA Today bestselling book, The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom. The book is now in the top 1% of all books ever sold, with all proceeds donated to the Tebow Foundation and Love Justice International, two nonprofits that combat human trafficking in over 30 countries.Justin and Jennifer are dedicated philanthropists who contribute to various causes privately and through their church, with a primary emphasis on fighting human trafficking among other humanitarian efforts. Additionally, they sponsor several children through Compassion International. The Donalds reside in Austin, Texas, and love adventure-based international travel with their cherished daughter. Contact Today's Guests: 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

In this episode of the Next Level Income Show, I sit down with entrepreneur, coach, and author Daniel Woodrum to discuss his new book The Dark Side of Discipline. We talk about how relentless discipline can backfire, and why systems, standards, and identity are key to sustainable success. Learn how to avoid burnout, build smarter habits, and create a framework that fits your life — all while staying aligned with your goals. Don't miss this insightful conversation packed with actionable strategies for high performers. 🔥 What You’ll Learn in This Episode: ✅ Discipline alone can become a liability without the right systems in place. ✅ Entrepreneurs should prioritize Revenue Generating Activities (RGAs) each morning. ✅ Using tools like Opal to block distractions can dramatically increase productivity and presence. ✅ Systems should be tailored to your personal goals—not someone else’s standards. Meet our guest: Bio: Daniel Woodrum is an entrepreneur, coach, and discipline expert dedicated to helping business owners and high performers reach their full potential. As the Head Coach at Early To Rise, Daniel has spent over a decade leading teams and coaching thousands of entrepreneurs to achieve greater discipline, leadership, and productivity. With over 14 years of entrepreneurial experience, Daniel has owned multiple businesses and guided countless high-achievers to elevate their standards, systems, and results. Daniel lives in Charleston, South Carolina, with his wife Brittney and their three children, Blease, Banks, and Bellamy. Contact Today's Guests: Early To Rise: earlytorise.com Opal App: www.opal.so Create an extra 20 - 40 hours per week: https://nextlevelincome.com/how-to-create-an-extra-20-40-hours-per-week-to-work-on-your-passion-and-or-make-more-money/ To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

Welcome to the Next Level Income Show! In this episode, Chris Larsen is joined by Chuck and Davis Oliver of The Hidden Wealth Solution to uncover legal and powerful strategies for reducing your tax burden and maximizing your wealth. Whether you're a W-2 employee, business owner, or investor, you'll discover how to save thousands in taxes, make smart Roth conversions, and unlock hidden tax deductions. Stay tuned and learn how to grow your income — and keep more of it. 🔥 What You’ll Learn in This Episode: ✅ Interest rate shifts have reshaped the multifamily market, forcing a focus on operations and long-term holds. ✅ Lone Star Capital’s strategic pivot to affordable housing is reducing risk and driving strong returns. ✅ Houston’s diversified economy makes it a prime market for resilient real estate investments. ✅ Insurance costs, weather risks, and immigration policies are major factors investors must consider today. Meet our guest: Bio: CHUCK: Radio show host and best-selling author Chuck Oliver is a nationally recognized Wealth Strategist who works with Baby Boomers, Retirees and business owners nationwide who desire asset optimization and wealth preservation planning. Their focus centers around having a written, compressive plan incorporating tax savings, reducing unnecessary market risk, maximizing income and growth while securing peace of mind with asset and estate planning protection. Learn the formula for how clients establish a tax-free income for life that will transfer tax- free to future generations. Chuck helps clients gain direction, confidence and capability with the proven success of The Hidden Wealth Solution. He and his team educate clients on the pillars of asset protection. Protecting clients from known and unknown creditors. DAVIS: Davis is a Wealth Strategist. Davis got his start working in the private equity space as an analyst. Davis works with our clients to educate them on wealth building alternatives with a focus on strategic tax savings planning. Davis currently works closely and consults with our clients and our strategic tax team. Davis is a graduate of The University of North Carolina at Chapel Hill, earning a degree in economics with a minor in entrepreneurship. Davis is a devoted triathlete who enjoys competing at the highest level and he has achieved high ranking results as well as qualifying for and competing in, the IRONMAN 70.3 World Championship. Contact Today's Guests: Website: www.TheHiddenWealthSolution.com To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

In this episode of The Next Level Income Show, host Chris Larsen sits down again with Rob Beardsley, CEO of Lone Star Capital. They dive into the latest trends in the multifamily market, discuss why operations now matter more than ever, and reveal how affordable housing strategies are reshaping real estate investing. Tune in for expert insights, actionable strategies, and a fresh look at the Texas market! 🔥 What You’ll Learn in This Episode: ✅ Interest rate shifts have reshaped the multifamily market, forcing a focus on operations and long-term holds. ✅ Lone Star Capital’s strategic pivot to affordable housing is reducing risk and driving strong returns. ✅ Houston’s diversified economy makes it a prime market for resilient real estate investments. ✅ Insurance costs, weather risks, and immigration policies are major factors investors must consider today. Meet our guest: Bio: Rob founded Lone Star Capital in 2018 and has overseen the acquisition, financing, and management of over $750 million in apartment communities. As CEO, Rob drives the strategic growth of the firm, while also identifying and raising capital for new investment opportunities. He leads Lone Star Capital's in-house property and construction management division, Lone Star Communities, ensuring excellence in renovation, lease-up, and ongoing management. Rob has sold over 25,000 copies of his two books on commercial real estate. Contact Today's Guest: Website: www.lscre.com PROMO/GIVEAWAY: iconLscreFund Manager Underwriting Toolkit: https://www.lscre.com/resource/fof-underwriting-toolkit To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

In this episode, I welcome back my friend Brett Swarts—author, podcast host, and expert in capital gains tax solutions. We dive deep into how to engineer truly passive income, leverage Deferred Sales Trusts, and structure your financial legacy for multi-generational impact. Brett shares personal stories, real-life client examples, and practical frameworks around family mission, vision, and values. If you're looking to grow wealth and legacy at the same time, this episode is packed with gold. 🔥 What You’ll Learn in This Episode: ✅ Deferred Sales Trust vs. 1031 Exchange: Brett breaks down the pros and cons of each and explains why DST offers more flexibility and broader application. ✅ Mission, Vision & Values: Creating a family mission is critical for guiding generational wealth and impact. ✅ Truly Passive Income: Brett defines the TPIN (Truly Passive Income Number) and explains how focusing on that number unlocks freedom. ✅ Real Client Results: From real estate owners to business sellers, DSTs have helped clients defer taxes and reinvest with greater returns and flexibility. Meet our guest: Bio: Brett Swarts is a best-selling author of "Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. Contact Today's Guest: Website: www.brettswarts.com Expert CRE Secrets Podcast: https://podcasts.apple.com/us/podcast/expert-cre-secrets-podcast/id1542856955 Capital Gains Tax Solutions Podcast: https://podcasts.apple.com/us/podcast/capital-gains-tax-solutions-podcast/id1506283542 Build It To Billions Podcast: https://podcasts.apple.com/us/podcast/build-it-to-billions-podcast/id1763711234 FB: https://www.facebook.com/brett.swarts IG: https://www.instagram.com/brett_swarts/ YouTube: @CapitalGainsTaxSolutions 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

In this episode of the Next Level Income Show, I welcome back my good friend Dr. Vikram Raya—cardiologist, real estate investor, high-performance coach, and author of The Perfect Week Formula. We discuss how to escape the “comfort cage,” generate massive energy, and build a life of freedom and purpose. Vik shares his transition from medicine to real estate, the secrets to optimizing your time and mindset, and how to “sprint the marathon” in life. Don’t miss this one! 🔥 What You’ll Learn in This Episode: ✅ Energy is the ultimate currency for entrepreneurs and high performers. ✅ Transitioning from medicine to real estate gave Dr. Raya true freedom and autonomy. ✅ Tools like the 20/20/20 morning routine and Perfect Week Formula can massively increase productivity. ✅ The concept of “sprinting the marathon” enables long-term, sustainable success. Meet our guest: Bio: DR. VIKRAM RAYA, MD, FACC CEO / FOUNDER OF VIKING CAPITAL CEO/FOUNDER OF LIMITLESS MD BY VIKRAM RAYA CARDIOLOGIST/ SERIAL ENTREPRENEUR/ HIGH PERFORMANCE COACH Vikram is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and real estate expert. He has been active in multifamily real estate since 2015 and is a Founding Partner and CEO of Viking Capital Investments. As a real estate private equity firm, Viking Capital is approaching 4300 units and $600 Million of assets acquired. Vikram was elected into the Forbes Business Council, and was Commemorated by US Congressman Tim Connolly and Don Beyer into Congressional Record for excellence in Entrepreneurship. He has helped high achievers, doctors, and other professionals around the world achieve ultimate vitality, financial abundance and a bulletproof mindset through his coaching, Limitless MD. He recently gave a keynote lecture at the CNN Headquarters in Atlanta with Dr. Mehmet Oz on entrepreneurship. He also is the recipient of the prestigious Outstanding 50 Asian Americans in Business Award on Wall Street. Most recently, he's made the Inc 5000 list of the fastest-growing private companies in the US. Contact Today's Guest: Website: www.vikramraya.com Get his free book: www.perfectweekmd.com To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

Join Chris Larsen as he welcomes Jim Pfeifer back to the show to discuss the evolution of his investing journey, from active real estate to building communities for passive investors. Jim shares his insights on why communities are essential for successful limited partner investing, how Passive Pockets is creating new opportunities, and lessons learned along the way. Learn more about Jim’s upcoming Passive Pockets Summit and why it’s the event you don’t want to miss! 🔥 What You’ll Learn in This Episode: ✅ **Importance of Community:** Successful limited partner investing heavily relies on connecting with a supportive community for learning and sharing insights. ✅ **Transition to Passive Investing:** Jim Pfeifer details his shift from active real estate management to focusing on syndications and why it made sense for his goals. ✅ **Navigating Market Changes:** Understanding the real estate market’s cyclical nature is critical for success, especially during times of economic uncertainty. ✅ **Passive Pockets Summit:** The upcoming summit in Columbus, Ohio, aims to connect LPs and GPs, offering valuable networking and educational opportunities. Meet our guest: Jim Pfeifer has dedicated his career to helping educate and advise people on personal finance and investing. As a full-time passive investor, founder and former President of Left Field Investors, and co-host of the PassivePockets podcast, Jim is passionate about empowering investors with accessible education and community networking opportunities. He holds a degree in Finance & Marketing from the University of Oregon and a Masters in Business Education from The Ohio State University. In his free time, Jim enjoys skiing, playing Ultimate frisbee, and cheering on the Buckeyes. He lives in Columbus, OH with his wife and kids. Contact Today's Guest: Passive Pockets: http://www.passivepockets.com To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

Join us for an engaging conversation with Brennan de Raad, Founder and CEO of Vessel Advisors, as he breaks down the role of fractional CFOs and how they can empower businesses with financial clarity and control. From startups to large companies, Brennan shares invaluable insights on optimizing processes, leveraging AI, preparing for exits, and driving long-term business growth. Don't miss out on this episode, which is packed with practical advice for entrepreneurs and business owners! 🔥 What You’ll Learn in This Episode: ✅ Brennan de Raad explains the differences between accountants, controllers, and CFOs, emphasizing the importance of a forward-looking financial strategy. ✅ Fractional CFOs provide expertise and flexibility for businesses from pre-revenue startups to companies with hundreds of millions in revenue. ✅ Leveraging AI and automation in accounting can significantly improve efficiency, accuracy, and cost management. ✅ Preparing for a successful business exit involves clean financial records, accurate forecasting, and identifying valuable add-backs. Meet our guest: Brennan de Raad is the Founder and CEO of Vessel Advisors, a CFO, Controller, and accounting services company with over 40 professionals dedicated to empowering business owners with financial clarity and control. With over 10 years of experience as a fractional CFO, Brennan has personally served over 50 businesses, representing over $800 million in combined annual revenue. His leadership experience spans a diverse range of financial events, including companies going public, acquisitions (both as acquirer and acquiree), and successful capital raises through venture capital, traditional banking, and private investment. Vessel Advisors offers fractional CFO, Financial Controller, and accounting services, providing clients with the financial insights and actionable recommendations they need to thrive. Brennan and his team are passionate about transforming accounting teams from cost centers into profit centers, enabling businesses to grow with confidence. Learn more about how Vessel Advisors can help your business at www.vesseladvisors.com Contact Today's Guest: Email: [email protected] LinkedIn: https://www.linkedin.com/in/brennanderaad/ To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

🚀 Ready to take your goals to the next level? In this episode of the Next Level Income Show, host Chris Larsen shares how to build momentum in Q2 by setting powerful quarterly goals. Learn how to create a three-year vision, prioritize your health, wealth, and personal growth, and structure your perfect week for success! 📈💪 Plus, grab your FREE copy of “The Perfect Week Formula” and our coaching program details! 🔥 Don’t miss out—watch now and start leveling up! 👇 📘 Get your free book: nextlevelincome.com 📩 Join our coaching program: [email protected] 🔥 What You’ll Learn in This Episode: ✅ **The Three-Year Vision** – A long-term success roadmap that helps filter opportunities and decisions. ✅ **Quarterly Planning for Success** – Setting clear, actionable goals in four key areas: **health, wealth, social, and personal enrichment**. ✅ **The Perfect Week Formula** – A structured way to **prioritize time** for goal achievement, blocking off **sleep, workouts, and high-value tasks**. ✅ **Efficiency & Focus** – How **blocking time for non-urgent but important tasks** helps maximize productivity. 🚀 To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

Welcome to the Next Level Income Show! In this episode, I’m joined by Rod Zabriskie and Blake Brogan from Money Insights to talk about one of the most powerful financial strategies—Perpetual Family Banking. Learn how you can make your money work in two places at once, optimize your investments, and build generational wealth like the ultra-wealthy. 🚀 Don’t miss this eye-opening conversation! 🔥 What You’ll Learn in This Episode: ✅ **Investment Optimizer Strategy** – Using high cash-value life insurance to store and grow cash before investing. ✅ **How Perpetual Family Banking Works** – A method for transferring wealth across generations while keeping money working. ✅ **Tax-Free Wealth Growth & Access** – The strategy allows for tax-free compounding and tax-free withdrawals. ✅ **Using Insurance for Cash Flow & Investments** – How investors leverage policies to fund real estate and other investments. Meet our guests: Blake is a Wealth Strategist whose role primarily involves interacting with current and prospective clients of Money Insights. He has been in the financial services industry for eight years, primarily working with maximum overfunded life insurance strategies. Blake graduated from Grove City College with a bachelors in Entrepreneurship. He resides in Michigan with his wife and three children and in his free time enjoys playing golf and Michigan State athletics. Rod is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children. Contact Today's Guest: Blake: [email protected] Rod: [email protected] To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 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

Are you looking to achieve financial freedom through real estate investing? In this episode, we delve into the world of fixed-income investments with Nic DeAngelo, founder of Saint Investment Group, who has built a $200M+ real estate portfolio. 🔥 What You’ll Learn in This Episode: ✅ Fixed Income vs. Equity Investing: Understanding the benefits of fixed income investments in today's market. ✅ Investing in Distressed Mortgages: How purchasing non-performing mortgage notes can lead to steady returns while aiding homeowners. ✅ Economic Trends in Real Estate: The importance of analyzing long-term real estate market trends for informed investment decisions. ✅ Nic's Journey to Success: From unpaid internships to managing a nationwide real estate fund, learn the strategies behind Nic's achievements. Why Watch? Whether you're a seasoned investor or just starting, understanding alternative investment strategies like mortgage-backed securities can diversify your portfolio and provide stable cash flow. Gain insights into the real estate housing market, discover tips for buying a foreclosed home, and learn about the best time to buy a house.​ Don't Miss Out! Stay ahead in the real estate market by learning from experts like Nic DeAngelo. Subscribe to our channel for more insights into investment properties, passive income, and achieving financial independence through real estate. Nic DeAngelo is known as the "Fixed Income GOAT" in real estate circles. With a $206M+ portfolio, he fuses economic foresight and real estate prowess for an exciting and value-driven discussion for podcast audiences. He invests by two foundational beliefs: - Wall Street is broken. Real Estate is the cure. - Economics tells the future. As CEO/Founder of Saint Investment Group, He leads a veteran team acquiring institutional-grade real estate assets nationwide. Our 30+ state portfolio, 24 projects, and 500+ loans showcase our strategy-driven prowess, with Saint on track to raising $100M+ yearly. I’ve received praise from high-level podcasters like Hunter Thompson, Tyler Lyons, and Jonathan Cattani, with me being the guest on some of their highest-reviewed episodes. My data-driven investing approach. For this reason, every podcast I’ve been featured on has invited me back for updates on the compelling economic insights we’ve reviewed on their shows. My knack for simplifying complex theories allows me to provide you with dense material in an entertaining, bite-size way. Contact Nic: Check out saintinvestment.com Learn more at: http://saintinvestment.com/resources/ Follow him on LinkedIn: https://www.linkedin.com/in/nic-deangelo/ 📚 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

🔥 What You’ll Learn in This Episode:✅ The real definition of discipline and why most people get it wrong✅ How to eliminate distractions like social media, alcohol, and negative news✅ Why 99% commitment isn’t enough—you need to go all in✅ How to identify your Level 10 problems and focus on what truly matters✅ Practical success habits to take your life and business to the next level Craig Ballantyne is known as the "World’s Most Disciplined Man" and is a business coach for high performing entrepreneurs who want to go to the next level. His previous books include The Perfect Day Formula, The Perfect Week Formula, and his Wall Street Journal best seller, Unstoppable. He was also the creator of the Turbulence Training fitness system and owns EarlyToRise.com.Contact Craig:Order Craig's book here: www.darksideofdiscipline.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

In this episode, we sit down with Gavin McHale, a world-class mindset and performance coach, to uncover the secrets to entrepreneurial success without burnout. Gavin shares powerful strategies from his new book, Conscious Preneur: What to Do When the Hard Work Stops Working. Learn how to shift your mindset, break free from limiting beliefs, and create lasting success in business and life. Don't miss this game-changing conversation! Key Points from the Episode • Mindset is Everything – Your brain is a problem-solving machine. Learning how to rewire your beliefs is essential for success. • Hard Work Isn’t Enough – At a certain point, working harder stops working. Instead, entrepreneurs need to focus on intentional growth strategies. • The Power of Clarity – Defining a clear vision and specific goals allows you to take aligned action and avoid burnout. • Rewrite Your Story – Many of our limitations stem from subconscious beliefs. Reprogramming your mindset can create massive breakthroughs in business and life. Contact Gavin: Get Gavin's book here: https://a.co/d/8LfkN3m 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

Thinking about starting a business but not sure where to begin? In this episode, I sit down with Cliff Nonnenmacher, a serial entrepreneur and franchise expert, to discuss how franchising can be a powerful wealth-building tool. We talk about scaling businesses, finding the right investment opportunities, and how AI, demographics, and market trends are shaping the future. Whether you’re looking to escape corporate America or diversify your investments, this episode is packed with insights you won’t want to miss! Key Points from the Episode • Franchising vs. Starting a Business – The pros and cons of each, and why franchising reduces risk while accelerating growth. • Market Trends & Opportunities – AI, aging populations, and societal changes are shaping the best investment opportunities. • Raising Financially Responsible Kids – Strategies to teach financial independence, work ethic, and the value of money. • Building Wealth Through Business Ownership – How to scale a franchise while working on the business, not in the business. Contact Shannon: LinkedIn: http://www.linkedin.com/in/cliffnonnenmacher Facebook: http://www.facebook.com/franocity X (Twitter): http://x.com/franocity 📚 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

In this episode of The Next Level Income Show, I sit down with entrepreneur, wellness expert, and executive coach Shannon Logan. Shannon shares her journey from owning a fitness studio to creating The Whole Woman Reset, a program designed to help high-achieving women reclaim their time, energy, and purpose. We dive into the importance of self-awareness, the power of vision, and how to manage time more effectively to avoid burnout. Don't miss this conversation packed with valuable insights for entrepreneurs, professionals, and parents alike! Key Points from the Episode • Time is your most valuable resource – You can always make more money, but you can never get back lost time. • Self-awareness is key to success – Identifying your core values and aligning your life with them leads to fulfillment. • Energy management matters – Rest and recovery are crucial for long-term productivity and success. • Outsourcing is a smart investment – Delegating low-value tasks frees up time for high-impact work and quality family time. Contact Shannon here: https://shannon.coachshannonlogan.com/main-page-page 📚 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

Want to build wealth faster? In this episode of The Next Level Income Show, I dive into geographic arbitrage—the smart way to save money while improving your quality of life. Discover the top states for inbound migration in 2024, the best places for real estate investment, and how you can cut costs while increasing your savings. Don't miss out on these life-changing strategies! Key Points from the Episode • Geographic Arbitrage – Moving from high-cost to low-cost areas can drastically increase savings and improve quality of life. • Top Growth States – South Carolina, Texas, North Carolina, Florida, and Tennessee are leading in inbound migration due to affordability and job opportunities. • Smart Investing – Real estate in high-growth areas benefits from rising demand and increasing property values. • The 50% Rule – Saving 50% of your after-tax income and investing it wisely can help you achieve financial independence in just seven years. 📚 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

In this episode of the Next Level Income Show, host Chris Larsen sits down with Patrick Grimes, an engineer turned alternative investment expert, to discuss strategies for building wealth and creating a bulletproof portfolio. Patrick shares his journey from losing everything during the 2008 financial crash to finding success through cash-flowing investments and diversification. He explains how the wealthy allocate their portfolios, the importance of non-correlated assets, and why "real estate is a get-rich-slow game." Key topics covered: Lessons learned from the 2008 recession The power of cash-flowing investments Building a diversified portfolio with alternatives like legal funding, real estate, and even aviation The importance of financial education and how to get started Patrick also introduces his platform, Passive Investing Mastery, where he provides free webinars and a signed copy of his book to help you take control of your financial future. 👉 Get Patrick’s free book: PassiveInvestingMastery.com/book 👉 More resources: NextLevelIncome.com/coaching 🎧 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

In this episode, Jeff Ervick, a successful real estate operator and sales expert, shares his secrets for creating seven streams of income. From leveraging tech sales to real estate syndications and infinite banking, Jeff offers actionable insights to help you take your finances to the next level. Don’t miss this inspiring and informative conversation! 🚀 #NextLevelIncome Meet Jeff Ervick, an accomplished real estate operator and investor relations maverick. With over $40M in equity deployed into a $160M portfolio, Jeff’s expertise spans multifamily properties, luxury single-family homes, ground-up developments, and light/flex industrial assets. His impressive LP and GP portfolio includes more than 1,800 doors under management and development. Beyond his professional achievements, Jeff is a devoted family man who cherishes time with his wife and business partner, Kim, and their three children. When he’s not running his businesses, you’ll find him boating, golfing, restoring vintage cars and motorcycles, or coaching youth travel baseball, inspiring the next generation of athletes. 🎧 Tune in to this episode to hear Jeff’s insights on building wealth, creating multiple income streams, and achieving financial freedom! #RealEstate #PassiveIncome #JeffErvick #NextLevelIncome #WealthBuilding Contact Guest: Visit his website to download his eBook at: www.valoriscapitalpartners.com/nextlevel Follow him on LinkedIn: https://www.linkedin.com/in/jeff-ervick/ -------------------------------------------------------------------------------------------------------------------- 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

How will the 2025 election shape the real estate market? Join Chris Larsen and Matt Fore as they break down the economic landscape, from interest rates and inflation to bonus depreciation and affordability crises. Discover the future of real estate investing, senior housing opportunities, and why renting might be smarter than buying right now. Packed with insights for every investor, this episode is a must-watch for navigating the upcoming market shifts. Meet today's guest! Matt Fore is a respected real estate investor, podcast host, and market strategist based in Nashville, Tennessee. As the host of the popular "Ice Cream with Investors" podcast, Matt dives into economic trends, investment strategies, and real estate opportunities to educate and inspire his audience. A triathlon enthusiast and dedicated family man, Matt brings a unique blend of discipline and relatability to his work. Known for his insights into real estate cycles and affordability crises, Matt leverages his expertise to help investors navigate an ever-changing market and achieve financial growth. More about your host! Chris Larsen is a seasoned entrepreneur, investor, and podcast host dedicated to helping others achieve financial freedom through strategic investing. As the founder of Next Level Income, Chris shares his expertise in real estate, passive income, and economic trends to empower listeners to maximize their financial potential. With a background in medical device sales and a passion for demographics-driven investments, Chris combines professional insights with personal experiences to deliver actionable advice. A devoted family man, Chris lives in Asheville, North Carolina, with his wife and two sons, where he balances his love for adventure with his commitment to building lasting wealth. Coonnectw with our guest: Website: https://icecreamwithinvestors.com/ I N S T A G R A M ✅ / mattfore1 L I N K E D I N ✅ / forematt Contact Chris: Facebook: https://www.facebook.com/nextlevelincomeshow LinkedIn: https://www.linkedin.com/in/nextlevelincome/ YouTube: https://www.youtube.com/channel/UC7ryurcdx6zl1wqpb0la2JA Instagram: https://www.instagram.com/thenextlevelincomeshow/ 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

Are you ready to make 2025 a breakthrough year in your life and finances? In this inspiring episode, Christopher Larsen, founder of Next-Level Income and a seasoned real estate investor with over $1.5 billion in acquisitions. With more than 20 years of experience across multifamily, self-storage, hotels, and more, Chris shares actionable tips to help you take control of your financial future. Drawing on his background in biomechanical engineering, an MBA in Finance, and a highly successful career in real estate, Chris combines strategy and insight to empower you to make smarter investment decisions. Beyond real estate, Chris reflects on his journey from All-American cyclist to a financial educator, offering a well-rounded approach to achieving success. Whether you are a seasoned investor or just getting started, this episode will help you unlock your potential and make 2025 your best year yet! Contact Chris: Facebook: https://www.facebook.com/nextlevelincomeshow LinkedIn: https://www.linkedin.com/in/nextlevelincome/ YouTube: https://www.youtube.com/channel/UC7ryurcdx6zl1wqpb0la2JA Instagram: https://www.instagram.com/thenextlevelincomeshow/ 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

What if the secret to wealth wasn’t just strategy, but rewiring your mindset? In this episode, Bronson Hill, Managing Member of Bronson Equity, dives into the transformative power of developing a Rich Brain. With over $200M in multifamily real estate, $42M raised for private equity deals, and as the author of Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less, Bronson shares actionable insights to reshape your thinking and grow wealth. From his experience as a general partner in 2,000 units to hosting The Mailbox Money Show and leading The Wealth Forum for affluent investors, Bronson equips listeners with the tools to think big, act boldly, and thrive in a growth-focused community. Tune in for an inspiring conversation packed with tips to elevate your mindset, embrace passive income, and achieve financial freedom. Contact Guest: Promo: http://bronsonequity.com/inflation Facebook: https://www.facebook.com/BronsonEquity LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany YouTube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg Instagram: https://www.instagram.com/bronsonequity 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

Ready to design your dream life? In this episode, Sarah Weaver, a seasoned investor, coach, and world traveler, reveals how mid-term rentals can be the key to financial freedom and a life you love. Sarah, a real estate investor with 19 units across 4 states (10 of which are furnished rentals she self-manages remotely), shares her expertise in building a thriving portfolio while living a fully nomadic lifestyle. As the founder of multiple businesses—like Arya Design Services, which helps investors furnish rentals, and Invested Adventures, taking investors on epic global retreats—Sarah knows how to balance work, travel, and success. Tune in to hear Sarah’s strategies for growing your rental portfolio, tips on managing properties from anywhere, and how to embrace a life filled with freedom and adventure. Whether you are a seasoned investor or just starting out, this episode will inspire your next big move! Contact Guest: Website: https://www.sarahdweaver.com/ Instagram: https://www.instagram.com/sarahdweaver/ LinkedIn: https://www.linkedin.com/in/sarahdweaver/ Facebook Personal: https://www.facebook.com/sarahdweaver/ Facebook Business: https://www.facebook.com/sarahdweaverpage Twitter: https://twitter.com/sarahdweaver 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

Discover how to reverse aging and build a healthier future with Dr. Doug Lucas, a double board-certified physician in osteoporosis reversal, hormone replacement, and healthspan optimization. In this episode, Dr. Doug shares his journey from Stanford-trained orthopedic surgeon to founder of Optimal Human Health MD, a nationwide telehealth practice. Learn how he helps patients improve their bone health, reverse osteoporosis, and extend their healthspan through groundbreaking research and personalized care. Dr. Doug explains why osteoporosis is not a life sentence and how innovative approaches in hormone therapy and functional medicine can transform lives. With a mission to educate and inspire, Dr. Doug also discusses his YouTube channel, The Dr. Doug Show: Bones, Hormones, and HealthSpan, and his community, HealthSpan Nation, where he empowers individuals to take charge of their health. Tune in for actionable insights to live better, longer! Contact Guest: Facebook: Dr. Doug Lucas Instagram: @dr_douglucas YouTube: The Dr. Doug Show Website: www.optimalhumanhealth.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

Unlock the power of strategic investment evaluation with Tom Dunkel. In this episode, Tom Dunkel shares his journey from corporate finance to thriving in real estate, revealing how the S.A.F.E. method has been a game-changer in evaluating investments. Learn how Tom turned his life around after losing his corporate job and how he and his business partner built a multi-million-dollar business from the ground up. Tom's story highlights resilience, the power of entrepreneurship, and how he now helps investors transition to passive, reliable, and predictable real estate investments. With over $45M in self-storage assets across seven states, Tom is passionate about helping "Miserable Millionaire" investors achieve financial, time, and life freedom. Tune in for valuable insights on how to apply the S.A.F.E. method to your own investment strategy. Want to discover Tom’s 4-step plan to financial freedom? Listen Now! Contact Guest: https://www.belrosestoragegroup.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 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

Discover how to turn your stocks into a predictable income stream with strategies you’ve likely never considered before! Investing doesn’t have to be unpredictable. In this episode, Mark Yegge, known as the Wealth Architect, reveals how to “rent” your stocks to generate consistent cash flow. With a career spanning decades, Mark has traded over $14 billion worth of securities and built an empire that includes founding a $30-million Wall Street software company. Now retired at 39, he shares his insights as a fund manager, author, and mentor to 7- and 8-figure investors. From creating courses like The Cash Flow Machine to hosting the Wealth Architect Podcast. Mark is on a mission to empower people with the tools to take control of their financial future. Tune in to learn the secrets of creating steady income through stock investments while adopting the mindset of success. Ready to rethink your investing strategy? Listen now to unlock the potential of your portfolio! Contact Guest: https://www.cashflowmachine.io DestinyCreation.com https://wealtharchitectpodcast.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 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

Big changes are coming! In The Investment Optimizer and a Big Update!, Blake Brogran, a Wealth Strategist with years of experience in financial services, shares exciting news while diving deep into one of his favorite strategies: the Investment Optimizer. With eight years in the industry, Blake specializes in helping clients maximize their wealth through innovative overfunded life insurance strategies, designed to supercharge investments and create long-term financial security. Blake simplifies the complexities of the Investment Optimizer, explaining how it can enhance cash flow, provide flexibility, and boost overall returns. He also reveals a major update that could impact investors looking to take their financial strategies to the next level. Blake’s insights, backed by his entrepreneurial spirit and passion for helping families build wealth, will inspire you to rethink your approach to personal finance. Tune in to explore how small adjustments can yield big financial results! Contact Guest: Links: https://meetings.hubspot.com/blake-brogan 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

Mark Miller brings over 30 years of experience in tax and financial services, specializing in wealth growth and protection for high-net-worth clients, business owners, physicians, and executives. With a deep understanding of tax strategies and asset preservation, Mark has guided hundreds of clients through both booming and challenging markets. In this episode, he shares insights into cutting taxes, protecting business and retirement assets, and preserving wealth that endures for generations. Whether you’re aiming to secure your family’s future or grow your portfolio with a long-term vision, Mark’s advice is rooted in practical strategies that have helped clients build dynastic wealth. Don’t miss this chance to learn the secrets of sustainable investing from a seasoned financial expert. Contact Guest: Links: https://book.hiltonwealth.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 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

From saving lives to saving properties, From Fighting Fires to Flipping Houses with Ian Horowitz explores the remarkable journey of a first responder turned real estate powerhouse. Ian Horowitz, Managing Partner at Equity Warehouse, brings his background in firefighting to a new arena real estate investment. Known for his expertise in wholesale real estate, property development, distressed debt, and investment properties, Ian has successfully navigated a transition that few attempt. In this episode, Ian shares how his years in emergency response equipped him with unique skills that have fueled his success in real estate. From finding the right distressed properties to mastering the economics of flipping houses, Ian provides a candid look into his strategies and the challenges he's overcome. Tune in to learn how Ian’s journey from firefighting to real estate investing can inspire you to take calculated risks, adapt, and build a successful portfolio. Contact Guest: Website: https://www.equitywarehouse.com/home1638455564534#section--36315-150 LinkedIn: https://www.linkedin.com/in/ian-horowitz-255185106/ 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

True success in business starts with serving, not selling. In this episode, we explore the power of genuine connection and service-driven networking. Steve Ramona, host of the popular “Doing Business with a Servant’s Heart” podcast, shares his journey from a young networker to a super-connector with a community of over 150 high-net-worth individuals, including millionaires and billionaires. As the mastermind behind the Pantheon Alliance, Steve knows the transformative impact of putting service above self-interest in business. He reveals insights into how focusing on relationships over revenue has not only fueled his success but also helped countless entrepreneurs form meaningful partnerships and joint ventures. Join us to learn why serving others is the key to lasting success and how you can build a strong network that’s rooted in trust, collaboration, and shared growth. Contact Guest: Pantheon Premium: https://pantheon.idevaffiliate.com/101.html InPhone Business Toolpad: https://inphone.co/podcast Doing Business with a Servant’s Heart Podcast: https://www.servinginbusinesspodcast.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 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

Turning unused space into income is easier than you think. In this episode, we explore how property owners can unlock hidden value in their assets. Joseph Woodbury, Co-Founder and CEO of Neighbor, is revolutionizing the self-storage industry by helping people monetize underutilized spaces in their homes and properties. With Neighbor now spanning all 50 states and backed by $65 million in funding from top investors like Andreessen Horowitz, Airbnb, and Uber, Joseph’s innovative platform connects people needing storage with those who have extra space. He shares how Neighbor is disrupting the $500 billion storage market and creating income opportunities for everyday property owners. Tune in to learn how Neighbor is reshaping the way we think about property utilization and discover how you, too, could start earning from unused space right in your own backyard. Contact Guest: Facebook: https://www.facebook.com/storewithneighbor/ Instagram: @neighbor.app -https://www.instagram.com/neighbor.ap Twitter: @neighborstorage - https://x.com/neighborstorage?lang=en LinkedIn: https://www.linkedin.com/company/neighbor YouTube: https://www.youtube.com/@tryneighbor/ 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

In the face of nature's fury, resilience is key. In this episode, Weathering Hurricane Helene, Chris Salerno & I dive into the personal and professional impact of the hurricane, exploring the lessons learned and how it has shaped real estate strategies in times of crisis. Chris was kind enough to let me use his office & studio while my family and I were displaced. Join us as we discuss what this epic disaster has taught us about leadership and the importance of preparedness in the ever-unpredictable world of real estate investment. This episode offers valuable insights for investors and entrepreneurs alike. I remain hopeful and optimistic after this event and invite you to help us rebuild Western Carolina through our non-profit, The Western Carolina Emergency Network, which you can learn more about below. Thank you, Chris Contact Guest: Links: www.qccapitalgroup.com www.linkedin.com/in/salernochris www.instagram.com/chris_salerno www.facebook.com/chris.salerno 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

Resilience is the key to not just surviving but thriving financially. In this episode, Dr. Allen Lomax shares his transformative journey from losing everything during the financial crisis to building a robust financial future through passive real estate investing. With a Ph.D. in Organizational Systems Psychology and over thirty years of experience, Dr. Lomax helps dynamic professionals unlock their potential by focusing on their passions while securing their financial well-being. Discover his unique blueprint for turning money into a tool for freedom, allowing you to pursue your calling without sacrificing your livelihood. As the founder of the Streams to Impact Prosperity program and host of the Streams to Impact podcast, Dr. Lomax empowers listeners to engage fully in their passions, achieve their dreams, and build lasting wealth. Tune in to learn how personal resiliency can lead to financial success and fulfillment in all areas of life. Contact Guest: Links: www.steedtalker.com www.linkedin.com/in/allenlomax/ www.facebook.com/allen.lomax/ www.instagram.com/steedtalkercapital/ www.youtube.com/@realestateinvestingabundan5306/videos Promo/giveaway: https://steedtalker.com/passive 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

How often do you feel like your mind is holding you back from reaching your full potential in business? In this episode, Rusty Osborne, the go-to coach for entrepreneurs, dives into the secrets behind overcoming the mental blocks that limit growth and success. With years of experience helping hundreds of business owners, Rusty uses his signature Negative Mindset Method to cut through the noise of self-sabotage and overwhelm. Whether it is negative self-talk or deeply ingrained unconscious beliefs. Rusty has developed proven strategies to help entrepreneurs silence their inner critic, break through mental barriers, and accelerate their business success. If you have been stuck or struggling to achieve your biggest goals, tune in and discover how to unlock a new mindset that fuels unstoppable growth! Contact Guest: Links: www.rustyosborne.com www.instagram.com/thecoachrusty https://thecoachrusty.ac-page.com/negative-mindset-method 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

Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate. Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns. Contact Guest: Facebook: https://www.facebook.com/ACTAdvisors YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g LinkedIn: https://www.linkedin.com/in/douglasenglish/ ACT Advisors Blog: https://act-advisors.com/blog/ More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/ 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

What does the future of real estate hold? Chris Larsen, founder of Next-Level Income, draws on over 20 years of experience and over $1.5B in real estate acquisitions, including multifamily, mobile home parks, and self-storage. Larsen breaks down how to spot trends and capitalize on the best deals in a changing market. Hosting him is Rod Zabriskie, Managing Partner of Money Insights, whose decade-long experience in financial services has helped countless clients find financial independence by thinking beyond traditional strategies. Inspired by Rich Dad, Poor Dad, Zabriskie emphasizes how to seize the future with a proactive mindset. Whether you're new to investing or looking to fine-tune your strategy, Chris and Rod share the tools you need to predict the real estate market and stay ahead. Contact Guest: Website: https://moneyinsightsgroup.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 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