PLAY PODCASTS
The Next-Level Income Show

The Next-Level Income Show

302 episodes — Page 4 of 7

Ep 155Ep 155: Using Values to Value an Investment with Leif Hartwig

Discover the power of values in investment evaluation with Leif Hartwig, the CEO of WealthVP. With a career spanning over three decades in software startups and financial services, Leif brings a wealth of knowledge to the table. As the mastermind behind successful enterprise software companies like SquadPod and the founder of TruQuest Corporation, Leif has played a pivotal role in generating billions of dollars in revenues for renowned companies such as State Farm, Nationwide, and Prudential. Leif shares his profound insights on how aligning values can significantly impact the success of an investment. Drawing from his experience of raising over $200M from private investors, Leif understands the importance of cultivating a values-driven approach to maximize investment value. Join us as Leif delves into the significance of values and how they shape the decision-making process in the world of investments. Don't miss this opportunity to gain invaluable wisdom from a visionary industry leader. 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

May 30, 202331 min

Ep 154Ep 154: Why the DST Was Created for Times Like These with Brett Swarts

What if you can't or don't want to use a 1031 Exchange? In this episode, Brett Swarts, Capital Gains Tax Deferral Expert, sheds light on the importance of the Deferred Sales Trust (DST) in today's challenging times. With his extensive knowledge and expertise, Brett explains why the DST was specifically designed to address the unique needs of high net worth individuals seeking to preserve and grow their wealth while navigating complex tax regulations. As the Founder of Capital Gains Tax Solutions and an exclusive Deferred Sales Trust Trustee, Brett has helped countless millionaire clients unlock the power of the DST to transform their exit wealth plans. Through this engaging discussion, he reveals the secrets to breaking free from capital gains tax jail, offering valuable insights into the strategic use of DSTs, Delaware Statutory Trusts, and 1031 exchanges. With over $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions under his belt, Brett's experience is unparalleled. As a licensed California Real Estate Broker and an eXp Commercial Multifamily Broker, he combines his in-depth industry knowledge with a passion for educating others on capital gains tax deferral strategies. Don't miss this opportunity to discover another tool to unlock your financial freedom. Don't miss this opportunity to discover the key to unlocking your 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 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

May 23, 202326 min

Ep 153Ep 153: How to Choose a Financial Advisor with Brad Barrett

In this episode, financial expert Brad Barrett shares his extensive knowledge and experience to guide viewers on how to choose the right financial advisor. As a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets, Brad has almost 20 years of experience in the financial services industry. In his weekly YouTube, Podcast, and Radio Show “Make Your Money Matter,” Brad is passionate about educating investors and empowering them to make better decisions with their money. He is also a sought-after public speaker and author of the book “Retire Right,” which serves as a guideline to aligning goals and objectives for investment and financial planning. With his expertise and insights, Brad helps viewers understand the importance of finding a trustworthy financial advisor and provides practical tips for making an informed decision. 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

May 16, 202334 min

Ep 152Ep 152: Macroeconomic Trends with Whitney Elkins-Hutten

Join me & Whitney Elkins-Hutten, as the latest macroeconomic trends and how they will affect real estate going forward. As the Director of Investor Education at PassiveInvesting.com and a partner in over $700MM in real estate investments, including 5000+ residential units and 1400+ self-storage units across 8 states, Whitney brings a wealth of experience to the conversation. With a track record of success flipping over $3.0MM in residential real estate, her insights are highly valued in the industry. Listen as we offer a data-driven analysis of the most pressing economic issues facing investors, businesses, and individuals in today’s world, making it a must-watch for anyone looking to stay informed on the latest developments in macroeconomics. 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

May 9, 202325 min

Ep 151Using Medium Term Rentals to Achieve Financial Independence with Sarah Weaver

In this episode, join Sarah Weaver on her incredible journey as she balances being an author, speaker, coach, real estate investor, and business owner. With three successful businesses under her belt, Sarah's expertise serves both real estate investors and agents alike. As a coach, Sarah travels across the country, hosting intimate retreats for investors and coaching real estate agents. She lives a dream life and is always exploring new opportunities. Her company, Invested Adventures, offers epic events for real estate investors all around the world. Sarah is a seasoned real estate investor, owning 19 units in four states, including nine furnished rentals—all of which she self-manages from afar. And if that isn't impressive enough, Sarah has also traveled to 47 countries on six continents and has been fully nomadic since January 2019. Get inspired and follow Sarah's incredible journey as she continues to live life on her own terms, while helping others achieve their real estate goals. 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

May 2, 202327 min

Ep 150Ep 150: Why It’s Important To Have a Side Hustle Despite Having a High-Paying Job with Pranay Parikh M.D.

In this episode, we dive into the world of entrepreneurship with the multifaceted Dr. Pranay Parikh. As a physician, Co-Founder, and President of Ascent Equity Group, and a serial entrepreneur, Dr. Parikh has an unconventional journey that has helped him excel in various endeavors. He discusses the importance of having a side hustle, even if you have a high-paying job, and how it can provide financial security and foster an entrepreneurial mindset. With practical tips on time management and prioritization, Dr. Parikh's insights offer a valuable roadmap for those seeking to pursue their passions and launch their own businesses. Join us on this engaging episode as we explore the entrepreneurial spirit with Dr. Parikh. 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.comE 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

Apr 25, 202331 min

Ep 149How to Identify the Hottest Housing Markets in 2023 with Zach Lemaster

As the real estate market continues to evolve, it's essential to stay ahead of the curve when it comes to identifying the hottest housing markets in 2023. In this episode, I speak with real estate expert Zach Lemaster, founder & CEO of Rent to Retirement, who shares his expertise on identifying the hottest housing markets in 2023. With years of experience as a seasoned real estate investor and licensed broker, Lemaster provides valuable insights into markets that maximize cash flow, appreciation, and equity. As an industry expert in real estate market analytics, he discusses the latest trends and data that contribute to a hot housing market and how to stay ahead of the curve with emerging technologies. Through his successful wholesaling, flipping, and management business, Lemaster offers valuable guidance on how to strategically invest in real estate to create the desired lifestyle for your family. 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

Apr 18, 202325 min

Ep 148Ep 148: 2023 Tax Update with Thomas Castelli, CPA

As the 2023 tax season comes to a close, it's important for real estate professionals to start finalizing their tax strategies. In this episode, we welcome back Thomas Castelli, a CPA and tax strategist who specializes in helping real estate investors save money on their taxes. Thomas shares some key updates to the 2023 tax code and provides valuable insights on how investors can keep more of their hard-earned dollars by using effective tax planning strategies. This episode is a must-listen for anyone looking to stay up-to-date with the latest changes in tax law and maximize their profits in real estate investing. With Thomas's expert guidance, listeners will learn actionable tips on how to minimize their tax liability and keep more money in their own pockets. 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

Apr 11, 202331 min

Ep 147Ep 147: Where is Gold Going from Here? With Patrick Yip

As uncertainty looms in the current economic climate, many investors are asking the question, "Where is gold going from here?" In this episode, I interview Patrick Yip, Director of Business Development at APMEX, and OneGold, two leading retailers of physical gold, silver, platinum, and palladium with a combined sales history of over $15 billion. Patrick shares his expert insights on the future of gold prices, the benefits of diversifying portfolios with precious metals, and how gold investment compares to real estate and cryptocurrency. He offers practical advice on how investors can start investing in gold and provides a valuable perspective on the gold market in the coming months and years. Whether you're a seasoned investor or new to the game, this episode is a must-watch for anyone interested in the gold 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 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

Apr 4, 202327 min

Ep 146Ep 146: The Power of Listening with Nick Leja

Business success is often attributed to strong leadership, strategic planning, and effective decision-making. However, one key factor often overlooked is the power of listening. In this episode, Nick Leja shares his insights on how active listening can differentiate between success and failure in the business world. Nick is a serial entrepreneur and author. He owns businesses in six different industries with more than 60 locations across the country, generating an annual revenue of over 50 million annually. Nick talks about his new book "Journey to Enya," which offers a more effective and enjoyable management strategy. Throughout the episode, Nick shares his experiences and insights on the importance of listening, building the right team, and how doing so has helped him develop and grow his businesses. 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

Mar 28, 202329 min

Ep 145How to Make $100M During Your Career with Emmy Sobieski

Making $100 million during your career is not an easy feat, but it is definitely achievable if one has the right mindset, mindset, and strategies. In this episode, we will meet Emmy Sobieski, who is a COO, author, and investor. She author of the book $100M Careers: The 5 Fastest Career Paths to Wealth Beyond Your Wildest Dreams, the COO of Performative Speaking, and the COO/co-founder of Competitive Storytelling, Inc.Emmy will share her success story and provide valuable insights on how she achieved this remarkable feat. She will discuss the keys to her success and the strategies she used to build her wealth. Emmy shares how she teaches others to reexamine their current career and future wealth-earning potential from a different angle and apply the strategies of the self-made mega-wealthy to build the future they deserve.Emmy will also discuss the challenges she faced and how she overcame them to achieve her goals. This episode is perfect for anyone looking for inspiration and guidance on how to achieve financial success. 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

Mar 21, 202334 min

Ep 144Ep 144: How to Become Limitless with Dr. Vik Raya

In my latest episode, I talk with Dr. Vik Raya, a trained cardiologist, functional medicine physician, 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 in Congressional Record for Excellence in Entrepreneurship. He has helped high achievers, doctors, and other professionals worldwide achieve ultimate vitality, financial abundance, and a bulletproof mindset through his coaching, Limitless MD. Dr. Raya shares the inspiring story of a doctor who invested in real estate to achieve financial freedom. Overall, the episode is a valuable resource for anyone seeking financial freedom through real estate investment. With practical tips and insights, it shows that with the right mindset and approach, anyone can become limitless. 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

Mar 14, 202334 min

Ep 143Ep 143: The Housing Crisis, Rising Interest Rates and What's Next for the Fed with Rob Beardsley

Are you worried about the rising interest rates and how it is affecting the current housing market? In this episode, Rob Beardsley joins the conversation to discuss the current state of the housing crisis, the impact of rising interest rates, and the potential future actions of the Federal Reserve. The discussion delves into the factors contributing to the ongoing housing crisis, including the supply and demand imbalance, affordability challenges, and the effects of the COVID-19 pandemic. Rob shares his opinion on the current market inflation and his predictions for the market moving forward. Overall, this episode offers valuable insights into the complex and rapidly evolving landscape of the housing market, interest rates, and monetary policy. 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

Mar 7, 202332 min

Ep 142Ep 142: Confessions of a Money Queen with Jessica Weaver

If you think you have missed your chance to achieve financial freedom, give this episode a listen! In today's episode, I talk with Jessica Weaver, a Wealth Advisor who is challenging norms and paving the way for a new era of women financial advisors transforming the industry and empowering clients to achieve financial success. Jessica found herself on a mission to help more women gain control, clarity, and confidence over their finances and the next chapter of their life. Her focus is on women nearing retirement or in retirement to help guide them through their money concerns, questions, and emotions. Most of the women Jess works with have done a good job-saving money but are missing the link to creating a retirement income from it. Through her own personal experiences, Weaver shares valuable tips and strategies on how to achieve financial success. From managing finances to setting financial goals, viewers can gain valuable insights into the mindset of a successful entrepreneur and financial expert. 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

Feb 28, 202335 min

Ep 141Ep 141: Why EVERYONE Should Invest in Apartments with Chad Zdenek

Investing in apartments has become an increasingly popular way for individuals to grow their wealth, and in this episode, we explore why that's the case. I had the opportunity to speak with Chad Zdenek, a registered Professional Engineer, licensed General Contractor, and former CEO of Mobile Illumination, to gain his insights into the benefits of investing in apartments Chad shares his insights on why apartments are a smart investment choice for everyone, including both seasoned investors and those just starting out in the real estate industry. In addition, he delves into the advantages of passively investing in apartments and what you can do now to transition into this asset class. Chad also offers practical advice on identifying profitable opportunities and managing risk in the apartment market. So whether you're a new or experienced investor, this episode provides valuable insights on why apartments should be on your investment radar. 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

Feb 21, 202332 min

Ep 139Ep 139: You CAN Have Health & Wealth! with Derek Peterson

What good is acquiring money if it just sits in your bank account and you never have the opportunity to use it to do the things that make you happy? Today's guest used this mindset to make a life-altering decision: leave his corporate W2 job, go out on his own, and create his own successful business. Derek Peterson has founded and run three highly successful organizations in the medical field. Over the years, his companies have scaled national sales teams to exceed 2,500 individuals. He's developed cutting-edge software and disrupted an entire industry that desperately needed it. Through personal and professional journeys, Derek has become fascinated and committed to helping businesses and people execute the change required to grow and thrive. And after leaving corporate America, he started the Adapt brand, focused on assisting others to become the most informed and best version of themselves regarding health and wealth. Derek also founded and serves as the CEO of Adapt Media Agency, a full-service digital marketing agency that serves hundreds of international brands. Derek shares his incredible story of learning to adapt to change and finding the motivation to continue to push himself and his team to reach higher levels in life. He explains his ideas behind Adapt Health and Adapts Wealth and how his personal journey and learning from his mistakes helped him and the adapt community achieve success. 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

Feb 7, 202331 min

Ep 138Ep 138: How to Become a Content Creator with Paul Xavier

Financial freedom can sound like a faraway dream. But the truth is, it’s possible for anyone to achieve. Today’s guest Paul Xavier, a full-time content creator, shares his journey of transitioning from his 9-5 to be fully financially independent. He believes in empowering everyone with the business skills, focuses, and resources necessary to reach the next level in their career as quickly and cost-effectively as possible. Paul talks about how he built a side hustle outside his career and grew it large enough to pursue it full-time. As a creative, he has helped numerous individuals with his online courses ranging from videography to business skills. He believes everyone has the potential to succeed; they just need that push in life and some direction to get started. Check out our website: www.nextlevelincome.com. Follow us on social media @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

Jan 31, 202333 min

Ep 137Ep. 137 EVERYONE Needs to Know How to Sell with Joe Marcoux

What would happen if you were properly coached to navigate past any objection? In this episode, we are joined by Joe Markou, founder of the S.O.S. Dojo. A dojo is a place where members go to not only train but also spar, and this sparring helps improve their ability to communicate, allowing their prospects across the starting line to where they want to be. Whether you're already a sales professional, an entrepreneur looking to expand your business, or even a professional like a doctor or a surgeon, in this episode, you'll learn how to improve the quality of your business and the revenue you generate. 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

Jan 24, 202335 min

Ep 136Ep 136: Optimizing Your LinkedIn Profile with Donna Serdula

In today's world, networking is a necessity, but it can be a hard skill to master. Today's guest Donna Serdula pioneered the concept of LinkedIn profile optimization! While searching for a client's LinkedIn profile, Donna had an epiphany and realized that most LinkedIn profiles didn’t tell her what she wanted to know about prospective clients. She realized how much of a role LinkedIn can play in telling your story and articulating your brand and wanted to help others realize this powerful tool. In this episode, Donna shares the benefits of having a strong LinkedIn profile, the demographics you should be targeting, what you may be doing wrong on your profile, and how to effectively utilize LinkedIn and social media to find success with your brand as an entrepreneur! 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

Jan 17, 202331 min

Ep 135Ep. 135 Developing The Most Valuable Skill - Leadership with Mike Kelly

When you look back on your life in 50 years, what would you like to see? Today's guest uses this question as a business adviser, certified executive coach, CERTIFIED FINANCIAL PLANNER™, and "Leaderfluencer" to help people live more financially free and enriched lives! Mike Kelly is a Managing Member of Right Path Enterprises. Here he helps clients improve their ability to lead themselves and others by providing consulting, training, and coaching services with distinction and integrity. Mike is also the Founder and Principal of Kelly Financial Planning, LLC, where he helps clients clarify their goals and make more informed financial decisions. He does this by providing fee-only financial planning and advice to people regardless of net worth or income level. Clients pay by the hour or project. In this episode, Mike shares why he left his job at Macy's Department Stores and Michelin Tire Corporation to help people better their lives and learn how to lead themselves to make more financially informed decisions. Mike explains why he focuses on setting goals and creating a positive life plan before focusing on a money mindset and why financial literacy is vital to a successful life. You don't want to miss Mike's wisdom and life experience in this episode! 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

Jan 10, 202333 min

Ep 134Ep. 134 Your Guide to Aging Parents and What is an RIA? with Kim Curtis

How is your money mindset affecting your everyday life? In this episode, we're joined by best-selling author and money management advisor Kim Curtis, who says how you do money is how you do life because money is the thread that navigates human existence. Kim shares how after realizing the brokerage world wasn't putting clients first, she created the Wealth Legacy Institute, where she uses her experience, wisdom, and skill to help each client build a successful retirement and lasting legacy. She discusses what an RIA is, how it benefits her clients, and essential tips she learned as a financial advisor to help aging clients and those with aging parents transition smoothly and happily into their next stage of life. Kim gives fantastic advice on how to have a successful money mindset; talk to your kids about their money mindset, and use money as a foundation for a successful, fulfilled life! 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

Jan 3, 202331 min

Ep 133Ep. 133 Taking Your Health to the Next Level with Dr. Doug Lucas

Are you sluggish, not sleeping, or just not feeling your best? Today's guest can help bring your health to the next level, just like he helped me! In this episode, Dr. Lucas, a fellowship-trained precision health specialist shares how he left a thriving orthopedic practice to build a practice of his own, specializing in metabolic health, hormone optimization for both men and women, osteoporosis, and longevity. He shares why he decided to start his practice and what he is doing now to address the underlying causes of chronic disease to improve both health span and lifespan. Dr. Lucas also discusses the gap between preventing disease and treating disease within the traditional medical system and what you can do in your own life to fill that gap and advocate for your health. Lifestyle plays a significant role in optimizing your health and your life. Learn how to partner with Dr. Doug Lucas and achieve your dreams in this one-of-a-kind episode! 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

Dec 27, 202242 min

Ep 132Ep. 132 How to Analyze a Deal with Sam Giordano

Are you looking for a tool to help analyze deals and determine when you can achieve financial independence?Today's guest, Sam Giordano, Expert Investor, Physician, Author, and Co-Founder of Passive Advantage, can help! Dr. Giordano has been a practicing physician at an academic medical center for ten-plus years and has had consecutive designations as a “Top Doctor” in his geographic region. He has also published multiple manuscripts in peer-reviewed journals. He is avidly interested in personal finance and financial education and has formed a personal finance teaching curriculum for residents and fellows at his hospital. Dr. Giordano became aware of investing in passive real estate syndication deals in 2016. Once he became familiar with the opportunity to grow a passive income and the associated tax benefits, he was interested in learning more.He and his partner Terry, have designed tools specifically geared towards passive limited partner investors to help objectify and bring light to the risk points of various real estate syndication deals before choosing to invest. He initially developed the tools for himself, but now he's focused on helping other physicians and investors find financial freedom and the ability to live on their own terms. In this episode, he shares why more and more physicians are looking for other income streams and how he was able to achieve financial independence and spend more time with his family on his own terms.Sam discusses his Limited Partner Deal Analyzer, why he created it, how it works, and how it can add value to you as an investor. You don't want to miss this episode packed with invaluable proven resources to help you live the life you deserve! Check out our website: www.nextlevelincome.com. Follow us on social media @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

Dec 20, 202225 min

Ep 131Ep. 131 Overcoming Adversity & Creating Abundance Through Note Investing

On today's show, we have Jamie Bateman. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 75 mortgage notes with principal balances in excess of $4M with collateral across 20 states and growing. Jamie owns several small businesses and a multi-state rental portfolio worth over $3.5M. More importantly, he has hands-on experience overseeing construction projects and managing properties and has experience in both the title and mortgage industry industries. Having worked for years as a real estate settlement officer and mortgage funding manager. Jamie discusses the void he felt in his life after leaving lacrosse and how that pushed him to seek out a bigger purpose through his family, his business team, and the military, despite facing adversity. He shares the different ways you can get started in the note space as well as some of the unique risks and benefits associated with note investing. 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

Dec 13, 202233 min

Ep 130Ep.130 DON'T Start a Side Hustle! with Brian Page

Have you been told that you need to work more to make money as an entrepreneur? Today's guest Brian Page shows us why this is false and explains how you could be wasting your most valuable resource...your time. Brian is an entrepreneur, online educator, and passive income pioneer best known as the creator of the AirBNB formula. It's the world's number one best-selling Airbnb coaching program, with over 25,000 students in 47 countries. He's the host of the Digital Titans Podcast and the star of the reality show House Hackers. Andy is the author of Don't Start a Side Hustle, which just was released, and in this episode, we share how to get a copy and many other resources to help you on your journey to 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

Dec 6, 202229 min

Ep 129Ep. 129 How to Find Winning Real Estate Investments During a Recession with Kevin Bupp

The real estate investing industry has ups and downs, but with today's guest, you can learn to generate cash flow through commercial real estate investing, getting more ups rather than downs in this current recession. On today's show, we welcome back Kevin Bupp. Kevin is the founder and CEO of Sunrise Capital Investors, which invests in mobile home parks, parking lots, apartments, offices, and single-family homes across the US. He has 16 years of experience educating investors to locate, acquire, and create higher-than-average returns from the widely misunderstood niche of Mobile home park investing. He shares his experience through the Mobile Home Academy and is the host of the Real Estate Investing for Cash Podcast, which has become one of the hottest real estate podcasts on iTunes. He's the number one bestselling author of his new book, the Cash Flow Investor, how to Create Financial Freedom Investing in Commercial Real Estate. 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

Nov 29, 202233 min

Ep 128Ep. 128 Is NOW the right time to start an insurance policy? with Rod Zabriskie & Blake Brogan

Wondering how rising interest rates will affect your life insurance policy? In this episode, we welcome Blake Brogen and Rod Zabriskie back to the show! They answer questions about rising interest rates and how they affect life insurance and our Insights Optimizer Strategy. We also discuss the new Capital Avalanche Strategy and what it can do for you. 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

Nov 22, 202249 min

Ep 127Ep. 127 The Perfect Week for Dads (and Everyone Else) with Craig Ballantyne

How does a dad have a perfect week? It may seem impossible with everything we have on our plates, but in this episode, Craig Valentine shows us exactly how. Craig is known by his clients as the world's most disciplined man. He was born lazy and introverted and also suffered crippling anxiety tax. He then spent years inventing systems to make success automatic for anyone. He built his turbulence training fitness business to over 150,000 customers and over 15 million YouTube views and owns early to rise.com. His first book, The Perfect Day Formulas, helped over 35,000 high performers regain control of their lives. Today, Craig coaches entrepreneurs to make more money and work less using the techniques in his Wall Street Journal bestseller, Unstoppable and the Perfect Week Formula. In this episode, he teaches dads and everybody else how to have a perfect week. 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

Nov 15, 202242 min

Ep 126Ep. 126 8-Figures Through 1 email A Day with Luke Charlton

Email marketing helps you connect with your audience, promote your brand and increase sales, but it can be frustrating when you aren't getting clicks. On today's show, we have Luke Charlton. Luke tells us about his decision to quit his comfortable six-figure-a-year government job in 2013 and move halfway around the world to London, where he started an online business as a coach. Through years of trial and error, he finally discovered his formula for online success by sending one email a day, and in this episode, he teaches it to you! 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

Nov 14, 202237 min

Ep 125Ep. 125 Democratizing Assets Through the Blockchain with Lars Seier Christensen of Concordium

Looking for a safe and secure Blockchain platform? Look no further than Concordium! On today's show, we have Lars Seer Christensen. Lars is the chairman of Concordia Foundation, focusing on blockchain investments, and has over 30 years of experience across the banking and financial sector. He served as the co-CEO and was the founder of Saxo Bank for more than 20 years, during which time the bank grew from 1500 employees across 150 locations, serving customers in 170 countries. Lars is also the founder and owner of Sea Capital, a private equity and venture capital firm specializing in investments in Angel seed and round-stage companies. The firm invests in art, fashion, financial services, food and beverages, sports and entertainment, social media, and technology industries. LAR certainly is a bit of a Renaissance man. The Concordium Platform is designed to be fast, secure, and cost-effective. He tells us exactly what Concordium is, the many benefits of using this secure, first-in-the-world platform, and how it compares to others out there. Check out our website: www.nextlevelincome.com. Follow us on social media @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

Nov 1, 202239 min

Ep 124Ep. 124 The College Investor with Robert Farrington

Student loan debt can seem overwhelming, but it doesn't have to be. On today's show, we have Robert Farrington. Robert is the founder of the college investor that you can find at www.thecollegeinvestor.com, and he is a millennial money expert. He's passionate about helping people get out of student loan debt so they can start investing in building wealth for the future. Instead of cutting expenses and living a frugal life, he advocates side hustling and entrepreneurship to earn extra money to achieve your financial goals. He discusses how he did exactly that to achieve financial independence in his early thirties. Check out our website: www.nextlevelincome.com. Follow us on social media @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

Oct 25, 202228 min

Ep 123Ep. 123 How to build a "Crypto Farm" with Josh Rhodes from Crypto Y'all

Interested in turning crypto into a long-term productive asset? On today's show, we have Josh Rhodes. Josh is a crypto investor, educator, and entertainer. He got his start as a real estate investor and marketing agency owner before discovering the power of crypto as a wealth-building asset. He now focuses his energy on cryptocurrencies and has created one of the fastest-growing passive crypto investing strategies out there. He helps businesses grow with marketing strategy, implementation, leverage, growth, and optimization to increase profits and achieve financial freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @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

Oct 18, 202233 min

Ep 122Ep. 122 How to Navigate Mobile Home Parks in Today's Environment with Bryce Robertson

If you are looking to invest in a mobile home park in 2022, you definitely need to give this episode a listen. On today's show, we have my friend Bryce Robertson. Bryce is a native of Australia. He dropped out of high school with no knowledge of business or entrepreneurship at the time. After a few years in the underground goldmines and six years of world travel, Bryce met the love of his life and planted his feet firmly in the USA. From there, Bryce turned a negative net worth of $2,000 in unseasoned credit into financial freedom in only two and a half years, and during the process, he created order, peace, and prosperity in his life and in the lives of those around him. Bryce is currently hosting a life-altering two-day live Financial Freedom Mastery Course, where participants create their own fully customized financial freedom action plan to create financial freedom in their lives as soon as possible. Bryce discusses his Mastery Course and dives deep into the mobile home park space. He talks with us about the pros and cons of investing in mobile home parks, how he created a freedom lifestyle, and how you can too. 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

Oct 11, 202239 min

Ep 121Ep. 121 From Financial Advisor to Financially Independent with Jim Pfeifer

Are you just starting to passively invest and want a community of like-minded investors you can trust to get real investment deals, sponsors, or strategies? You're in luck! On today's show, we have Jim Pfeiffer. Jim is one of the founders of Left Field Investors in the host of Passive Investment from Left Field Podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors and helping negotiate the nuances of the passive investing landscape and world of syndications. Jim is a former financial advisor who became frustrated with the one path fits all approach of the standard financial services industry. Now, he concentrates on investing in tangible assets that produce cash flow. He's committed to sharing his knowledge with others interested in learning a different way to grow wealth. If you are looking to grow your wealth through passive investing, you don't want to miss this episode! You don't want to miss this episode with the incredibly insightful David York! Check out our website: www.nextlevelincome.com. Follow us on social media @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

Oct 4, 202231 min

Ep 120Ep. 120 How to Teach Your Children to be Money Pros

Financial independence can be taught at an early age. It doesn’t mean that children have to know everything instantly, but we can start training them to handle money at a young age. With our guidance, they could make great decisions with their finances. In this episode, Chris Larsen discusses five steps that will teach your children to have more confidence and less fear when it comes to money and understand its value. Your children are destined to achieve financial success, and you can help them with that. 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

Sep 27, 202220 min

Ep 119Ep.119 Finding the "Why" Behind Generational Wealth with David York

Do you have questions about how to teach your children how to be wealthy or how to structure your estate so you can move that wealth into the future? In today's episode, I talk with David York. David is an attorney in CPA who practices law in the area of estate planning with this extensive experience in designing advanced strategies for high-net-worth clients. David has spoken to hundreds of public groups and professional organizations, including the TEDx salt lake city, Q commons, the Hawaii tax Institute, the purposeful planning Institute, and the investments in wealth Institute. You don't want to miss this episode with the incredibly insightful David York! Check out our website: www.nextlevelincome.com Follow us on social media @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

Sep 20, 202230 min

Ep 118Ep. 118 How to Achieve Financial Independence by 32 with Matt Fore

Do you want to become financially independent as quickly as possible but don't know where to start? In today's episode, I talk with Matt Fore. Matt is a part-time real estate investor based in Nashville, Tennessee. In his professional life, he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. But after finding real estate, Matt achieved financial independence in only three years. By the age of 32 today, Matt has invested in over 750 multifamily units, as well as various real estate debts. When he's not working, he enjoys reading training for Ironman triathlons, and convincing his brother that he is the favorite twin. Matt talks about how he achieved financial independence at such a young age and how participating in triathlons helped him achieve this. He also shares step-by-step tips on how you can achieve time and financial freedom as well as his proven F.O.R.E. method for investing. Check out our website: www.nextlevelincome.com Follow us on social media @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

Sep 13, 202227 min

Ep 117Ep. 117 The U.S. Needs 4.3M MORE Apartments by 2035!

We have a housing shortage in this country! This week I talk about the new data from www.weareapartments.org showing that not only do we not have enough starter homes but apartments as well. I share what we need to do to make up for the deficit and keep up with the demand as well as why build-to-rent and mobile home parks are the most affordable multi-family housing area. Get housing shortage data here: https://www.weareapartments.org/data Get a free copy of my book here: https://www.nextlevelincome.com/book Check out my website: www.nextlevelincome.com Follow me on social media @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

Sep 6, 202210 min

Ep 116Ep. 116 Learning from Mistakes, Scaling your portfolio and How to Raise Capital for Your First Deal with Dave Dubeau

Have you ever struck out when trying to raise capital for a deal? In this episode, Dave Dubeau joins us again and shares the mistakes he made when he was trying to raise capital on his first deal. He walks us through step by step how to successfully raise capital and actually attract investors to you. Dave has been investing in real estate since 2003, helping thousands of real estate entrepreneurs from around the world, and has been featured on some of the largest real estate shows on the internet. If you have been having trouble raising capital you don't want to miss this incredibly insightful episode with Dave Dubeau. Check out our website: www.nextlevelincome.com Follow us on social media @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

Aug 30, 202233 min

Ep 115Ep. 115 | Is AirBnB Still Worth it in 2022? With Kyle Stanley

Is it too late to get into the short-term rental space? Today’s guest is Kyle Stanley, host of The Fearless Investor podcast, who is on a mission to teach people how to make money with AirBnB, real estate, and other investments. In this episode of The Next-Level Income Show, Kyle and Chris discuss the state of the market, big mistakes to avoid, trends, and technology in the short-term rental world. Learn if AirBnb is a good fit to build your portfolio! 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

Aug 23, 202232 min

Ep 114Ep. 114 | From $2,500 To $50,000 A Month In Passive Income With Joey Mure And Russ Morgan

What’s the ideal way for you to move from active to passive income? Joey Mure and Russ Morgan of Wealth Without Wall Street are back on the show for an engaging conversation about their journeys to financial freedom and realistic methods you can use to build passive income. 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

Aug 16, 202242 min

Ep 113EP. 113 | How One Man Created a Movement Around Financial Literacy with Vince Shorb

HIGHLIGHTS OF THE EPISODE00:00 - Episode Sponsor: Money Insights00:40 - Introduction of Guest: Vince Shorb02:55 - What Inspired Vince to Start the Company06:01 - Target Audience for the Programs08:00 - Biggest Mistakes10:51 - Prime Years to Start Teaching Kids About Financial Literacy13:27 - College Cost16:20 - Does Your College Degree Have a Return on Investment?17:37 - Entrepreneurship19:35 - Fund Financial Education24:33 - When to Talk About Investment to Children26:43 - How Does Giving Back Fit into Financial Literacy in Your Mind?29:47 - Contact Information of Guest31:49 - The Importance of Exploring and Reflection33:42 – Closing Thoughts CONNECTING WITH THE GUESTBusiness Website: https://www.financialeducatorscouncil.org/LinkedIn: https://www.linkedin.com/in/vinceshorb/ If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Aug 9, 202234 min

Ep 112EP. 112 | Roadmap to Success — How Kelli Garrett Turned Her Sports Background into a Money Lending Business

00:00 - Episode Sponsor: Airbnb Kickstart Course00:32 - Introduction of Guest: Kelli Garrett02:01 - Kelli’s background09:12 - Learnings from Being an Athlete That Help in Business11:33 - Taking Action14:12 - Great Recessions in Money Lending Business16:57 - Capital Literacy20:10 - What Is Hard Money Lending?23:37 - What’s the Advantage of Coming to Rehab Wallet for Loans Instead of Banks?26:42 - What Happens When the Loan Goes Bad?29:55 - Challenges of Today’s Market34:19 - Roadmap to Success38:47 - How to reach Kelli CONNECTING WITH THE GUESTBusiness Website: https://www.rehabwallet.com/Personal Website: https://www.garrettventuresgroup.com/Instagram: https://www.instagram.com/kelli.garrett2/ If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Aug 2, 202241 min

Ep 111EP. 111 | Earning from Passion, Finding Purpose, & Building a Business Around It with Matthew Stibbe

HIGHLIGHTS OF THE EPISODE00:00 - Episode Sponsor: Money Insights’ Investment Optimizer Strategy00:42 - Introduction of Guest: Matthew Stibbe02:16 - Guest Shares His Background04:37 - Selling the Computer Game Company05:29 - How He Ran His Company at 1806:39 - Entrepreneurial Route07:37 - Conscious Capitalism09:06 - Knowing the Why in What You Do09:36 - Evolution from Selling the Computer Game Company12:26 - Living the Life You Want13:14 - How Are You Going to Live Your Life Differently?15:07 - Career as a Writer19:01 - About Articulate Marketing20:22 - Remote Work24:02 - B. Corp27:26 - Disseminating Ideas to Employees28:48 - Finding and Retaining Talents33:02 - The Metaverse34:32 - Hype Cycle37:24 - Favorite Wine for the Value40:19 - Closing CONNECTING WITH THE GUESTWebsite: https://www.articulatemarketing.com/Linkedin: https://www.linkedin.com/in/matthewstibbe/ If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jul 26, 202240 min

Ep 110EP. 110 | Establishing Ethical Ways in the Car Wash Industry Through Automation with Cameron Broom

HIGHLIGHTS OF THE EPISODE00:00 - Episode Sponsor: Airbnb Kickstart Course00:33 - Introduction of Guest: Cameron Broom02:22 - Guest Shares His Background06:08 - Concept to Production Process06:58 - Shift from Technology Industry to Car Wash Industry12:51 - Ethics and Efficiencies in the Car Wash Industry15:49 - Types of Car Washes21:49 - How Income Generating Membership Car Washing Is26:37 - Why Do People Wash Their Cars35:27 - Express Tunnel Cost CONNECTING WITH THE GUESTWebsite: https://www.passiveinvesting.com/LinkedIn: https://www.linkedin.com/in/cameron-broom-0728789b/ If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jul 19, 202239 min

Ep 109EP. 109 | Conquering Business Growth Objectives with John St. Pierre

HIGHLIGHTS OF THE EPISODE00:00 - Episode Sponsor: Money Insights’ Investor Optimizer Strategy02:00 - Background of Guest: John St. Pierre02:25 - First Business Venture02:57 - Running Your Own Business vs. Being Employed04:55 - John’s Breakthrough Point06:35 - The Internet Business07:35 - Lessons on Business Cycle and Surviving Recessions08:15 - Perseverance as an Entrepreneur and How Critical That Is09:11 - Statistics of Businesses That Survive09:25 - Critical Points About Recession10:38 - John’s Present Business11:03 - How to Get Liquidity Out of Your Business12:10 - John’s Formula14:19 - Sweet Spot in Business15:10 - How Can You Unlock Capital Without Selling Stock16:43 - Tips to Retain Equity17:17 - Growth Strategies for Small Businesses19:56 - How to Work with Entrepreneurs to Help Them Create True FreedomIf you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.com) CONNECTING WITH THE GUESTWebsite: https://www.entrepreneursunited.us/Linkedin: https://www.linkedin.com/in/johnstpierre/Podcast: https://open.spotify.com/show/40XW2xtzWcNe9XEZDQkYBW?si=c9f460833c194b00 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

Jul 12, 202224 min

Ep 108EP. 108 | Your Plan for Financial Independence

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Airbnb Kickstart Course00:56 – Episode Overview02:18 – The Three Steps to Achieving Financial Independence02:28 – Step One: Make More Money04:19 – Step Two: Keep More Money 05:50 – Step Three: Grow Your Money 06:42 – The Three Levels of Passive Income That You Need to Achieve06:58 – Level One: Covering your basic monthly expenses08:15 – Level Two: 100% of your average monthly income 09:44 – Level Three: 200% of your average monthly/annual income11:55 – Highlights from The Multifamily Investor Nation Summit13:00 – Your WHYIf you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jul 5, 202216 min

Ep 107EP. 107 | Tribevest: The Power of Investing With a “Tribe” with Travis Smith

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: Money Insights’ Investment Optimizer Strategy00:39 – Episode Overview | This week’s guest: Travis Smith03:10 – The Tribevest concept05:36 – Our future isn't as simple as we've been told10:39 – Travis’ light bulb moment | The Tribevest origin story16:30 – The power of group investing21:48 – “How do I find my tribe?”23:37 – Investing in groups can lead to better deals24:59 – Tribevest: You can invest in any type of deal28:54 – https://www.tribevest.com/CONNECTING WITH THE GUESTStart your Tribe today with Tribevest: https://www.tribevest.com/podcasts/next-level-income-showWebsite: https://www.tribevest.com/Email: [email protected]: https://www.linkedin.com/company/tribevest/Youtube: https://www.youtube.com/channel/UC5o_sFxVQb5mvCLlaIcG3DQInstagram: https://www.instagram.com/tribevest/Facebook: https://www.facebook.com/tribevestTwitter: https://twitter.com/tribevest If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jun 28, 202231 min

Ep 106EP. 106 | How Money Insights’ Investment Optimizer Strategy Makes a Difference with Blake Brogan

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Multifamily Investor Nation Summit01:00 – Episode Overview | This week’s guest: Blake Brogan02:27 – Blake’s background05:13 – The Investment Optimizer and the mechanics behind it05:51 – The Investment Optimizer: The Opportunity Fund08:30 – Investment Optimizer vs. Savings Account14:30 – The Investment Optimizer: The Vehicle16:37 – The Investment Optimizer: The Strategy20:55 – The Investment Optimizer: Key Benefits21:37 – Simple Interest vs. Compound Interest25:05 – Investment Optimizer with CV-LOC29:09 – Investment Optimizer vs. Savings Account with CV-LOC30:33 – The Investment Optimizer: Key TakeawaysCONNECTING WITH THE GUESTMoney Insights’ Investment Optimizer Strategy Webinar: https://www.nextlevelincome.com/bankingWebsite: https://moneyinsights.net/Blake’s LinkedIn: https://www.linkedin.com/in/blake-brogan-78380a10b/Facebook: https://www.facebook.com/MoneyInsightsGrp/Youtube: https://www.youtube.com/channel/UCW0fBokwg09-2H2kXWK5Zfw If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jun 21, 202234 min

Ep 105EP. 105 | Financial Independence and Beyond with Billy Keels

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Multifamily Investor Nation Summit01:00 – Episode Overview | This week’s guest: Billy Keels03:33 – The big change in Billy’s life07:44 – Deciding to live overseas | The job that changed Billy’s life15:28 – “Sales is the most phenomenal profession”18:43 – Don’t try to do everything by yourself20:12 – What led Billy to his very first investment27:41 – Goals for the future30:07 – Billy’s current projects34:20 – You cannot focus on the next steps without first focusing on the next single step36:03 – https://www.firstgencp.com/paylesstax CONNECTING WITH THE GUESTWebsite: https://www.firstgencp.com/LinkedIn: https://www.linkedin.com/in/billykeels/Going Long Podcast with Billy Keels: https://podcasts.apple.com/us/podcast/going-long-podcast-with-billy-keels/id1518643887 If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

Jun 14, 202238 min