In this episode, I sit down with Jim Sheils, a seasoned real estate investor and family relationship advocate. Jim's real estate journey, from a modest California property to over 2,000 successful rehabs and a focus on the Build-To-Rent niche in Florida through Southern Impression Homes, is inspiring. Beyond his real estate triumphs, Jim is passionate about strengthening family bonds. He co-founded 18 Summers, a company dedicated to family education for entrepreneurs and professionals, and autho...
Oct 03, 2023•40 min•Ep. 171
In a world where the value of higher education is constantly questioned, join us in this enlightening episode as I sit down with Dr. Kuni Beasley, a distinguished education expert with over four decades of experience helping students realize their college dreams. Since 2011, Dr. Beasley and his team have empowered students to secure over $300 million in scholarships and grants, gaining admission to prestigious institutions like the Ivy League, Service Academies, and Top Tier colleges. Dr. Beasle...
Sep 26, 2023•39 min•Ep. 170
In this episode, I talk with Wealth Architect, Mark Yegge. Mark's lifelong journey in wealth creation and his remarkable track record in the financial world make him a true expert in the field. From making his first investments at the age of 12 to founding and later selling a Wall Street software company that revolutionized after-hours trading, Mark's story is one of entrepreneurial success and financial mastery. He retired at just 39 years old after growing his company into a $30-million-dollar...
Sep 19, 2023•38 min•Ep. 169
Unlock the secrets to acquiring small businesses in this episode featuring Jonathan Jay, a seasoned entrepreneur with a trailblazing career. From college dropout to serial business owner, Jonathan’s journey embodies the spirit of entrepreneurial success. He shares his expertise in business acquisition, having made 48 acquisitions in under three years, including the acquisition of a £5 million annual revenue digital marketing company for a mere £1, which he later sold for £1.3 million in just ele...
Sep 12, 2023•33 min•Ep. 168
Join us as I talk with Jeremy Delk, a serial entrepreneur who's not only disrupted industries but also believes that entrepreneurs have the power to save the world. Jeremy's journey from a small-town upbringing to a multimillion-dollar entrepreneur is a story of tenacity and resilience. Jeremy shares his remarkable experiences, from the early days of day trading to working as one of the youngest brokers at Fidelity. Discover how his entrepreneurial spark led to the creation of Delk Enterprises, ...
Sep 05, 2023•34 min•Ep. 167
In this episode, I talk with Danny Bramer, a remarkable individual who wears multiple hats - a physician, serial entrepreneur, and real estate investor with over two decades of experience. Discover Danny's unique journey as he seamlessly blends his expertise in medicine and real estate, all while making an impact globally through his work with NGOs and Ministries of Health. With a track record of spearheading over $200 million worth of real estate and business transactions, Danny's keen eye for ...
Aug 29, 2023•29 min•Ep. 166
In this episode, I talk with Abhi Golhar, a private equity investor, entrepreneur, and a media figure. Abhi's expertise spans across diverse media platforms, including print, podcasting, radio, and television. As a sought-after voice in real estate investment and entrepreneurship, he has contributed insightful articles to a variety of publications such as Forbes, Inc., Huffington Post, and industry-specific magazines like Inman and Think Realty. Abhi shares his visionary insights on saving small...
Aug 22, 2023•37 min•Ep. 165
What is your "investing framework"? Do you have one? How do you put it together? What is my investing framework? On today's podcast I'm going to walk you through the answer to these questions as well as how to develop your own investing framework that will help you in your investment decisions moving forward!" 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.comCheck ou...
Aug 15, 2023•21 min•Ep. 164
In this episode, we dive into the world of mortgage rates and real estate’s future with Josh Mettle. As a top-tier mortgage originator and author, Josh’s insights are invaluable. Ranked in the top 1% of mortgage originators by Mortgage Executive Magazine in 2020, Josh brings his passion for financial literacy to empower homebuyers and investors. His book, “Why Physician Home Loans Fail,” and podcast, “Infinite Financial Freedom,” showcase his commitment to guiding others toward financial success...
Aug 08, 2023•40 min•Ep. 163
How do you find deals in today's market? Clint Harris joins us to discuss how he's doing just that. Tune in as Clint delves into the challenges he faced with management services, leading to his foray into self-storage investments. Joining forces with Nomad Capital, Clint's expertise in capital raising and investor relations shines through, having acquired over $90 million in stabilized assets. Through his Truly Passive Income podcast, Clint continues to inspire investors seeking financial, locat...
Aug 01, 2023•36 min•Ep. 162
Join us as we sit down with Sam Sells, a retired US Air Force officer and combat veteran, who is making a significant impact in the world of real estate. Sam is the founder of Wild Mountain Capital, a company focused on transforming neglected, unsafe, and mismanaged assets into affordable and safe housing. During his time in the Air Force, Sam traveled extensively and witnessed poverty and a lack of safe housing in various parts of the world. This experience motivated him to take action and crea...
Jul 18, 2023•37 min•Ep. 161
July 4th is a special day in the United States! We live in the greatest country in the world. One of the best aspects is that nearly everyone has the ability to achieve financial success. In today's episode, I share a special presentation as well as a special discount on my course (below) so that you too can put together your plan for financial independence! Take advantage of this episode and opportunity today: Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlev...
Jul 04, 2023•32 min•Ep. 160
Explore the captivating world of Very High Net Worth (VHNW) investing in this episode, as we are joined by Tad Fallows, the Co-founder and Managing Director of Long Angle. Long Angle is a private community specifically designed to cater to young VHNW investors, providing them with a confidential and solicitation-free environment to connect, share knowledge, and access exclusive deal flow opportunities. Tad's journey is nothing short of remarkable. Before establishing Long Angle, he co-founded an...
Jun 27, 2023•39 min•Ep. 159
In this episode, we dive into the world of Opportunity Zones and discover how investors can leverage them for significant tax advantages. Our guest, Ashley Tison, CEO & Founder of OZPros, is a leading authority on Opportunity Zones, tax-advantaged structures, and investment strategies. Ashley shares his expertise and unravels the complexities surrounding Opportunity Zones. With over 500 commercial property investors, family offices, investment advisors, and high net worth individuals under h...
Jun 20, 2023•30 min•Ep. 158
Uncover the Secrets of the Everything Bubble and Unlock Profitable Opportunities with David Hay! David Hay shares his insights on the current financial landscape and the potential implications of the "Everything Bubble." With a career spanning over four decades in the securities industry, David's expertise as Co-Chief Investment Officer and his dedication to long-time clients make him a trusted source of valuable knowledge. Drawing from his recently published book, Bubble 3.0: Who blew it and ho...
Jun 13, 2023•39 min•Ep. 157
In this episode, we talk with Dr. Doug Lucas, a fellowship trained precision health specialist. Dr. Lucas shares invaluable insights on achieving optimal health and longevity, with a particular focus on metabolic health, hormone optimization, osteoporosis, and disease prevention. Drawing from his experience as a former orthopedic surgeon, Dr. Doug's frustration with the limitations of the traditional medical model led him to become the Chief Science Officer for PHD Weight Loss and Nutrition in 2...
Jun 07, 2023•35 min•Ep. 156
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. Le...
May 30, 2023•31 min•Ep. 155
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...
May 23, 2023•26 min•Ep. 154
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...
May 16, 2023•34 min•Ep. 153
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 ...
May 09, 2023•26 min•Ep. 152
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 epi...
May 02, 2023•28 min•Ep. 151
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 prio...
Apr 25, 2023•32 min•Ep. 150
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, apprecia...
Apr 18, 2023•25 min•Ep. 149
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 ...
Apr 11, 2023•31 min•Ep. 148
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 c...
Apr 04, 2023•28 min•Ep. 147
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 milli...
Mar 28, 2023•30 min•Ep. 146
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 ach...
Mar 21, 2023•34 min•Ep. 145
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 Congressm...
Mar 14, 2023•34 min•Ep. 144
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 sh...
Mar 07, 2023•32 min•Ep. 143
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 n...
Feb 28, 2023•35 min•Ep. 142
