Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
…
continue reading
Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
…
continue reading
Join Cameron and his guests as he explores current issues, from business & technology to mass torts litigation, and sends a message of empowering your own life-changing achievements. Cameron is a nationally renowned U.S. lawyer, founder of multimillion-dollar businesses, author, entrepreneur and public speaker. He serves as Managing Partner of Integrated Professional (IP) Law Leaders, where he's on speed-dial for industry leaders and disrupters alike, and General Counsel and VP of Flow Healt ...
…
continue reading
Brittney Mack dives into true, inspiring stories centered around one theme per season. Each Motivation Monday, The Brittney Mack Podcast produces a quest narrative about luminaries-and their journey to improving their career, relationships, finance, or health. For listening, you will be up and ready to confidently follow your dreams and, furthermore, learn from the experiences of others along the way. Our season 3 theme: Grateful.
…
continue reading
The Asset Mindset podcast is the go-to show for young entrepreneurs who want to build wealth through real estate investing. Hosted by Ben Bolingbroke and Jordan Jaramillo, two experts in the industry, this podcast provides listeners with actionable advice and inspiration to help them develop the mindset for success in real estate. Through interviews with successful investors and insightful discussions, Ben and Jordan share their experiences, strategies, and tools for building wealth through ...
…
continue reading
1
Episode 111: Best Practices for Multifamily Real Estate Investing with Lane Kawaoka
40:58
40:58
Play later
Play later
Lists
Like
Liked
40:58
In this episode of the AIA podcast, host Alex Perny welcomes Lane Kawaoka of The Wealth Elevator for a discussion on best practices for multifamily real estate investing. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
…
continue reading
1
Episode 113: What to Expect When Buying an Online Business with Jaryd Krause
53:30
53:30
Play later
Play later
Lists
Like
Liked
53:30
In this episode of the AIA podcast, host Alex Perny welcomes Jaryd Krause for a discussion on what to expect when buying an eCommerce business. Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.c…
…
continue reading
1
What are Reversion Caps? Real Estate Syndication due-diligence Part 4.5 (Numbers section part 2)
54:30
54:30
Play later
Play later
Lists
Like
Liked
54:30
This podcast episode offers a comprehensive exploration into the pivotal aspects of real estate syndication, focusing on the detailed financial metrics and market analysis essential for passive investors. The host dives into reversing cap rates, occupancy metrics, underwriting basics, and more, all tailored for those without specialist knowledge. K…
…
continue reading
1
Episode 112: Understanding Zoning Regulations in Single Family Property Development with Cassady Monsen
45:59
45:59
Play later
Play later
Lists
Like
Liked
45:59
In this episode of the AIA podcast, host Alex Perny welcomes Cassady Monsen of Monsen Collins Builders for a discussion on understanding zoning regulations in single family property development with Cassady Monsen. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast gue…
…
continue reading
1
How Buying Websites Can Outperform Real Estate?
16:20
16:20
Play later
Play later
Lists
Like
Liked
16:20
Exploring New Investment Horizons Beyond Real Estate In this podcast episode, the host discusses venturing into different types of investments beyond traditional real estate, such as buying businesses and online ventures, including content websites, e-commerce, and SaaS models. The host shares experiences with local angel investing groups and analy…
…
continue reading
1
Invest with Us Orientation: Investor FAQs
1:04:18
1:04:18
Play later
Play later
Lists
Like
Liked
1:04:18
Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
1
Episode 110: How to Create Financial Freedom with Eric & Deven Wohlwend
52:23
52:23
Play later
Play later
Lists
Like
Liked
52:23
In this episode of the AIA podcast, host Alex Perny welcomes Eric and Deven Wohlwend of the The Real Power Family Radio Show for a discussion on how to start creating financial freedom. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions,…
…
continue reading
1
7 Money Arch-Types: Happy Money with Ken Honda
42:59
42:59
Play later
Play later
Lists
Like
Liked
42:59
Interview with Ken Honda, a renowned Japanese financial author who has sold over 9 million copies of his books. The discussion covers the mindset of money, happiness with one's financial situation, and identifying money personality archetypes. Additionally, the speaker talks about examining family dynamics around money, especially when raising chil…
…
continue reading
1
Episode 109: Investing in Assisted Living Facilities with Brett Chotkevys
52:04
52:04
Play later
Play later
Lists
Like
Liked
52:04
In this episode of the AIA podcast, host Alex Perny welcomes Brett Chotkevys of Palm University for a discussion on how to invest in assisted living facilities. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Po…
…
continue reading
1
Office Hours: April 2024 - Real Estate to Private Equity
58:16
58:16
Play later
Play later
Lists
Like
Liked
58:16
Mastering Investment Strategies: From Real Estate to Private Equity This comprehensive discussion covers a multitude of investment topics including real estate, private equity, economic trends like the US wholesale trade report, consumer price index, interest rate predictions, and housing market insights. It dives into cap rates, explaining their i…
…
continue reading
1
Episode 108: How to Build a Successful Financial Plan with Lisa Crosta
46:21
46:21
Play later
Play later
Lists
Like
Liked
46:21
In this episode of the AIA podcast, host Alex Perny welcomes Lisa Crosta of BPP Wealth Solutions, for a discussion on how to create a personal financial plan. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podc…
…
continue reading
1
Episode 100: A Guide to Raw Land Investing with Brent Bowers
45:59
45:59
Play later
Play later
Lists
Like
Liked
45:59
In this episode of the AIA podcast, host Alex Perny welcomes Brent Bowers, Founder of The Land Sharks, for a discussion on investing in vacant raw land. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@Ad…
…
continue reading
1
Big Trends for 2050 with Geography with Geoff
45:49
45:49
Play later
Play later
Lists
Like
Liked
45:49
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This video explores current trends in investment, focusing on the experiences of investors with rental properties encountering issues and considering the transition to syndications and private placements. Highlighting the challenges in acquiring new p…
…
continue reading
1
Episode 107: How to Invest in the Stock Market with Anmol Singh
48:28
48:28
Play later
Play later
Lists
Like
Liked
48:28
In this episode of the AIA podcast, host Alex Perny welcomes Anmol Singh, Founder of Live Traders, for a discussion on how to start investing in the stock market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
…
continue reading
1
CPA TAX Insights: Mitigating Depreciation Recapture, Passive Income
1:06:19
1:06:19
Play later
Play later
Lists
Like
Liked
1:06:19
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax filing, and the intricacies of filing with different in…
…
continue reading
1
Episode 106: Part 2—The Basics of Franchising with Kim Daly
46:40
46:40
Play later
Play later
Lists
Like
Liked
46:40
In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two-part episode discussion on the basics of franchising. Part two focuses on the "mindset" aspect when investing in a franchise. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in be…
…
continue reading
1
IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B
1:12:28
1:12:28
Play later
Play later
Lists
Like
Liked
1:12:28
Decoding Investment Strategies for Non-Accredited and Accredited Investors This detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various secto…
…
continue reading
1
Episode 105: A Beginners Guide to Investing in Precious Metals with Sami Chalfouh
44:17
44:17
Play later
Play later
Lists
Like
Liked
44:17
In this episode of the AIA podcast, host Alex Perny welcomes Sami Chalfouh of Great American Bullion for a discussion on how to invest in precious metals. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@…
…
continue reading
1
Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates
1:08:30
1:08:30
Play later
Play later
Lists
Like
Liked
1:08:30
This podcast episode delves into advanced estate planning and asset protection strategies for individuals with a net worth of several million dollars, exceeding the basic approaches like LLCs. The discussion features attorney Ethan Okura from Hawaii, covering topics like irrevocable trusts, the implications of the Corporate Transparency Act, and ha…
…
continue reading
1
Episode 104: Part 1—The Basics of Franchising with Kim Daly
49:17
49:17
Play later
Play later
Lists
Like
Liked
49:17
In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two part episode discussion on the basics of franchising. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Pod…
…
continue reading
1
Syndication Cram School: Part#4 - Numbers Part 1 of 2
1:06:11
1:06:11
Play later
Play later
Lists
Like
Liked
1:06:11
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide discusses the future refinancing needs of commercial real estate, highlighting the $1.5 trillion required by 2025, and its potential impact on investors. It critically examines the current market conditions that might be favor…
…
continue reading
1
Episode 103: Exploring Infrastructure Investments with Jeremy Goff
38:25
38:25
Play later
Play later
Lists
Like
Liked
38:25
In this episode of the AIA podcast, host Alex Perny welcomes Jeremy Goff, Managing Partner and Co-Founder of Hiram Capital, for a discussion on investing in railroads. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
…
continue reading
1
Bank Restructuring + Capital Calls w/ Troy Taylor of Algon Group #424
57:47
57:47
Play later
Play later
Lists
Like
Liked
57:47
This video podcast features Troy Taylor, a restructuring advisor who provides some insightful discussion about the current state of the economy and how it's impacting real estate investments. Troy speaks about the 'tidal wave of debt' and inflation rates, while emphasizing the importance of understanding economic trends in planning investments. He …
…
continue reading
1
Episode 102: The Basic Principles of Financial Planning with Curtis May
48:00
48:00
Play later
Play later
Lists
Like
Liked
48:00
In this episode of the AIA podcast, host Alex Perny welcomes Curtis May, President of Practical Wealth Solutions and host of The Practical Wealth Show Podcast, for a discussion on the basic principles of financial planning. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a po…
…
continue reading
1
2024 Q1 Quarterly Market Update: -30% in values, cap rates vs interest rates, tenant fraud
46:34
46:34
Play later
Play later
Lists
Like
Liked
46:34
In this podcast, we discuss the current economic climate, providing insights into investment strategies while leveraging a decade of experience in real estate investing. We touch base on the market downturn of 2021 to 2023, the possibility of a market bottom, and how these market cycles affect our future predictions. We underscore the value of dive…
…
continue reading
1
Jordan & Ben - Subto, FIRPTA, foreclosures and more!
46:47
46:47
Play later
Play later
Lists
Like
Liked
46:47
Jordan and Ben dive into the details of 4 deals that have done recently - a land wholesale with probate issues, a flip acquired through the multiple offers strategy, a fourplex with international tax complications, and successfully helping a homeowner avoid foreclosure through a subject to transaction. You won't want to miss this one!…
…
continue reading
1
Ask Lane: Blackstone, China, diversification, saving taxes, market shifts, solo401k
51:57
51:57
Play later
Play later
Lists
Like
Liked
51:57
Join me as we explore some interesting topics during this month's office hours Q&A session. We discuss the state of real estate, taking into account a report from Blackstone, where it revealed $200 billion of undeployed capital waiting for investment opportunities, marking a potential recovery in the real estate market. We also address the method o…
…
continue reading
1
Episode 101: Making Sense of Alternative Investments with Christopher Zook
43:51
43:51
Play later
Play later
Lists
Like
Liked
43:51
In this episode of the AIA podcast, host Alex Perny welcomes expert investor Christopher Zook, Founder and CIO of CAZ Investments, for a discussion on alternative investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact u…
…
continue reading
1
Understanding Student Loan Debt and Home Loan Approval w/Jan Miller #421
35:48
35:48
Play later
Play later
Lists
Like
Liked
35:48
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast, the host discusses potential changes to investment laws and how they might impact commercial real estate investors and others. The host interviews a student loan expert who describes the challenges of seeking a home loan when you have…
…
continue reading
1
Passive Investing in Syndication: Vetting People and Operators #420
56:08
56:08
Play later
Play later
Lists
Like
Liked
56:08
In this podcast episode, we discuss how to vet people who are doing syndication deals for passive investors. We provide resources to predict where interest rates are heading, with a focus on CMEgroup.com that provides chart-based predictions. This episode also examines the concept of risk, especially among novice investors transitioning from tradit…
…
continue reading
1
Episode 99: A Look into the Evolving Landscape of Traditional Finance with Tony Saliba
49:43
49:43
Play later
Play later
Lists
Like
Liked
49:43
In this episode of the AIA podcast, host Alex Perny welcomes Tony Saliba, CEO of Liquid Mercury, for a discussion on understanding the fast-changing landscape of traditional finance with the adoption of cryptocurrency and blockchain technology. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are int…
…
continue reading
1
Tax Planning Q&A with CPAs - C-Corp vs S-Corp, deducting HELOC, and REPS #419
1:02:51
1:02:51
Play later
Play later
Lists
Like
Liked
1:02:51
Get the latest insights on 2023 financial reports for consumer and business finances. This script covers discussions on the impact of tighter monetary policies, the recession phase of the wholesale trade in the U.S., and predictions for an economic rebound in 2025. Discover why certain markets will flourish despite financial hardships, the effect o…
…
continue reading
1
Episode 98: Basic Accounting Principles & Strategies with Roger Knecht
48:15
48:15
Play later
Play later
Lists
Like
Liked
48:15
In this episode of the AIA podcast, host Alex Perny welcomes Roger Knecht, President and CEO of Universal Accounting Center, for a discussion on basic accounting principles and guidelines. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questio…
…
continue reading
1
Office Hours: Jan 2024 - Picking CPA, Accredited Investor Tips, Q&A #418
46:32
46:32
Play later
Play later
Lists
Like
Liked
46:32
In this week's episode, we discuss the current financial climate, future investment strategies, and share tips on diversifying your investment portfolio. We delve into the Federal Reserve's actions, possible interest rate cuts, and the impact on property investment. An interesting comparison between commercial and residential real estate markets is…
…
continue reading
1
Episode 97: Investing in Industrial Real Estate with Joel Friedland
47:42
47:42
Play later
Play later
Lists
Like
Liked
47:42
In this episode of the AIA podcast, host Alex Perny welcomes Joel Friedland, Principal of Brit Properties, to discuss how to invest in industrial real estate with little to no debt. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, con…
…
continue reading
1
Coaching Call 1.5M Net Worth - Sell my California Home? Maximizing Equity
49:10
49:10
Play later
Play later
Lists
Like
Liked
49:10
Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club Learn valuable investment strategies with financial expert Lane Kawaoka where he talks about seven different ways to increase income through investments. Focusing on the importance of leveraging equity, Kawaoka guides you towards fina…
…
continue reading
1
Episode 96: Trading in Securities Markets with Chris Vermeulen
48:05
48:05
Play later
Play later
Lists
Like
Liked
48:05
In this episode of the AIA podcast, host Alex Perny welcomes Chris Vermeulen, Founder and Chief Market Strategist of Technical Traders, to discuss trading in securities markets. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact…
…
continue reading
1
Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416
1:15:56
1:15:56
Play later
Play later
Lists
Like
Liked
1:15:56
We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share …
…
continue reading
1
Investing in the Future w/ Dr. Roger Blackwell: Insights on Real Estate, AI, and the Workforce
43:14
43:14
Play later
Play later
Lists
Like
Liked
43:14
In this engaging conversation, we take a deep dive into diverse topics like real estate trends, the influence of AI on job displacement, and the evolving structure of the workforce. Our guest, Dr. Roger Blackwell, a former marketing professor and acclaimed author, shares valuable insights on macroeconomic trends and their impact on the real estate …
…
continue reading
1
Live Office Hours: 1031 Exchanges, Syndications, and Strategic Networking #414
39:33
39:33
Play later
Play later
Lists
Like
Liked
39:33
Join our club - theWealthElevator.com/club We discuss various topics related to end-of-year tax strategies and investment techniques many investors employ. We address queries about the utilization of 10 31 exchanges in a syndication, the status of land conservation easements after the omnibus bill, real estate professional status, and using ATM mac…
…
continue reading
1
Episode 95: Exploring Real Estate Investing Marketplaces with Brian King
49:23
49:23
Play later
Play later
Lists
Like
Liked
49:23
In this episode of the AIA podcast, host Alex Perny welcomes Brian King, CEO of LODAS Markets, to discuss real estate investing marketplaces. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.co…
…
continue reading
1
2023 Q3 Recap - How Cap Rates Impact Values #413
1:55:53
1:55:53
Play later
Play later
Lists
Like
Liked
1:55:53
This series explores the current financial landscape, focusing on interest rates, real estate markets, and the Federal Reserve's plans. It provides insights into defensive strategies in real estate and discusses the importance of group financial decision-making. The series also dives into alternative investments such as ATM operations and real esta…
…
continue reading
1
Financial Forecast with Peter Linneman for 2024 #412
47:31
47:31
Play later
Play later
Lists
Like
Liked
47:31
In this comprehensive talk, prominent investor Peter Linneman sheds light on the shifts in the investment and economic landscape. He shares his experiences and insights from the 2008 collapse, the impact of the Federal Reserve's policies, and the effect of interest rates on the economy. Peter emphasizes the need for investors to adapt their strateg…
…
continue reading
1
Episode 94: A Dive into Financial Literacy with Vince Shorb
49:19
49:19
Play later
Play later
Lists
Like
Liked
49:19
In this episode of the AIA podcast, host Alex Perny welcomes Vince Shorb, CEO of the National Financial Educators Council, for a thorough discussion on financial literacy. Shorb's mission is to create a world where individuals are informed and able to make qualified financial decisions that improve their lives. Subscribe to our YouTube channel and …
…
continue reading
1
The Wealth Elevator: Penthouse and Beyond #05
16:28
16:28
Play later
Play later
Lists
Like
Liked
16:28
In this podcast, we dive deeper into the wealth elevator concept, discussing how you can build your wealth through astute property investments. After launching our podcast in 2016 from the first floor of the wealth elevator (small rental properties), we discuss the journey to becoming a passive investor, advancing through the floors and entering th…
…
continue reading
1
The Wealth Elevator: Floor Two - Syndications + Taxes #04
21:31
21:31
Play later
Play later
Lists
Like
Liked
21:31
This episode of the "Wealth Elevator Podcast" guides listeners through the journey from owning rental properties to achieving multi-millionaire status. It focuses on transitioning from labor-intensive earning to smart investing in syndications and private placements. The host, a former engineer and now an accredited investor, shares his personal ex…
…
continue reading
1
Episode 93: A Guide to Financial Planning for Business Owners with Grant Bledsoe
51:15
51:15
Play later
Play later
Lists
Like
Liked
51:15
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Together, they dive into a variety of financial planning options and strategies business owners can use. Subscribe to our YouTube channel and join our growing community for new videos every week. If y…
…
continue reading
The Wealth Elevator podcast's latest episode, hosted by Lane Kawaoka, delves into the transition from the basement floor to floor one, targeting small investors aiming for financial freedom with a net worth between $50,000 to $500,000 and a monthly cash flow of $0 to $5,000. The focus on cultivating a savvy money mindset and values is emphasized, d…
…
continue reading
1
The Wealth Elevator: Floor One - Turnkey Remote OOS Rentals #03
16:04
16:04
Play later
Play later
Lists
Like
Liked
16:04
The Wealth Elevator podcast's latest episode, hosted by Lane Kawaoka, delves into the transition from the basement floor to floor one, targeting small investors aiming for financial freedom with a net worth between $50,000 to $500,000 and a monthly cash flow of $0 to $5,000. The focus on cultivating a savvy money mindset and values is emphasized, d…
…
continue reading
1
Episode 92: Fractionalized Real Estate Investing with Brian Dally
50:02
50:02
Play later
Play later
Lists
Like
Liked
50:02
In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Brian Dally, Co-Founder and CEO of Groundfloor. Together, they cover fractionalized real estate investing strategies. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have qu…
…
continue reading