Be Wealthy

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━How Wealthy Agents Actually Spend Their Money | Brett TannerMost people think rich people win by buying better stuff. They don't. They win because they refuse to buy certain things even when they easily could. In this episode Brett breaks down the five categories the wealthy systematically avoid spending on, from housing to cars to status, and shares the 30-33 housing rule that keeps his own payment under 2% of his income.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro8:20 Why Wealth Is Subtraction9:17 #1: Housing14:48 The 30-33 Rule16:40 #2: Cars19:00 #3: Status Spending24:54 #4: What Doesn't Compound27:52 #5: Small Leaks━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Psychology of Money by Morgan Housel- Same as Ever by Morgan Housel- The Art of Spending Money by Morgan Housel- The Millionaire Next Door by Thomas J. Stanley- Buy This, Not That by Sam Dogen (The Financial Samurai)- Essentialism by Greg McKeown- Four Thousand Weeks by Oliver Burkeman- Die With Zero by Bill Perkins- The Almanac of Naval Ravikant by Eric Jorgenson- Atomic Habits by James Clear━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━The Frame: How Top Agents Win The Listing Before They Even Open Their Mouth | Rene RodriguezRene Rodriguez has shared the stage with Tony Robbins, Gary Vee, and Ed Mylett. He spent 30 years studying the neuroscience behind why people say yes or no to anything. We get into the frame, the narrative gap, and the brain mechanics that decide every listing pitch before a single word is spoken.━━━━━━━━━━━━━━━━━━━━━━━🎤 CONNECT WITH RENEWebsite: https://www.meetrene.comInstagram: https://www.instagram.com/learnwithreneTikTok: https://www.tiktok.com/@learnwithreneBook: https://www.amplifiibook.com━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro1:24 Meet Rene Rodriguez5:30 Growing Up Without Money10:25 Why He Studied Neuroscience12:00 Door-To-Door Cookware At 1815:53 CEO At 22 During 9/1118:30 Pivot Into Mortgage Sales22:00 The PAP-CAR Sales System30:00 Why Today Feels Like 200833:30 Run When Everyone Else Walks36:00 Losing 100 Events In A Week40:00 The Frame Explained46:00 The Used Car Salesman Reframe48:00 The Astronaut And The Lowest Bidder53:30 The Narrative Gap55:30 Watch Him Demonstrate It1:04:00 Top 3 Books1:13:00 60 Seconds With 21-Year-Old Rene━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- Amplify Your Influence by Rene Rodriguez- Let's Get Real or Let's Not Play by Mahan Khalsa- You Can Have It All by Arnold Patent- The Four Questions by Byron Katie- WhisperFlow (AI voice dictation)- Ninja Creami (protein ice cream maker)━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.━━━━━━━━━━━━━━━━━━━━━━━GUEST INFORene Rodriguez is a WSJ best-selling author, keynote speaker, and behavioral neuroscientist who has trained over 100,000 people in influence and communication. His company AMPLIFII works with leaders, sales teams, and speakers across the country.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Justin Colby: The 2 Million Dollar Mistake And The Public Comeback | Justin ColbyLearn More About Justin: https://thescienceofflipping.comJustin Colby has flipped over 1,500 houses and runs two podcasts. He came on the show to do something most operators won't: name a 2 million dollar failure he's currently working through, and explain how a contractor he trusted faked an entrie renovation. If you've ever bought a deal because of pride, this one's for you.TIMESTAMPS:0:00 Intro1:24 Dallas Snowstorm Story5:14 Childhood Scarcity9:34 Therapy Breakthrough19:39 Three Levels Of Proving22:00 The 2008 Wipeout30:45 The Contractor Disaster42:00 Building Up Vs Down50:00 Five Hard Lessons1:00:00 Rich Vs Wealthy1:09:30 The 36-Month Trap1:15:45 Closing QuestionsBOOKS & RESOURCES MENTIONED:- Buy Back Your Time by Dan Martell- The Obstacle Is the Way by Ryan Holiday- Think and Grow Rich by Napoleon Hill- The Seven-Day Weekend by Ricardo SemlerGET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Justin Colby is the founder of The Science of Flipping podcast and coaching program and host of The Entrepreneur DNA podcast. He has flipped over 1,500 houses since 2007 and runs an active portfolio of apartments and rental homes out of Scottsdale, Arizona.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Why Trust Fund Babies Fail (And How to Leave Wealth Without Killing Your Kids' Drive) | Marc DearthBrett's personal estate attorney Marc Dearth — founder of Dearth Law in Atlanta — explains why the standard "health, education, maintenance, and support" trust quietly turns wealthy parents into trust fund baby factories. Marc walks through why mandatory distribution ages (25/35/45) destroy asset protection in a divorce or lawsuit, and Brett breaks down the specific incentive structure he wrote into his own trust — including matching his kids' tax-return earnings into approved investments and splitting the estate into separate buckets so the super-achiever and the artist are both treated fairly.This is the section of estate planning that most attorneys never bring up.TIMESTAMPS0:00 The Trust Fund Baby Mentality0:35 Why Achievers Get Penalized By Standard Trusts1:25 Who Actually Decides — A Judge, Not You1:55 The 25/35/45 Distribution Trap2:25 The Divorce + Lawsuit Worst Case3:05 Brett's Tax-Return Matching Trust Design3:40 The Super-Achiever vs. The Artist Problem4:15 Three Separate Buckets — One Per Kid4:35 Why Brett Refused Mandatory Distribution AgesWORK WITH MARCDearth Law: https://dearthlaw.comMarc on the web: https://dearthlaw.com/aboutGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.How to Hire A-Players, Write a Vivid Vision, and Scale to $100M | Cameron HeroldLearn More About Cameron: https://cameronherold.comLearn More About COO Alliance: https://cooalliance.comCameron Herold — known as "The CEO Whisperer" — is the founder of the COO Alliance, host of the Second in Command podcast, and the operator who took 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study). He sits down with Brett to break down the five inflection points that scale a company, why A-players are actually free, the 4 corners every business needs, the 5 PR stories every business already has, and how Vivid Vision turns what's in a founder's head into something a team can actually build.TIMESTAMPS:0:00 - Intro3:13 - The Golf Course Lesson That Made Him an Entrepreneur7:40 - Why You Should Let Your Kids Fail10:02 - First Venture at 7: Negotiating Pennies for Coat Hangers12:04 - Comic Book Arbitrage and the Gross Margin Lesson13:45 - College Pro Painters: 12 Employees by Age 2017:14 - Just Follow the System (Including the One You Hate)21:33 - 800 Franchisees, 8,000 Painters, $64M in 4 Months24:36 - Joining 1-800-GOT-JUNK as Employee #1425:30 - The 5 Inflection Points That Scaled $2M to $106M37:39 - Vivid Vision: The Contractor and Homeowner Analogy44:04 - The Rate-of-Change Rule That Will Bankrupt Most Companies46:15 - How to Double Revenue, Profit and Free Time in 3 Years47:02 - The Volleyball Story: Why 2 A-Players Beat 6 C-Players48:14 - The Real Cost of a Bad Hire: 15x Their Salary51:14 - The 4 Corners of Every Great Business53:34 - Navigating the Entrepreneurial Roller Coaster (And Your Spouse)55:30 - The 5 PR Stories Every Business Already Has59:33 - The Earned + Owned + Paid Media Trifecta1:01:55 - The Death Rate Is 100% — Care About People as Humans1:05:20 - Three Books That Changed Cameron's Life1:07:18 - Advice to His 18-Year-Old SelfBOOKS & RESOURCES MENTIONED:- Vivid Vision by Cameron Herold- Double Double by Cameron Herold- Free PR by Cameron Herold- Second in Command by Cameron Herold- Good to Great by Jim Collins- Insanely Simple by Ken Segall (about Apple)- Endurance by Alfred Lansing (the Shackleton story)- Cameron's TED Talk on raising kids to be entrepreneurs (TED.com, 2010)- COO Alliance — peer network for second-in-command operators (cooalliance.com)- Invest in Your Leaders — Cameron's 12-module leadership training (investinyourleaders.com)- Second in Command podcast — hosted by Cameron HeroldGET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Cameron Herold is the founder of the COO Alliance and the operator behind some of the fastest-growing companies in North America. He scaled 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study), helped take Boyd Auto Body / Gerber Collision public (now a $2B chain), and has personally trained over 120 entrepreneurs including Kimbal Musk and Peter Rive (SolarCity). Author of Vivid Vision, Double Double, Free PR, and Second in Command. Has been paid to speak in 26 countries on 6 continents and is known worldwide as "The CEO Whisperer."

Greg Herlean has raised and brokered over $650 million in hard money loansand real estate deals. He's the founder of Horizon Trust, a self-directedIRA custodian, and in this clip he breaks down the tax-free retirementstrategy that only 5% of Americans use.Brett walks through the Be Wealthy Calculator live and shows how $3,000a month compounded tax-free turns into $7 million — and why paying $50,000in tax today can save you over $1 million in retirement.If you have an old 401(k) sitting somewhere, or a traditional IRA you'vebeen ignoring, this is the conversation that changes the math on yourentire retirement.IN THIS CLIP0:00 Why every person needs a Roth retirement account0:45 How to strategically convert a traditional IRA to a Roth2:02 The $7 million math: $3K/month, 12% return, tax-free3:30 Pay $50K in taxes today, save $1M+ in retirement4:55 Running the numbers: $0 start, $1,500/month, different ages6:15 Why a Roth is for absolutely everybodyWATCH THE FULL EPISODEhttps://www.youtube.com/@bewealthybrettABOUT GREG HERLEANGreg Herlean is the founder of Horizon Trust Company, a self-directed IRAcustodian. Over his 24+ year career, he has raised and brokered over $650million in hard money loans and real estate deals. He built Horizon Trustto solve the inefficiencies he experienced firsthand when referring clientsto other trust companies.Learn more: https://www.gregherlean.com/Horizon Trust: https://www.horizontrust.com/JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go tobewealthypodcast.com and click Apply Now.GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesSelf-Directed IRA: MaxOutRetirement.comInfinite Banking Education: SaveLikeaBank.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comDISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accountingadvice. This material has been prepared for informational and entertainmentpurposes only. Always consult your own tax, legal, and accounting advisorsbefore taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Estate Planning for Entrepreneurs: Your Complete Guide | Marc DearthLearn More About Marc: https://dearthlaw.com/aboutLearn More About Dearth Law: https://dearthlaw.comBrett sits down with his personal estate attorney Marc Dearth, founder of Dearth Law in Atlanta, to break down what every entrepreneur needs to know about estate planning. From the four basic documents everyone needs, to advanced trust design that incentivizes achievement without creating entitled kids, to LLC privacy and asset protection strategies most people get wrong.TIMESTAMPS:0:00 - Intro0:49 - Meet Marc Dearth2:01 - Growing up in the Midwest and finding law7:09 - How Marc got into estate planning10:27 - What happens to your money if you have NO plan13:10 - "The best marriages lead to the biggest information gaps"15:09 - The information checklist every couple needs21:04 - The 4 documents everyone needs (POA, health POA, living will, will)25:44 - The Terri Schiavo case and why a living will matters30:00 - Revocable trusts and skipping probate34:05 - What happens when your kids inherit millions too young39:12 - The trust fund baby problem and how to fix it42:26 - How Brett designed his trust to incentivize achievement47:49 - Keeping family together through traditions and legacy properties52:36 - Privacy in the digital age and LLC exposure57:27 - Asset protection and how to think about risk1:01:25 - Estate tax exemptions and why you need to plan ahead1:04:22 - LLC structure: how many do you really need?1:12:03 - Business partnerships and succession planning1:16:01 - Find a teacher, not just a lawyer1:17:03 - Top 3 books and best purchase under $2001:21:01 - Advice to 21-year-old MarcBOOKS & RESOURCES MENTIONED:- Seven Habits of Highly Effective People by Stephen Covey- Meditations by Marcus Aurelius- Into Thin Air by Jon Krakauer- The Wisdom of Crowds by James Surowiecki- Kubera (net worth tracking software)- DeleteMe (privacy protection service)- One Password (password manager)GET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Marc Dearth is the founder of Dearth Law LLC in Alpharetta, Georgia. Specializing in estate planning, tax minimization, and succession planning for entrepreneurs and family offices, Marc has been practicing for over 20 years. He holds a J.D. with honors from Stetson University College of Law and has been named to Georgia Trend's "Legal Elite" list.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Real Estate Agent Making $300K/Year — Are You Actually Keeping Any of It?If you're a real estate agent making $300K a year, do you actually know what you're keeping? I break down the exact math behind running a real estate team — the 30/30/40 rule, why most teams are bleeding money on bad splits, and how to add lanes of revenue so you're not stuck in a broken model.TIMESTAMPS0:00 Introduction1:34 The 30/30/40 Rule6:05 The Pizza Analogy7:33 Lanes of Revenue12:26 Three Skills in BusinessGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Self-Directed IRAs: The One Asset Every Entrepreneur Needs | Greg HerleanLearn More About Greg Herlean: https://www.gregherlean.com/Learn More About Horizon Trust: https://www.horizontrust.com/Brett Tanner sits down with Greg Herlean, founder of Horizon Trust Company, to break down self-directed IRAs — the retirement tool only 5% of Americans use that can unlock massive wealth. Greg shares his journey from delivering newspapers in Chicago to brokering $650M in hard money loans and building one of the leading self-directed IRA trust companies in the country. They dig into Roth conversions, due diligence on deals, raising capital, and the one asset every person needs: a Roth retirement account.TIMESTAMPS:0:00 - Intro0:32 - Meet Greg Herlean of Horizon Trust1:10 - Greg's childhood and money mindset growing up4:56 - Early hustle: newspaper routes, lawn mowing, and chores7:19 - Dropping out of college to chase the dream9:00 - Learning to sell insurance, trusts, and hard money loans13:36 - Why "follow your passion" is bad advice16:02 - Going solo: first deals and raising capital17:34 - The power of self-directed IRAs (Greg's first deal at 22)19:51 - Why you should overpay your lender when you're starting out23:28 - Building Horizon Trust Company29:02 - What the best self-directed investors are doing today34:21 - Self-directed IRAs explained: what they are and how they work36:18 - Who qualifies and how to move old 401(k)s40:29 - Roth conversions: the tax-free wealth strategy42:31 - Be Wealthy Calculator: the math behind $7M+ in retirement47:00 - Why you should start saving NOW (even with debt)48:14 - Biggest mistakes people make with self-directed IRAs50:15 - Due diligence: spotting bad deals and protecting your capital55:50 - How to raise money and find investors59:28 - Book recommendations: The Obstacle Is the Way and the Bible1:03:03 - Morning routine and owning your schedule1:06:15 - Advice to his younger self: start saving sooner1:07:57 - Teaching kids to be their own bank1:08:37 - The math on starting a Roth IRA for your kidsBOOKS & RESOURCES MENTIONED:- The Obstacle Is the Way by Ryan Holiday- The Bible- Horizon Trust Company (https://www.horizontrust.com/)- Be Wealthy Calculator (bwealthycalculator.com)GET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Why Real Estate Agents Making $350K Still Feel BrokeI sat down and ran the actual numbers on what it costs to live when you're pulling in $30K a month. Mortgage on a $1.5M house, two cars, kids, taxes, food, vacations — the whole thing. Landed at $30,050 in monthly expenses. That's fifty bucks short of broke with nothing going toward building wealth. Then I break down what I did differently and why my mortgage is $4K on a home worth more than that $1.5M house.BOOKS & RESOURCES MENTIONED- Buy This, Not That by Sam Dogen (The Financial Samurai)GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.From Broke College Grad to Buying $1 Billion in Real Estate Per Year — Tim Heyl's PlaybookTim Heyl is the CEO and founder of Homeward, a company that will buy over $1 billion worth of real estate this year. Brett and Tim go back nearly 20 years — from the Gary Keller mastermind days to building massive businesses in Austin. In this episode, Tim breaks down how he went from getting rejected by 50 companies during the financial crisis to becoming Austin's #1 agent by age 24, building a $1B/year brokerage, and eventually raising hundreds of millions from Blackstone to start Homeward. They get into the real math behind cold calling, why hard work is just the entry fee, the painful lesson of starting too many businesses at once, and how Tim survived cutting 70% of his company when rates spiked in 2022.TIMESTAMPS0:00 Introduction2:05 Growing Up With Opposite Money Mindsets7:12 College, Finance Degree, No Job Offers9:25 Joining Keller Williams Out of Desperation13:00 The Sales Seminar That Changed Everything14:57 Building The Cold Calling Math17:13 Year Two Explosion: 8 Houses to 7018:12 Winning The Day vs The Scoreboard21:23 Meeting Brett in The Gary Keller Room25:27 The Private Gary Keller Mastermind28:18 First Real Estate Investment — Copying His Roommate32:06 Invest Where You Have An Unfair Advantage34:15 The Serial Entrepreneur Trap37:54 Waking Up Not Knowing How To Prioritize39:04 Multiple Streams of Income Is a Lie (Early On)41:46 Hard Work Is An Entry Fee, Not The Key45:15 Three Phases: Hustle, Leadership, Money48:11 Seventh Level — Getting Out of The Day-to-Day49:25 Seeing Opendoor's Model and Starting Homeward53:11 Buy Before You Sell Takes Off56:20 Interest Rates Spike — Revenue Falls Off a Cliff57:49 Cutting 70% of Costs and Rebuilding1:04:40 Nothing Is Ever As Good Or As Bad As It Seems1:06:48 Gary Keller Lessons — Don't Force Growth1:09:57 The One Thing — Focus and Fear of Chaos1:14:12 Gary Taking Out The Trash — The Leverage Lesson1:17:03 Top 5 People You Spend Time With1:17:22 Three Book Recommendations1:19:17 Best Purchase Under $2001:19:50 Advice To 21-Year-Old TimBOOKS & RESOURCES MENTIONED- The Millionaire Real Estate Agent by Gary Keller- The One Thing by Gary Keller- The Intentional Father by Jon Tyson- The Four Agreements by Don Miguel Ruiz- Shift by Gary Keller- The Innovator's Dilemma by Clayton ChristensenGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Garrett Gunderson x Brett TannerGarrett Gunderson drops a take most financial advisors don't want you to hear: compounding interest is the greatest myth ever sold to the public. He breaks down how banks use your money for immediate cashflow while telling you to wait 30 years, then dismantles the "Warren Buffett compounded his way to wealth" argument with the actual numbers. Buffett made 5.5 million percent returns by buying companies outright, making concentrated bets, and deploying cashflow — the exact opposite of what he tells everyone else to do.TIMESTAMPS0:00 The Most Dangerous Money Myth0:32 How Banks Actually Use Your Money1:22 Compounding Interest Takes 30 Years1:46 Warren Buffett's Real Numbers (5.5M% vs 39,000%)2:30 See's Candies, Geico, Precision Cast Parts3:26 Buffett's One Word for Success: Focus3:56 Compound Knowledge, Not Interest4:40 "That's Not What He Did" — Concentrated Bets & The FloatBOOKS & RESOURCES MENTIONED- Killing Sacred Cows by Garrett Gunderson (NYT Bestseller)- What Would the Rockefellers Do? by Garrett GundersonGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesInfinite Banking Education: SaveLikeaBank.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.The Formula That Proves Most Investors Will Never Build Wealth | George AntoneLearn More About George Antone: https://fynanc.comGeorge Antone is the founder of Fynanc and bestselling author of The Banker's Code. While working at Intuit on the Quicken Financial Planner, he stumbled on an equation that proved — with pure math — why most people will never reach their financial goals. Brett and George break down the difference between the paying side and the receiving side, why your personal inflation is double what the CPI says, and how strategic leverage acts as your inflation-proof vest.TIMESTAMPS0:00 Introduction2:17 Growing Up in Lebanon4:20 Losing His Father at 187:37 From Microsoft to Quicken9:26 The Secret Formula at Intuit12:46 Asset-First vs Finance-First18:49 Growing Capital vs Investing Capital22:01 Leverage and Flow of Money25:07 How Spreads Build Wealth29:53 The Freedom Line vs Journey Line33:50 The Break-Even Return Formula38:28 Personal Inflation vs CPI42:50 Purchasing Power Over Dollars50:19 Rate Game vs Capital Game55:15 Where to Start Your Wealth Journey58:15 Velocity of Money1:05:46 Top 3 Books1:10:02 Advice to 21-Year-Old GeorgeBOOKS & RESOURCES MENTIONED- The Banker's Code by George Antone- Rich Dad Poor Dad by Robert Kiyosaki- Unlimited Power by Tony Robbins- The E-Myth by Michael Gerber- Fynanc (George's platform): fynanc.comGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.My Borrower Stopped Paying, So I Bought a StarbucksI walk through a real deal from the Be Wealthy Mastermind. A $719K hard money loan I made in Sedona that went bad twice, got restructured into a lease option, flipped for $266K profit, and 1031'd into a triple-net Starbucks building throwing off $150K a year. Four structures on one asset and it ended up being a forever hold.TIMESTAMPS0:00 Short-Term to Forever Assets0:22 Sedona Hard Money Loan Setup1:33 Evaluating the Returns1:45 Borrower Defaults Immediately2:05 Borrower Asks for Another Shot3:00 Lease Option Pivot3:45 Lease Option Terms4:35 Second Default & Flip5:03 1031 Exchange Eligibility5:50 Total Profit Breakdown6:18 Finding the Starbucks Building7:07 1031 Into Triple-Net Commercial7:55 Full-Cycle Return Math9:26 Short-Term to Forever TakeawayBOOKS & RESOURCES MENTIONED- US Tax Advisors (cost segregation studies)GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Looking to Shadow the mastermind? Apply Today: BeWealthyPodcast.comGarrett Gunderson Instagram (GET YOUR FREE BOOK): https://www.instagram.com/garrettbgunderson/Garrett Gunderson YouTube: https://www.youtube.com/@GarrettGundersonTV/videosGarrett Gunderson is a NYT bestselling author, founder of Wealth Factory, and one of the few finance guys who will tell you what billionaires actually do with their money vs what they tell you to do. He breaks down why compounding interest is a lie, how Buffett really built his fortune, the family bank strategy using whole life insurance, and why budgeting keeps you broke.TIMESTAMPS0:00 Introduction4:41 Three Skills That Matter Now7:56 The Compounding Interest Myth10:10 Why Buffett Didn't Index14:24 Killing Sacred Cows17:07 Accumulation vs Velocity21:10 Life Insurance Explained23:48 The $22 Trillion Lie30:28 The Family Bank Strategy37:04 Is Life Insurance Expensive?42:06 Dave Ramsey Math Exposed47:02 Budgeting Sucks51:42 Coal Miner to Bestseller55:47 Cashflow vs Net Worth59:22 Why Money Isn't Everything1:07:53 Lightning RoundBOOKS & RESOURCES MENTIONED- Killing Sacred Cows by Garrett Gunderson (NYT Bestseller)- What Would the Rockefellers Do? by Garrett Gunderson- Budgeting Sucks by Garrett Gunderson- The War of Art by Steven Pressfield- The Creative Act by Rick Rubin- The Married Man's Sex Life Primer 2011 by Athol Kay- Unreasonable Hospitality by Will Guidara- The Richest Man in Babylon by George S. ClasonGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesInfinite Banking Education: SaveLikeaBank.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comJOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMIND (THIS CLIP IS FROM IT)Want to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Brett breaks down the math on what $70,000 invested in 2009 would look like today - real estate versus the stock market. Using real numbers, he walks through leverage, appreciation, tax benefits, and rental income to show why the gap between the two paths isn't even close.TIMESTAMPS0:00 The 70K Question1:15 Stock Market Returns Since 20092:30 Real Estate: The Power of Leverage3:45 Appreciation, Tax Benefits & Rental Income5:00 The Final Numbers Side by Side6:00 Why This Math Changes EverythingGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Free Resources: BeWealthyPodcast.comJOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Brett and Katelyn break down where your money actually goes at four income levels - $100K, $250K, $500K, and $1M - and why making more money won't fix your spending habits. The lie most people believe: once I make more money, everything gets easier. Here's what actually happens.TIMESTAMPS0:00 Introduction3:40 The Lie About Spending Money7:09 Money Makes You More of Who You Are10:33 $100K - The Tightrope14:00 Bank Statements Reveal Values16:15 Creating Rules for Emotions18:18 The Pizza and Cake Analogy20:23 Inner vs Outer Scorecard24:10 Agency Not Applause26:02 $250K - Illusion of Abundance29:27 Status vs Utility Spending35:00 Two Checking Accounts System41:04 The Buy It Twice Rule42:37 $500K - The Inflection Point50:22 Invest $10K In Yourself53:32 $1M - A Different Game57:55 The Rat Wheel Metaphor1:04:04 Framework for a Rich Life1:09:50 Three-Part Decision FilterBOOKS & RESOURCES MENTIONED- The Psychology of Money by Morgan Housel- Same as Ever by Morgan Housel- The Art of Spending Money by Morgan Housel- The Five Regrets of the Dying by Bronnie Ware- The Slight Edge by Jeff OlsonGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more. GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett FREE RESOURCES Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ABOUT THE SHOW The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell. Mission: Get Free. DISCLAIMER Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

How Wealthy People Actually Think About Money (Part 1 of 6)JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more. Brett and Katelyn kick off a six-part series breaking down how wealthy people actually think about their money.In Part 1, they dig into what it really takes to be rich at every age - net worth, income, passive income, and home values across the median, top 10%, top 1%, and top 0.01%. Brett shares the three levels of problems framework, why Jeff Bezos drove a 1997 Honda Accord while worth $25 billion, and the uncomfortable truth that higher income does not equal higher net worth.TIMESTAMPS0:00 Introduction 3:04 The 40-Hour Question 4:27 Are You Spending Time on Your Money 5:07 The Case for Reading Books 6:16 Three Levels of Problems 12:49 Net Worth by Age 18:15 Top 10% at 30 19:46 Top 1% at 30 21:13 Top 0.01% at 30 24:10 Gary Keller and the Ford Taurus 36:40 Net Worth at 40 38:20 Net Worth at 50 39:18 W-2 Income vs Wealth 47:03 Income by Age 50:09 NFL Players and Financial Distress 52:33 Income Grows Slow Net Worth Grows Fast 55:20 CEO of Coca-Cola Makes $1.6M 56:11 Income Does Not Equal Net Worth 57:14 Passive Income Data 58:04 Shackled in a Prison 58:56 The Meredith Story 1:01:28 Top 1% Passive Income 1:02:36 4% of Households Get 80% of Dividends 1:03:50 Rihanna Built Wealth Outside Music 1:05:19 Home Values by Age 1:05:46 Your Home Is Not an Asset 1:09:32 How Brett Built Wealth in His 20s 1:11:17 Ownership Over Time 1:12:23 Recap and Three Action Items 1:13:36 Action 1: Track Net Worth Monthly 1:14:56 Action 2: Build a $50M Wealth Plan 1:15:59 Action 3: Path of Money Exercise GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett FREE RESOURCES Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ABOUT THE SHOW The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell. Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Michael Bernoff breaks down why the phrase "I'm proud of you" actually trains kids to chase external validation — flooding them with serotonin that makes them dependent on your approval. The fix is simple but counterintuitive: say "you should be proud of yourself" instead. He walks through the Joe basketball story to show exactly how this plays out, then applies the same principle to managing real estate teams.JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.From the full episode: Why Average Thinking Keeps You Broke | Be Wealthy Podcast #30Watch the full episode: https://youtube.com/@bewealthybrettTIMESTAMPS0:00 The Problem with "I'm Proud of You"1:30 Serotonin and Approval Addiction2:45 The Joe Basketball Story4:15 Give Power Back to Others5:30 Applying This to Your Team6:30 The Simple FixGUEST INFOMichael Bernoff - Bestselling Author, Performance Coach, Founder of Human Communications InstituteWebsite: michaelbernoff.comInstagram: instagram.com/michael_bernoffBook: Average Sucks - averagesucks.comText "INFLUENCE" to 480-800-8051BOOKS & RESOURCES MENTIONED- Average Sucks by Michael BernoffGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Why Average Thinking Keeps You Broke (with Michael Bernoff)JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.Michael:https://michaelbernoff.comhttps://www.instagram.com/michael_bernoff/?hl=enhttps://www.youtube.com/user/bernoffBestselling author and performance coach Michael Bernoff joins Brett to break down why most people stay stuck at the same income level for decades - and what actually has to shift. Michael shares the real story of how he turned down the guy who started Under Armour, what Jim Rohn taught him in an elevator, and the $3 auto-transfer trick that built his first rental property. This one hits different.TIMESTAMPS0:00 Introduction1:15 Growing Up Middle Class4:00 School Struggles and Arizona7:15 Turning Down Under Armour11:00 Meeting Jim Rohn14:15 Direct Sales Lessons17:00 The Two-Year Goliath20:15 What Wealth Feels Like24:00 Becoming a Speaker29:15 Power of Words32:00 Breaking Limiting Beliefs39:15 Old Identity Programs44:00 Money Conversations48:30 The $3 Auto-Transfer Trick53:15 Credit Card Optimization57:45 Parenting and Influence1:01:00 "Proud of Yourself" Shift1:05:30 Three Truths Technique1:13:45 Book RecommendationsBOOKS & RESOURCES MENTIONED- Average Sucks by Michael Bernoff- As a Man Thinketh by James Allen- The Way of the Peaceful Warrior by Dan Millman- Trance Formations by Richard Bandler- How to Win Friends and Influence People by Dale Carnegie- The Art of Exceptional Living by Jim Rohn- Challenge to Succeed by Jim RohnCONNECT WITH MICHAEL BERNOFF- Book: AverageSucks.com- Instagram: @michael_bernoff- Text INFLUENCE to 480-800-8051GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Mark Victor Hansen sold 500 million books with Chicken Soup for the Soul. In this clip from Be Wealthy Podcast Ep #29, he breaks down the seven beliefs that keep people broke. Unworthiness, naivete, self-doubt, fear, pattern paralysis, disconnection, and not being present. He also tells the Reverend Ike story about Harlem vs. Fifth Avenue that explains why broke people stay broke even when you hand them money.TIMESTAMPS0:00 Unworthiness1:09 Naivete1:31 Self-Doubt2:11 Fear2:21 Pattern Paralysis2:56 Disconnection3:42 Present-Time Availability4:49 Books That Change PeopleWATCH THE FULL EPISODEBe Wealthy Podcast Ep #29: Mark Victor Hansen - The Man Behind 500 Million Bookshttps://www.youtube.com/watch?v=eONaDKU_7pUGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comJOIN THE BE WEALTHY MASTERMINDWant to be in a room with entrepreneurs who think bigger about money? Email [email protected] with the subject line "Be Wealthy Podcast MM" to learn more.ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money, it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Mark Victor Hansen - The Man Behind 500 Million Books | Be Wealthy Podcast Ep #295JOIN THE BE WEALTHY MASTERMIND: Apply for your 100% refundable mastermind trial.- bewealthypodcast.com then click APPLYMark Victor Hansen co-created Chicken Soup for the Soul, sold over 500 million books, and built a $1 billion licensing empire. In this conversation, he walks through going bankrupt at 26, getting rejected by 144 publishers, selling books during the OJ Simpson trial, and the seven beliefs that keep most people broke. He also breaks down how he made $157 million from dog food without manufacturing a single bag.TIMESTAMPS 0:00 Introduction 1:39 Going Bankrupt at 26 5:20 Finding Your Mentor 7:05 Chicken Soup Origins 10:17 144 Publisher Rejections 14:05 $50K Per Rejection 17:58 The Aladdin Factor 21:44 OJ Trial Book Promotion 26:56 Risk and Rejection 33:36 Stories Create Wealth 38:15 Homeless Twice to Billions 44:19 Income vs Real Wealth 47:32 Affirmations That Work 52:09 The Mastermind Principle 56:54 Seven Limiting Beliefs 1:04:22 What entrepreneurs are overlooking in business 1:10:10 Daily Journaling Practice 1:14:08 Building Your Inner CircleBOOKS MENTIONED- Chicken Soup for the Soul by Mark Victor Hansen & Jack Canfield- The Aladdin Factor by Mark Victor Hansen & Jack Canfield- Ask! The Bridge from Your Dreams to Your Destiny by Mark Victor Hansen & Crystal Hansen- One Minute Millionaire by Mark Victor Hansen & Robert Allen- The Richest Man in Babylon by George S. Clason (Mark is writing a 2.0 version)- How to Think Bigger by Mark Victor Hansen- Gifted Hands by Dr. Ben Carson- Reverend Ike (biography) by Mark Victor Hansen & Crystal Hansen- Resurrection by Neville Goddard- Legacy by Mitzi Purdue (Mark's biography)GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES Free Tools & Downloads: bewealthypodcast.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell. Mission: Get Free. DISCLAIMER Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Didn't watch the full Ali episode? Here is an important clip that could help improve your life. Watched the full thing? See you next week with an incredible episode. This guest sold over 500 million books. Can you guess who?

Be Wealthy Podcast — Show NotesEpisode: Ali Nasser — Return on Life Experience, Race Car Business Lessons & The Power of PresenceGuest: Ali Nasser — CEO, Entrepreneur & Bestselling Author of The Business Owner's DilemmaHost: Brett TannerEpisode SummaryBrett sits down with Ali Nasser to explore how entrepreneurs can get more return on their life experience. Ali draws powerful analogies between endurance racing and running a business, breaks down the difference between "more" and "better," and shares why presence is the greatest gift you can give. They cover early money memories, the point of optionality, wealth habits of the ultra-successful, and why retirement is the worst word for an entrepreneur.Timestamps0:00:00 — Intro 0:01:15 — How Brett Discovered Ali 0:02:30 — Ali's Endurance Racing Passion 0:04:15 — Can't Brake and Accelerate Together 0:05:30 — Process vs. Innovation Balance 0:06:15 — Lap Times as Business Scorecards 0:07:00 — Fastest Line Isn't the Tightest 0:09:15 — Bridging Operations and Sales 0:11:00 — Measurables Settle the Debate 0:12:30 — Defining Return on Life Experience 0:13:15 — Earliest Money Memories 0:15:30 — Mansion vs. Modest Family 0:17:00 — Earning Beyond Basic Needs 0:18:00 — Providing for Family at 13 0:19:00 — Running Old Money Programs 0:20:15 — Paradigms That Get Cemented 0:22:45 — London to Houston Culture Shock 0:26:15 — Danger of Binary Thinking 0:29:00 — Start Where You Agree 0:30:15 — Wired as an Entrepreneur 0:32:00 — Brett's Corporate Wake-Up Call 0:33:30 — Letting Kids Find Their Best 0:35:30 — Parents' Money Mistakes and Wins 0:37:45 — Wealth Means Wellbeing 0:39:45 — The Point of Optionality 0:41:15 — Billionaire vs. Content Entrepreneur 0:42:15 — Better Beats More 0:43:00 — The $12M Happiness Threshold 0:44:45 — Wealth as Master vs. Tool 0:47:15 — Chasing Shiny Objects 0:50:00 — Discipline to Say No 0:52:15 — Ali's Wealth Habits 0:54:30 — Essentialism in Practice 0:56:15 — $50K Divorce Bill Turning Point 0:57:45 — Betting on Yourself in Sales 0:59:15 — Hiring Wrong Managers Cost Millions 1:02:15 — Most Dangerous Dilemma Today 1:05:45 — ROLE Framework Walkthrough 1:09:30 — Ali's Ideal Time Allocation 1:10:45 — Why Entrepreneurs Shouldn't Retire 1:12:00 — Brett's Dad Working at 84 1:14:45 — Presence Is the Greatest Gift 1:16:45 — Phone Stack Explained 1:19:00 — No Phones Even in Bathrooms 1:20:00 — $20 Burner Phone Solution 1:23:45 — Three Life-Changing Books 1:25:15 — Best Purchase Under $200 1:26:30 — Advice to His 21-Year-Old Self 1:27:30 — Where to Find AliKey TakeawaysYou can't hit the brake and the gas at the same time. When pivoting in business, slow down first, turn, then accelerate. Trying to do both unsettles the car — and the team.The fastest line isn't the tightest line. Carry momentum through turns. Wide, smooth pivots beat sharp, jarring ones.Hit your Point of Optionality? Pause and reassess. Many entrepreneurs blow past the point where they have "enough" without ever stopping to ask what they actually want.Wealth is a tool, not a scoreboard. Its purpose is freedom — to live in alignment with your values.Better is better. Stop defaulting to "more" as the only measuring stick.Phone Stack your dinners. Phones in a pile, timer on, first person to check picks up the tab.Build a life you don't need to retire from. Do what you love, delegate what you don't, and design your time intentionally.Books MentionedThe Business Owner's Dilemma — Ali NasserEssentialism — Greg McKeownNecessary Endings — Henry CloudThe Power of Now — Eckhart TolleThe Seven Habits of Highly Effective People — Stephen CoveyThe One Thing — Gary KellerThe Seven Day Weekend — Ricardo SemlerHow to Break Up with Your Phone — Catherine PriceDeep Work — Cal NewportThe Danish Way of Parenting — Jessica Joelle Alexander & Iben Dissing SandahlConnect with Ali NasserWebsite & Newsletter: alinasser.com (Join the Community for a biweekly newsletter)Social media: @AliNasser on all platformsConnect with Be Wealthy PodcastSubscribe wherever you listen to podcastsFollow Brett Tanner for more wealth tactics, strategies, and mindset

In this episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell break down how wealthy agents actually think about money—and why most people struggle to build lasting wealth despite high incomes.Together, they walk through practical financial models the wealthy use to make better decisions around spending, saving, housing, investing, and retirement. Brett and Katelyn explain how to calculate the net worth and passive income you truly need to live your ideal life, why burn rate matters more than you think, and how expectations play a major role in happiness.This conversation is a step-by-step guide for agents and entrepreneurs who want clarity, structure, and confidence in their financial decisions—so money supports freedom, not stress.🔑 TOP TAKEAWAYSWealth starts with better decision-making models. High earners still struggle without clear financial frameworks.Burn rate is the foundation of every financial plan. You can’t build wealth if you don’t know what you actually spend.Net worth and passive income must grow together. Tracking both gives a clearer picture of long-term freedom.Housing decisions shape your entire financial future. Being “house rich and cash poor” delays freedom.Saving 20% is the minimum standard. Consistency matters more than perfection.Growing income beats extreme expense cutting. There’s a limit to what you can cut—but income growth is scalable.Wealth is a long-term game. Gamifying progress helps maintain discipline and momentum.⏱️ TIMESTAMPS00:00 – Welcome and episode overview01:00 – Why wealthy people use financial models05:00 – Business models vs personal money decisions10:30 – Expectations, happiness, and net worth15:00 – Why burn rate matters19:00 – Housing decisions and the 30% rule24:30 – Net worth targets and retirement math30:00 – Tracking passive income vs net worth35:30 – Expense discipline and lifestyle inflation41:00 – Saving 20% and eliminating waste47:00 – Gamifying wealth and long-term planning52:00 – Three-step framework to build wealth56:00 – Final action steps and closing thoughtsRESOURCES & MENTIONS📚 Books & Thought Leaders MentionedBuy This, Not That – Sam DogenThe Seven Day Weekend – Ricardo Semler🧮 Tools & Resources Mentioned (Explicitly Referenced)Be Wealthy Calculator👉 https://bewealthycalculator.com(Referenced for modeling retirement and children’s Roth planning)Be Wealthy Spreadsheets & Exercises(Brett and Katelyn explicitly state these will be included in the show notes)🧠 Key Concepts DiscussedBurn Rate Tracking20% Savings RuleNet Worth vs Passive IncomeHousing Expense Ratios (30% Rule)Financial Models for Life DecisionsGamifying WealthIncome OptimizationLong-Term Financial Planning🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://ww w.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, host Brett Tanner sits down with financial educator and infinite banking expert Kyle Fuller to unpack how wealthy individuals think differently about money, liquidity, and control.Kyle shares his personal journey growing up in a large family, witnessing financial hardship during the 2008 crisis, and how those experiences shaped his philosophy around cash flow, reserves, and long-term wealth planning. Together, Brett and Kyle break down why education must come before investing, how poor liquidity destroys otherwise good strategies, and why following the crowd is one of the fastest ways to lose money.This conversation dives deep into infinite banking, wealth foundations, cash flow over net worth, and how to build a financial system that creates freedom — not stress.🔑 TOP TAKEAWAYSEducation comes before investing. You must understand the game before you play it.Liquidity is survival. Without reserves, even “good” investments can fail.Cash flow beats net worth. Income today creates freedom; paper wealth does not.Don’t follow the crowd. Investing without a personal strategy leads to losses.Wealth requires control, not complexity. Simple systems outperform scattered strategies.Banks play a different game — and so should you. Learning how banks think changes how you manage money.⏱️ TIMESTAMPS00:00 – Welcome and episode overview00:45 – Kyle Fuller introduction and infinite banking focus02:00 – Childhood money environment and family background04:45 – The impact of the 2008 financial crisis06:15 – Learning the importance of liquidity08:00 – Why most people invest without a clear plan10:00 – Defining investing criteria and risk tolerance13:45 – Cash flow vs net worth and lifestyle design16:45 – Money, time, and talent as limited resources20:30 – Discovering infinite banking and whole life insurance29:15 – How infinite banking actually works35:00 – Using policies to finance major purchases43:00 – Redirecting cash flow and controlling money51:00 – Car financing example and long-term impact59:30 – What wealth really means today01:04:30 – Books, advice to his younger self, and final thoughtsRESOURCES & MENTIONSBooks & Concepts MentionedBecoming Your Own Banker – Nelson NashInfinite Banking ConceptCash Flow vs. Net WorthLiquidity & Financial ReservesRisk / Return / Noise FrameworkOrganizations & EducationFACT FinancialBe Wealthy Mastermind⚠️ GUEST LINKS (KYLE FULLER)Factum Financial Educational ResourcesKyle Fuller & Factum Financial Facebook LinkKyle Fuller & Factum Financial InstagramKyle Fuller & Factum Financial LinkedIn Kyle Fuller & Factum Financial YouTube🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with his longtime CPA, tax strategist, and trusted advisor Brian Muia for a deep dive into entrepreneurship, wealth-building, and advanced tax strategy.Brian shares his journey from growing up with limited resources to building and exiting multiple businesses, including companies in software, steel recycling, and accounting. He breaks down how early lessons around hard work, leverage, and replaceability shaped his entrepreneurial mindset — and why building a business that doesn’t rely on you is the key to true freedom.The conversation goes deep into passive income, leverage, exits, subscription-based businesses, and the latest tax strategies from the “Big Beautiful Bill.” Brian explains how smart planning around depreciation, Section 179, QSBS, and opportunity zones can dramatically accelerate wealth creation for entrepreneurs and real estate investors.This episode blends real-world business lessons, mindset, and highly tactical tax insights every serious entrepreneur should understand.🔑 TOP TAKEAWAYSHard work is the foundation — leverage creates freedom. Entrepreneurs must learn to replace themselves to build sellable businesses.Wealth is the ability to choose what you work on. True wealth isn’t money — it’s control over your time and focus.Leverage people, systems, and capital early. Businesses grow when you stop doing everything yourself.Passive income takes time — not shortcuts. It can take 10+ years to truly remove yourself from operations.Subscription businesses attract buyers. Recurring revenue models are highly attractive to private equity.Tax strategy accelerates wealth. Smart planning can preserve millions in capital for reinvestment.Replaceability increases business value. If the business can’t run without you, it’s not sellable.⏱️ TIMESTAMPS00:00 – Welcome and introduction to Brian Muia02:30 – Brian’s upbringing and early money lessons05:15 – How wealth and freedom are defined08:00 – First entrepreneurial business and learning leverage13:00 – Work ethic, discipline, and John Wooden lessons17:00 – Building a business that doesn’t rely on you21:00 – Systems, leadership, and becoming replaceable26:00 – Pivoting, iteration, and entrepreneurship reality30:30 – Major business exits and scalable thinking35:00 – Opportunities in trades and subscription businesses40:00 – Why tax strategy matters for entrepreneurs42:30 – Key takeaways from the “Big Beautiful Bill”46:15 – Opportunity zones and long-term planning50:00 – Real estate depreciation and tax leverage54:30 – Section 179 and bonus depreciation58:00 – Final thoughts on wealth and entrepreneurship🧭 RESOURCES & MENTIONSBrian Muia – CPA & Tax Strategist• Tax Strategy & Family Office Advisory• Business exits & entrepreneurial consultingConcepts & Strategies Discussed:• Bonus Depreciation• Section 179• Qualified Small Business Stock (QSBS)• Cost Segregation• Opportunity Zones• Subscription-Based Businesses• Passive Income & Replaceability• Private Equity & Business ExitsBooks & Influences Mentioned:• John Wooden – Leadership & Work Ethic Principles🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner and Katelyn Mitchell break down the real reasons why most real estate professionals never become millionaires — even when they earn great income.Using Warren Buffett’s wealth philosophy as a foundation, Brett explains how long-term thinking, compounding, and disciplined decision-making create real wealth over decades — not overnight. Together, Brett and Katelyn unpack common financial traps like overleveraging, emotional decision-making, lifestyle inflation, and constantly “visiting” your capital.This episode dives deep into wealth models, cash flow strategy, debt discipline, and how small financial choices compound into massive outcomes over time. If you’ve ever felt “behind” financially or confused about why hard work hasn’t translated into wealth yet, this conversation brings clarity, structure, and a proven path forward.🔑 TOP TAKEAWAYS• Wealth is built over decades, not years. Compounding rewards patience and consistency.• Emotional decisions destroy wealth faster than bad math. Models remove emotion.• Your primary residence can either support your wealth plan — or sabotage it.• Cash flow creates freedom; paper wealth creates stress.• Overleveraging and chasing zero-money-down deals increase risk, not returns.• The wealthy buy income-producing assets before upgrading lifestyle.• Liquidity feels safe, but excess cash loses to inflation.• Debt is a tool — but only when tied to cash-flowing assets.• Small decisions, repeated consistently, create massive long-term outcomes.• Feeling “behind” is normal — even Warren Buffett felt it.⏱️ TIMESTAMPS00:00 – Welcome to the Be Wealthy Podcast01:15 – What Really Stops People From Becoming Millionaires03:45 – The Rattlesnake Story & Why You Need a Financial Plan06:15 – Studying Warren Buffett’s Wealth Philosophy08:30 – Why Being “Weird” Is Often the Path to Wealth11:45 – Buffett’s Home Purchase & Radical Financial Discipline14:00 – Emotional Decisions vs. Financial Models17:00 – The 30/30/3 Rule for Buying a Primary Residence20:00 – Why Most People Overbuy Their Homes23:00 – The Cost of Lifestyle Inflation27:00 – Cash Flow vs. Paper Wealth30:00 – Why Compounding Feels Slow… Until It Doesn’t34:00 – Why Buffett Felt “Behind” at Age 4337:00 – Inflation, Opportunity, and Cash Reserves42:00 – The Danger of Constantly “Visiting” Your Capital47:00 – Debt Discipline & Overleveraging Mistakes52:00 – Why Zero-Money-Down Isn’t Something to Brag About57:00 – Creating Cash Flow Before Upgrading Lifestyle1:01:00 – Final Thoughts on Long-Term Wealth ThinkingRESOURCES & MENTIONSPeople & Concepts MentionedWarren Buffett & Charlie MungerBerkshire Hathaway Cash StrategyAlbert Einstein on Compound InterestBooks MentionedThe Compound Effect – Darren HardyBuy This, Not That – Sam DogenTools & ModelsBe Wealthy Calculator – Wealth forecasting & compounding models30/30/3 Home Buying RuleGap vs. Gain Wealth Perspective🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this powerful episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell break down one of the most important — yet most overlooked — components of building a wealthy life: time. This episode isn’t about money tactics, investing, or business strategy. It’s about designing a future you’re truly excited to live.Brett shares the life-changing exercise that transformed the way he approaches each year, each season, and each relationship — an exercise built around understanding the finite nature of time and intentionally planning a life by design, not by default.Together, Brett and Katelyn explore the emotional weight of realizing how much time remains with loved ones, how to build meaningful rituals that last, why wealthy people think in longer time horizons, and how to architect a year that aligns with your highest priorities.This episode will shift the way you plan your life, measure success, and invest your most valuable resource: time.🔑 TOP TAKEAWAYSTime is your most valuable asset. Money is replaceable — time isn’t. Wealthy people plan far ahead to maximize meaningful experiences.Your future should guide your present. Big decisions today should be influenced by the life you want 10, 20, or 30 years from now.You have fewer moments left than you think. Whether with friends, kids, or aging parents, the math of time creates urgency and clarity.Rituals create lasting connection. Build traditions that survive changing seasons of life — especially with family.Not all time is equal. An hour of intentional connection is far more valuable than an hour of proximity.Freedom comes from discipline. Planning your year doesn’t restrict you — it unlocks the ability to live a purposeful life.Your life is the sum of your choices — nothing more, nothing less. When you choose with intention, you create a life without regret.⏱️ TIMESTAMPS00:00 – Intro: Designing a wealthy life through time01:00 – Why wealthy people think further into the future02:15 – Time as your most important resource03:00 – The truth: Money can’t buy time04:00 – The three resources: Time, Money, Talent05:00 – The mindset shift most people never make06:15 – The “weeks of your life” exercise07:30 – How projecting into the future changes the present09:00 – The number of days you have left — and why it matters10:15 – Seasons of life: Why timing determines opportunity12:00 – Why certain experiences lose value later in life13:30 – Life design through intentional rituals16:00 – The ocean swim metric: Designing your own “success measures”17:30 – The Super Bowl example — only so many left19:00 – Katelyn’s story: Cheating the system to gain time with her father24:00 – What people regret at the end of life25:30 – Spending 90% of your time with kids before they move out27:30 – Why meaningful rituals outlast proximity29:30 – “Two lives — the second begins when you realize you have only one”31:00 – Your life = the sum of your choices32:00 – Warren Buffett’s 5/25 rule for priorities34:00 – The Big Rocks exercise — building your year36:00 – Freedom through discipline and long-range planning38:00 – Why spontaneity is overrated41:00 – Education: Two events you must attend every year44:00 – Planning vacations 12–18 months ahead47:00 – Why ideas come during downtime, not grind time49:00 – Setting up a life you’re excited about56:00 – The Fisherman &amp; Businessman story — redefining wealth59:00 – Final thoughts: Build a life of epic momentsRESOURCES &amp; MENTIONSBooks &amp; Concepts Mentioned:Die With Zero by Bill PerkinsWarren Buffett’s 5/25 RuleThe One Thing by Gary KellerRegrets of the Dying (Bronnie Ware)“Your life is the sum of your choices — nothing more, nothing less.”Mindset &amp; Planning Tools:Big Rocks Life Planning ExerciseAnnual Wall Calendar Planning (12–18 months out)Designing Family RitualsTime Allocation Framework (Money, Talent, Time)Be Wealthy Resources:Be Wealthy MastermindBe Wealthy Podcast Intro &amp; Website (coming updates)🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: <a href="http://getourhousedeals.com" rel="noopener...

In this Best Of episode of the Be Wealthy Podcast, Brett Tanner brings together the most impactful lessons, insights, and mindset shifts from recent episodes — all focused on what actually creates real wealth.This compilation covers defining wealth beyond money, long-term investing principles, pricing risk, creating freedom through intentional decisions, and building a life centered around experiences, ownership, and clarity. Brett shares powerful frameworks around investing, income growth, leverage, time, and personal responsibility — without hype or shortcuts.If you’re serious about building wealth the right way, this episode delivers the core ideas that matter most — fast, practical, and timeless.🔑 TOP TAKEAWAYSWealth is freedom, not money. True wealth comes from choice, flexibility, and control over your time.Define your own version of success. Chasing someone else’s goals leads to regret.Experiences matter more than accumulation. Money is a tool to create meaningful moments.Risk must be priced correctly. Higher returns always come with higher exposure.Most opportunities look like work at first. The best deals rarely arrive polished.Momentum beats talent. Consistent action compounds faster than perfection.Income creates opportunity, but capital creates freedom. You must move beyond human capital.Over-leverage creates stress. Stress leads to bad financial decisions.Long-term thinking always wins. Compounding rewards patience and discipline.The goal is clarity and peace. Wealth should simplify life, not complicate it.⏱️ TIMESTAMPS00:00 – Introduction: Best Of Be Wealthy Podcast01:10 – What Real Wealth Actually Means03:00 – Why Wealth Is More Than Money05:00 – Defining Freedom on Your Own Terms07:15 – Experiences vs. Accumulation09:30 – Why Most People Chase the Wrong Goals12:00 – Human Capital vs. Financial Capital14:30 – Turning Income Into Long-Term Wealth17:00 – Risk, Return, and Pricing Investments Correctly19:45 – The 40/40/20 Investment Framework22:30 – Why Internet Math Gets Investing Wrong25:15 – Opportunities That Look Like Work28:00 – Creating Unfair Advantage in Business30:45 – Momentum, Consistency, and Taking Action33:30 – Ownership Thinking vs. Employee Thinking36:00 – Vertical Integration and Multiple Income Streams38:45 – Why Your Primary Home Is Not an Investment41:30 – Lifestyle Creep and Silent Wealth Killers44:15 – Debt, Stress, and Clear Decision-Making47:00 – Using Leverage the Right Way49:30 – Long-Term Thinking and Compounding52:15 – Why Patience Always Wins55:00 – Designing a Life You’re Excited About57:45 – Money as a Tool, Not the Goal1:00:30 – Creating Meaningful Experiences With Wealth1:03:30 – Lessons From Past Guests and Episodes1:06:00 – Common Themes Across the Best Of Episodes1:08:30 – Final Reflections on Wealth and Freedom1:11:00 – Closing Thoughts: Living the Be Wealthy Mission🧭 RESOURCES &amp; MENTIONSBe Wealthy Mastermind – Brett Tanner’s coaching and training communityDie With Zero by Bill Perkins – On experiences and life valueAcres of Diamonds (parable) – Seeing opportunity where you already areThe Path of Money – Gary Keller’s wealth frameworkTony Robbins – Unleash the Power Within – Focus, meaning, and actionConcepts discussed:Human Capital vs. Capital AssetsRisk vs. ReturnCompounding &amp; Long-Term InvestingMomentum in BusinessOwnership Mentality🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with Michael Velasco, founder of Exchangeable, for a deep dive into the powerful world of 1031 Exchanges and how savvy investors use them to grow wealth while legally minimizing taxes.Michael shares his 20+ year journey through real estate, accounting, and tax strategy, showing how every step of his career prepared him to become a leading expert in 1031 exchanges. Together, Brett and Michael break down the fundamentals of exchanges, common mistakes investors make, and the advanced strategies high-net-worth individuals use to protect and multiply their portfolios.This episode blends real-world investing strategy, tax education, mentorship, and long-term wealth thinking—making it essential listening for any serious real estate investor.🔑 TOP TAKEAWAYSTaxes don’t destroy wealth—poor strategy does.With the right tools, investors can defer taxes and keep more capital compounding.Timing is everything in a 1031 exchange.Miss the 45-day or 180-day deadline and the entire exchange can fail.Reverse exchanges create opportunity in competitive markets.Buying first gives investors the upper hand when inventory is tight.You must reinvest all proceeds to fully defer taxes.Any leftover cash becomes taxable “boot.”Any investment property can be exchanged for another.Residential, commercial, or land can all qualify when structured correctly.Execution matters more than intention.Even great investment plans fail without proper structure and guidance.Mentorship shortens the learning curve.Learning from experts helps investors avoid costly mistakes.Education is a wealth multiplier.The more you understand tax strategy and investing, the faster you grow.Wealth is built through reinvestment, not consumption.Capital must keep moving into productive assets to grow.Long-term thinking always wins.The biggest rewards go to those who play the long game, not the quick win.⏱️ TIMESTAMPS00:00 – Welcome to the Be Wealthy Podcast &amp; Introduction to 1031 Exchanges01:15 – Meet Michael Velasco: 20+ Years in Real Estate03:00 – The REO and Short Sale Market During the Crash05:30 – Why Michael Left Traditional Real Estate for Tax Strategy07:15 – Discovering the Power of 1031 Exchanges09:30 – What a 1031 Exchange Really Is (Simple Breakdown)12:00 – The 45-Day Identification Rule Explained14:45 – The Biggest Risk in a Forward Exchange17:00 – Why High-Level Investors Prefer Reverse Exchanges20:00 – Buying First, Selling Later: How Reverse Exchanges Work23:00 – Using LLCs and Qualified Intermediaries27:30 – What Happens to the Money During an Exchange30:00 – How to Avoid Paying Capital Gains and Depreciation Recapture33:45 – Investment Property Rules and Common CPA Mistakes36:00 – How Long You Must Hold a Property Before Exchanging39:00 – Taxpayer Rules and Entity Requirements42:30 – Using 1031 Exchanges to Scale From One Property to Many46:00 – Why Timing and Market Cycles Matter49:30 – Investing in Mentorship and Personal Growth53:00 – The Role of Education in Financial Freedom56:00 – Final Advice on Wealth, Risk, and Long-Term Strategy🧭 RESOURCES &amp; MENTIONSExchangeable – Michael Velasco’s 1031 Exchange CompanyQualified Intermediary (QI) Best PracticesForward vs. Reverse 1031 ExchangesPassive Real Estate InvestingTriple Net (NNN) Lease InvestmentsMentorship &amp; Mastermind GroupsPersonal Development &amp; Investor Education⚡ CONNECT &amp; SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode, Brett Tanner and co-host Katelyn Mitchell walk through the exact end-of-year and start-of-year wealth checklist they personally use to manage their businesses, reduce taxes, and grow long-term wealth.This episode is highly tactical — Brett covers how to update entity structures, evaluate your investments, adjust your wealth plan, review rental performance, optimize retirement accounts, and create a simple 12-month business and financial roadmap.If you're building wealth, this episode shows you precisely what to review, update, and execute every December and January to stay on track for long-term financial freedom.🔑 TOP TAKEAWAYSClean up your entity structure yearly.A simple, accurate flowchart helps your CPA and improves tax strategy.Track your wealth consistently.Monthly net worth and annual plan updates keep you on course.Review every rental property annually.Update values, cash flow, and return metrics to spot underperformers.Fix or reposition bad assets.Refinance, improve, raise rents, or sell—don’t hold dead weight.Max out your retirement accounts.HSA, Roth, Backdoor Roth, and self-directed accounts accelerate long-term wealth.Build a simple 1–3–5 wealth plan.One goal, three priorities, five actions—clarity drives results.Wealth is a system, not luck.Small yearly adjustments compound into financial freedom.⏱️ TIMESTAMPS00:00 — Intro01:30 — Why Your Wealth Plan Must Be a Checklist02:45 — End-of-Year Framework Overview05:00 — Update Your Entity Flowchart09:50 — How to Review Your Entities Properly14:00 — Update Your Wealth Plan &amp; Personal Balance Sheet19:00 — Understanding Net Worth Tracking25:00 — Your 30-Year Plan &amp; Annual Review28:30 — Update Rental Property Fair Market Values33:00 — Expense Ratio: The #1 Driver of Rental Success39:00 — What To Do With Underperforming Assets43:00 — Retirement Accounts You Should Optimize49:00 — Building Your 1-3-5 Wealth Plan55:00 — Final Steps: Calendar, tax strategy, and business financial reviewRESOURCES &amp; MENTIONSBE WEALTHY TOOLSEntity Structure Template (LLC + Trust Flowchart)Personal Balance Sheet Template30-Year Wealth Plan TemplateRental Tracker Spreadsheet1-3-5 Wealth Planning TemplateFlash Report (Business KPIs)Be Wealthy Retirement Account Guide⚡ CONNECT &amp; SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate powerhouse and team leader Dan Beer, whose organization has produced over $900M in sales and now spans more than 150 agents across multiple states.Dan opens up about his early money beliefs growing up in Mexico City, how childhood programming can shape (and limit) our financial destiny, and the deep inner work required to break through those mental ceilings.He and Brett dive into mindset, wealth identity, personal evolution, and why self-awareness—not strategy—is the true unlock toward long-term success. Dan also shares his journey of merging his business with another top team, navigating leadership at scale, and building a life centered around peace, purpose, and continuous growth.This episode blends high-level strategy with emotional intelligence, inner work, and the psychology behind wealth creation.🔑 TOP TAKEAWAYSYour 10-year-old self still runs your financial life—until you consciously rewrite the script.Childhood beliefs often shape how big you allow yourself to play.Inner work unlocks outer wealth.You cannot out-earn your lack of awareness. Self-development is the secret to breaking income ceilings.Business is a spiritual journey.Entrepreneurship forces you to confront your patterns, triggers, and identity.Wealth = peace, not money.Real wealth is freedom from anxiety, clarity in thought, and alignment in life.Your team must evolve as you evolve.Your CPA, advisors, and inner circle must match your current level—not your past one.Goals are an orientation, not a finish line.When you enjoy the journey instead of living in the gap, momentum comes naturally.⏱️ TIMESTAMPS00:00 – Introduction: Meet Dan Beer01:00 – Dan’s Roots: Growing Up in Mexico City &amp; Early Money Beliefs05:00 – Watching His Parents Rise, Fall, and Rise Again07:00 – “That’s Not For Us”: Limiting Money Scripts from Childhood09:00 – Investing From Your Former Self vs. Your Present Self12:00 – Why Inner Work Matters More Than Business Tactics15:00 – Business as a Spiritual Journey18:00 – Dan’s Daily Mindfulness &amp; Deep Work Practices20:00 – Hard-Charging Dan vs. Evolved Dan: How Success Changes You23:00 – The IRS Lesson &amp; Losing Seven Figures to Taxes27:00 – Rethinking Goals: Orientation Over Outcome30:00 – The Power of Measuring Backward (Gap vs. Gain)33:00 – The Million-Dollar Savings Breakthrough36:00 – Creating Tax, Wealth &amp; Personal Spending Accounts40:00 – Lifestyle Creep &amp; Fixing Money Systems at Home43:00 – Why Your CPA Must Evolve With You46:00 – Inside Dan’s 150-Agent, 900M+ Organization50:00 – Leadership, Marriage, and the Whole-Person Approach55:00 – The Real Ceiling: Your Unresolved Personal Patterns57:00 – Dan’s Most Impactful Books &amp; Final Lessons on Wealth🧭 RESOURCES &amp; MENTIONSBooks Mentioned:– The Richest Man in Babylon– The Untethered Soul by Michael A. Singer– Letting Go by David Hawkins– The Surrender Experiment by Michael A. SingerWealth &amp; Mindset Concepts:– Gap vs. Gain Concept (Dan Sullivan)– Passive Income vs. Lifestyle Creep– The Power of Automating Tax &amp; Savings– Deep Work / Inner Work Routines🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate investor and mortgage expert Josh Mettle to unpack the real truth about building wealth in today’s economic environment.Josh shares his journey from buying single-family rentals with little cash flow, to scaling into large multifamily assets, and ultimately becoming a sophisticated investor who understands inflation, risk, and long-term wealth creation.This powerful conversation dives deep into the realities of today’s housing market, what actually creates financial freedom, and why many investors get stuck chasing low-return, high-friction strategies. Josh also reveals how he shifted from hustling “for cash flow” to building a portfolio that compounds safely, sustainably, and with far less stress.🔑 TOP TAKEAWAYS- Hard assets win long-term. Real wealth is created through assets that appreciate, hedge inflation, and give you optionality.- Cash flow isn’t always in the first phase. Early investing gives you equity; the cash flow often comes in the later stages through refinancing or trading up.- Single-family rentals are harder today. Higher repairs, taxes, insurance, and tenant behavior make cash flow challenging without the ability to bill back costs.- Know your return on equity. Investors should measure actual dollars distributed vs. the total equity tied up — many would be better off reallocating.- Mindset matters. Wealth comes from disciplined thinking, resiliency, and moving from “hustle energy” to strategic, sustainable growth.⏱️ TIMESTAMPS00:00 – Introduction: Meet Josh Mettle02:00 – Early Investing: How Josh Started in Single-Family Rentals05:00 – Understanding Today’s Housing Market vs. the 1990s12:45 – The Challenge of Cash Flow in 2024–202517:15 – Stage 2: Discovering Return on Equity &amp; Rethinking Cash Flow19:00 – Why Some Properties Are “High Friction, Low Payoff”23:00 – From Rentals to Larger Assets: Scaling with Intention27:00 – Inflation, Rates, and the Hidden Forces Affecting Investors32:00 – Why Many Investors Overestimate Their Returns36:00 – Hard Assets vs. The Dollar: Protecting Yourself from Inflation40:00 – Silver, Gold, Bitcoin — and Why They Matter Today45:00 – AI, Silver Demand, and Global Economic Shifts52:00 – The True Cost of Being a Landlord in the Modern Market57:00 – What Josh Wishes Investors Understood About Wealth1:03:00 – Final Insights: Building Long-Term Financial Freedom🧭 RESOURCES &amp; MENTIONSFrom the EpisodeJosh’s Article: WTF Happened to the American Dream: https://www.linkedin.com/pulse/wtf-happened-american-dream-joshua-mettle-zoh1c/?trackingId=AIL36sgKQKiAfbWux2UVJg%3D%3DJosh on The Jason Hartman Podcast: https://youtu.be/zlE23yF95DI?si=TfcDMCEKVPOmfE__Blogs Josh Followshttps://www.jameslavish.com/https://www.youtube.com/@allinhttps://www.youtube.com/@JasonHartmanEmpoweredInvestorhttps://www.zerohedge.comhttps://www.mauldineconomics.com/frontlinethoughtsTools MentionedInvestment Return Calculator: https://www.theinvestmentanalyzer.com/Books &amp; Concepts ReferencedThe 7-Day Weekend – Ricardo SemlerWealth-building frameworks &amp; economic breakdowns from Josh MettleThe Be Wealthy Mastermind – Brett Tanner🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell break down one of the most important concepts in wealth building: The Path of Money.Brett walks through how wealthy people think about income, cashflow, reserves, investing, and the compounding machine that ultimately builds long-term freedom. Using real examples — including short-term lending deals, mid-term investments, and legacy real estate — Brett shows how anyone can move from human-capital income to capital-asset income.This episode goes deep into cashflow systems, passive vs. active investments, creating a wealth plan, managing reserves, and understanding the psychology behind spending, saving, and investing. It’s a complete roadmap for anyone serious about achieving financial independence.🔑 TOP TAKEAWAYSEvery dollar needs a job - The foundation of wealth is assigning purpose to every dollar — spend, donate, hold (reserves), or invest.You cannot build wealth without paying attention - Most people lose money because they don’t track their burn rate, rates of return, or monthly net worth. Pay attention.Human capital → Capital assets → Cashflow - The wealthy move from earning money with time (job/business) to earning money with money (assets).Reserves = Freedom + Peace - Everyone needs 12 months of burn rate saved before heavily investing — your “Don’t Get Hurt Plan.”Cashflow is more important than net worth - Two people can have identical wealth but completely different lives depending on what produces their income. Cashflow wins.The wealth machine must be passive + uninterrupted + compounding - Uninterrupted returns, passive investments, and compounding velocity accelerate financial independence.Learn your forever assets early - Start studying commercial or legacy assets today — opportunities go “on sale” during market cycles.⏱️ TIMESTAMPS00:00 – Introduction &amp; Brett’s fishing story03:00 – What “The Path of Money” actually means05:00 – Human Capital vs. Capital Assets explained10:00 – Velocity of Money: Using cashflow to grow faster14:00 – Compound interest: Working for vs. against you16:00 – Moving from surviving → thriving → investing20:00 – The Four Decisions: Spend, Donate, Hold, Invest23:00 – The 12-Month Reserve Rule (Don’t Get Hurt Plan)26:00 – Using high-yield savings for short-term money28:00 – The difference between lending vs. owning assets33:00 – How to properly calculate returns &amp; avoid “lazy” investing40:00 – Cashflow vs. Net Worth — The real difference in lifestyle47:00 – Brett’s real Starbucks deal case study (Mailbox Money)53:00 – Why your wealth plan must use 10-, 20-, and 30-year timelines57:00 – Passive vs. Active: Why passive wins long-term1:03:00 – Studying forever assets (commercial real estate)1:20:00 – Building the snowball that leads to financial freedom 1:23:00 – Final lesson: Pay attention to your money or lose wealth🧭 RESOURCES &amp; MENTIONSConcepts &amp; Frameworks– Path of Money (from Gary Keller)– Velocity of Money– Human Capital → Capital Assets– Cashflow vs. Net Worth– Forever AssetsTools &amp; Practices– High-yield savings accounts– Sweep accounts for automatic 3–4% returns– Private lending and short-term notes– Long-term real estate and commercial propertiesReferenced Books / Ideas– Average Sucks – Michael Bernoff (micro-transfers strategy)– Compounding &amp; financial discipline themes🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner talks with powerhouse mortgage leader Shayla Gifford, who shares her journey from humble beginnings and family challenges to building a billion-dollar business and a life of balance.Shayla opens up about growing up in a hardworking, disciplined family, developing resilience early, and turning those lessons into entrepreneurial drive. She reveals how hitting her financial goals didn’t bring fulfillment — and how redefining success through purpose, balance, and freedom transformed her life.This episode dives deep into high performance, leadership, burnout recovery, and building wealth without losing yourself along the way.🔑 TOP TAKEAWAYSWinning is a mindset. True success starts from self-belief and consistent habits.Reinvention is key. Each stage of life requires new focus, systems, and identity.Burnout is a teacher. Slowing down can unlock clarity, freedom, and better leadership.Structure creates space. Systems and routines empower balance — not restrict it.Legacy over hustle. Real wealth is the ability to design a life you truly love.⏱️ TIMESTAMPS00:00 – Introduction: Meet Shayla Gifford01:00 – Growing Up in a Driven, Working-Class Family04:00 – Early Lessons: Strength, Discipline, and “Changing the Channel”08:00 – Building Resilience and the Desire to Be Exceptional12:00 – From Network Marketing to Real Estate and Mortgages16:00 – Learning the Value of Money and Security19:00 – 2008 Market Crash: Adapting and Door-Knocking for Refis23:00 – Discovering Coaching and the Power of Systems27:00 – Building a Sustainable, Scalable Business30:00 – Hitting the $4 Million Goal – and Realizing “Nothing Changed”34:00 – The Journey from Success to Significance37:00 – Scaling, Leadership, and Building Teams42:00 – Burnout and the Shift Toward Work-Life Balance45:00 – Living Abroad in Spain: The Reset that Changed Everything50:00 – Reinvention, Time Freedom, and Working 3 Days a Week54:00 – Building Systems for Freedom and Long-Term Success58:00 – Redefining “On Fire”: The 4 Domains of Fulfillment1:00:00 – Final Thoughts: Getting Better Every Year🧭 RESOURCES &amp; MENTIONSGuild Mortgage – Shayla’s leadership and growth journeyCatalyst Coaching Program – Shayla’s framework for high-performing loan officersEOS (Entrepreneurial Operating System) – for leadership and team structureWin By Noon Planner by Todd BookspanThe 7-Day Weekend by Ricardo SemlerThe Be Wealthy Mastermind – Brett Tanner’s coaching community⚡ CONNECT &amp; SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate leader Dustin Runyon, who shares his powerful journey from being broke and deep in debt to developing over 1,200 acres and leading one of the top real estate teams in the country.Dustin opens up about his early struggles with money, lessons from failure, and how he transformed his mindset from scarcity to abundance. Together, Brett and Dustin unpack how discipline, self-awareness, and clear money rules can create real freedom and peace of mind.This episode dives deep into rebuilding after failure, mastering your relationship with money, and creating a life built on focus, alignment, and long-term wealth.🔑 TOP TAKEAWAYSFinancial discipline creates freedom. Lasting wealth comes from structure and habits, not quick wins.Active income is your foundation. Keep building before chasing “passive” opportunities.Debt is a teacher. Learning from mistakes is the most powerful investment you can make.Know your “floor.” Build a savings base that covers your lifestyle for 12–24 months before investing.Invest only in what you understand. Simplicity and patience outperform risky, shiny strategies.⏱️ TIMESTAMPS00:00 – Welcome &amp; Introduction of Dustin Runyon01:15 – Growing Up With a Scarcity Money Mindset05:15 – Starting in Real Estate During the 2008 Crash07:30 – Chasing Image, Validation &amp; Lifestyle09:30 – Avoiding Financial Reality &amp; Taxes13:00 – Discovering $1M in Tax Debt15:00 – 16 Months of Extreme Financial Discipline18:30 – Paying Off Debt &amp; Regaining Control20:00 – First $1M in the Bank After Debt24:00 – Creating a Financial “Floor” for Freedom30:00 – Living Below Your Means &amp; Smart Investing36:00 – Active vs. Passive Income Truth42:30 – Dustin’s Rules on Debt48:30 – Leading From Abundance, Not Scarcity57:15 – Final Thoughts on Wealth, Discipline &amp; Freedom🧭 RESOURCES &amp; MENTIONSThe Be Wealthy Mastermind – Brett Tanner’s coaching communityThe 4-Hour Workweek by Tim Ferriss – on freedom and leverageThe Almanack of Naval Ravikant – principles on wealth and peace of mindRich Dad, Poor Dad by Robert Kiyosaki – rethinking money and mindsetGary Keller – teachings on discipline and wealth building🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett YouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell unpack how the wealthy think differently about time and relationships — and why mastering both is the foundation for long-term freedom.They discuss how successful entrepreneurs leverage delegation, guard their calendars, and build powerful connections that multiply opportunity.This conversation goes deep into creating leverage in life, scaling impact through people, and protecting your most valuable resource — your time.🔑 TOP TAKEAWAYSTime is the ultimate currency. How you invest it determines your wealth trajectory.Wealthy people buy back their time through delegation, systems, and automation.Relationships are your greatest ROI. Surround yourself with growth-oriented people who elevate your vision.Learning to say “no” is a superpower that protects your focus and energy.Freedom isn’t about working less — it’s about working intentionally on what moves the needle most.⏱️Timestamps00:00 – Introduction: Welcome to the Be Wealthy Podcast05:00 – Entering the Resort Business10:00 – The Circles of Relationships Explained15:00 – Understanding Time and Relationship Priorities20:00 – Defining Lifetime Relationships25:00 – Building Long-Term Connections30:00 – Identifying Your Inner and Outer Circles35:00 – Turning Acquaintances into Real Connections40:00 – Managing Draining Relationships45:00 – The “Average of Five People” Principle50:00 – Mentorship, Role Models, and Influence55:00 – Defining What True Wealth Really Means1:00:00 – Closing Thoughts: Building a Life of Purpose and Freedom🧭 RESOURCES &amp; MENTIONSTim Ferriss – “The 4-Hour Workweek” (on buying back time and creating leverage)Naval Ravikant – “Leverage, Time, and Wealth” Podcast ClipBrett Tanner – Be Wealthy Mastermind (coaching and mentorship program)*Tony Robbins – Time Management &amp; Energy Focus FrameworkThe Pareto Principle (80/20 Rule) (on focusing on high-impact work)Be Wealthy Podcast Website: www.BeWealthyBrett.com🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram: / bewealthybrett Twitter (X): / bewealthybrett TikTok: / bewealthybrettYouTube: / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

Want more BeWealthy?Subscribe to The Be Wealthy Weekly: #GetFree Playbook💡 EPISODE SUMMARYThe Be Wealthy Podcast is back! Brett Tanner and Katelyn Mitchell kick off Season 2 with a powerful breakdown of Sam Altman’s viral post “What I Wish I’d Known” — reframed as a blueprint for entrepreneurs chasing freedom and wealth.From failure, obsession, and raw horsepower to building teams and aligning incentives, Brett shares how the world’s most successful founders think. Plus, Katelyn reveals her journey from golf courses to real estate and how she joined Brett’s mission to #GetFree.“You don’t learn by reading — you learn by doing. Sometimes you’ve got to throw your wallet over the fence.” – Brett Tanner🔑 TOP TAKEAWAYSFailure = Feedback: Every misstep is tuition for what comes next.Throw Your Wallet Over the Fence: Courage beats inaction every time.Raw Horsepower &amp; Obsession: Why energy and urgency create momentum.Hustle Doesn’t Scale: Systems and data do.Incentives as Superpowers: Align motivation with profit.Recruit High-Impact People: Find those with “high horsepower.”Think in Decades, Execute in Weeks: Long-term vision, short-term speed.⏱️ TIMESTAMPS00:00 – Welcome to Season 2 of Be Wealthy01:15 – Meet Katelyn Mitchell &amp; her journey into real estate07:30 – How Brett crashed a KW event (and met Katelyn)12:30 – Sam Altman’s 13 Lessons → “How to Become a Billionaire”15:00 – Failure vs Feedback – seeing loss as learning16:15 – “Throw Your Wallet Over the Fence” analogy20:30 – Why soft launches kill momentum24:00 – Cryotherapy startup story + the power of speed33:00 – Incentives and ownership mindsets44:00 – Focus &amp; high-conviction bets50:00 – Clear communication and fighting bureaucracy54:00 – Recruiting high-horsepower people58:30 – Think in decades, execute in weeks · #GetFree🧭 RESOURCES &amp; MENTIONSSam Altman – “13 Things I Wish I’d Known”Fire Ready Aim by Michael MastersonThe Internship (blender scene reference)Be Wealthy Podcast Website⚡ CONNECT &amp; SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram:/ bewealthybrett Twitter (X): / bewealthybrett TikTok: / bewealthybrett 🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner &amp; co-pilot Katelyn Mitchell.Mission: #GetFree.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

#bewealthybrett #wealth #investing #realestate LIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/ApplyhereEp12Thank you to our sponsor of this episode, Factum Financial! If you are looking for some of the best whole life insurance education that exists in the space head to: https://bit.ly/3PGjb1G If you are in Arizona they also have an all day event you can find more details about here: https://www.factumseminar.com/attendBusiness Opportunity Questions: https://docs.google.com/document/d/1sWij4YyXnpa9QT2DNFPWKtMkQFrWWD4kNGLY8wJsxiA/edit?usp=sharing🚨BE WEALTHY WEBSITE: www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/3PGjb1G⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/43Omn12💵 Self-Directed IRA: https://bit.ly/3xjOWXQ🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/4afEkbf🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.com Facebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________

#bewealthybrett #wealth #investing #realestateLIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/4ax5xpz00:00 - Intro03:23 - Today's topic09:02 - Million Dollar Hot Tub (Story)15:06 - Investment Analysis24:11 - Rentals vs Starbucks27:33 - Eviction Laws28:42 - 1,000 rentals vs 1 building29:48 - Soft Costs in Your Personal Life31:17 - Cost Segregation🚨BE WEALTHY WEBSITE www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/Ep11⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/CostSegEp11💵 Self-Directed IRA: https://bit.ly/4a6ppQB🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.

#bewealthybrett #wealth #investing #realestate TWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/Applyhereep10Are you a Fix and Flipper? Looking for your next hard money loan? Get started today with Versara Capital! (my very own hard money business) Click the link to apply: https://bit.ly/43nqYH2Dave Ramsey Baby Steps: https://www.ramseysolutions.com/dave-ramsey-7-baby-stepsDave Ramsey 15 Year Mortgage: https://www.ramseysolutions.com/real-estate/why-daves-against-30-year-mortgagesDave Ramsey How to Invest in RE: https://www.ramseysolutions.com/retirement/how-to-invest-in-real-estateUnlimited Power by Tony Robbins: https://amzn.to/3vh9IqyGeorge Anyone Books: https://amzn.to/3Vp7EaHInvest in Debt by Jimmy Napier: https://amzn.to/3wZIpkV00:00 - Intro01:58 - Life Update &amp; Tony Robbins 5:16 - Buying a Yacht6:40 - Dave Ramsey Core Beliefs9:26 - Dave Ramseys Baby Steps19:15 - Buying a Home27:55 - Dave Ramsey Investing in Real Estate44:07 - Dave Ramsey Fans Fact Checking 46:35 - DAVE RAMSEY IS RIGHT 47:16 - Facebook Group Questions47:31 - Hard Money Lending Books/Advice 48:51 - Paying Your Kids/Financial Sherpa50:15 - Where Should I Place My Money At 20? 51:39 - Episode Summary🚨BE WEALTHY WEBSITE www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/savelikeabank⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/singlefamilycostseg💵 Self-Directed IRA: https://bit.ly/maxoutretirement🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.com Facebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________

#bewealthybrett #wealth #investing #realestate Get started with REI Print Mail Today: https://bit.ly/3Ta23ChPoints Coach: https://www.travelwealth.comDave Ramsey Video: https://www.youtube.com/watch?v=0Pi7dv7v-SATWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/48MQgQ1Thank you to our sponsor of today's episode, REI Print Mail! If you are looking for more deals and off market properties, REI Print Mail is the marketing tool I recommend. I have personally used them and can't say enough nice things about them! Get started today with 10% OFF using the link: https://bit.ly/3Ta23Ch00:00 - Intro01:52 - Last Episode02:28 - Dave Ramsey's Advice03:44 - How Dave Lost His Money04:30 - Credit Cards are Bad!!!!07:08 - Debt is The Devil07:48 - Live Cheap for Cheap Sake08:47 - Buy Houses For Cash10:06 - Another Way to Think About Things13:28 - Unhealthy Habit with Debt14:11 - How I think about Debt: Risk17:01 - Minimum Down Payment = Bad19:33 - Over Leverage Creates Stress21:01 - Debt is a Great Tool For Wealth22:31 - How to Leverage Debt23:23 - Lines of Credit29:02 - Questions From Facebook29:12 - Income Goal for Kids30:17 - First Big Purchase31:13 - When to Enjoy Your Hard Work🚨BE WEALTHY WEBSITE: www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/43cE0qN⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/4c9RhEM💵 Self-Directed IRA: https://bit.ly/3PfEYge🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________

Thanks to US Tax Advisors Group for sponsoring this weeks episode! Click the link to save 10% on your Cost Seg today! https://bit.ly/4a66Knk**TWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/49Jki8IItems Mentioned In The Podcast:80/80 Marriage: https://amzn.to/3IlE8dUHard Money Podcast: https://www.youtube.com/@HardMoneyMastermind/videosHard Money Course and Coaching: Email [email protected] Pillow: https://www.eightsleep.com/product/the-carbon-air-pillow/00:00 - intro02:06 - How did you become successful?04:00 - College08:52 - Dating / Relationships12:16 - Time Off / Sick Days15:45 - Kids19:09 - Education21:23 - Effort25:18 - Relationship Advice27:11 - People29:13 - Giving Up31:44 - Audience Questions🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/4c4lTaL⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/4a66Knk💵 Self-Directed IRA: https://bit.ly/49VZ9rK🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability.This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.______________________

Thank you Horizon Trust for sponsoring this podcast! Get started today at MaxOutRetirement.comNotes from PaperStac: https://paperstac.comCost Seg: SingleFamilyCostSeg.comFree Resources: https://www.bewealthybrett.com/resources🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.comTimestamps:00:00 – Intro03:27 – Life Update05:24 – Investing and Your Unfair Advantage07:00 – Online Influencers08:50 – Top 5 Best Investments11:07 – #1 - Hard Money Lending20:45 – #2 - Notes31:58 – #3 - Oil and Natural Gas Royalties37:27 – #4 – Land Leases38:55 – #5 – Boat Chartering43:45 – Recap44:38 – Audience Questions🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3V7gABe🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom._______________________

Financial Samurai (Sam Dogen): https://www.financialsamurai.com/btnt/How To Invest Your Down Payment: https://www.financialsamurai.com/how-...Free Resources: https://www.bewealthybrett.com/resources🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.comTimestamps:00:00 - Intro01:13 - Cromford Index02:30 - Should I buy a home in 2024 pt. 103:38 - Sam Dogen / The Financial Samurai05:39 - Get pre-qualified06:27 - Three routes (FHA/Conventional)06:53 - Avoid debt07:25 - 30/30/309:15 - No more than 30% your income10:39 - Your Home is NOT an investment12:01 - My Boy Matty12:29 - 3x Rule13:20 - Should you buy a home in 2024? pt. 214:26 - Why you want to own a home16:36 - What do you pay in rent currently?17:25 - House, House, House, Home18:45 - Real world example: Arizona23:29 - Real Estate Appreciation25:38 - How to house hack27:17 - Real world example: Austin33:24 - How much to spend on a car?🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybr...Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not...

#bewealthybrett #wealth #investing #realestateChart of Accounts: https://www.nerdwallet.com/article/sm...2024 401k Limits: https://www.irs.gov/newsroom/401k-lim....Coverdell Uses: https://www.trustetc.com/blog/coverde...Car Wash Listings: https://www.loopnet.com/biz/arizona/c...Timestamps00:00 - Intro3:25 - Increase your income6:43 - Understand profit12:39 - Where to go to become wealthy?13:20 - Study Leadership15:35 - What is your tax plan (depending on company size)16:45 - Solo 401k and Roth18:58 - Cash Balance Plan20:06 - HSA (Health Savings Account)21:15 - Coverdale22:15 - Personal Expenses22:23 - Maximizing 199A25:28 - The Augusta Rule28:46 - Entity Structure (for taxes)30:00 - Paying your kids ($72 Million)34:20 - Investments you can make (your office!)35:02 - Cost Segregation41:12 - What is the best first tax strategy?43:00 - What to do as a business owner (non real estate)🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.comFacebook: / brettbewealthy Instagram: # / bewealthybrett Twitter (X): b / bewealthybrett TikTok: e / bewealthybrett As a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth...

Tax Strategies and Wealth Creation as a W-2 Employee #bewealthybrett #wealth #investing #realestateAre you a W2 Employee looking to become Wealthy? Or a employer who wants their employees to become wealthy as well?This episode is for you! We dive into:How to maximize your incomeInvestments strategies specific to W2 EmployeesHow to leverage employee benefitsHow to develop new skillsWhat side hustles to consider for extra incomeHave questions? Make sure to drop them in our Facebook group! (Link below!)New Episodes Drop Monday and Thursdays EVERY WEEK!🚨BE WEALTHY PODCAST - COMING SOON! 🚨 JOIN THE WAITING LIST: https://www.bewealthybrett.com/coming-soon📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom._______________________

How to Get Rich in 2024 #bewealthybrett #wealth #investing #realestate🚨BE WEALTHY PODCAST - COMING SOON! 🚨 JOIN THE WAITING LIST: https://www.bewealthybrett.com/coming-soon📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom._______________________