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 TAKEAWAYS

• Your 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.

⏱️ TIMESTAMPS

00:00 – Introduction: Meet Dan Beer

01:00 – Dan’s Roots: Growing Up in Mexico City & Early Money Beliefs

05:00 – Watching His Parents Rise, Fall, and Rise Again

07:00 – “That’s Not For Us”: Limiting Money Scripts from Childhood

09:00 – Investing From Your Former Self vs. Your Present Self

12:00 – Why Inner Work Matters More Than Business Tactics

15:00 – Business as a Spiritual Journey

18:00 – Dan’s Daily Mindfulness & Deep Work Practices

20:00 – Hard-Charging Dan vs. Evolved Dan: How Success Changes You

23:00 – The IRS Lesson & Losing Seven Figures to Taxes

27:00 – Rethinking Goals: Orientation Over Outcome

30:00 – The Power of Measuring Backward (Gap vs. Gain)

33:00 – The Million-Dollar Savings Breakthrough

36:00 – Creating Tax, Wealth & Personal Spending Accounts

40:00 – Lifestyle Creep & Fixing Money Systems at Home

43:00 – Why Your CPA Must Evolve With You

46:00 – Inside Dan’s 150-Agent, 900M+ Organization

50:00 – Leadership, Marriage, and the Whole-Person Approach

55:00 – The Real Ceiling: Your Unresolved Personal Patterns

57:00 – Dan’s Most Impactful Books & Final Lessons on Wealth

🧭 RESOURCES & MENTIONS

• Books Mentioned:
• – The Richest Man in Babylon
• – The Untethered Soul by Michael A. Singer
• – Letting Go by David Hawkins
• – The Surrender Experiment by Michael A. Singer
• Wealth & Mindset Concepts:
• – Gap vs. Gain Concept (Dan Sullivan)
• – Passive Income vs. Lifestyle Creep
• – The Power of Automating Tax & Savings
• – Deep Work / Inner Work Routines

🚨 BE WEALTHY WEBSITE 🚨

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🧱 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.

📚 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.