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.

• Time 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.
• 
  

⏱️Timestamps

00:00 – Introduction: Welcome to the Be Wealthy Podcast

05:00 – Entering the Resort Business

10:00 – The Circles of Relationships Explained

15:00 – Understanding Time and Relationship Priorities

20:00 – Defining Lifetime Relationships

25:00 – Building Long-Term Connections

30:00 – Identifying Your Inner and Outer Circles

35:00 – Turning Acquaintances into Real Connections

40:00 – Managing Draining Relationships

45:00 – The “Average of Five People” Principle

50:00 – Mentorship, Role Models, and Influence

55:00 – Defining What True Wealth Really Means

1:00:00 – Closing Thoughts: Building a Life of Purpose and Freedom

• Tim Ferriss – “The 4-Hour Workweek” (on buying back time and creating leverage)
• Naval Ravikant – “Leverage, Time, and Wealth” Podcast Clip
• Brett Tanner – Be Wealthy Mastermind (coaching and mentorship program)
• *Tony Robbins – Time Management & Energy Focus Framework
• The 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:  / bewealthybrett

YouTube:   / bewealthybrett

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.

The 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

• Failure = Feedback: Every misstep is tuition for what comes next.
• Throw Your Wallet Over the Fence: Courage beats inaction every time.
• Raw Horsepower & 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.

00:00 – Welcome to Season 2 of Be Wealthy

01:15 – Meet Katelyn Mitchell & her journey into real estate

07:30 – 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 learning

16:15 – “Throw Your Wallet Over the Fence” analogy

20:30 – Why soft launches kill momentum

24:00 – Cryotherapy startup story + the power of speed

33:00 – Incentives and ownership mindsets

44:00 – Focus & high-conviction bets

50:00 – Clear communication and fighting bureaucracy

54:00 – Recruiting high-horsepower people

58:30 – Think in decades, execute in weeks · #GetFree

• Sam Altman – “13 Things I Wish I’d Known”
• Fire Ready Aim by Michael Masterson
• The Internship (blender scene reference)
• Be Wealthy Podcast Website

🚨 BE WEALTHY WEBSITE 🚨

👉 www.BeWealthy.com

📱 Follow Be Wealthy:

Facebook:  / brettbewealthy  

Instagram:/ bewealthybrett  

Twitter (X): / bewealthybrett  

TikTok:  / bewealthybrett 

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: #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/ApplyhereEp12

Thank 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/attend

Business 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/bewealthybrett

TikTok: https://www.tiktok.com/@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 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

LIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/4ax5xpz

00:00 - Intro

03:23 - Today's topic

09:02 - Million Dollar Hot Tub (Story)

15:06 - Investment Analysis

24:11 - Rentals vs Starbucks

27:33 - Eviction Laws

28:42 - 1,000 rentals vs 1 building

29:48 - Soft Costs in Your Personal Life

31:17 - 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.com

Facebook: https://www.facebook.com/brettbewealthy/

Instagram: https://www.instagram.com/bewealthybrett/

Twitter (X): https://twitter.com/bewealthybrett

TikTok: https://www.tiktok.com/@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 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/Applyhereep10

Are 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/43nqYH2

Dave Ramsey Baby Steps: https://www.ramseysolutions.com/dave-ramsey-7-baby-steps

Dave Ramsey 15 Year Mortgage: https://www.ramseysolutions.com/real-estate/why-daves-against-30-year-mortgages

Dave Ramsey How to Invest in RE: https://www.ramseysolutions.com/retirement/how-to-invest-in-real-estate

Unlimited Power by Tony Robbins: https://amzn.to/3vh9Iqy

George Anyone Books: https://amzn.to/3Vp7EaH

Invest in Debt by Jimmy Napier: https://amzn.to/3wZIpkV

00:00 - Intro

01:58 - Life Update & Tony Robbins 

5:16 - Buying a Yacht

6:40 - Dave Ramsey Core Beliefs

9:26 - Dave Ramseys Baby Steps

19:15 - Buying a Home

27:55 - Dave Ramsey Investing in Real Estate

44:07 - Dave Ramsey Fans Fact Checking 

46:35 - DAVE RAMSEY IS RIGHT 

47:16 - Facebook Group Questions

47:31 - Hard Money Lending Books/Advice 

48:51 - Paying Your Kids/Financial Sherpa

50:15 - 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/bewealthybrett

TikTok: https://www.tiktok.com/@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 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/3Ta23Ch

Points Coach: https://www.travelwealth.com

Dave Ramsey Video: https://www.youtube.com/watch?v=0Pi7dv7v-SA

TWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/48MQgQ1

Thank 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/3Ta23Ch

00:00 - Intro

01:52 - Last Episode

02:28 - Dave Ramsey's Advice

03:44 - How Dave Lost His Money

04:30 - Credit Cards are Bad!!!!

07:08 - Debt is The Devil

07:48 - Live Cheap for Cheap Sake

08:47 - Buy Houses For Cash

10:06 - Another Way to Think About Things

13:28 - Unhealthy Habit with Debt

14:11 - How I think about Debt: Risk

17:01 - Minimum Down Payment = Bad

19:33 - Over Leverage Creates Stress

21:01 - Debt is a Great Tool For Wealth

22:31 - How to Leverage Debt

23:23 - Lines of Credit

29:02 - Questions From Facebook

29:12 - Income Goal for Kids

30:17 - First Big Purchase

31:13 - 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.com

Facebook: https://www.facebook.com/brettbewealthy/

Instagram: https://www.instagram.com/bewealthybrett/

Twitter (X): https://twitter.com/bewealthybrett

TikTok: https://www.tiktok.com/@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 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/49Jki8I

Items Mentioned In The Podcast:

80/80 Marriage: https://amzn.to/3IlE8dU

Hard Money Podcast: https://www.youtube.com/@HardMoneyMastermind/videos

Hard Money Course and Coaching: Email [email protected]

EightSleep Pillow: https://www.eightsleep.com/product/the-carbon-air-pillow/

00:00 - intro

02:06 - How did you become successful?

04:00 - College

08:52 - Dating / Relationships

12:16 - Time Off / Sick Days

15:45 - Kids

19:09 - Education

21:23 - Effort

25:18 - Relationship Advice

27:11 - People

29:13 - Giving Up

31:44 - 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.com

Facebook: https://www.facebook.com/brettbewealthy/

Instagram: https://www.instagram.com/bewealthybrett/

Twitter (X): https://twitter.com/bewealthybrett

TikTok: https://www.tiktok.com/@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 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.com

Notes from PaperStac: https://paperstac.com

Cost Seg: SingleFamilyCostSeg.com

Free Resources: https://www.bewealthybrett.com/resources

🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com

Timestamps:

00:00 – Intro

03:27 – Life Update

05:24 – Investing and Your Unfair Advantage

07:00 – Online Influencers

08:50 – Top 5 Best Investments

11:07 – #1 - Hard Money Lending

20:45 – #2 - Notes

31:58 – #3 - Oil and Natural Gas Royalties

37:27 – #4 – Land Leases

38:55 – #5 – Boat Chartering

43:45 – Recap

44:38 – 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.com

Facebook: https://www.facebook.com/brettbewealthy/

Instagram: https://www.instagram.com/bewealthybrett/

Twitter (X): https://twitter.com/bewealthybrett

TikTok: https://www.tiktok.com/@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 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.com

Timestamps:

00:00 - Intro

01:13 - Cromford Index

02:30 - Should I buy a home in 2024 pt. 1

03:38 - Sam Dogen / The Financial Samurai

05:39 - Get pre-qualified

06:27 - Three routes (FHA/Conventional)

06:53 - Avoid debt

07:25 - 30/30/3

09:15 - No more than 30% your income

10:39 - Your Home is NOT an investment

12:01 - My Boy Matty

12:29 - 3x Rule

13:20 - Should you buy a home in 2024? pt. 2

14:26 - Why you want to own a home

16:36 - What do you pay in rent currently?

17:25 - House, House, House, Home

18:45 - Real world example: Arizona

23:29 - Real Estate Appreciation

25:38 - How to house hack

27:17 - Real world example: Austin

33:24 - 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.com

Facebook: https://www.facebook.com/brettbewealthy/

Instagram: https://www.instagram.com/bewealthybr...

Twitter (X): https://twitter.com/bewealthybrett

TikTok: https://www.tiktok.com/@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 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

Chart 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...

Timestamps

00:00 - Intro

3:25 - Increase your income

6:43 - Understand profit

12:39 - Where to go to become wealthy?

13:20 - Study Leadership

15:35 - What is your tax plan (depending on company size)

16:45 - Solo 401k and Roth

18:58 - Cash Balance Plan

20:06 - HSA (Health Savings Account)

21:15 - Coverdale

22:15 - Personal Expenses

22:23 - Maximizing 199A

25:28 - The Augusta Rule

28:46 - Entity Structure (for taxes)

30:00 - Paying your kids ($72 Million)

34:20 - Investments you can make (your office!)

35:02 - Cost Segregation

41:12 - 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.com

Facebook:    / 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 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.