Be Wealthy

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How to Hire A-Players, Write a Vivid Vision, and Scale to $100M | Cameron Herold

Learn More About Cameron: https://cameronherold.com

Learn More About COO Alliance: https://cooalliance.com

Cameron 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 - Intro

3:13 - The Golf Course Lesson That Made Him an Entrepreneur

7:40 - Why You Should Let Your Kids Fail

10:02 - First Venture at 7: Negotiating Pennies for Coat Hangers

12:04 - Comic Book Arbitrage and the Gross Margin Lesson

13:45 - College Pro Painters: 12 Employees by Age 20

17:14 - Just Follow the System (Including the One You Hate)

21:33 - 800 Franchisees, 8,000 Painters, $64M in 4 Months

24:36 - Joining 1-800-GOT-JUNK as Employee #14

25:30 - The 5 Inflection Points That Scaled $2M to $106M

37:39 - Vivid Vision: The Contractor and Homeowner Analogy

44:04 - The Rate-of-Change Rule That Will Bankrupt Most Companies

46:15 - How to Double Revenue, Profit and Free Time in 3 Years

47:02 - The Volleyball Story: Why 2 A-Players Beat 6 C-Players

48:14 - The Real Cost of a Bad Hire: 15x Their Salary

51:14 - The 4 Corners of Every Great Business

53:34 - Navigating the Entrepreneurial Roller Coaster (And Your Spouse)

55:30 - The 5 PR Stories Every Business Already Has

59:33 - The Earned + Owned + Paid Media Trifecta

1:01:55 - The Death Rate Is 100% — Care About People as Humans

1:05:20 - Three Books That Changed Cameron's Life

1:07:18 - Advice to His 18-Year-Old Self

BOOKS & 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 Herold

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. 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 loans

and real estate deals. He's the founder of Horizon Trust, a self-directed

IRA custodian, and in this clip he breaks down the tax-free retirement

strategy that only 5% of Americans use.

Brett walks through the Be Wealthy Calculator live and shows how $3,000

a month compounded tax-free turns into $7 million — and why paying $50,000

in tax today can save you over $1 million in retirement.

If you have an old 401(k) sitting somewhere, or a traditional IRA you've

been ignoring, this is the conversation that changes the math on your

entire retirement.

IN THIS CLIP

0:00 Why every person needs a Roth retirement account

0:45 How to strategically convert a traditional IRA to a Roth

2:02 The $7 million math: $3K/month, 12% return, tax-free

3:30 Pay $50K in taxes today, save $1M+ in retirement

4:55 Running the numbers: $0 start, $1,500/month, different ages

6:15 Why a Roth is for absolutely everybody

WATCH THE FULL EPISODE

https://www.youtube.com/@bewealthybrett

ABOUT GREG HERLEAN

Greg Herlean is the founder of Horizon Trust Company, a self-directed IRA

custodian. Over his 24+ year career, he has raised and brokered over $650

million in hard money loans and real estate deals. He built Horizon Trust

to solve the inefficiencies he experienced firsthand when referring clients

to other trust companies.

Learn more: https://www.gregherlean.com/

Horizon Trust: https://www.horizontrust.com/

JOIN THE BE WEALTHY MASTERMIND

Want to join a room of entrepreneurs who think bigger about money? Go to

bewealthypodcast.com and click Apply Now.

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

Self-Directed IRA: MaxOutRetirement.com

Infinite Banking Education: SaveLikeaBank.com

Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.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

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. Always consult your own tax, legal, and accounting advisors

before taking financial action.

JOIN THE BE WEALTHY MASTERMIND

Want 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 Dearth

Learn More About Marc: https://dearthlaw.com/about

Learn More About Dearth Law: https://dearthlaw.com

Brett 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 - Intro

0:49 - Meet Marc Dearth

2:01 - Growing up in the Midwest and finding law

7:09 - How Marc got into estate planning

10:27 - What happens to your money if you have NO plan

13:10 - "The best marriages lead to the biggest information gaps"

15:09 - The information checklist every couple needs

21:04 - The 4 documents everyone needs (POA, health POA, living will, will)

25:44 - The Terri Schiavo case and why a living will matters

30:00 - Revocable trusts and skipping probate

34:05 - What happens when your kids inherit millions too young

39:12 - The trust fund baby problem and how to fix it

42:26 - How Brett designed his trust to incentivize achievement

47:49 - Keeping family together through traditions and legacy properties

52:36 - Privacy in the digital age and LLC exposure

57:27 - Asset protection and how to think about risk

1:01:25 - Estate tax exemptions and why you need to plan ahead

1:04:22 - LLC structure: how many do you really need?

1:12:03 - Business partnerships and succession planning

1:16:01 - Find a teacher, not just a lawyer

1:17:03 - Top 3 books and best purchase under $200

1:21:01 - Advice to 21-year-old Marc

BOOKS & 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.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. 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 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.

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.

TIMESTAMPS

0:00 Introduction

1:34 The 30/30/40 Rule

6:05 The Pizza Analogy

7:33 Lanes of Revenue

12:26 Three Skills in Business

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.

JOIN THE BE WEALTHY MASTERMIND

Want 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 Herlean

Learn 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 - Intro

0:32 - Meet Greg Herlean of Horizon Trust

1:10 - Greg's childhood and money mindset growing up

4:56 - Early hustle: newspaper routes, lawn mowing, and chores

7:19 - Dropping out of college to chase the dream

9:00 - Learning to sell insurance, trusts, and hard money loans

13:36 - Why "follow your passion" is bad advice

16:02 - Going solo: first deals and raising capital

17:34 - The power of self-directed IRAs (Greg's first deal at 22)

19:51 - Why you should overpay your lender when you're starting out

23:28 - Building Horizon Trust Company

29:02 - What the best self-directed investors are doing today

34:21 - Self-directed IRAs explained: what they are and how they work

36:18 - Who qualifies and how to move old 401(k)s

40:29 - Roth conversions: the tax-free wealth strategy

42:31 - Be Wealthy Calculator: the math behind $7M+ in retirement

47:00 - Why you should start saving NOW (even with debt)

48:14 - Biggest mistakes people make with self-directed IRAs

50:15 - Due diligence: spotting bad deals and protecting your capital

55:50 - How to raise money and find investors

59:28 - Book recommendations: The Obstacle Is the Way and the Bible

1:03:03 - Morning routine and owning your schedule

1:06:15 - Advice to his younger self: start saving sooner

1:07:57 - Teaching kids to be their own bank

1:08:37 - The math on starting a Roth IRA for your kids

BOOKS & 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.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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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.

Why Real Estate Agents Making $350K Still Feel Broke

I 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 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.

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.

From Broke College Grad to Buying $1 Billion in Real Estate Per Year — Tim Heyl's Playbook

Tim 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.

TIMESTAMPS

0:00 Introduction

2:05 Growing Up With Opposite Money Mindsets

7:12 College, Finance Degree, No Job Offers

9:25 Joining Keller Williams Out of Desperation

13:00 The Sales Seminar That Changed Everything

14:57 Building The Cold Calling Math

17:13 Year Two Explosion: 8 Houses to 70

18:12 Winning The Day vs The Scoreboard

21:23 Meeting Brett in The Gary Keller Room

25:27 The Private Gary Keller Mastermind

28:18 First Real Estate Investment — Copying His Roommate

32:06 Invest Where You Have An Unfair Advantage

34:15 The Serial Entrepreneur Trap

37:54 Waking Up Not Knowing How To Prioritize

39:04 Multiple Streams of Income Is a Lie (Early On)

41:46 Hard Work Is An Entry Fee, Not The Key

45:15 Three Phases: Hustle, Leadership, Money

48:11 Seventh Level — Getting Out of The Day-to-Day

49:25 Seeing Opendoor's Model and Starting Homeward

53:11 Buy Before You Sell Takes Off

56:20 Interest Rates Spike — Revenue Falls Off a Cliff

57:49 Cutting 70% of Costs and Rebuilding

1:04:40 Nothing Is Ever As Good Or As Bad As It Seems

1:06:48 Gary Keller Lessons — Don't Force Growth

1:09:57 The One Thing — Focus and Fear of Chaos

1:14:12 Gary Taking Out The Trash — The Leverage Lesson

1:17:03 Top 5 People You Spend Time With

1:17:22 Three Book Recommendations

1:19:17 Best Purchase Under $200

1:19:50 Advice To 21-Year-Old Tim

BOOKS & 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 Christensen

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.

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.

Garrett Gunderson x Brett Tanner

Garrett 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.

TIMESTAMPS

0:00 The Most Dangerous Money Myth

0:32 How Banks Actually Use Your Money

1:22 Compounding Interest Takes 30 Years

1:46 Warren Buffett's Real Numbers (5.5M% vs 39,000%)

2:30 See's Candies, Geico, Precision Cast Parts

3:26 Buffett's One Word for Success: Focus

3:56 Compound Knowledge, Not Interest

4:40 "That's Not What He Did" — Concentrated Bets & The Float

BOOKS & RESOURCES MENTIONED

- Killing Sacred Cows by Garrett Gunderson (NYT Bestseller)

- What Would the Rockefellers Do? by Garrett Gunderson

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

Infinite Banking Education: SaveLikeaBank.com

Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.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.

JOIN THE BE WEALTHY MASTERMIND

Want 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 Antone

Learn More About George Antone: https://fynanc.com

George 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.

TIMESTAMPS

0:00 Introduction

2:17 Growing Up in Lebanon

4:20 Losing His Father at 18

7:37 From Microsoft to Quicken

9:26 The Secret Formula at Intuit

12:46 Asset-First vs Finance-First

18:49 Growing Capital vs Investing Capital

22:01 Leverage and Flow of Money

25:07 How Spreads Build Wealth

29:53 The Freedom Line vs Journey Line

33:50 The Break-Even Return Formula

38:28 Personal Inflation vs CPI

42:50 Purchasing Power Over Dollars

50:19 Rate Game vs Capital Game

55:15 Where to Start Your Wealth Journey

58:15 Velocity of Money

1:05:46 Top 3 Books

1:10:02 Advice to 21-Year-Old George

BOOKS & 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.com

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.

JOIN THE BE WEALTHY MASTERMIND

Want 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 Starbucks

I 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.

TIMESTAMPS

0:00 Short-Term to Forever Assets

0:22 Sedona Hard Money Loan Setup

1:33 Evaluating the Returns

1:45 Borrower Defaults Immediately

2:05 Borrower Asks for Another Shot

3:00 Lease Option Pivot

3:45 Lease Option Terms

4:35 Second Default & Flip

5:03 1031 Exchange Eligibility

5:50 Total Profit Breakdown

6:18 Finding the Starbucks Building

7:07 1031 Into Triple-Net Commercial

7:55 Full-Cycle Return Math

9:26 Short-Term to Forever Takeaway

BOOKS & RESOURCES MENTIONED

- US Tax Advisors (cost segregation studies)

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