The Next-Level Income Show

Everyone says office is dead. Ash Patel, managing partner of Invest Beyond Multifamily, sees one of the best buying opportunities in commercial real estate instead.

On this episode of the Next Level Income Show, Ash shares how one building, and one tenant who paid to replace its entire HVAC system, turned him from a residential landlord into a full-time commercial investor. He and Chris talk about how commercial leases and guarantees work, why triple net isn't the easy money it looks like, how a single lease can change a property's value,

why the retail apocalypse is mostly a myth, and why suburban office has held up far better than

downtown.

Learn more about Ash at investbeyondmultifamily.com.

You did everything you were supposed to do. So why aren't you happy? Naga Das helps leaders

transcend trauma and find peace and purpose, and her new book, Dying to Live: Finding Peace and Purpose Through Pain, tells the story of how she found her own.

On this episode of the Next Level Income Show, Naga shares her journey from homelessness to a Harvard education and a crypto hedge fund, and how fear, burnout, and addiction led her to a

turning point. She and Chris talk about the difference between happiness and joy, trauma and addiction among high achievers, plant medicine, and Byron Katie's questions for checking the stories your mind tells you.

This episode includes discussion of a suicide attempt and addiction.

Naga is giving a free talk and book signing on October 21, 6 to 8 pm, at Ginger's Revenge in

Asheville. Register at: meetup.com/she-owns-it-avl/events/316699271.

Learn more about Naga at www.altcoachingmethods.com, and get Dying to Live on Amazon at

https://www.amazon.com/dp/1964108101.

Even highly capable leaders can become overwhelmed, lose focus, and begin second-guessing their decisions. Warren Wandling is a keynote speaker, leadership coach, and communication expert with more than 25 years of experience training leaders in the public, private, and government sectors. He is also the founder and host of the How to Become an Obstacle Buster podcast.

On this episode of the Next Level Income Show, Warren shares how he overcame a paralyzed vocal cord in a career built on speaking, then walks Chris through the five laws he teaches leaders: knowing yourself, purpose, belief, focus, and goal setting. You'll hear the five myths about purpose, Warren's Firewall for the Mind, and a simple way to start time blocking.

Schedule a complimentary strategy session with Warren at warrenwandling.com/leadership-breakthrough-coaching

In 2009, Chris asked his insurance agent whether to fund an investment from the bank or from his life insurance policy. The agent said it didn't matter. That answer cost Chris six figures.

On this episode of the Next Level Income Show, Chris shares a special presentation from the Money Insights Investment Insider series, hosted by Blake Brogan and Rod Zabriskie. He walks through the system he has built over 16 years: cash value life insurance as the foundation, a line of credit as the hub every dollar flows through, and income-producing investments as the fuel. He explains why idle money is the most expensive money you own, how your dollars can work in two places at once, and the "savings tax" his family uses. The Q&A covers when to add policies, 1035 exchanges, and whole life vs. IUL.

Get a free copy of How To Be Financially Free by Forty: https://nextlevelincome.com/financialfreedombook

Kim Lisa Taylor is a nationally recognized corporate securities attorney and the founder of Syndication Attorneys. She and her team have created nearly $5 billion in securities offerings for hundreds of syndicators, fund managers, and small business owners.

On this episode of the Next Level Income Show, Kim joins Chris to walk passive investors through the legal side of a real estate syndication. She explains what makes a deal a security, the difference between 506(b) and 506(c) offerings, and why a sponsor who never asks about your finances is a red flag. She also covers the loan terms to check before you invest and why she urges caution with fund of funds deals.

Kim's free books are at syndicationattorneys.com. Her podcast and YouTube channel are both called

Raise Capital Legally.

Most people treat taxes as a once-a-year, filing-season problem. Davis Oliver of Taxes Saved joins Chris to explain why Q4, not April, is when real tax planning happens, and why most CPAs never bring it up in the first place: their job is compliance and filing, not proactive strategy.

On this episode of the Next Level Income Show, Davis and Chris cover how W-2 employees, not just business owners, can use real deductions the tax code already offers, and what Davis calls a "ticking tax time bomb": the required minimum distributions built into most 401(k)s and IRAs, which can trigger a large, forced tax bill for you, or now, for your heirs within just 10 years of inheriting.

Davis Oliver has spent the last seven years at Taxes Saved, the tax planning firm he and his family built after their own frustration with traditional CPAs.

Learn more about Taxes Saved at https://nextlevelincome.com/taxessaved, or book a call with our team at meetings.hubspot.com/ccampbell28.

Krisstina Wise built a multi-million dollar business, and then her body shut down. About 95% of the way through a keynote in front of 500 people, she froze on stage completely: a stress stroke, brought on by years of running on scarcity and fear. Within 48 hours she couldn't get out of bed, and stayed there for two years while her business fell apart, kept afloat only by real estate investments she'd quietly built on the side.

On this episode of the Next Level Income Show, Krisstina joins Chris to talk about that collapse, the shift from a scarcity mindset to an abundance mindset, and how she now teaches other women to build wealth through Wealthy Wellthy and the Wise Money School.

Krisstina Wise is the author of Falling for Money, host of the Wealthy Wealthy podcast, and her second book, Wise Investing, is currently in publication.

Take her free Money IQ Quiz at tinyurl.com/moneyiqquiz.

Maria Brito has spent 17 years advising private collectors on art, facilitating over $200 million in transactions along the way. Before art, she was a corporate attorney who graduated Harvard Law School after immigrating from Venezuela, working 20-hour days at a New York law firm before deciding it wasn't the life she wanted.

On this episode of the Next Level Income Show, Maria joins Chris to make the case for art as a real, if unconventional, asset class: how it earned that status in the 1970s, the tax benefits of donating a long-held piece to a museum, how art market returns stack up against the stock market, and the

true story behind the $500 million sale of a painting nobody can fully verify was painted by Leonardo da Vinci.

Maria Brito is the author of the award-winning, best-selling book How Creativity Rules the World: The Art and Business of Turning Your Ideas Into Gold.

You can learn more about Maria at: www.mariabrito.com

Todd Dexheimer started as a high school teacher making $30,000 a year. In 2008 he bought his first foreclosures because the math worked, even when everyone around him said he was crazy to buy into a crashing market.

On this episode of the Next Level Income Show, Todd joins Chris to make the case that bigger deals are actually easier to buy and run than small ones, and walks through the senior housing rollercoaster that took his cash flow from $250,000 in year one to negative by year three: what COVID, staffing shortages, and inflation did to cause it, and how becoming a true operating company turned it back around by late 2023. They also cover why he hired his first business coach, and where he sees the best opportunities in multifamily and senior housing over the next 5 to 10 years.

Todd Dexheimer is Principal of Endurus Capital and VitaCare Living, and hosts the Pillars of Wealth Creation podcast.

Get your free copy of How To Be Financially Free by Forty at nextlevelincome.com/financialfreedombook, or book a call with our team at meetings.hubspot.com/ccampbell28.

Every day, 11,000 Americans turn 65, and roughly 1 in 10 of them owns a business with no plan for what happens next. On this episode of the Next Level Income Show, Chris Larsen sits down with Kris Benson, Partner at Blue Line Ventures, to unpack the largest transfer of small business ownership in U.S. history: an estimated 8 to 10 million businesses expected to change hands over the next decade.

Kris walks through his own path from medical device sales to real estate to self storage to buying B2B service businesses directly from retiring founders, why these companies often trade at a fraction of what a comparable real estate deal would cost, and what separates a business worth buying from one to avoid. If you've built wealth through real estate and want a non-correlated way to put capital to work, this conversation is a clear-eyed introduction to an opportunity most investors never see.

Learn more about the Blue Line Ventures partnership at nextlevelincome.com/blv, or schedule a call with our team: https://meetings.hubspot.com/ccampbell28