In this episode, we dive into the world of Opportunity Zones and discover how investors can leverage them for significant tax advantages. Our guest, Ashley Tison, CEO & Founder of OZPros, is a leading authority on Opportunity Zones, tax-advantaged structures, and investment strategies.

Ashley shares his expertise and unravels the complexities surrounding Opportunity Zones. With over 500 commercial property investors, family offices, investment advisors, and high net worth individuals under his guidance, Ashley provides invaluable advice on optimizing tax savings in real estate investments and maximizing positive community impact.

Discover how Opportunity Zones work, how to select the best investment strategy, and the essential regulations to navigate. Whether you’re an experienced investor or new to the field, Ashley’s engaging and enthusiastic speaking style will captivate you as he shares his knowledge on opportunity zones, tax-advantaged alternative investments, real estate, and tax planning.

Tune in to this episode for a comprehensive understanding of Opportunity Zones and unlock the potential for financial success and community development.

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Uncover the Secrets of the Everything Bubble and Unlock Profitable Opportunities with David Hay!

David Hay shares his insights on the current financial landscape and the potential implications of the "Everything Bubble." With a career spanning over four decades in the securities industry, David's expertise as Co-Chief Investment Officer and his dedication to long-time clients make him a trusted source of valuable knowledge.

Drawing from his recently published book, Bubble 3.0: Who blew it and how to protect yourself when it blows apart, David explores the cyclical nature of market rotations and identifies investment areas that may thrive amidst what he refers to as "The New World Disorder."

Join us as we dive into this insightful conversation that delves into macro-economic research, market risks, and investment strategies. Gain practical advice on navigating the uncertainties of today's financial markets and positioning yourself to potentially capitalize on emerging opportunities.

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In this episode, we talk with Dr. Doug Lucas, a fellowship trained precision health specialist. Dr. Lucas shares invaluable insights on achieving optimal health and longevity, with a particular focus on metabolic health, hormone optimization, osteoporosis, and disease prevention.

Drawing from his experience as a former orthopedic surgeon, Dr. Doug's frustration with the limitations of the traditional medical model led him to become the Chief Science Officer for PHD Weight Loss and Nutrition in 2015. Through his expertise, he has guided coaches and clients in understanding the complexities of nutrition research.

With additional training from reputable institutions like Stanford University, the American Academy of Anti-Aging Medicine (A4M), the Academy of Preventive and Innovative Medicine, and Wild Health, Dr. Doug Lucas is dedicated to a personalized approach to optimize well-being. By utilizing genetic data, comprehensive evaluations, and lifestyle analysis, he empowers patients to achieve their health goals.

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Discover the power of values in investment evaluation with Leif Hartwig, the CEO of WealthVP. With a career spanning over three decades in software startups and financial services, Leif brings a wealth of knowledge to the table. As the mastermind behind successful enterprise software companies like SquadPod and the founder of TruQuest Corporation, Leif has played a pivotal role in generating billions of dollars in revenues for renowned companies such as State Farm, Nationwide, and Prudential.

Leif shares his profound insights on how aligning values can significantly impact the success of an investment. Drawing from his experience of raising over $200M from private investors, Leif understands the importance of cultivating a values-driven approach to maximize investment value. Join us as Leif delves into the significance of values and how they shape the decision-making process in the world of investments. Don't miss this opportunity to gain invaluable wisdom from a visionary industry leader.

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What if you can't or don't want to use a 1031 Exchange? In this episode, Brett Swarts, Capital Gains Tax Deferral Expert, sheds light on the importance of the Deferred Sales Trust (DST) in today's challenging times. With his extensive knowledge and expertise, Brett explains why the DST was specifically designed to address the unique needs of high net worth individuals seeking to preserve and grow their wealth while navigating complex tax regulations.

As the Founder of Capital Gains Tax Solutions and an exclusive Deferred Sales Trust Trustee, Brett has helped countless millionaire clients unlock the power of the DST to transform their exit wealth plans. Through this engaging discussion, he reveals the secrets to breaking free from capital gains tax jail, offering valuable insights into the strategic use of DSTs, Delaware Statutory Trusts, and 1031 exchanges.

With over $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions under his belt, Brett's experience is unparalleled. As a licensed California Real Estate Broker and an eXp Commercial Multifamily Broker, he combines his in-depth industry knowledge with a passion for educating others on capital gains tax deferral strategies.

Don't miss this opportunity to discover another tool to unlock your financial freedom.

Don't miss this opportunity to discover the key to unlocking your financial freedom.

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In this episode, financial expert Brad Barrett shares his extensive knowledge and experience to guide viewers on how to choose the right financial advisor. As a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets, Brad has almost 20 years of experience in the financial services industry.

In his weekly YouTube, Podcast, and Radio Show “Make Your Money Matter,” Brad is passionate about educating investors and empowering them to make better decisions with their money. He is also a sought-after public speaker and author of the book “Retire Right,” which serves as a guideline to aligning goals and objectives for investment and financial planning. With his expertise and insights, Brad helps viewers understand the importance of finding a trustworthy financial advisor and provides practical tips for making an informed decision.

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Join me & Whitney Elkins-Hutten, as the latest macroeconomic trends and how they will affect real estate going forward. As the Director of Investor Education at PassiveInvesting.com and a partner in over $700MM in real estate investments, including 5000+ residential units and 1400+ self-storage units across 8 states, Whitney brings a wealth of experience to the conversation. With a track record of success flipping over $3.0MM in residential real estate, her insights are highly valued in the industry.

Listen as we offer a data-driven analysis of the most pressing economic issues facing investors, businesses, and individuals in today’s world, making it a must-watch for anyone looking to stay informed on the latest developments in macroeconomics.

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In this episode, join Sarah Weaver on her incredible journey as she balances being an author, speaker, coach, real estate investor, and business owner. With three successful businesses under her belt, Sarah's expertise serves both real estate investors and agents alike.

As a coach, Sarah travels across the country, hosting intimate retreats for investors and coaching real estate agents. She lives a dream life and is always exploring new opportunities. Her company, Invested Adventures, offers epic events for real estate investors all around the world.

Sarah is a seasoned real estate investor, owning 19 units in four states, including nine furnished rentals—all of which she self-manages from afar. And if that isn't impressive enough, Sarah has also traveled to 47 countries on six continents and has been fully nomadic since January 2019.

Get inspired and follow Sarah's incredible journey as she continues to live life on her own terms, while helping others achieve their real estate goals.

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In this episode, we dive into the world of entrepreneurship with the multifaceted Dr. Pranay Parikh.

As a physician, Co-Founder, and President of Ascent Equity Group, and a serial entrepreneur, Dr. Parikh has an unconventional journey that has helped him excel in various endeavors.

He discusses the importance of having a side hustle, even if you have a high-paying job, and how it can provide financial security and foster an entrepreneurial mindset.

With practical tips on time management and prioritization, Dr. Parikh's insights offer a valuable roadmap for those seeking to pursue their passions and launch their own businesses.

Join us on this engaging episode as we explore the entrepreneurial spirit with Dr. Parikh.

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As the real estate market continues to evolve, it's essential to stay ahead of the curve when it comes to identifying the hottest housing markets in 2023.

In this episode, I speak with real estate expert Zach Lemaster, founder & CEO of Rent to Retirement, who shares his expertise on identifying the hottest housing markets in 2023.

With years of experience as a seasoned real estate investor and licensed broker, Lemaster provides valuable insights into markets that maximize cash flow, appreciation, and equity.

As an industry expert in real estate market analytics, he discusses the latest trends and data that contribute to a hot housing market and how to stay ahead of the curve with emerging technologies.

Through his successful wholesaling, flipping, and management business, Lemaster offers valuable guidance on how to strategically invest in real estate to create the desired lifestyle for your family.

Check out our website: www.nextlevelincome.com.

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Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com.

 

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Get a free copy of our book and learn more about our course at:

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