Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

When Karen Briscoe would be speaking, coaching, and training with people, she found over and over again that they invariably felt they didn't have enough time, particularly when it came to investing in their personal and business development. This led her to develop her 5 Minute Success principles. Karen is an entrepreneur, author, speaker, and host of the successful 5 Minute Success podcast. Today, she joins Chris Larsen on the show to share some of these principles and some personal philosophy Karen has been applying to her own life.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

Have You Ever Wondered How to Start a Hedge Fund or What the Inside Workings of a Hedge Fund Look Like?

Bridger Pennington is the founder and Managing Director of Black Bridge Holdings, a debt fund that Bridger started out of college that has done over 235 deals in the last two years.  

In addition to the fund, Bridger also hosts a podcast called Investment Fund Secrets, where Bridger and other fund managers share how they launched and started funds without working on Wall Street or having an Ivy League degree.

InvestmentFundSecrets.com

Instagram: @bridger_pennington (Bridger responds to all his direct messages here)

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

Learn a Proven Strategy to Get Out of Debt and Into Real Estate Investing to Stop Trading Your Time for Money

Dr. Jeff Anzalone is a periodontist who after building his practice from scratch spent the next 7 years becoming debt-free. Today Jeff helps other doctors learn the strategies they need to get out of debt, and his strategies can be applied to those in other professions as well. In addition, Jeff is a real estate investor who has used passive investing to build additional streams of income.

debtfreedr.com

Email: [email protected]

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Banking: Learn our Investment Optimizer strategy, the solution to getting your “lazy” money to work in two places at once.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

Caleb Guilliams is the founder and CEO of Better Wealth Solutions, a company committed to show people how to be more efficient and control their money today while maximizing their future wealth potential. 

His personal mission is to, “Help people see and reach their highest potential.” Few people Caleb’s age have dedicated their lives to helping the millions of people in need of a better way financially.

This “secret” way to save and use your money at the same time through the power of efficiency, compounding, and control can truly take your finances to the next level and it’s what we use as our opportunity fund at Next-Level Income to invest in multifamily real estate and more.

Get Caleb’s book, The AND Asset: The Secret Way To Save And Use Your Money At The Same Time

betterwealth.com

If you missed the Multifamily Investor Nation Summit last week, you can find my presentation on multifamily investing along with those of over 50 other speakers on a variety of topics at mfinsummit.com! You will hear from experts about finding deals, raising capital, underwriting strategies, selecting markets, and so much more! Go to MFINSummit.com to grab your ticket and use promo code NEXTLEVEL to get $100 off!

You can access a free digital and physical copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.    

Brett is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.  

Brett is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.

His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who holds Series 22 and 63 licenses.   

Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hands-on training from some of the best in the business.

capitalgainstaxsolutions.com

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

Erik is the founder of On Air Brands, as well as Mindado Investment Group, which is a real estate investment company. In addition, Erik is a host, co-host, and producer on several shows. He is the quintessential "serial entrepreneur" and loves helping others grow their business and brands.

After leaving corporate America after more than 20 years, Erik jumped head-first into real estate investing. He is involved in multifamily, a partner in Renault Winery & Resort and offers private capital to his network of investors. He also sits on the board of the South Jersey Real Estate Investment Association.

Erik loves to share his decades of experience in creative, branding, and marketing strategies and how it can apply to the creative and real estate investment industries. He holds a BFA from the School of Visual Arts in NYC and lives in Robbinsville, NJ with his wife and two daughters. 

Contact: [email protected]

OnAirBrands.com

PodMax.co

To get your exclusive discount code for the upcoming virtual Multifamily Investor Nation Summit that Chris will be speaking at ($100-off the current ticket price), visit MFINSummit.com and use the code NEXTLEVEL at checkout.

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

What is the best path for you to achieve financial independence?

David Dawkins achieved financial independence at a young age and has some great insight on how you can understand yourself and figure out what is the right path for you to achieve financial independence as well. David is the Principal of Seven Bridges Real Estate Investments and host of The Professional Investor podcast. Prior to real estate, David spent 10 years in corporate finance and sales and also completed his Masters in Business Administration. During that time, David gained experience in all aspects of customer and employee relations while running multiple offices for one of the largest U.S. Fleet Management companies.

Throughout his 4 years in real estate investing David has been able to start and grow his portfolio from one single family rental to over $3 million in assets under management, as he moved into multifamily properties. Throughout that time David has gained first-hand experience in all facets of real estate investing from property acquisition through to sale and all aspects in between, including project and property management. 

In this show, David shares thoughts on finding and navigating your path in life, insights on the differences between single-family and multifamily investing, and the importance of becoming lifelong learner.

The Professional Investor Podcast

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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

What if you could create tax-free retirement income, have money for an emergency fund AND have a tool to "supercharge" your investments?

On this show, we have Rod Zabriskie, managing partner, and Ben Lonsdale from Money Insights. Their strategies have been used by the wealthy for generations for estate planning, minimizing taxes, preserving wealth, and increasing stability for their investments.

Infinite Banking is a concept that was created by Nelson Nash in "Becoming Your Own Banker" (which I highly recommend you read). Nash describes how the use of whole-life insurance policies that distribute dividends can allow individuals and families to control the cash flow in their lives by setting up their own bank instead of relying on banks or lenders for loans.

You can use this concept to:

Build an emergency fund

Pay for college

Fund a business

Plan for retirement

Optimize your investment strategy

You may have heard that whole-life insurance is a "bad investment" and that you should buy term and invest the rest. This is what I learned early on, even when I was working for State Farm as I finished my MBA. However, just like I discussed in our podcast with Richard Wilson, I want to invest like the rich, not the poor. Many of the wealthiest families and businesses in the world utilize life insurance for not only wealth preservation, but also wealth creation.  

Here's a short list of some famous businesses that utilized whole-life insurance to start or grow their companies: 

Disney: Walt Disney 

McDonalds: Ray Kroc 

J.C. Penney: James Cash Penney 

Guaranteed Liquidity: you can take a loan out any time without a credit check, approval, or even giving a reason to the life insurance company! 

Safe Growth: certain policies have guaranteed cash values every year that have historically grown ~5%. 

Tax Efficiencies: Tax-sheltered growth, tax-exempt distributions and tax-free death benefit 

Annual Dividend Payments: Just like a stock, or real estate, whole-life pays dividends every year 

Money Insights makes building wealth easier. You can find our new webinar with Money Insights here.

NEW Money Insights & Next-Level Income Webinar

Learn More About Infinite Banking

You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

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