Episodes

  • Quarterly Market Update 2024: Interest Rates and Economic Trends
    Nov 19 2024

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    In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on private equity and a live Q&A session with a CPA. Additionally, save the dates for our Hui 7 retreat in Hawaii and our special holiday master classes. Get detailed insights into how bridges debt is impacting the market, the ongoing effects of high cap rates, and strategic advice for navigating through the volatile economic landscape. Join us at thewealthelevator.com/club to access all events and receive our newsletter for more updates!


    00:00 Introduction and Announcements

    01:31 Quarterly Market Update: Interest Rates and Cap Rates

    01:56 Impact of Interest Rates on Commercial Real Estate

    07:05 Market Trends and Predictions

    08:39 Residential vs. Commercial Real Estate

    14:15 Investment Strategies and Market Cycles

    21:02 Trends in Apartment Construction and Rent Growth

    30:17 Insurance Costs and Natural Disasters

    32:53 Office Vacancies and Work-from-Home Trends

    34:34 Election Impact on Economic Policies

    46:17 Conclusion and Future Outlook


    Hosted on Acast. See acast.com/privacy for more information.

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    50 mins
  • Buying Websites as Digital Asset Investments Webstreet.co
    Nov 12 2024

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    In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and emerging digital assets. We highlight an upcoming CPA webinar for year-end tax strategies and discuss the intersection of politics with market dynamics. Special guest Kyle Kuderewski from Webstreet joins the conversation, sharing his journey from corporate America to digital asset investments and offering an in-depth look at how to conduct thorough due diligence and identify promising online businesses. Tune in for a comprehensive guide to diversifying your portfolio and expanding your investment horizons.


    00:00 Introduction and Upcoming Webinars

    00:57 Election Insights and Market Reactions

    02:52 Economic Policies and Predictions

    04:00 Real Estate and Investment Strategies

    07:28 Retreats and Networking Events

    08:51 Private Equity and Online Business Investments

    10:03 Guest Interview: Kyle Kuderewski Journey

    15:29 Understanding Digital Asset Brokerages

    23:21 Exploring Abum: A Unique Marketplace

    23:44 Real Estate Analogies and Marketplaces

    24:05 Case Study: OnSched Acquisition

    26:18 Importance of Diversification in Clientele

    28:57 Vetting and Acquiring Operators

    34:52 Challenges in Deal Flow and Operator Matching

    39:45 Final Thoughts and Future Vision


    Hosted on Acast. See acast.com/privacy for more information.

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    43 mins
  • Mergers and Acquisitions for Dummies with Bill Snow
    Nov 5 2024

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    In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and selling businesses, what it entails for business owners, and the investment strategies surrounding such deals. Additionally, we cover the implications of potential political outcomes on investment strategies, tax changes, and economic conditions. Bill shares his journey into investment banking, insights into navigating the M&A process, and his approach to conservative investment, providing listeners with valuable advice for long-term financial success. Join us for an informative session filled with practical knowledge and investment wisdom.


    00:00 Introduction to Today's Podcast

    00:16 Election Day and Investment Strategies

    02:09 Guest Introduction: Bill Snow

    04:01 Bill Snow's Career Journey

    06:40 Understanding Investment Banking

    12:12 Finding and Acquiring Businesses

    16:07 Structuring Deals and Seller Considerations

    25:28 Investment Strategies and Personal Insights

    31:41 Conclusion and Contact Information


    Hosted on Acast. See acast.com/privacy for more information.

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    32 mins
  • Guide to Infinite Banking with Whole Life Insurance
    Oct 29 2024

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    Concept of Infinite Banking and how leveraging life insurance policies can maximize your financial growth and stability. Learn sophisticated strategies used by affluent individuals and major corporations to enhance wealth, including tax-free loans, withdrawals, and high-return investments. Discover how policy configuration, paid-up additions, and leveraging cash value can provide a secure financial future. We also address common misconceptions, policy illustrations, and steps from underwriting to fund access. Whether you are a high-income earner or looking to diversify your financial toolkit, this episode offers valuable insights and practical advice to help you become your own bank and ensure financial stability for generations to come.


    00:00 Introduction and Webinar Replay Announcement

    00:34 Current Market Trends and Inflation Concerns

    00:54 Infinite Banking Strategy Overview

    01:19 Setting Up Your Policy

    05:01 Benefits of Whole Life Policies

    08:51 Tax-Free Loans and Withdrawals

    13:41 Addressing Common Misconceptions

    15:18 Policy Configuration and Commissions

    18:02 Practical Applications and Strategies

    25:38 Policy Setup and Management

    29:15 Understanding Life Insurance Policies for Older Adults

    29:31 Choosing Between Insuring Children or Adults

    30:58 Strategies for High Net Worth Families

    31:19 Gender Considerations in Life Insurance

    32:01 Evaluating Life Insurance Policies

    32:13 The Importance of Trusts in Financial Planning

    32:44 Technical Aspects of Life Insurance Policies

    32:56 Advanced Policy Configurations and Break Even Points

    35:09 Accredited Investor Banking Policies

    36:02 Choosing the Right Insurance Carrier

    38:17 Accelerated Death Rider Benefit

    39:07 Underwriting Process and Policy Loans

    40:14 Triple Dipping Strategy for Investments

    42:21 Using Infinite Banking for Various Financial Needs

    43:56 Starting and Growing Your Policy

    49:48 Advanced Strategies for High Net Worth Individuals

    51:34 Conclusion and Next Steps


    Hosted on Acast. See acast.com/privacy for more information.

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    56 mins
  • Wills, Trust, Estate Planning Intro
    Oct 22 2024

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    Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, essential for protecting your assets and making crucial decisions. Discover the intricacies of wills, revocable and irrevocable trusts, probate processes in Hawaii, and the benefits of using beneficiary designations. Understand the importance of conservatorships, trusts for special needs families, and strategies for selecting trustees. We'll also delve into advanced estate tax planning techniques, including Spousal Lifetime Access Trusts (SLATs), and address federal and Hawaii state estate taxes. Real-life examples and updates from economic giants like Goldman Sachs and JP Morgan Chase are included to help you effectively manage and plan your estate.


    00:00 Introduction and Podcast Overview

    00:51 Understanding Yield Curve Inversion

    01:33 Recent Economic Updates

    02:21 Introduction to Estate Planning

    03:48 Key Estate Planning Documents

    04:14 Advanced Health Care Directives

    05:28 Durable Power of Attorney Explained

    06:39 Last Will and Testament

    08:40 Revocable Trusts

    17:15 Probate Process

    22:58 Guardianship and Conservatorship

    24:32 Supplemental Needs Trusts

    28:12 Common Estate Planning Mistakes

    28:58 Customizing Your Estate Plan

    30:03 Choosing the Right Trustee

    30:47 Avoiding Conservatorship

    31:41 Understanding Estate Taxes

    32:23 Federal vs. State Estate Tax Exemptions

    36:12 Advanced Estate Planning Strategies

    42:26 International Estate Planning Considerations

    46:37 Real-Life Estate Planning Stories

    50:21 Cost and Maintenance of Trusts

    51:35 Conclusion and Final Thoughts


    Hosted on Acast. See acast.com/privacy for more information.

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    54 mins
  • Engineer to Financially Free: Lane's Journey
    Oct 15 2024

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    In this episode, Lane walks us through his transformation from a W2 engineer to a financially free entrepreneur in real estate. He shares insights on alternative investment strategies, including leveraging rental properties and syndications, while offering a critique of traditional retirement plans like 401ks and Roth IRAs. Lane emphasizes the role of tax strategies and Infinite Banking in wealth creation. Additionally, he discusses the importance of finding mentors, surrounding yourself with like-minded individuals, and consistently taking action towards financial freedom. Tune in for practical tips and inspirational stories that could guide you on your own financial journey.


    00:00 Introduction and Upcoming Plans

    01:03 Personal Tax Insights and Strategies

    06:07 Interview Introduction and Lane's Background

    06:33 Transition from Engineering to Real Estate

    08:39 Real Estate Investment Strategies

    10:00 Building Wealth and Tax Strategies

    14:45 Community Building and Wealth Elevator Concept

    20:08 Advanced Tax Strategies and Networking

    22:32 Unconventional Financial Strategies

    23:38 The Role of Society and Work

    26:00 Personal Reflections and Hobbies

    27:48 Challenges of Balancing Family and Business

    31:12 Tax Strategies and Real Estate Investments

    36:32 Community and Mentorship

    45:23 Consistency and Taking Action


    Hosted on Acast. See acast.com/privacy for more information.

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    47 mins
  • Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing
    Oct 8 2024

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    Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing


    In this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us as we reconnect with a past client, explore the pitfalls of traditional investment strategies, and analyze the benefits of diversifying into value-add projects. Whether you're a seasoned investor or new to the community, this episode offers insights into smarter, more sustainable investing. Don't miss the chance to learn from real-life experiences and expert advice!


    00:00 Introduction to the Coaching Call

    00:30 Reflecting on Past Experiences

    01:12 Community and Networking

    02:51 Coaching Call Begins

    03:23 Discussing 1031 Exchange Options

    04:33 Tax Implications and Strategies

    07:08 Exploring Investment Alternatives

    11:03 Final Thoughts and Advice

    13:17 Conclusion and Farewell


    Hosted on Acast. See acast.com/privacy for more information.

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    14 mins
  • Online Business Investments in depth on Couch.com
    Oct 1 2024

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    Welcome back to the Wealth Elevator Podcast! In this episode, we venture beyond traditional real estate investments into the realm of online business acquisitions. Recorded on the go, our host, Lane, highlights the importance of relationships, numbers, and adaptability in this ever-changing investment landscape. Joined by Alex from Couch.com, we delve into the nuances of content websites, affiliate marketing, and the opportunities that lie in the e-commerce space. Alex shares his journey from acting to successful entrepreneurship, shedding light on the intricacies of building and monetizing a high-traffic website. Tune in for invaluable insights and practical advice on diversifying your investment portfolio beyond real estate.


    00:00 Welcome to the Wealth Elevator Podcast

    00:33 Navigating High Interest Rates in Real Estate

    01:02 Exploring Investments Beyond Real Estate

    01:36 The Changing Landscape of Real Estate

    02:03 Venturing into Business Acquisitions

    02:32 Connecting with Business Operators

    04:07 Introduction to Online Business Investments

    04:33 Understanding Different Online Business Models

    05:25 Interview with Alex from Couch.com

    07:27 Monetizing Content Websites

    11:06 Affiliate Marketing Insights

    14:12 Building and Scaling an Online Business

    18:39 The Entrepreneurial Journey and Future Goals

    24:17 Final Thoughts and Contact Information


    Hosted on Acast. See acast.com/privacy for more information.

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    29 mins