The Wealth Elevator Podcast: Real Estate, Taxes, Investing

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In today's podcast episode, our host is joined by Pierre, an expert in the Bitcoin and cryptocurrency space, to delve into the intricacies of Bitcoin, its technology, and its investment potential. The host begins by expressing a personal viewpoint on Bitcoin, including its decentralized nature, technological aspects, and scarcity compared to traditional currencies like the US Dollar. The conversation then transitions to Pierre's extensive background, discussing his early interest in sound money, precious metals, and his journey into the Bitcoin space from grad school to various roles at significant firms like BitPay, Kraken, and Riot. Pierre elaborates on the technological and financial aspects of Bitcoin, comparing it to traditional hard assets such as real estate and gold. They debate on Bitcoin's potential role during economic instability, its unique features like decentralized custody and audit transparency, and the implications of Bitcoin bonds for institutional investors. The episode wraps up with discussions on inflation, investment strategies, the historical performance of Bitcoin through its halving events, and practical steps for newcomers to get started with Bitcoin. Pierre also provides his perspectives on the future of Bitcoin and its place in a diversified investment portfolio. Engage in this comprehensive discussion to gain insights into Bitcoin's market dynamics, investment strategies, and advanced technological framework. 00:00 Introduction to Today's Podcast 00:04 Personal Views on Bitcoin 01:03 Family Office and Estate Planning 02:17 Diverse Investment Strategies 02:51 Bitcoin and Cryptocurrency Insights 03:37 Interview with Bitcoin Expert Pierre 03:42 Pierre's Background and Bitcoin Journey 07:55 Bitcoin's Technical Aspects and Utility 11:56 Bitcoin as an Investment 17:32 Bitcoin Bonds and Investment Strategies 28:53 Inflation and Bitcoin 34:56 Learning Resources and Final Thoughts 38:22 Host's Closing Remarks Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this episode, we delve into the intricacies of performing due diligence on multifamily real estate deals. The video starts with an introduction to a comprehensive e-course on syndication due diligence, followed by a replay of a webinar covering key aspects like deal assumptions, market trends, and supply impacts. Discussion includes the effects of high interest rates, significant property price drops, and factors affecting decision-making in recent times. The video also touches upon assessing deals through P&L and rent rolls, and provides an example of evaluating a specific 300-unit property. Essential elements such as recognizing rental market softness, new supply impacts, and discrepancies in projected rent growth are also examined. The latter part of the webinar breaks down key concepts like asset classes, loan terms, risk mitigation, and strategies to optimize returns. Practical insights on pro forma analysis, counterparty risk, and networking in the syndication space are shared, rounding out with some advanced investment strategies and financial planning tips. 00:00 Introduction and Course Overview 00:31 Current Market Conditions and Challenges 01:21 Case Study: Analyzing a 300-Unit Property 02:52 Insurance and Debt Structure Considerations 03:57 Engaging with Operators and Personal Updates 04:41 Introduction to Due Diligence Webinar 05:17 Understanding Syndication Deals 07:14 Evaluating Deal Structures and Returns 17:14 Asset Classes and Market Trends 22:31 Due Diligence and Forced Appreciation 24:38 Understanding Other Income in Real Estate 25:39 Private Placement Memorandum (PPM) Essentials 27:01 Navigating Deal Structures and Risks 28:55 Counterparty Risk and Syndication Tips 33:05 Evaluating Reversion Cap Rates 37:18 Importance of Loan Terms in Real Estate 40:57 Core Capital and Legacy Planning 43:56 Maximizing Experiences with Wealth Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from renting and investing in rental properties instead of purchasing a home. Practical insights from personal experience are shared, including saving strategies and the impact of leveraging rental income. The discussion also touches on the pros and cons of homeownership, while advising listeners to consider their individual financial situations before making a decision. Listeners are encouraged to join the Wealth Elevator community for personalized advice and strategies for financial independence. 00:00 Introduction to Home Buying Discussion 00:06 The Wealth Elevator Concept 00:51 Personal Experience with Home Buying 01:46 Financial Advice and Wealth Building 02:41 When to Buy a House 04:03 Renting vs. Buying Debate 04:48 Investment Strategies and Returns 09:33 Flexibility and Mobility Considerations 13:56 Disadvantages of Home Ownership 15:44 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations. 00:00 Introduction to Today's Podcast 00:18 Overview of Potential Tax Changes 00:41 Extension of Tax Cuts and Jobs Act 01:26 Bonus Depreciation and Section 179 03:13 Qualified Opportunity Zone Program 03:57 State and Local Tax Cap Increase 04:33 Lifetime Estate and Gift Tax Exemption 06:19 Additional Tax Changes and Implications 08:03 Infomercial: Family Office Ohana Mastermind 08:35 FOOM and Real Estate Professional Status 11:33 Tax Strategies for Business Owners 14:00 Home Office Deduction 17:09 The Augusta Rule 21:28 Family on Payroll 24:37 Qualified Business Income Deduction 29:18 Level Two Tax Strategies 37:27 Setting Up Retirement Plans for Solopreneurs 38:46 Navigating IRS Audits and Employee Classifications 39:17 Overview of Level Two Tax Strategies 39:37 Understanding ROBS and Roth Conversions 41:08 Introduction to Level Three Tax Planning 41:22 Captive Insurance: Benefits and Risks 46:38 Investing Through Captive Insurance 55:31 Level Four: Tax Fraud and Evasion 57:30 Common Pitfalls and CPA Involvement 01:05:39 Final Thoughts and Contact Information Hosted on Acast. See acast.com/privacy for more information.

We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment. 08:48 Cons of Real Estate Syndications 09:45 Investment Illiquidity and Portfolio Management 10:54 High Minimum Investments 12:12 Crowdfunding Websites: Pros and Cons 13:06 Differences from Rental Property Investments 13:44 Building Trust and Network in Syndications 15:02 Limited Control in Syndications 16:13 Prerequisites for Participation 19:21 Tax Benefits of Syndications 21:26 Conclusion and Additional Resources Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust 37:29 Introduction to Asset Protection 37:54 The Cost and Value of Setting Up Trusts 38:22 Understanding Irrevocable Trusts 38:51 The Bridge Trust Explained 39:38 Legal and Practical Considerations 42:40 Fraudulent Conveyance and Legal Risks 50:49 Different Types of Trusts and Their Uses 56:10 Cost and Process of Setting Up a Bridge Trust 57:45 Alternatives to Bridge Trusts 01:01:45 Future of Asset Protection 01:01:50 Challenges in Asset Protection 01:02:10 Specialization in Law Firms 01:02:36 Asset Protection Strategies 01:02:57 Offshore Trusts and Hybrid Options 01:05:46 Domestic Asset Protection Trusts 01:06:54 Insurance Limitations 01:08:18 Real-Life Legal Scenarios 01:09:36 Integrating Existing LLC Structures 01:10:07 Benefits of Limited Partnerships 01:12:09 Breaking the Bridge in Asset Protection 01:14:20 Role of Offshore Trustees 01:21:42 Importance of Pre-Litigation Planning 01:23:37 Final Thoughts and Q&A Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club [Wealth Elevator Office Hours] In this episode of Wealth Elevator's monthly office hours podcast, the host answers questions from members and offers comprehensive insights into current investment trends, particularly focusing on real estate syndication, market corrections, inflation impacts, and loan packages. The discussion covers the importance of being conservative with projections, analyzing current market conditions, and understanding the financials behind real estate deals. The host also touches on the influence of tariffs, long-term financial planning, and navigating market cycles. Designed for both seasoned investors and newcomers, this episode provides valuable strategies and considerations for making informed investment decisions in the evolving market landscape. 00:00 Introduction and Announcements 01:10 Market Conditions and Investment Strategies 02:33 Understanding Cap Rates and Property Values 05:20 Challenges with Loan Packages and Capital Raises 08:36 Lessons from Past Market Cycles 19:27 Impact of Tariffs on Real Estate 26:56 Inflation and Real Estate Investments 29:10 Inflation and Investment Strategies 29:57 Economic Perception and Stock Market 30:59 Interest Rates and Business Opportunities 31:32 Real Estate Investment Challenges 34:52 Evaluating Investment Platforms 36:01 Due Diligence in Syndication Deals 44:18 Asset Management and Succession Planning 48:43 Financial Goals and Lifestyle Choices 52:43 Closing Remarks and Q&A Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this podcast episode, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities. 00:27 Tax Season Tips and CPA Advice 01:20 Breaking Up with Your CPA: A Guide 03:33 Investment Philosophy and Syndication Course Overview 04:54 Developing Your Investment Strategy 17:50 Value Add Strategies in Real Estate 21:45 Risk Management and Capital Calls 25:25 Networking and Community Building 28:07 1031 Exchanges and Diversification 33:22 Inflation and Investment Opportunities 44:20 Conclusion and Final Thoughts Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club Managing qualified retirement plans (QRPs). The host offers insights on the importance of diversifying assets and taking a cautious approach to market trends. Viewers' questions are addressed on topics such as self-directed IRAs, checkbook IRAs, investing in alternatives, and finding suitable vendors for investment management. The episode emphasizes the importance of aligning investment choices with long-term financial goals, particularly for those approaching or in retirement. 01:09 Understanding Qualified Retirement Plans (QRP) 01:35 The Bucket Theory Explained 03:16 Investing in Alternatives with QRP Funds 07:09 Self-Directed IRAs and Checkbook IRAs 09:02 Investor Profiles and Minimum Investment Requirements 15:43 Navigating the Commercial Real Estate Market 17:13 Institutional vs. Retail Investors 19:05 Understanding Institutional Investors 19:27 The Role of Due Diligence 20:23 Crowdfunding and Capital Raising 20:48 Accredited vs. Non-Accredited Deals 22:40 Investor Behavior and Challenges 24:03 Self-Directed IRAs and HSAs 27:58 Choosing the Right Vendors 31:02 Evaluating General Partners 35:40 Current Real Estate Market Trends 37:38 Concluding Remarks and Q&A Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this episode of Wealth Elevator, we discuss how to navigate the challenging job market and effectively spruce up your resume. Our guest, Madeline Mann, author of 'Reverse the Search,' shares insights on landing career-defining roles, optimizing LinkedIn profiles, the importance of building relationships, and securing career stability. Tune in for practical advice on job searching and enhancing your professional presence. 00:00 Introduction to Resume Building 00:36 Importance of Networking and Relationships 01:09 Investing in Syndications and Private Placements 02:00 Avoiding Common Investment Pitfalls 03:52 Empowering Yourself Through FOOM 05:46 Interview with Author Madeline Mann 07:46 Job Search Strategies for Experienced Professionals 13:13 Optimizing Your LinkedIn Profile 14:26 Effective Job Application Techniques 27:48 Building Career Security 29:28 Final Thoughts and Call to Action Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In today's podcast, we break down the math behind the four essential ways to make money with rental real estate. Our host shares personal experiences from his early twenties when he transitioned from conventional 401k investments to buying his first rental property in Seattle. Throughout the episode, you'll learn about the importance of cash flow, tax benefits, mortgage paydown by tenants, and appreciation. Additional insights include inflation's impact on investments, hidden bonuses for experienced investors, and strategies for forced appreciation in commercial real estate. Ideal for both novice investors buying their first property and accredited investors interested in syndications, this episode offers a comprehensive guide to achieving financial freedom through rental real estate. 00:00 Introduction to Rental Real Estate Profits 00:07 Personal Journey and Realization 01:21 The Four Ways to Make Money with Rental Real Estate 01:53 Breaking Down the Numbers 03:32 Cash Flow and Mortgage Pay Down 03:55 Tax Benefits and Appreciation 04:44 Example Calculation 13:00 Inflation and Debt Strategy 17:06 Forced Appreciation and Value Creation 20:39 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due diligence, and introduces the Deal Desk offering – a service designed to help investors vet potential deals and operators. Learn how the Deal Desk can assist you in scrutinizing opportunities, leveraging industry tools, and evaluating property management teams. This informative session is tailored for both seasoned and new investors aiming to make informed investment decisions in the dynamic world of real estate syndications. 00:00 Introduction and Field Work 00:10 Challenges in Real Estate Investments 00:56 Introducing the Deal Desk Offering 01:25 Evaluating Deals and Due Diligence 01:46 The Importance of Reputation and Network 02:35 How We Operate and Our Experience 04:11 The Deal Desk Process 06:08 Advanced Tools and Techniques 08:08 Final Thoughts and Getting Started Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this coaching session, Lane advises Jasmine on managing her real estate portfolio and personal finances. Discussion spans topics such as evaluating home equity, handling rental properties, effective strategies for tax efficiency, infinite banking, and the importance of sophisticated investing. Jasmine shares her experiences of owning a variety of rental properties, managing a full-time job, and achieving a balanced lifestyle with her family. Lane provides guidance on deploying capital, addressing tax implications, and staying focused on long-term financial goals. 00:00 Introduction to the Coaching Call 00:58 Jasmine's Real Estate Journey 02:28 Understanding Investor Levels 04:30 Financial Snapshot and Savings 05:46 Balancing Work and Family 07:40 Income and Lifestyle Choices 17:15 Deployment Plan and Investment Strategies 28:43 The Real Issue with Taxes 29:04 Wealth Building: A Game of Inches 29:47 Scaling Your Portfolio: Buy More Rentals? 31:05 The Reality of Rental Property Management 35:11 Investment Strategies and Market Cycles 36:42 Navigating Investor Groups and Relationships 43:12 Tax Implications and Deployment Plans 47:50 Final Thoughts and Action Steps Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Trump's tariffs, inflation, interest rates, and the resulting effects on different asset classes like Class A, B, and C real estate. We also discuss strategies for investors in an ever-evolving market, touching on topics such as loan types, the importance of diversification, and finding value in a fluctuating economy. Join us as we provide insights to help you navigate through these trends and make informed investment decisions. 00:00 Introduction to 2025 Trends 00:08 Political Theatrics and Tariffs 03:26 Impact of Tariffs on Business and Inflation 05:15 Market Update and Recent Trends 06:44 Commercial vs. Residential Real Estate 07:18 Investment Strategies and Market Cycles 11:15 New Supply and Market Dynamics 19:52 Interest Rates and Economic Predictions 27:18 Lessons Learned and Future Outlook 32:06 Private Equity and Business Investing 55:45 Conclusion and Action Plan Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this sentimental episode, the very first podcast episode from 2016, reflecting on his journey over the past nine years. He discusses his transition from investing in small rental properties to larger multifamily deals and syndications, the personal changes in his life, and the evolution of his financial goals. He shares the impactful 'Fisherman's Story' to illustrate the importance of defining one's endgame and balancing achievement with enjoyment. The episode also touches on the ethical considerations in real estate, the concept of passive cash flow, and the importance of leveraging time and money efficiently. Additionally, the host announces upcoming in-person meetups and events, encouraging community interaction and further learning opportunities. 00:00 Introduction and Reflection on the First Podcast 00:22 Personal and Professional Growth Over Nine Years 00:43 Shifting Goals and Community Building 03:22 The Fisherman's Story: A Lesson in Simplicity 04:30 Defining Your End Game and Financial Freedom 06:40 Passive vs. Active Real Estate Investing 09:17 The Time Money Experience Triangle 11:27 Achieving Financial Freedom and the Crossover Point 17:39 Future Plans and Community Engagement 18:12 Upcoming Events and Meetups Hosted on Acast. See acast.com/privacy for more information.

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying investments beyond real estate into private equity and venture capital, especially in light of recent high interest rates. Cliff provides an overview of angel investing, shares his journey from stocks to real estate, and highlights the role of venture capital firms in startup funding. Key topics include the various stages of startup funding (pre-seed, seed, series A), the significance of SAFE agreements, and the importance of execution over ideas. The episode also touches on the potential returns and risks involved in angel investing and the value of relationships and networking in the investment community. Listeners can also learn about the host’s evolving investment strategy and get insights into the Hawaii Angels investment group. 00:00 Introduction to the Mentor and Venture Capital 00:30 Shifting Focus: From Real Estate to Venture Capital 00:36 Challenges in Real Estate and Interest Rates 01:54 Exploring New Investment Avenues 02:32 Introduction to Angel Investing 04:12 Defining Angel Investing 06:21 The Appeal and Risks of Angel Investing 09:44 Stages of Angel Investing: Pre-Seed to Seed 11:59 Comparing Real Estate and Angel Investing 22:51 Venture Capital Firms and Investment Strategies 24:54 The Reality of Venture Capital 25:26 Hawaii's Angel Investment Scene 26:56 Understanding SAFE Agreements 29:00 Valuation and Investment Strategies 31:53 The Entrepreneur's Journey 38:09 Exits and Returns 41:20 Joining Hawaii Angels 44:18 Final Thoughts on Investment Diversification Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses. 00:00 Introduction and Announcements 00:29 Current Real Estate Market Analysis 01:46 Guest Introduction and Financial Planning Concepts 03:00 Understanding the Barbell Portfolio 04:40 Retirement Planning and Financial Health Analysis 06:02 Case Study: Real Client Financial Balance Sheet 18:46 Long-Term Care and Insurance Strategies 27:39 Exploring Investment Risks and Opportunities 29:06 Tax Strategies and Pre-Planning Benefits 30:20 Analyzing Different Family Financial Scenarios 30:39 Understanding Different Types of Capital 31:33 Real Estate and Financial Health Assessments 35:21 Behavioral Finance and Spending Habits 44:48 Withdrawal Rates and Retirement Planning 47:57 Final Thoughts and Encouragement Hosted on Acast. See acast.com/privacy for more information.

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing the value of stable and reliable investments such as rental real estate. Featured topics include the importance of cash flow, the drawbacks of following advice from figures like Elon Musk and Warren Buffett, and tips for leveraging partnerships and scaling in the real estate market. Don't miss the free remote investor e-course for additional insights. 00:00 Introduction and Relationship Insights 00:35 The Symbolism of Money in Relationships 02:23 Valentine's Day Tips and Masterclass Promo 02:54 Avoiding Sexy Investments: Focus on Real Estate 03:34 The Pitfalls of Following Celebrity Investment Advice 04:50 The Value of Real Estate Over Crypto 05:15 Strategies of Sophisticated Investors 07:15 Real Estate as a Stable Investment 07:33 Personal Investment Advice and Conclusion Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this episode, ex-financial planner Chris Miles joins us to uncover the hidden fees and costs of working with certified financial planners. We delve into the broader investment world, discussing the current state of real estate, private equity, and the concept of sidecar investments. Chris shares his awakening story, lessons learned from traditional financial advising, and why he transitioned to alternative investments. We also explore topics like the pitfalls of mutual funds, the real rate of return from the S&P, and the importance of diversifying beyond paper assets. Pinpointing how to act now for a financially free future, this episode offers crucial insights for anyone looking to break free from traditional investment pathways. 00:00 Introduction to Hidden Fees and Costs 00:19 Real Estate Market Trends and Challenges 02:27 Understanding Sidecar Investments 03:30 The Shift to Private Equity 05:49 Introduction to Chris Miles and Financial Planning 07:24 Chris Miles' Journey to Financial Independence 10:13 Critique of Traditional Financial Advice 13:42 The Reality of Mutual Funds and Market Returns 17:39 The Flaws in Financial Planning and Investment Strategies 29:28 A Millionaire's Journey: Luck and Strategy 30:09 The Harsh Reality of Retirement Savings 31:34 Alternative Investments: A New Perspective 32:10 The Power of Cash Flow 35:55 Diversification Beyond Paper Assets 37:14 Lessons from a Financial Advisor 37:26 The Crypto Craze and Market Timing 38:41 Real Estate: Timing and Strategy 42:54 The Importance of Diversification 50:54 The Value of Community and Mentorship 53:46 Taking Action: The Path to Financial Freedom 56:28 Final Thoughts and Personal Stories Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club Deduct property improvements over 27 years and the advantages of Passive Activity Losses (PALs). Lane also discusses why he prefers syndications and private placements over crowdfunding websites and REITs, highlighting the importance of cutting out middlemen and working directly with the source to maximize returns. Finally, he stresses the significance of personalized financial planning and building a network of accredited investors. 00:00 Introduction to Real Estate Investment Benefits 00:28 Understanding Tax Benefits in Real Estate 02:32 Maximizing Losses in Syndications and Private Placements 04:15 Comparing REITs, Crowdfunding, and Private Placements 06:07 The Pitfalls of Crowdfunding Websites 07:45 Why I Don't Like REITs 09:06 Building Your Network and Direct Investment 09:53 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.