Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate. Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns. Contact Guest: Facebook: https://www.facebook.com/ACTAdvisors YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g LinkedIn: https://www.linkedin.com/in/douglasenglish/ ACT Advisors Blog: https://act-advisors.com/blog/ More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/ 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 does the future of real estate hold? Chris Larsen, founder of Next-Level Income, draws on over 20 years of experience and over $1.5B in real estate acquisitions, including multifamily, mobile home parks, and self-storage. Larsen breaks down how to spot trends and capitalize on the best deals in a changing market. Hosting him is Rod Zabriskie, Managing Partner of Money Insights, whose decade-long experience in financial services has helped countless clients find financial independence by thinking beyond traditional strategies. Inspired by Rich Dad, Poor Dad, Zabriskie emphasizes how to seize the future with a proactive mindset. Whether you're new to investing or looking to fine-tune your strategy, Chris and Rod share the tools you need to predict the real estate market and stay ahead. Contact Guest: Website: https://moneyinsightsgroup.com/ 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

Mortgage notes can be the key to unlocking great returns and Chris Seveney is here to show you how. In this episode, Chris Seveney, CEO & Co-founder of 7e Investments, takes us through his 25+ years of real estate experience and his unique journey into the world of mortgage note investing. With a portfolio of over 500 notes and $25 million under management, Chris has built a thriving business that helps investors generate steady returns. Before venturing into mortgage notes, Chris’s career saw him manage $750 million in new construction projects, earning a reputation for honesty, professionalism, and innovation. As a leader in his field, Chris continues to set new standards and inspire others to think creatively about their real estate investments. Whether you're new to real estate or a seasoned pro, this episode is packed with insights to help you navigate the mortgage note industry and engineer great returns! Contact Guest: Website: https://7einvestments.com/ LinkedIn: https://www.linkedin.com/in/christopherseveney/ 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

Athletes have an edge in the business world, find out why their skills make them exceptional entrepreneurs with Brian Spear, the mastermind behind Sunrise Capital Investors. Brian draws from his unique experience as a former University of Kentucky varsity baseball team captain and his deep expertise in commercial real estate investing to highlight the transferable skills athletes bring to the business world. Brian’s pragmatic approach, inspired by the strategies of real estate legends like Buffett and Zell. As the host of the “Real Freedom Through Passive Investing” podcast, Brian reveals how these attributes can drive success in building and preserving legacy wealth. Tune in to learn how the qualities of top athletes can be the key to your business success. Contact Guest: Main Website: https://sunrisecapitalinvestors.com/ CTA: https://investwithsunrise.com/ 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

Discover how to select the best investments for your portfolio using the “D.I.A.L.” framework with Christopher Larsen, the founder and Principal of Next-Level Income. In this episode, Chris shares his proven strategy for achieving financial independence through diverse investment opportunities. With over 20 years of experience in real estate including multifamily, self-storage, mobile home parks, hotels, and senior housing, Chris has participated in over $1.5 billion in acquisitions since 2016. His insights are backed by a robust career that began in the medical device industry and transitioned to private lending, development, and syndications. Chris holds a B.S. in Biomechanical Engineering and an M.B.A. in Finance, and he’s also an accomplished All-American cyclist. Tune in to learn how Chris uses “D.I.A.L.” (Diversification, Income, Appreciation, and Liquidity) to help clients build resilient investment portfolios, reduce risk, and maximize returns. Get ready to elevate your financial strategy to the next level! 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

As America faces an ever-growing affordability crisis, one man is tackling the issue head-on with an unconventional yet highly effective solution: mobile home parks. In this episode, Kevin Bupp, a seasoned real estate investor with over $300 million in transactions and a best-selling author, shares how he’s addressing this national challenge. With two decades of experience and a focus on Mobile Home Parks and Parking Lots, Kevin explains why these overlooked assets offer the best returns in today's market. As the host of the top-rated podcast "Real Estate Investing for Cash Flow," Kevin has guided millions toward profitable commercial real estate investments. Now, through his private equity firm, Sunrise Capital Investors, he’s helping passive investors build legacy wealth and achieve financial freedom. Tune in to discover how Kevin’s innovative approach to real estate could be the key to solving America’s affordability crisis while generating significant cash flow. Contact our guest: Website: http://sunrisecapitalinvestors.com Website: http://kevinbupp.com LinkedIn: https://www.linkedin.com/in/kevinbupp/ Facebook: https://www.facebook.com/RealKevinBupp Instagram: https://www.instagram.com/buppkevin YouTube: https://www.youtube.com/c/KevinBupp 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

Is long term care insurance really worth it? In this episode, Blake and Rod from Money Insights tackle this critical question, breaking down the pros and cons of long-term care insurance. As seasoned financial strategists, Blake and Rod bring a wealth of experience in maximizing overfunded life insurance strategies and creating customized wealth plans. Blake, with eight years in financial services, focuses on innovative approaches to financial security, while Rod, President of Money Insights, uses his extensive background in entrepreneurship and marketing communications to ensure clients get the most out of their financial strategies. Join us as they share their expert perspectives on whether long-term care insurance is a wise investment and how it fits into a comprehensive wealth strategy. Whether you're planning for your future or helping others secure theirs, this episode is packed with valuable insights you won't want to miss. Contact our guest: Website: https://moneyinsightsgroup.com/ For appointments: https://s.smartlinks.space/widget/appointment/moneyinsights/blake30 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

Financial freedom isn't just a dream—it's a plan. In this episode, Joey Mure, co-founder of Wealth Without Wall Street and Wake Up In Birmingham, reveals his blueprint for escaping the 9-to-5 grind. Joey's journey from mortgage loan originator to a successful entrepreneur has been driven by a passion to help others achieve financial independence.Co-author of the Amazon Best Seller "Wealth Without Wall Street," Joey shares actionable insights that have helped thousands build passive income streams. Alongside his business partner, Russ, Joey openly shares their journey, growing their passive income portfolio from $2,500 in July 2020 to over $50,000 per month today. With a focus on faith, family, and freedom, Joey shows how you can take control of your financial destiny and live life on your terms. Don't miss out on the chance to transform your financial future with Joey's proven strategies. Contact our guest: Website: www.wealthwithoutwallstreet.com/nextlevel 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

As the wave of aging baby boomers approaches, understanding how to navigate and capitalize on the Silver Tsunami is more crucial than ever. In this episode, I talk with Isabelle Guarino, a 2x Best-Selling author and one of the "Top Influencers in Senior Housing." Isabelle is the COO of Residential Assisted Living Academy and has been a driving force in educating entrepreneurs and investors on the opportunities in senior housing. Featured on platforms like Bigger Pockets and the Wealthy Way podcast, she shares insights on how to do good and do well in the booming field of Residential Assisted Living (RAL). Named "The Future Leader of Assisted Living" twice, Isabelle is the nation's top coach and trainer in RAL, guiding hundreds of thousands toward successful and impactful investments. Tune in to learn how you can be part of this transformative movement. Contact our guest: Website: www.RAL101.com Facebook: / residential Assisted LivingAcademy/ Twitter: / ralacademy LinkedIn: / residential-assisted-living-academy Instagram: / ralacademy TikTok: / ral.academy YouTube: / @ralacademy Giveaway: https://ralnationalconvention.com/ Code NEXTLEVEL that will take $100 off our General Admission Tickets and $350 off our VIP tickets 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

Water is the next frontier for innovative investment, and Riggs Eckelberry is leading the charge. A nationally-renowned entrepreneur and the founding CEO of OriginClear. Riggs employs his Break To Build™ process to revolutionize the water industry, which is at a critical juncture despite its fundamental importance. Through OriginClear, he offers groundbreaking solutions that help businesses manage rising water costs and opens new investment markets. Riggs is even pioneering "water stablecoins," a cryptocurrency backed by water assets, paving the way for a decentralized water economy. With a rich background in nonprofit management, oceangoing navigation, and technology disruption, Riggs is uniquely positioned to drive change in this industry. Contact our guest: LinkedIn - https://www.linkedin.com/in/riggs Personal LinkedIn - https://www.linkedin.com/in/riggs/ Company LinkedIn - https://www.linkedin.com/company/originclear-inc/ X (Twitter) - @OriginClear X (Personal Twitter) - @riggseck Facebook - https://www.facebook.com/OriginClear Youtube- @originclear Substack - https://substack.com/@break2build 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