The Next-Level Income Show

When you look back on your life in 50 years, what would you like to see? Today's guest uses this question as a business adviser, certified executive coach, CERTIFIED FINANCIAL PLANNER™, and "Leaderfluencer" to help people live more financially free and enriched lives! Mike Kelly is a Managing Member of Right Path Enterprises. Here he helps clients improve their ability to lead themselves and others by providing consulting, training, and coaching services with distinction and integrity. Mike is also the Founder and Principal of Kelly Financial Planning, LLC, where he helps clients clarify their goals and make more informed financial decisions. He does this by providing fee-only financial planning and advice to people regardless of net worth or income level. Clients pay by the hour or project. In this episode, Mike shares why he left his job at Macy's Department Stores and Michelin Tire Corporation to help people better their lives and learn how to lead themselves to make more financially informed decisions. Mike explains why he focuses on setting goals and creating a positive life plan before focusing on a money mindset and why financial literacy is vital to a successful life. You don't want to miss Mike's wisdom and life experience in this episode!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

How is your money mindset affecting your everyday life? In this episode, we're joined by best-selling author and money management advisor Kim Curtis, who says how you do money is how you do life because money is the thread that navigates human existence. Kim shares how after realizing the brokerage world wasn't putting clients first, she created the Wealth Legacy Institute, where she uses her experience, wisdom, and skill to help each client build a successful retirement and lasting legacy. She discusses what an RIA is, how it benefits her clients, and essential tips she learned as a financial advisor to help aging clients and those with aging parents transition smoothly and happily into their next stage of life. Kim gives fantastic advice on how to have a successful money mindset; talk to your kids about their money mindset, and use money as a foundation for a successful, fulfilled 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

Are you sluggish, not sleeping, or just not feeling your best? Today's guest can help bring your health to the next level, just like he helped me! In this episode, Dr. Lucas, a fellowship-trained precision health specialist shares how he left a thriving orthopedic practice to build a practice of his own, specializing in metabolic health, hormone optimization for both men and women, osteoporosis, and longevity.  He shares why he decided to start his practice and what he is doing now to address the underlying causes of chronic disease to improve both health span and lifespan. Dr. Lucas also discusses the gap between preventing disease and treating disease within the traditional medical system and what you can do in your own life to fill that gap and advocate for your health. Lifestyle plays a significant role in optimizing your health and your life. Learn how to partner with Dr. Doug Lucas and achieve your dreams in this one-of-a-kind episode!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

Are you looking for a tool to help analyze deals and determine when you can achieve financial independence?Today's guest, Sam Giordano, Expert Investor, Physician, Author, and Co-Founder of Passive Advantage, can help! Dr. Giordano has been a practicing physician at an academic medical center for ten-plus years and has had consecutive designations as a “Top Doctor” in his geographic region. He has also published multiple manuscripts in peer-reviewed journals. He is avidly interested in personal finance and financial education and has formed a personal finance teaching curriculum for residents and fellows at his hospital.  Dr. Giordano became aware of investing in passive real estate syndication deals in 2016. Once he became familiar with the opportunity to grow a passive income and the associated tax benefits, he was interested in learning more.He and his partner Terry, have designed tools specifically geared towards passive limited partner investors to help objectify and bring light to the risk points of various real estate syndication deals before choosing to invest.  He initially developed the tools for himself, but now he's focused on helping other physicians and investors find financial freedom and the ability to live on their own terms. In this episode, he shares why more and more physicians are looking for other income streams and how he was able to achieve financial independence and spend more time with his family on his own terms.Sam discusses his Limited Partner Deal Analyzer, why he created it, how it works, and how it can add value to you as an investor. You don't want to miss this episode packed with invaluable proven resources to help you live the life you deserve! Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow 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

On today's show, we have Jamie Bateman. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 75 mortgage notes with principal balances in excess of $4M with collateral across 20 states and growing. Jamie owns several small businesses and a multi-state rental portfolio worth over $3.5M. More importantly, he has hands-on experience overseeing construction projects and managing properties and has experience in both the title and mortgage industry industries. Having worked for years as a real estate settlement officer and mortgage funding manager. Jamie discusses the void he felt in his life after leaving lacrosse and how that pushed him to seek out a bigger purpose through his family, his business team, and the military, despite facing adversity. He shares the different ways you can get started in the note space as well as some of the unique risks and benefits associated with note investing.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 been told that you need to work more to make money as an entrepreneur? Today's guest Brian Page shows us why this is false and explains how you could be wasting your most valuable resource...your time. Brian is an entrepreneur, online educator, and passive income pioneer best known as the creator of the AirBNB formula. It's the world's number one best-selling Airbnb coaching program, with over 25,000 students in 47 countries. He's the host of the Digital Titans Podcast and the star of the reality show House Hackers. Andy is the author of Don't Start a Side Hustle, which just was released, and in this episode, we share how to get a copy and many other resources to help you on your journey to financial freedom.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

The real estate investing industry has ups and downs, but with today's guest, you can learn to generate cash flow through commercial real estate investing, getting more ups rather than downs in this current recession. On today's show, we welcome back Kevin Bupp. Kevin is the founder and CEO of Sunrise Capital Investors, which invests in mobile home parks, parking lots, apartments, offices, and single-family homes across the US. He has 16 years of experience educating investors to locate, acquire, and create higher-than-average returns from the widely misunderstood niche of Mobile home park investing. He shares his experience through the Mobile Home Academy and is the host of the Real Estate Investing for Cash Podcast, which has become one of the hottest real estate podcasts on iTunes. He's the number one bestselling author of his new book, the Cash Flow Investor, how to Create Financial Freedom Investing in Commercial Real Estate.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

Wondering how rising interest rates will affect your life insurance policy? In this episode, we welcome Blake Brogen and Rod Zabriskie back to the show! They answer questions about rising interest rates and how they affect life insurance and our Insights Optimizer Strategy. We also discuss the new Capital Avalanche Strategy and what it can do for you.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

How does a dad have a perfect week? It may seem impossible with everything we have on our plates, but in this episode, Craig Valentine shows us exactly how. Craig is known by his clients as the world's most disciplined man. He was born lazy and introverted and also suffered crippling anxiety tax. He then spent years inventing systems to make success automatic for anyone. He built his turbulence training fitness business to over 150,000 customers and over 15 million YouTube views and owns early to rise.com. His first book, The Perfect Day Formulas, helped over 35,000 high performers regain control of their lives. Today, Craig coaches entrepreneurs to make more money and work less using the techniques in his Wall Street Journal bestseller, Unstoppable and the Perfect Week Formula. In this episode, he teaches dads and everybody else how to have a perfect week. 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

Email marketing helps you connect with your audience, promote your brand and increase sales, but it can be frustrating when you aren't getting clicks. On today's show, we have Luke Charlton. Luke tells us about his decision to quit his comfortable six-figure-a-year government job in 2013 and move halfway around the world to London, where he started an online business as a coach. Through years of trial and error, he finally discovered his formula for online success by sending one email a day, and in this episode, he teaches it to you!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