The Next-Level Income Show

Chris Larsen
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Feb 21, 2023 • 33min

Ep 141: Why EVERYONE Should Invest in Apartments with Chad Zdenek

Investing in apartments has become an increasingly popular way for individuals to grow their wealth, and in this episode, we explore why that's the case. I had the opportunity to speak with Chad Zdenek, a registered Professional Engineer, licensed General Contractor, and former CEO of Mobile Illumination, to gain his insights into the benefits of investing in apartments Chad shares his insights on why apartments are a smart investment choice for everyone, including both seasoned investors and those just starting out in the real estate industry. In addition, he delves into the advantages of passively investing in apartments and what you can do now to transition into this asset class. Chad also offers practical advice on identifying profitable opportunities and managing risk in the apartment market. So whether you're a new or experienced investor, this episode provides valuable insights on why apartments should be on your investment radar. 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
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Feb 7, 2023 • 32min

Ep 139: You CAN Have Health & Wealth! with Derek Peterson

What good is acquiring money if it just sits in your bank account and you never have the opportunity to use it to do the things that make you happy? Today's guest used this mindset to make a life-altering decision: leave his corporate W2 job, go out on his own, and create his own successful business. Derek Peterson has founded and run three highly successful organizations in the medical field. Over the years, his companies have scaled national sales teams to exceed 2,500 individuals. He's developed cutting-edge software and disrupted an entire industry that desperately needed it. Through personal and professional journeys, Derek has become fascinated and committed to helping businesses and people execute the change required to grow and thrive. And after leaving corporate America, he started the Adapt brand, focused on assisting others to become the most informed and best version of themselves regarding health and wealth. Derek also founded and serves as the CEO of Adapt Media Agency, a full-service digital marketing agency that serves hundreds of international brands. Derek shares his incredible story of learning to adapt to change and finding the motivation to continue to push himself and his team to reach higher levels in life. He explains his ideas behind Adapt Health and Adapts Wealth and how his personal journey and learning from his mistakes helped him and the adapt community achieve success. 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
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Jan 31, 2023 • 34min

Ep 138: How to Become a Content Creator with Paul Xavier

Financial freedom can sound like a faraway dream. But the truth is, it’s possible for anyone to achieve. Today’s guest Paul Xavier, a full-time content creator, shares his journey of transitioning from his 9-5 to be fully financially independent. He believes in empowering everyone with the business skills, focuses, and resources necessary to reach the next level in their career as quickly and cost-effectively as possible. Paul talks about how he built a side hustle outside his career and grew it large enough to pursue it full-time. As a creative, he has helped numerous individuals with his online courses ranging from videography to business skills. He believes everyone has the potential to succeed; they just need that push in life and some direction to get started. 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
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Jan 24, 2023 • 36min

Ep. 137 EVERYONE Needs to Know How to Sell with Joe Marcoux

What would happen if you were properly coached to navigate past any objection? In this episode, we are joined by Joe Markou, founder of the S.O.S. Dojo. A dojo is a place where members go to not only train but also spar, and this sparring helps improve their ability to communicate, allowing their prospects across the starting line to where they want to be. Whether you're already a sales professional, an entrepreneur looking to expand your business, or even a professional like a doctor or a surgeon, in this episode, you'll learn how to improve the quality of your business and the revenue you generate. 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
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Jan 17, 2023 • 31min

Ep 136: Optimizing Your LinkedIn Profile with Donna Serdula

In today's world, networking is a necessity, but it can be a hard skill to master. Today's guest Donna Serdula pioneered the concept of LinkedIn profile optimization! While searching for a client's LinkedIn profile, Donna had an epiphany and realized that most LinkedIn profiles didn’t tell her what she wanted to know about prospective clients. She realized how much of a role LinkedIn can play in telling your story and articulating your brand and wanted to help others realize this powerful tool. In this episode, Donna shares the benefits of having a strong LinkedIn profile, the demographics you should be targeting, what you may be doing wrong on your profile, and how to effectively utilize LinkedIn and social media to find success with your brand as an entrepreneur! 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
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Jan 10, 2023 • 34min

Ep. 135 Developing The Most Valuable Skill - Leadership with Mike Kelly

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
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Jan 3, 2023 • 31min

Ep. 134 Your Guide to Aging Parents and What is an RIA? with Kim Curtis

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
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Dec 27, 2022 • 42min

Ep. 133 Taking Your Health to the Next Level with Dr. Doug Lucas

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
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Dec 20, 2022 • 25min

Ep. 132 How to Analyze a Deal with Sam Giordano

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
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Dec 13, 2022 • 34min

Ep. 131 Overcoming Adversity & Creating Abundance Through Note Investing

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

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