The Next-Level Income Show

Chris Larsen
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Jun 21, 2022 • 34min

EP. 106 | How Money Insights’ Investment Optimizer Strategy Makes a Difference with Blake Brogan

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Multifamily Investor Nation Summit01:00 – Episode Overview | This week’s guest: Blake Brogan02:27 – Blake’s background05:13 – The Investment Optimizer and the mechanics behind it05:51 – The Investment Optimizer: The Opportunity Fund08:30 – Investment Optimizer vs. Savings Account14:30 – The Investment Optimizer: The Vehicle16:37 – The Investment Optimizer: The Strategy20:55 – The Investment Optimizer: Key Benefits21:37 – Simple Interest vs. Compound Interest25:05 – Investment Optimizer with CV-LOC29:09 – Investment Optimizer vs. Savings Account with CV-LOC30:33 – The Investment Optimizer: Key TakeawaysCONNECTING WITH THE GUESTMoney Insights’ Investment Optimizer Strategy Webinar: https://www.nextlevelincome.com/bankingWebsite: https://moneyinsights.net/Blake’s LinkedIn: https://www.linkedin.com/in/blake-brogan-78380a10b/Facebook: https://www.facebook.com/MoneyInsightsGrp/Youtube: https://www.youtube.com/channel/UCW0fBokwg09-2H2kXWK5Zfw  If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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Jun 14, 2022 • 38min

EP. 105 | Financial Independence and Beyond with Billy Keels

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Multifamily Investor Nation Summit01:00 – Episode Overview | This week’s guest: Billy Keels03:33 – The big change in Billy’s life07:44 – Deciding to live overseas | The job that changed Billy’s life15:28 – “Sales is the most phenomenal profession”18:43 – Don’t try to do everything by yourself20:12 – What led Billy to his very first investment27:41 – Goals for the future30:07 – Billy’s current projects34:20 – You cannot focus on the next steps without first focusing on the next single step36:03 – https://www.firstgencp.com/paylesstax CONNECTING WITH THE GUESTWebsite: https://www.firstgencp.com/LinkedIn: https://www.linkedin.com/in/billykeels/Going Long Podcast with Billy Keels: https://podcasts.apple.com/us/podcast/going-long-podcast-with-billy-keels/id1518643887 If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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Jun 7, 2022 • 34min

EP. 104 | Taking Asset Protection to the Next Level with Scott Smith

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Multifamily Investor Nation Summit01:00 – Episode Overview | This week’s guest: Scott Smith02:41 – Scott’s Real Estate Story: Paving the way through law school06:09 – “Suing insurance companies"08:43 – From corporate to real estate10:41 – “Your financial freedom is one of the most important foundations for the rest of your life”13:53 – How do you structure your asset protection?18:56 – Series LLC: The next level of asset protection24:05 – Learn asset protection with Royal Legal Solutions25:33 – Royal Legal Solutions service fees27:53 – Get to know Scott a little more | Additional financial advice30:49 – Learn more and get started!CONNECTING WITH THE GUESTLearn asset protection with Royal Legal Solutions: https://go.royallegalsolutions.com/financial-freedom-quiz-page-1Website: https://royallegalsolutions.com/Linkedin: https://www.linkedin.com/in/scott-royal-smith/Youtube: https://www.youtube.com/c/RoyalLegalSolutionsFacebook: https://www.facebook.com/royallegalsolutions/If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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May 31, 2022 • 37min

EP. 103 | How Persistence Became the Solid Foundation for Success with Ian Ippolito

HIGHLIGHTS OF THE EPISODE00:00 – Episode sponsor: The Airbnb Kickstart Course00:32 – Guest introduction: Ian Ippolito02:29 – Ian’s roller-coaster journey: “I wanted to be my own boss.”03:35 – First software program04:41 – Second software attempt and first success}06:09 – Third attempt08:48 – The .com crash10:22 – Fourth attempt11:34 – Ian’s big break13:26 – Opportunity knocks15:22 – “I need a reason to wake up excited!”16:02 – The beginning of passive investing17:25 – The iceberg analogy18:59 – www.therealestatecrowdfundingreview.com24:00 – Due diligence is crucial25:08 – The Cashflow Quadrant by Robert Kiyosaki26:52 – Predictions35:21 – www.privateinvestorclub.comCONNECTING WITH THE GUESTWebsite: www.privateinvestorclub.comWebsite 2: www.therealestatecrowdfundingreview.comLinkedin: https://www.linkedin.com/in/ianippolito/If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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May 24, 2022 • 23min

EP. 102 | Self-Directed Retirement Investing: How It Works and Simple Ways to Get Started with Corey Daharsh

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Money Insights’ Investor Optimizer Strategy00:40 - Guest introduction: Corey Daharsh02:01 - Corey’s background07:13 - What is a Self-Directed IRA?09:37 - Who typically opens self-directed IRAs?12:24 - Asset classes that people are using their self-directed IRAs to invest in15:17 - Financing18:22 - Timeline and fees when setting up self-directed IRAsCONNECTING WITH THE GUESTWebsite: https://www.advantaira.com/https://www.advantaira.com/corey-daharsh-cisp/Linkedin: https://www.linkedin.com/in/coreydaharsh/Instagram: https://www.instagram.com/cdaharsh/Youtube: https://www.youtube.com/watch?v=5DB4o8WSSLA If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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May 17, 2022 • 24min

EP. 101 | Maximizing Income-Generating Options to Maximize Growth with Laura Alamery

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Airbnb Kickstart Course00:32 - Guest introduction: Laura Alamery01:42 - Laura’s background02:59 - First deal04:56 - Using Robert Allen and Carleton Sheets’ strategies08:15 - How many properties it took to build up ten thousand a month09:02 - Do these financing strategies still work today?09:46 - Short term rentals vs. long term rentals12:15 - Laura’s training program14:39 - Favorite strategies15:21 - Wholesaling: You’re not selling properties17:35 - Tips for teaching children financial lessons19:32 - What Laura thinks the future holds for real estateCONNECTING WITH THE GUESTWebsite: https://www.lauraalamery.com/Linkedin: https://www.linkedin.com/in/lauraalamery/Instagram: https://www.youtube.com/user/realestatementorshipYoutube: https://www.youtube.com/user/realestatementorshipLinktree: https://linktr.ee/lauraalameryFacebook: https://www.facebook.com/RealEstateInvestingMentorship If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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May 10, 2022 • 29min

EP. 100 | What Does the Future Hold and How Are We Preparing for It?

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor - Money Insights’ Investment Optimizer Strategy01:05 - Welcome to episode 100!01:51 - What does the future hold?03:17 - Investors need to be cautious03:27 - Real estate goes in eighteen and a half year cycles03:54 - “The Secret Life of Real Estate and Banking” by Phil Anderson04:35 - The mid cycle slowdown06:32 - The next five years10:37 - Focusing on B+ and Class A multifamily real estate12:05 - 2021, the best year on record for multifamily real estate12:29 - Where do we stand today?12:56 - Not a good time to buy residential real estate for cash flow15:06 -The American Association of Individual Investors Survey17:06 - What the next several years hold 18:56 - Should I start selling or stop investing?19:24 - So what to do during the best years of the real estate cycle?21:10 - What areas of real estate are going to fit the bill?23:49 - What to do as we approach the downturn26:41 - The number one mistake Chris made during the last downturnEpisode Links:Phil Anderson: https://propertysharemarketeconomics.com/Case-schiller real estate index: https://www.investopedia.com/articles/mortgages-real-estate/10/understanding-case-shiller-index.aspInvestment Optimizer: https://www.nextlevelincome.com/bankingIf you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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May 3, 2022 • 32min

EP. 99 | Making the Most of Tech Skills and Experience to Provide Maximum Value to the Industry and to Others with Eng Taing

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Airbnb Kickstart course00:33 - Guest introduction: Eng Taing02:22 - Eng’s story and how he made it to the US06:26 - Transition to a career in technology and working for Apple07:56 - Pursuing tech and attending Wharton08:41 - Eng’s first real estate investment14:47 - Scaling and bringing in other investors either in syndications or as partners22:42 - Investing, buying, and selling Bitcoin 23:52 - Why Eng got into Bitcoin and what his company is doing in that space26:31 - Who are these miners?29:20 - Touzi Capital: Behind the nameCONNECTING WITH THE GUESTWebsite: https://www.touzicapital.com/Linkedin: https://www.linkedin.com/in/engtaingofficial/Instagram: https://www.instagram.com/engtaingofficial/?hl=enYoutube: https://www.youtube.com/channel/UCMq6KuqNJMzqYhsAtVQ9QngLinktree: https://linktr.ee/engtaingofficial If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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Apr 26, 2022 • 29min

EP. 98 | Is Multi-Generational Legacy Planning for You? with Christian Allen and Rod Zabriskie

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy00:40 - Guest introduction: Christian Allen and Rod Zabriskie03:44 - The framework for working with high-income earners04:11 - Generational legacy planning05:28 - The Investment Optimizer, other strategies, and premium finance08:37 - Cash-value life insurance as an asset11:54 - Capital Avalanche13:00 - Who is this strategy for? Who should start to think about these things?16:41 - Who takes over the premium payments?19:31 - Perpetual family banking27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sales Professionals”CONNECTING WITH THE GUESTWebsite: https://moneyinsights.net/insights@moneyinsights.netLinkedin: https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54https://www.linkedin.com/in/rodzabriskiTo learn more about all three strategies talked about today: www.nextlevelincome.com If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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
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Apr 19, 2022 • 39min

EP. 97 | Where We are in the Real Estate Cycle with DJ Van Keuren

HIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Money Insights00:41 - Guest introduction: DJ Van Keuren02:11 - How DJ got into real estate and working with family offices03:27 - Real estate market cycles07:24 - Average net worth of families DJ works with08:41 - Percentage of families generating wealth from real estate vs other businesses11:55 - Seventy percent of wealth is lost between generations14:11 - Strategies that family offices use to promote generational wealth21:08 - Thoughts on the benefits of losing liquidity25:25 - Where we are in the real estate cycle 30:00 - Other areas that DJ’s group is looking into right now 33:14 - DJ’s books CONNECTING WITH THE GUESTWebsite: https://www.evergreenpropertypartners.com/Linkedin: https://www.linkedin.com/in/djvankeurenhttps://www.linkedin.com/showcase/family-office-real-estate-magazinehttps://www.linkedin.com/newsletters/the-family-office-real-estate-newsletter-6567919886562058240Facebook: https://www.facebook.com/djvankeuren/Twitter: https://twitter.com/DJVanKeuren If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.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

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