The Next-Level Income Show

Do you wish you didn’t have to pay so much tax? Heath Walters, managing partner of Walters CPA, PLLC specializes in helping high-income business owners reduce their personal tax liabilities and grow their assets so they can keep more of their hard-earned money and use it to continue growing their businesses. Heath’s strategies for structuring multiple entities to get the best of partnerships, S-Corps, C-Corps, and Single Member LLCs, as well as an in-depth approach to identify missing deductions, and income shifting to lower tax brackets saves his clients on average around 48% on their tax liability. The goal is generally to get the client down to 15%. He also works with other CPAs to help them implement these strategies for their own clients. In this episode, Heath provides great insight into some of the strategies that business owners and CPAs can use to significantly (and legally) reduce their personal tax liability.Heath’s ResourcesTheWaltersWay.comFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 Art of Investing in Distressed Second Mortgages: It's Not Rocket Science!Sherman Arnowitz, president of Keyhole Financial Services buys, sells, and services distressed second mortgages. Since inception in 2001, Keyhole Financial Services has continually outperformed the S&P 500. Sherman has created and managed funds with thousands of distressed second mortgage notes.In 2013, Sherman and his team created Keyhole Academy; an online education program designed to educate students interested in learning how to invest in the distressed second mortgage market. Keyhole Academy offers their students private, joint-venture mentoring.FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.Sherman’s ResourcesSherman’s book – The Art of Investing in Distressed Second Mortgages: It's Not Rocket Science!Keyholefinancial.comKeyholeacademy.comNotethinktank.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

Whether you own part of an apartment complex or a stock, you own a slice of a living, breathing business. How do you make the best decisions to succeed in the long term?Isaac is a partner at Huckleberry Capital Management, an alternative investment manager serving individuals, wealth managers, and institutions. He's had an interesting path to where he is today, including working as a forensic CPA with Deloitte, a senior industry analyst with The Motley Fool, and was the head of a family office for an ultra high net worth family.In this episode, Isaac shares his investment philosophy on outperforming the market with alternative investments, some of the key takeaways he’s gained through his experiences, and how you can apply this knowledge to your own life to help you achieve your financial goals.Isaac’s resources and recommendations:• Huckleberry at investhuckleberry.com• For further reading on Huckleberry's approach to income investing, Isaac's colleague Tom Jacobs has written extensively (and eloquently!) on dividend investing in his book The Rule of 72. Additional titles are pending publication.• Morgan Housel @morganhousel• Range by David Epstein• Becoming Warren Buffett (video)• Buffett: The Making of an American Capitalist by Roger Lowenstein• And, of course, The Motley Fool at fool.comFREE Next-Level Income Resources — Take Advantage Of These Today• You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 United States is a country in which the following statements are both true: Roughly 80% of citizens are living paycheck to paycheck and approximately 80% of the millionaires are self-made.We explore this among many other topics in this episode with our guest, Alex Lavidge.Alex is the founder of Startup Champs, which helps startups secure their first million dollars in revenue before incorporating. Alex has also dedicated himself to helping foster and grow entrepreneurial communities, and is currently part of Re:boot Chattanooga, which has a vision of creating a billion dollar impact on Chattanooga TN's economy by fostering one thousand self-made millionaires in 10 years through grassroots momentum.FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

“A group of blokes from down under moved to the U.S. to achieve financial freedom through U.S. real estate. They are livin’ the dream. Here’s how you can, too!”Real estate investing entrepreneur, syndicator, educator, best selling author, world traveler and adventurer, Bryce Robertson, "Your Australian Real Estate Mate." Bryce is an Australian native, with over 20 years experience in large commercial construction projects, real estate and business. He has traveled to 60 countries, over 6 continents, expanding wisdom and prosperity. Through operating business in 5 countries, over 3 continents, Bryce realized first hand, the abundant opportunity that exists investing in real estate, here in the mighty U.S of A.Bryce began his real estate investing career with a net worth of negative $50,000 (yes, negative), unseasoned credit, and only $2,000 in the bank. Now Bryce is a full time investor, syndicator and educator. Having raised millions and a culmination of success in mobile home park investing, Bryce is humbled to have realized the fruits of financial freedom and lives a true freedom lifestyle.Consequently, Bryce has committed to helping others achieve financial freedom through U.S. real estate investing, create their own self-designed freedom lifestyle through his education and investment syndications platform (syndications allow passive investors to have access to deals they otherwise would not have the experience or resources to access), at PropertyWorkzUSA.com. Bryce hosts a variety of educational events nationwide. Check out his upcoming events, live workshops, home study courses and best-selling book "10,000 Miles to the American Dream" at PropertyWorkzUSA.com.Learn More About Bryce RobertsonBryce’s new book: 10,000 Miles to the American Dream: Our Story of Financial FreedomPropertyworkz USA and Real Estate MatesContact Brycebryce@propertyworkzusa.com949-954-0880FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

Your success will be determined by your ability to decode the underlying beliefs, values, and attitudes of those who sit across the table from you.Chris Mailander is the CEO of Ironheart Corporate Advisory. Over the last 25 years, he has worked across five continents and nine industries helping CEOs, leaders of nations and global investors navigate their most critical moments – while creating billions of dollars in new financial value for the companies and economies they lead.Working in many post-conflict emerging economies over the years has left Chris with a myriad of interesting stories and experiences, including setting up the fraud and anti-corruption system for the government of Nigeria, focused on the $19 billion per year oil sector in a highly corrupt economy. He was also hired by the government of Iraq following the inception of the second Gulf War and the fall of Saddam Hussein to help set up Iraq’s first wireless mobile networks by selling their spectrum to outside international vendors, which resulted in the highest gross revenue sharing ever committed in an international telecommunications auction.Chris has been the CEO of several corporate spinoffs, an international M&A lawyer, senior director of new venture development for a global management consulting firm, and vice president of a global communications company. He holds an advanced legal degree with honors from Georgetown University Law Center, where he was also an adjunct professor. He has been an adjunct fellow at the Center for Strategic and International Studies (CSIS), a leading foreign policy think tank, and is published in a number of academic journals.Learn More About Chris Mailander And The CraftYou can find Chris’s book, “The Craft: Secret Codes and Methods for Unlocking Exponential Financial Value” here.Chris’s website.FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

From racing Le Mans in front of over 300,000 fans this weekend to helping run one of the top independently owned jewelers in the United States the next, Nick Boulle is living a next-level life.Nick Boulle is a professional racecar driver and jeweler from Dallas, Texas. His driving results include winning the 2017 24 Hours of Daytona Prototype Challenge, 3rd in the 2018 Spa 24 Hours, 8th in the 2018 Le Mans, and 6th at the 2019 Sebring 12. Nick will race the legendary Le Mans this coming weekend of June 15, 2019.In addition to this, Nick runs sales and marketing for his family business, de Boulle Diamond & Jewelry, one of the pre-eminent independently owned jewelers in the United States with locations in Dallas and the River Oaks district of Houston, Texas.Nick provides a fascinating inside look into the world of motorsport and his interview includes insights on forming successful partnerships, personal discipline, what it takes to be successful in a family business, and finding new limits in all aspects of life, from motorsport to business.Learn More About Nick Boulle, De Boulle Motorsports, And De Boulle Diamond & JewelryFollow Nick on Instagram @nickboullede Boulle Motorsportde Boulle Diamond & JewelryFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 Business Are You Really In? It May Not Be What You Think.Jesse Cole is owner of The Savannah Bananas baseball team and founder of Fans First Entertainment. If you haven’t heard of The Savannah Bananas, you’re in for a treat. Through Jesse’s leadership they’ve developed a business so creative that the first thought that comes to mind is, “You can’t make this stuff up.”Jesse Cole is owner of The Savannah Bananas baseball team and founder of Fans First Entertainment. If you haven’t heard of The Savannah Bananas, you’re in for a treat. Through Jesse’s leadership they’ve developed a business so creative that the first thought that comes to mind is, “You can’t make this stuff up.”Prior to Jesse bringing Bananas baseball to Historic Grayson Stadium in Savannah, Georgia, average attendance for Savannah baseball was around 250 fans per game. With his fresh new approach, Jesse took that to over 4,000 fans per game, selling out every game for two straight seasons and they now have a waiting list in the thousands for tickets.The Bananas have been awarded Organization of the Year, Entrepreneur of the Year, Business of the Year and won the Coastal Plains League Championship in their first year. Fans First Entertainment has been featured on the INC 5000 list as one of the fastest growing companies in America.What’s the secret of The Savannah Bananas’ success? Jesse goes in depth on how a relentless focus on the customer experience, a highly selective hiring process, providing your employees with the best environment to succeed, and not being afraid to stand out and be different are keys to making your business remarkable.Learn More About Jesse And The Savannah BananasThe Savannah Bananas websiteJesse’s website, Find Your Yellow TuxJesse’s book, Find Your Yellow Tux: How to Be Successful by Standing OutFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence. 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

Michael Zuber is a full-time real estate investor and author of “One Rental At A Time: How to Achieve Financial Independence through Real Estate.”In this episode, Michael shares how losing 6 figures in the stock market led him to real estate investing and describes his initial strategy to buy and hold several single-family homes. He discusses his realization around the cash flow potential of small multifamily properties, sharing how he leveraged the 1031 exchange to transition from 8 to 80 units in 18 months – right before the crash in 2008.  Michael offers insight around his strategy during the financial crisis, how he opened his mind to multifamily, and how he might have accelerated his journey to financial freedom if he knew what he knows today when he first got started.Michael’s focus is on helping people believe they can get to “4 rentals,” as reaching this milestone can change your family’s lives in a huge way. He also believes we need to help the next generation understand that they don’t have to work in a job they don’t like for 40 years hoping for a good retirement.Michael Zuber’s Resources For YouSubscribe to Michael’s One Rental At A Time YouTube Channel.Find Michael’s book, “One Rental At A Time,” on Amazon.FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence. 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

Do you know the full potential of your retirement accounts for real estate investments?John Hyre shares details on the power that comes with leveraging your retirement accounts in the proper way for real estate investments and explains how you can use Roth-style accounts no matter how high your income level is.If you have any questions regarding real estate tax law, John Hyre is an incredible (and entertaining) resource. John has extensive experience and a unique perspective on the topic as an attorney focused on real estate, IRA & tax planning, and fighting the IRS, as well as being an accountant and real estate investor.John’s insight on how to grow your retirement accounts, not only grow them, but grow them tax-free, is highly valuable.As John says, “There are ways that smaller accounts can be made into significantly larger accounts. That seed, that tiny little seed that is your $5,000 IRA can be grown, like an acorn, into a massive oak. Not just an oak, but an oak that itself throws off acorns. That acorn can grow into a forest if done right.”John Hyre’s Resources For YouYou can dive even deeper into this in John’s new book, “The Solo 401k: The Entrepreneur’s Guide to a Powerful Pension Plan.”You can find free resources on many of the topics we discussed on the show on John’s websites, realestatetaxlaw.com and iralawyer.com.FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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