Be Wealthy

Brett Tanner
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Dec 10, 2025 • 1h 10min

$900 Million, 150 Agents, 1 Mindset Shift: Dan Beer’s Formula for Explosive Growth

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate powerhouse and team leader Dan Beer, whose organization has produced over $900M in sales and now spans more than 150 agents across multiple states. Dan opens up about his early money beliefs growing up in Mexico City, how childhood programming can shape (and limit) our financial destiny, and the deep inner work required to break through those mental ceilings.He and Brett dive into mindset, wealth identity, personal evolution, and why self-awareness—not strategy—is the true unlock toward long-term success. Dan also shares his journey of merging his business with another top team, navigating leadership at scale, and building a life centered around peace, purpose, and continuous growth.This episode blends high-level strategy with emotional intelligence, inner work, and the psychology behind wealth creation.🔑 TOP TAKEAWAYSYour 10-year-old self still runs your financial life—until you consciously rewrite the script. Childhood beliefs often shape how big you allow yourself to play.Inner work unlocks outer wealth. You cannot out-earn your lack of awareness. Self-development is the secret to breaking income ceilings.Business is a spiritual journey. Entrepreneurship forces you to confront your patterns, triggers, and identity.Wealth = peace, not money. Real wealth is freedom from anxiety, clarity in thought, and alignment in life.Your team must evolve as you evolve. Your CPA, advisors, and inner circle must match your current level—not your past one.Goals are an orientation, not a finish line. When you enjoy the journey instead of living in the gap, momentum comes naturally.⏱️ TIMESTAMPS00:00 – Introduction: Meet Dan Beer 01:00 – Dan’s Roots: Growing Up in Mexico City & Early Money Beliefs 05:00 – Watching His Parents Rise, Fall, and Rise Again 07:00 – “That’s Not For Us”: Limiting Money Scripts from Childhood 09:00 – Investing From Your Former Self vs. Your Present Self 12:00 – Why Inner Work Matters More Than Business Tactics 15:00 – Business as a Spiritual Journey 18:00 – Dan’s Daily Mindfulness & Deep Work Practices 20:00 – Hard-Charging Dan vs. Evolved Dan: How Success Changes You 23:00 – The IRS Lesson & Losing Seven Figures to Taxes 27:00 – Rethinking Goals: Orientation Over Outcome 30:00 – The Power of Measuring Backward (Gap vs. Gain) 33:00 – The Million-Dollar Savings Breakthrough 36:00 – Creating Tax, Wealth & Personal Spending Accounts 40:00 – Lifestyle Creep & Fixing Money Systems at Home 43:00 – Why Your CPA Must Evolve With You 46:00 – Inside Dan’s 150-Agent, 900M+ Organization 50:00 – Leadership, Marriage, and the Whole-Person Approach 55:00 – The Real Ceiling: Your Unresolved Personal Patterns 57:00 – Dan’s Most Impactful Books & Final Lessons on Wealth🧭 RESOURCES & MENTIONSBooks Mentioned: – The Richest Man in Babylon – The Untethered Soul by Michael A. Singer – Letting Go by David Hawkins – The Surrender Experiment by Michael A. SingerWealth & Mindset Concepts: – Gap vs. Gain Concept (Dan Sullivan) – Passive Income vs. Lifestyle Creep – The Power of Automating Tax & Savings – Deep Work / Inner Work Routines🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:  / bewealthybrett  Twitter (X):  / bewealthybrett  YouTube:   / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Dec 3, 2025 • 1h 19min

Inflation Is Making You Rich… If You Know This Play (Josh Mettle’s 9-Figure Strategy)

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate investor and mortgage expert Josh Mettle to unpack the real truth about building wealth in today’s economic environment.Josh shares his journey from buying single-family rentals with little cash flow, to scaling into large multifamily assets, and ultimately becoming a sophisticated investor who understands inflation, risk, and long-term wealth creation.This powerful conversation dives deep into the realities of today’s housing market, what actually creates financial freedom, and why many investors get stuck chasing low-return, high-friction strategies. Josh also reveals how he shifted from hustling “for cash flow” to building a portfolio that compounds safely, sustainably, and with far less stress.🔑 TOP TAKEAWAYS- Hard assets win long-term. Real wealth is created through assets that appreciate, hedge inflation, and give you optionality.- Cash flow isn’t always in the first phase. Early investing gives you equity; the cash flow often comes in the later stages through refinancing or trading up.- Single-family rentals are harder today. Higher repairs, taxes, insurance, and tenant behavior make cash flow challenging without the ability to bill back costs.- Know your return on equity. Investors should measure actual dollars distributed vs. the total equity tied up — many would be better off reallocating.- Mindset matters. Wealth comes from disciplined thinking, resiliency, and moving from “hustle energy” to strategic, sustainable growth.⏱️ TIMESTAMPS00:00 – Introduction: Meet Josh Mettle 02:00 – Early Investing: How Josh Started in Single-Family Rentals 05:00 – Understanding Today’s Housing Market vs. the 1990s 12:45 – The Challenge of Cash Flow in 2024–2025 17:15 – Stage 2: Discovering Return on Equity & Rethinking Cash Flow 19:00 – Why Some Properties Are “High Friction, Low Payoff” 23:00 – From Rentals to Larger Assets: Scaling with Intention 27:00 – Inflation, Rates, and the Hidden Forces Affecting Investors 32:00 – Why Many Investors Overestimate Their Returns 36:00 – Hard Assets vs. The Dollar: Protecting Yourself from Inflation 40:00 – Silver, Gold, Bitcoin — and Why They Matter Today 45:00 – AI, Silver Demand, and Global Economic Shifts 52:00 – The True Cost of Being a Landlord in the Modern Market 57:00 – What Josh Wishes Investors Understood About Wealth 1:03:00 – Final Insights: Building Long-Term Financial Freedom🧭 RESOURCES & MENTIONSFrom the EpisodeJosh’s Article: WTF Happened to the American Dream: https://www.linkedin.com/pulse/wtf-happened-american-dream-joshua-mettle-zoh1c/?trackingId=AIL36sgKQKiAfbWux2UVJg%3D%3DJosh on The Jason Hartman Podcast: https://youtu.be/zlE23yF95DI?si=TfcDMCEKVPOmfE__Blogs Josh Followshttps://www.jameslavish.com/https://www.youtube.com/@allinhttps://www.youtube.com/@JasonHartmanEmpoweredInvestorhttps://www.zerohedge.comhttps://www.mauldineconomics.com/frontlinethoughtsTools MentionedInvestment Return Calculator: https://www.theinvestmentanalyzer.com/Books & Concepts ReferencedThe 7-Day Weekend – Ricardo SemlerWealth-building frameworks & economic breakdowns from Josh MettleThe Be Wealthy Mastermind – Brett Tanner🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:  / bewealthybrett  Twitter (X):  / bewealthybrett  YouTube:   / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Nov 26, 2025 • 1h 26min

How Wealthy Real Estate Pros Think About Money (and Invest Differently)

In this episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell break down one of the most important concepts in wealth building: The Path of Money.Brett walks through how wealthy people think about income, cashflow, reserves, investing, and the compounding machine that ultimately builds long-term freedom. Using real examples — including short-term lending deals, mid-term investments, and legacy real estate — Brett shows how anyone can move from human-capital income to capital-asset income.This episode goes deep into cashflow systems, passive vs. active investments, creating a wealth plan, managing reserves, and understanding the psychology behind spending, saving, and investing. It’s a complete roadmap for anyone serious about achieving financial independence.🔑 TOP TAKEAWAYSEvery dollar needs a job - The foundation of wealth is assigning purpose to every dollar — spend, donate, hold (reserves), or invest.You cannot build wealth without paying attention - Most people lose money because they don’t track their burn rate, rates of return, or monthly net worth. Pay attention.Human capital → Capital assets → Cashflow - The wealthy move from earning money with time (job/business) to earning money with money (assets).Reserves = Freedom + Peace - Everyone needs 12 months of burn rate saved before heavily investing — your “Don’t Get Hurt Plan.”Cashflow is more important than net worth - Two people can have identical wealth but completely different lives depending on what produces their income. Cashflow wins.The wealth machine must be passive + uninterrupted + compounding - Uninterrupted returns, passive investments, and compounding velocity accelerate financial independence.Learn your forever assets early - Start studying commercial or legacy assets today — opportunities go “on sale” during market cycles.⏱️ TIMESTAMPS00:00 – Introduction & Brett’s fishing story03:00 – What “The Path of Money” actually means05:00 – Human Capital vs. Capital Assets explained10:00 – Velocity of Money: Using cashflow to grow faster14:00 – Compound interest: Working for vs. against you16:00 – Moving from surviving → thriving → investing20:00 – The Four Decisions: Spend, Donate, Hold, Invest23:00 – The 12-Month Reserve Rule (Don’t Get Hurt Plan)26:00 – Using high-yield savings for short-term money28:00 – The difference between lending vs. owning assets33:00 – How to properly calculate returns & avoid “lazy” investing40:00 – Cashflow vs. Net Worth — The real difference in lifestyle47:00 – Brett’s real Starbucks deal case study (Mailbox Money)53:00 – Why your wealth plan must use 10-, 20-, and 30-year timelines57:00 – Passive vs. Active: Why passive wins long-term1:03:00 – Studying forever assets (commercial real estate)1:20:00 – Building the snowball that leads to financial freedom 1:23:00 – Final lesson: Pay attention to your money or lose wealth🧭 RESOURCES & MENTIONSConcepts & Frameworks– Path of Money (from Gary Keller)– Velocity of Money– Human Capital → Capital Assets– Cashflow vs. Net Worth– Forever AssetsTools & Practices– High-yield savings accounts– Sweep accounts for automatic 3–4% returns– Private lending and short-term notes– Long-term real estate and commercial propertiesReferenced Books / Ideas– Average Sucks – Michael Bernoff (micro-transfers strategy)– Compounding & financial discipline themes🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:  / bewealthybrett  Twitter (X):  / bewealthybrett  YouTube:   / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Nov 19, 2025 • 1h 16min

How Shayla Gifford Built a Billion-Dollar Real Estate Empire (Her Wealth Playbook)

In this episode of the Be Wealthy Podcast, Brett Tanner talks with powerhouse mortgage leader Shayla Gifford, who shares her journey from humble beginnings and family challenges to building a billion-dollar business and a life of balance.Shayla opens up about growing up in a hardworking, disciplined family, developing resilience early, and turning those lessons into entrepreneurial drive. She reveals how hitting her financial goals didn’t bring fulfillment — and how redefining success through purpose, balance, and freedom transformed her life.This episode dives deep into high performance, leadership, burnout recovery, and building wealth without losing yourself along the way.🔑 TOP TAKEAWAYSWinning is a mindset. True success starts from self-belief and consistent habits.Reinvention is key. Each stage of life requires new focus, systems, and identity.Burnout is a teacher. Slowing down can unlock clarity, freedom, and better leadership.Structure creates space. Systems and routines empower balance — not restrict it.Legacy over hustle. Real wealth is the ability to design a life you truly love.⏱️ TIMESTAMPS00:00 – Introduction: Meet Shayla Gifford01:00 – Growing Up in a Driven, Working-Class Family04:00 – Early Lessons: Strength, Discipline, and “Changing the Channel”08:00 – Building Resilience and the Desire to Be Exceptional12:00 – From Network Marketing to Real Estate and Mortgages16:00 – Learning the Value of Money and Security19:00 – 2008 Market Crash: Adapting and Door-Knocking for Refis23:00 – Discovering Coaching and the Power of Systems27:00 – Building a Sustainable, Scalable Business30:00 – Hitting the $4 Million Goal – and Realizing “Nothing Changed”34:00 – The Journey from Success to Significance37:00 – Scaling, Leadership, and Building Teams42:00 – Burnout and the Shift Toward Work-Life Balance45:00 – Living Abroad in Spain: The Reset that Changed Everything50:00 – Reinvention, Time Freedom, and Working 3 Days a Week54:00 – Building Systems for Freedom and Long-Term Success58:00 – Redefining “On Fire”: The 4 Domains of Fulfillment1:00:00 – Final Thoughts: Getting Better Every Year🧭 RESOURCES & MENTIONSGuild Mortgage – Shayla’s leadership and growth journeyCatalyst Coaching Program – Shayla’s framework for high-performing loan officersEOS (Entrepreneurial Operating System) – for leadership and team structureWin By Noon Planner by Todd BookspanThe 7-Day Weekend by Ricardo SemlerThe Be Wealthy Mastermind – Brett Tanner’s coaching community⚡ CONNECT & SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:  / bewealthybrett  Twitter (X):  / bewealthybrett  YouTube:   / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom.Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Nov 12, 2025 • 1h 36min

From Broke to $120M: The Real Estate Wealth Blueprint Behind the Numbers

Dustin Runyon, a real estate entrepreneur, shares his incredible transformation from being deeply in debt to overseeing 1,200 acres of development. He discusses the valuable lessons learned from early financial mistakes, emphasizing that debt can teach discipline and resilience. Dustin highlights the importance of maintaining a cash 'floor' and investing only in areas you understand. He advocates for long-term wealth-building through simplicity and patience, urging listeners to prioritize self-validation and clarity in financial choices.
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Nov 5, 2025 • 1h 1min

How Wealthy Real Estate Pros Think About Time AND Relationships

In this episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell unpack how the wealthy think differently about time and relationships — and why mastering both is the foundation for long-term freedom.They discuss how successful entrepreneurs leverage delegation, guard their calendars, and build powerful connections that multiply opportunity.This conversation goes deep into creating leverage in life, scaling impact through people, and protecting your most valuable resource — your time.🔑 TOP TAKEAWAYSTime is the ultimate currency. How you invest it determines your wealth trajectory.Wealthy people buy back their time through delegation, systems, and automation.Relationships are your greatest ROI. Surround yourself with growth-oriented people who elevate your vision.Learning to say “no” is a superpower that protects your focus and energy.Freedom isn’t about working less — it’s about working intentionally on what moves the needle most.⏱️Timestamps 00:00 – Introduction: Welcome to the Be Wealthy Podcast05:00 – Entering the Resort Business 10:00 – The Circles of Relationships Explained 15:00 – Understanding Time and Relationship Priorities 20:00 – Defining Lifetime Relationships 25:00 – Building Long-Term Connections 30:00 – Identifying Your Inner and Outer Circles 35:00 – Turning Acquaintances into Real Connections 40:00 – Managing Draining Relationships 45:00 – The “Average of Five People” Principle 50:00 – Mentorship, Role Models, and Influence 55:00 – Defining What True Wealth Really Means 1:00:00 – Closing Thoughts: Building a Life of Purpose and Freedom🧭 RESOURCES & MENTIONSTim Ferriss – “The 4-Hour Workweek” (on buying back time and creating leverage)Naval Ravikant – “Leverage, Time, and Wealth” Podcast ClipBrett Tanner – Be Wealthy Mastermind (coaching and mentorship program)*Tony Robbins – Time Management & Energy Focus FrameworkThe Pareto Principle (80/20 Rule) (on focusing on high-impact work)Be Wealthy Podcast Website: www.BeWealthyBrett.com🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:  / bewealthybrett  Twitter (X): / bewealthybrett  TikTok:  / bewealthybrettYouTube:   / bewealthybrett🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Oct 29, 2025 • 1h 11min

13 Wealth Rules Top Real Estate Pros Can Steal from Sam Altman

Want more BeWealthy? Subscribe to The Be Wealthy Weekly: #GetFree Playbook💡 EPISODE SUMMARYThe Be Wealthy Podcast is back! Brett Tanner and Katelyn Mitchell kick off Season 2 with a powerful breakdown of Sam Altman’s viral post “What I Wish I’d Known” — reframed as a blueprint for entrepreneurs chasing freedom and wealth.From failure, obsession, and raw horsepower to building teams and aligning incentives, Brett shares how the world’s most successful founders think. Plus, Katelyn reveals her journey from golf courses to real estate and how she joined Brett’s mission to #GetFree.“You don’t learn by reading — you learn by doing. Sometimes you’ve got to throw your wallet over the fence.” – Brett Tanner🔑 TOP TAKEAWAYSFailure = Feedback: Every misstep is tuition for what comes next.Throw Your Wallet Over the Fence: Courage beats inaction every time.Raw Horsepower & Obsession: Why energy and urgency create momentum.Hustle Doesn’t Scale: Systems and data do.Incentives as Superpowers: Align motivation with profit.Recruit High-Impact People: Find those with “high horsepower.”Think in Decades, Execute in Weeks: Long-term vision, short-term speed.⏱️ TIMESTAMPS00:00 – Welcome to Season 2 of Be Wealthy 01:15 – Meet Katelyn Mitchell & her journey into real estate 07:30 – How Brett crashed a KW event (and met Katelyn) 12:30 – Sam Altman’s 13 Lessons → “How to Become a Billionaire” 15:00 – Failure vs Feedback – seeing loss as learning 16:15 – “Throw Your Wallet Over the Fence” analogy 20:30 – Why soft launches kill momentum 24:00 – Cryotherapy startup story + the power of speed 33:00 – Incentives and ownership mindsets 44:00 – Focus & high-conviction bets 50:00 – Clear communication and fighting bureaucracy 54:00 – Recruiting high-horsepower people 58:30 – Think in decades, execute in weeks · #GetFree🧭 RESOURCES & MENTIONSSam Altman – “13 Things I Wish I’d Known”Fire Ready Aim by Michael MastersonThe Internship (blender scene reference)Be Wealthy Podcast Website⚡ CONNECT & SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨 👉 www.BeWealthy.com📱 Follow Be Wealthy: Facebook:  / brettbewealthy  Instagram:/ bewealthybrett  Twitter (X): / bewealthybrett  TikTok:  / bewealthybrett 🧱 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business — then teaches them how to think about their money. Because wealth is far more than money — it’s freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell. Mission: #GetFree.📚 Free Resources: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: SaveLikeaBank.com ⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com 💵 Self-Directed IRA: MaxOutRetirement.com 🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu... 📥 Wholesale Deals: getourhousedeals.com⚠️ Disclaimer: Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Apr 1, 2024 • 41min

When High-Income Agents or Investors Should Start a Second Business

#bewealthybrett #wealth #investing #realestate LIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/ApplyhereEp12Thank you to our sponsor of this episode, Factum Financial! If you are looking for some of the best whole life insurance education that exists in the space head to: https://bit.ly/3PGjb1G If you are in Arizona they also have an all day event you can find more details about here: https://www.factumseminar.com/attendBusiness Opportunity Questions: https://docs.google.com/document/d/1sWij4YyXnpa9QT2DNFPWKtMkQFrWWD4kNGLY8wJsxiA/edit?usp=sharing🚨BE WEALTHY WEBSITE: www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/3PGjb1G⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/43Omn12💵 Self-Directed IRA: https://bit.ly/3xjOWXQ🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/4afEkbf🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.com Facebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________
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Mar 25, 2024 • 32min

How Real Estate Investors Analyze Real Estate Purchases (Starbucks Breakdown)

#bewealthybrett #wealth #investing #realestate LIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/4ax5xpz00:00 - Intro03:23 - Today's topic09:02 - Million Dollar Hot Tub (Story)15:06 - Investment Analysis 24:11 - Rentals vs Starbucks 27:33 - Eviction Laws28:42 - 1,000 rentals vs 1 building29:48 - Soft Costs in Your Personal Life31:17 - Cost Segregation🚨BE WEALTHY WEBSITE www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources 🏦 Infinite Banking Education: https://bit.ly/Ep11⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/CostSegEp11💵 Self-Directed IRA: https://bit.ly/4a6ppQB🏢 Trust and Entity Structure: http://setupmyestate.com/ 🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch 🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded 📥 Wholesale Deals: getourhousedeals.com Facebook: https://www.facebook.com/brettbewealthy/ Instagram: https://www.instagram.com/bewealthybrett/ Twitter (X): https://twitter.com/bewealthybrett TikTok: https://www.tiktok.com/@bewealthybrett As a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action. _______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.
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6 snips
Mar 19, 2024 • 53min

Debt, Leverage & Wealth in Real Estate: Beyond Ramsey Rules

Dive into a candid exploration of personal finance as the hosts share powerful insights from a recent event with Tony Robbins. They dissect Dave Ramsey's foundational strategies, from building emergency funds to embracing smart real estate investments. Discover unique perspectives on balancing frugality with joy, along with tips for navigating financial choices in today's landscape. The discussion also challenges traditional advice, emphasizing personalized approaches and the importance of literacy in fostering financial well-being.

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