The Wealth and Freedom Nexus Podcast

From Memphis, TN to Austin, TX many real estate markets have REALLY gotten hot 🔥 in the last 5 years and the numbers may not make as much sense for investors. But what if I told you there was an “under the radar” market that doesn’t get a lot of attention AND you can still get B class properties for around $100k AND cashflow at or near the 1% rule ? Let’s dive into OKC! 👉 Tip/Trivia – On April 2...

Yonah Weiss is back!  If you missed his first appearance on Episode 12 , be sure to check that out first! If there is one constant, it is CHANGE and the tax code is always changing.  2022 was the LAST year to get 100% bonus depreciation, now in 2023 that has been dropped to 80% bonus depreciation. So, what does that mean?  Yonah breaks down the changes and even with the challenges how there are ev...

The LAST episode for 2023!  The WFN podcast has been downloaded over 50,000 times and has reached over 100 countries!  Thank YOU for all the support and continued support as we wrap up 2022 and head into 2023. Another guest that I met with through the Real Estate Guys Summit On Sand, Shannon Robnett joins us to talk about syndications, the tax savings climate of Puerto Rico as well as the BOOMING...

What if you lost over HALF of your net worth?  Would you be able to get that back and then 5X that in 9 years?  My guest today had just that happen and shares his story. One part of that story and HOW he amplified his net worth after such a devastating loss is through investing in ATMs.  But aren’t ATM’s going away as we become a cashless society?  Listen in and you may be surprised! 👉 Tip/Trivia...

What if after you listened to Wagner in November of 2021 , you bought a turnkey rental from B2R Direct then?  How would you be sitting now?  Well, it wouldn’t be a stretch to say you could be sitting on a $100,000 EQUITY gain!  The Florida market is on fire! 🔥 On top of that, you would be looking at a 22% increase in rent!   Now will that continue?  Probably not, especially with the Fed raising r...

506C, 506B, Reg A, Reg D – what do all these terms mean?  Why can I invest in some syndications but not others?  Why can some advertise on every social media platform out there but others are FORBIDDEN to advertise? Our guest today is Mauricio Rauld, founder and CEO of Premier Law Group and one of the nation’s leading real estate syndication attorneys.  Whether you have questions on raising money,...

You’ve probably heard about the Memphis , Birmingham , Dayton , Orlando , and Dallas markets.  But what about Houston, TX and Albuquerque, NM?   High school sweethearts and now entrepreneurial real estate investors Shawn and Joni join us to give us the rundown on two “non-sexy” markets that seem to very recession resistant, have a diversified economy and aren’t high on the radar amongst real estat...

Is the 1% rule dead?   Are you looking for an investment that yields 12-15%, pays monthly and you DON’T have to be accredited?   Finally, what if you need an option for mortgage financing outside of a traditional bank? Our returning guest from episode 16 , Marco Santarelli joins us again to answer all three of these questions and share his thoughts on the housing market going into 2023. 👉 Tip/Tri...

Instead of going to the bank to get LENT money, why not BE a bank and LEND money? That is the topic of today’s podcast with Howard Robbins of Ignite Funding.  $1.3 billion in trust deeds have been funded since 1995 and Ignite has returned over $100 MILLION in steady, monthly interest payments to their investors.  You don’t have to an accredited investor.  The minimum investment amount is only $10,...

If you have followed me for any amount of time, Spartan Invest has been mentioned quite a bit.  I also have been in Birmingham, AL about a half dozen times and is a primary market I invest in and plan to continue to invest in.  I also have great respect for the team especially when Maureen called me directly to advise NOT to buy a property we were looking at.   Today however I brought on the CEO a...

A sneak peak 👀 into episodes for the rest of the year….Where can you lower your taxes to FOUR percent in the US?  Is it POSSIBLE to buy a condo overseas for under $100k?  And what happens to taxes if Congress does…NOTHING? It is the 1-year anniversary of the Wealth and Freedom Nexus podcast!   Thank YOU for all the support, downloads, shares and listens.  We are currently approaching FIFTY THOUSA...

Medical Tourism.  Fresh organic foods.  The Panama Canal.    If you’ve enjoyed the Country Spotlight series so far with episodes 44 on Belize and 52 on Nicaragua, you will want to listen in on today’s spotlight: Panama. Our returning guest from Episode 13 , Mikkel Thorup of Expat Money shares his personal experience having lived in Panama and what one can expect from this Central American country....

How are the precious metals markets manipulated?  Is inflation here to stay and will it go HIGHER?  How will the Central Banks react?  Oh yeah, and how does this affect gold and silver? These questions and more I discuss with returning guest, Dana Samuelson who started his own company nearly 25 years ago.  From currency collapses to rising inflation, we cover much more than the precious metals mar...

Authentic Italian, German and Israeli food.  Happy Hour beer is a buck!  $100 a square foot for most homes.  Welcome to the largest country in Central America with a growing expat community: Nicaragua.  In 2004, our guest Natalie Sullivan went to Nicaragua to “check it out” and then decided to live and work in the beautiful city of San Juan del Sur.  As of just August in 2022, Natalie has sold ove...

Want to diversify your portfolio to combat stock market volatility?  How about with common fruits like oranges and strawberries 🍓? Our guest, David Smith worked for Panasonic, lived in Nicaragua, moved to Panama in 2009, and flipped condo contracts BEFORE he invested in agriculture himself in Paraguay!  AND that was after he did a LOT of due diligence on the company and region himself. Now David...

Money goes IN tax FREE, 💲 GROWS tax FREE 💲 AND can be taken OUT tax FREE! 💲 Sound too good to be true? It is called a Health Savings Account or HSA for short. In addition to IRAs, 401ks, life insurance and offshore accounts like we discussed in previous episodes, an HSA can be very beneficial to cut your tax bill AND grow money tax free.   Check out episodes 003 , 006 , 014 , 015 , 025 , 035 ,...

Rates are rising 👆 mortgage lenders are laying off employees if not closing altogether 💸  Why should you still add mortgage notes to your investment portfolio?  Fred returns to give us an update on the mortgage note industry. If you missed Fred’s previous appearance, check out episode 019 as well as his book and FREE report listed below on the resources. Want to support the show?  👉 Buy me a co...

Rising rates.  Inflation.  Recession fears.  Returning stagflation?  And these are all reasons why you MIGHT still want to refinance?? If you are tired of “Traditional Banks” like I am, you will want to listen in.  Timothy Hero, who last was on for Episode 017 returns to share what has happened since in the mortgage industry and how many of his lenders may be BETTER for you!  For instance, some of...

Is Stagflation here again like we saw in the ’70s?  How do the wealthiest families protect and still GROW their wealth during times of uncertainty? Short answer: cash-flowing real estate and protected, tax-favored liquidity.  For the LONG answer, be sure to listen in with today’s guest, Gary Pinkerton of Paradigm Life! Gary grew up “dirt poor” in the ’70s and ’80s and MANY of the things he saw THE...

Voyager, Three Arrows Capital, Vauld, Celsius….will the crypto 🩸 bath ever end!   Courtney ‘The Blockchain Babe” returns to share how SHE was affected and how YOU can protect your crypto holdings from hacks and crypto bankruptcies.  Want to support the show?  👉 Buy me a coffee ☕ or become a Patreon member! Helpful Resources: Vauld , 3 Arrows Capital , Celsius and Voyager news Article on securit...

🚨Is Dave Ramsey WRONG? 🚨 Flexible Policies with PUAs, Cash Value, Asset Protection and 90% approval rating.  Get LI NOW, don’t wait! Barry, who joined us for Ep 003 on WFN returns to answer the 4 most common questions/statements I get about Whole Life Insurance from the skeptics and ones that feel they “don’t need it” or it is a “waste of money.” Want to support the show?  👉 Buy me a coffee ☕...

English is the official language.  Beachfront condos are a fraction of the price in the US.  Property taxes under $500 a YEAR!  Learn more about this hidden gem for investment/lifestyle in the Caribbean. Rachel Jensen, who joined us for Ep 001 and Ep 018 on WFN returns to share her new business venture as the Broker/Owner of Luna Real Estate!  Looking to buy, rent or develop in Belize?  Or maybe h...

Want to support the show?  Buy me a coffee or become a Patreon member! Did you know pulling money out of your retirement account is NOT the same as taking a distribution?  Depending on what happens and what you NEED your retirement account funds for, your tax hit could drop from 39% to as low as 0%!  From disaster relief to first-time home buyers and even college expenses there are many exemptions...

Today’s episode will serve two purposes, one to interview a great friend I have networked with that offers opportunities for NON-accredited investors.  But second, to give you a taste of what to expect in one month with my upcoming YouTube show #ScrewTheW2. Based in Idaho and originally wanting to be an elementary teacher with a “safe” government pension, Julie decided there was simply too much ri...

Of all the money in retirement accounts, only 5% are in truly tax-free Roth accounts.  If your retirement funds are part of the 95% that are in tax DEFERRED accounts, you will want to listen to my interview with David McKnight and how the oncoming Tax Train will affect you! Want to support the show?  Buy me a coffee or become a Patreon member! Helpful Resources: Power of Zero The Volatility Shield...