The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/ In this comprehensive episode, we delve into the intricacies of how different generations, from Baby Boomers to Gen Z, intersect and interact in the workplace. Hosted by a senior millennial, this presentation brings on seasoned business advisor and Vistage Chair, Tomas Tomasevic, wh...

Everything I know is laid out in my  book  and this 12-module  Masterclass , available for you to watch on-demand. However, a critical piece of this journey lies in building social relationships and deal flow—something you’ll find within our inner circle mastermind, FOOM.  Don’t miss out—apply today!  http://thewealthelevator.com/master  In this episode, we dive...

Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/ In this podcast episode recorded in 2025, the host and a CPA delve into advanced tax topics, including passive activity losses, cost segregations, and how different types of income are taxed. They also discuss specific tax mitigation strategies such as the real estate professional s...

Run a cost segregation here theWealthElevator.com/costseg In this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity over stocks. Later, we explore the benefits of cost...

Everything I know is laid out in my  book  and this 12-module  Masterclass , available for you to watch on-demand. In today's podcast episode, we dive deep into various ways to source investment capital, perfect for managing passive losses in 2024 and preparing for 2025. Learn about the current state of inflation, interest rates, and their implications for your long-term debt. We'll...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In today's podcast, we discuss the concept and importance of family offices with Scott, author of 'Building a Sustainable Family Office.' As the world evolves, so do wealth management strategies. We delve into the advancements in technology like unmanned taxis, self-driving trucks, AI, and their impl...

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club In this episode, Lane interviews David Lawson, founder of AwakeWarrior.com, to discuss the journey from chasing financial success to finding inner peace and fulfillment. The conversation covers the importance of mental and emotional health, especially for busy professionals and entre...

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club In this episode, we diverge from our usual topics of taxes and real estate to focus on a crucial aspect of personal finance: healthcare. Joined by Dr. Vedat, author of 'The Roadmap to Hospital Care,' we delve into patient advocacy, navigating health emergencies, and the importance of...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and selling businesses, what it entails for business...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Concept of Infinite Banking and how leveraging life insurance policies can maximize your financial growth and stability. Learn sophisticated strategies used by affluent individuals and major corporations to enhance wealth, including tax-free loans, withdrawals, and high-return investments. Discover h...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, essential for protecting your assets and making crucia...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, Lane walks us through his transformation from a W2 engineer to a financially free entrepreneur in real estate. He shares insights on alternative investment strategies, including leveraging rental properties and syndications, while offering a critique of traditional retirement plans l...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing In this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us as we reconnect with a past client, explore the pit...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Welcome back to the Wealth Elevator Podcast! In this episode, we venture beyond traditional real estate investments into the realm of online business acquisitions. Recorded on the go, our host, Lane, highlights the importance of relationships, numbers, and adaptability in this ever-changing investmen...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importance of value-added real estate deals, private equity...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Understanding RSUs and ISOs: Expert Insights for Tech Startup Employees In today's podcast, we bring on an expert to discuss Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs) for those in tech startups. We delve into the impact of the September 13 end of corporate stock buybacks on tec...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast episode, we sit down with market analyst and author Harry Dent to discuss his predictions for a significant market crash and the role demographics, such as baby boomers and millennials, play in economic cycles. Harry delves into the impacts of COVID-19, the recent shifts in inv...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Unlocking Syndication Investment: LP Checklist, Market Insights, and Wealth Strategies In this week's podcast episode, we dive into the fifth section of the syndication e-course, focusing on the LP checklist. We'll integrate previous content on vetting people, vetting numbers, and understanding deals...

Maximizing Your Investment Strategy: Advanced Tips Beyond Dave Ramsey's Baby Steps This week's episode breaks down listener questions on tax strategies, the significance of the 27-year depreciation cycle for rental properties, renting a property to oneself using an LLC, and understanding annual retirement income. In addition, Lane critiques Dave Ramsey's 'Baby Steps', offering insights tailored fo...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Oren Klaff, author of 'Pitch Anything', to discuss the intricacies of the private equity world. Oren opens up about how deals that are typically beyond the reach of major firms like Morgan Stanley are made and evaluated. The episode explores the role of financial models, the importance of management...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast, we dissect the Q3 2024 report, exploring key changes and maintaining cautious optimism about the anticipated interest rate cuts come September. We delve into the recent shake-up in the solo 401k provider landscape, highlighting alternatives with checkbook control for greater i...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, we delve into part two of our podcast with Peter Linneman, exploring the upcoming impacts on the investment landscape as interest rates are poised to fall, possibly by September. We discuss various alternative investments beyond the noisy crypto and Bitcoin arenas, highlighting oppor...

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Navigating the Current Real Estate Market: Insights on Institutional Investments and Opportunities In this week's podcast, we discuss the state of the U.S. commercial multifamily market, particularly focusing on institutional investments and opportunities for new entrants. Learn about recent market a...