Episodes

  • Guide to Infinite Banking with Whole Life Insurance
    Oct 29 2024

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    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 how policy configuration, paid-up additions, and leveraging cash value can provide a secure financial future. We also address common misconceptions, policy illustrations, and steps from underwriting to fund access. Whether you are a high-income earner or looking to diversify your financial toolkit, this episode offers valuable insights and practical advice to help you become your own bank and ensure financial stability for generations to come.


    00:00 Introduction and Webinar Replay Announcement

    00:34 Current Market Trends and Inflation Concerns

    00:54 Infinite Banking Strategy Overview

    01:19 Setting Up Your Policy

    05:01 Benefits of Whole Life Policies

    08:51 Tax-Free Loans and Withdrawals

    13:41 Addressing Common Misconceptions

    15:18 Policy Configuration and Commissions

    18:02 Practical Applications and Strategies

    25:38 Policy Setup and Management

    29:15 Understanding Life Insurance Policies for Older Adults

    29:31 Choosing Between Insuring Children or Adults

    30:58 Strategies for High Net Worth Families

    31:19 Gender Considerations in Life Insurance

    32:01 Evaluating Life Insurance Policies

    32:13 The Importance of Trusts in Financial Planning

    32:44 Technical Aspects of Life Insurance Policies

    32:56 Advanced Policy Configurations and Break Even Points

    35:09 Accredited Investor Banking Policies

    36:02 Choosing the Right Insurance Carrier

    38:17 Accelerated Death Rider Benefit

    39:07 Underwriting Process and Policy Loans

    40:14 Triple Dipping Strategy for Investments

    42:21 Using Infinite Banking for Various Financial Needs

    43:56 Starting and Growing Your Policy

    49:48 Advanced Strategies for High Net Worth Individuals

    51:34 Conclusion and Next Steps


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    56 mins
  • Wills, Trust, Estate Planning Intro
    Oct 22 2024

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    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 crucial decisions. Discover the intricacies of wills, revocable and irrevocable trusts, probate processes in Hawaii, and the benefits of using beneficiary designations. Understand the importance of conservatorships, trusts for special needs families, and strategies for selecting trustees. We'll also delve into advanced estate tax planning techniques, including Spousal Lifetime Access Trusts (SLATs), and address federal and Hawaii state estate taxes. Real-life examples and updates from economic giants like Goldman Sachs and JP Morgan Chase are included to help you effectively manage and plan your estate.


    00:00 Introduction and Podcast Overview

    00:51 Understanding Yield Curve Inversion

    01:33 Recent Economic Updates

    02:21 Introduction to Estate Planning

    03:48 Key Estate Planning Documents

    04:14 Advanced Health Care Directives

    05:28 Durable Power of Attorney Explained

    06:39 Last Will and Testament

    08:40 Revocable Trusts

    17:15 Probate Process

    22:58 Guardianship and Conservatorship

    24:32 Supplemental Needs Trusts

    28:12 Common Estate Planning Mistakes

    28:58 Customizing Your Estate Plan

    30:03 Choosing the Right Trustee

    30:47 Avoiding Conservatorship

    31:41 Understanding Estate Taxes

    32:23 Federal vs. State Estate Tax Exemptions

    36:12 Advanced Estate Planning Strategies

    42:26 International Estate Planning Considerations

    46:37 Real-Life Estate Planning Stories

    50:21 Cost and Maintenance of Trusts

    51:35 Conclusion and Final Thoughts


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    54 mins
  • Engineer to Financially Free: Lane's Journey
    Oct 15 2024

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    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 like 401ks and Roth IRAs. Lane emphasizes the role of tax strategies and Infinite Banking in wealth creation. Additionally, he discusses the importance of finding mentors, surrounding yourself with like-minded individuals, and consistently taking action towards financial freedom. Tune in for practical tips and inspirational stories that could guide you on your own financial journey.


    00:00 Introduction and Upcoming Plans

    01:03 Personal Tax Insights and Strategies

    06:07 Interview Introduction and Lane's Background

    06:33 Transition from Engineering to Real Estate

    08:39 Real Estate Investment Strategies

    10:00 Building Wealth and Tax Strategies

    14:45 Community Building and Wealth Elevator Concept

    20:08 Advanced Tax Strategies and Networking

    22:32 Unconventional Financial Strategies

    23:38 The Role of Society and Work

    26:00 Personal Reflections and Hobbies

    27:48 Challenges of Balancing Family and Business

    31:12 Tax Strategies and Real Estate Investments

    36:32 Community and Mentorship

    45:23 Consistency and Taking Action


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    47 mins
  • Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing
    Oct 8 2024

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    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 pitfalls of traditional investment strategies, and analyze the benefits of diversifying into value-add projects. Whether you're a seasoned investor or new to the community, this episode offers insights into smarter, more sustainable investing. Don't miss the chance to learn from real-life experiences and expert advice!


    00:00 Introduction to the Coaching Call

    00:30 Reflecting on Past Experiences

    01:12 Community and Networking

    02:51 Coaching Call Begins

    03:23 Discussing 1031 Exchange Options

    04:33 Tax Implications and Strategies

    07:08 Exploring Investment Alternatives

    11:03 Final Thoughts and Advice

    13:17 Conclusion and Farewell


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    14 mins
  • Online Business Investments in depth on Couch.com
    Oct 1 2024

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    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 investment landscape. Joined by Alex from Couch.com, we delve into the nuances of content websites, affiliate marketing, and the opportunities that lie in the e-commerce space. Alex shares his journey from acting to successful entrepreneurship, shedding light on the intricacies of building and monetizing a high-traffic website. Tune in for invaluable insights and practical advice on diversifying your investment portfolio beyond real estate.


    00:00 Welcome to the Wealth Elevator Podcast

    00:33 Navigating High Interest Rates in Real Estate

    01:02 Exploring Investments Beyond Real Estate

    01:36 The Changing Landscape of Real Estate

    02:03 Venturing into Business Acquisitions

    02:32 Connecting with Business Operators

    04:07 Introduction to Online Business Investments

    04:33 Understanding Different Online Business Models

    05:25 Interview with Alex from Couch.com

    07:27 Monetizing Content Websites

    11:06 Affiliate Marketing Insights

    14:12 Building and Scaling an Online Business

    18:39 The Entrepreneurial Journey and Future Goals

    24:17 Final Thoughts and Contact Information


    Hosted on Acast. See acast.com/privacy for more information.

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    29 mins
  • Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA
    Sep 24 2024

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    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, and the strategic use of retirement accounts for high volatility investments like cryptocurrencies are covered. We also explore tax benefits of different investment strategies, leveraging non-tax advantaged funds, and the hierarchy of financial objectives. Finally, we offer insights on the optimal use of various investment vehicles to achieve financial freedom and effective wealth management.


    07:32 Exploring Advanced Tax Strategies and Investment Vehicles

    10:30 The Bucket Theory Reimagined: Financial Planning Over Time


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    18 mins
  • RSUs to ISOs: Stock Options for Techies and Start Ups
    Sep 17 2024

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    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 tech stocks and what it could mean for your investments. With interest rates dropping, now might be a crucial time to reconsider putting more money into the stock market. Additionally, we discuss the potential benefits of diversifying out of traditional investments and explore opportunities in real estate syndications. Join our live webinar this Thursday for more exclusive insights, and don't forget to visit thewealthelevator.com/club for access to special events and to book your onboarding call.


    00:00 Introduction to RSUs and ISOs in Tech Startups

    00:23 Impact of Corporate Stock Buybacks Ending

    00:49 Market Implications and Investment Advice

    00:59 Diversifying Investments and Financial Planning

    01:16 Upcoming Events and Opportunities


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    32 mins
  • Harry Dent: Predicting Economic Cycles
    Sep 10 2024

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    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 investment strategies by family offices, and why the stock market's current rise is unsustainable. We also explore alternative investments like bonds, nursing homes, international markets, and the future of real estate. Harry emphasizes the importance of understanding long-term macroeconomic trends over short-term market movements. Whether you're a seasoned investor or just starting, get ready for an insightful discussion on how to navigate the upcoming economic landscape.


    00:00 Introduction to the Podcast

    00:12 Market Predictions and Demographic Trends

    01:16 Investment Strategies and Economic Indicators

    01:45 Invitation to Join the Community

    03:11 Introducing Harry Dent Jr.

    03:56 Post-COVID Economic Analysis

    04:31 Stimulus and Inflation

    06:32 Predictions for the Upcoming Recession

    10:31 The Role of Demographics in Economic Cycles

    20:34 Global Demographic Shifts

    24:28 Immigration and Economic Growth in East Asia

    26:05 Japan's Economic Challenges

    27:05 China's Demographic and Economic Future

    28:15 Urbanization and Economic Growth

    30:15 The U.S. Real Estate Bubble

    34:24 Investment Strategies for the Future

    39:08 Opportunities in Real Estate and Business

    46:17 Final Thoughts and Recap


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    50 mins