The Wealth Elevator

Lane Kawaoka, PE
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The Wealth Elevator

Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club. Hosted on Acast. See acast.com/privacy for more information.

  1. 1 DAY AGO

    Generations at Work: How Demographics Shape Business Success

    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, who offers an in-depth analysis of generational dynamics, workplace expectations, and future economic trends. The discussion covers the challenges and opportunities in managing a multi-generational workforce, the impact of technology, the importance of psychometrics, and how economic conditions shape generational behaviors. Filled with valuable insights for managers, leaders, and entrepreneurs, this episode also examines the evolving definition of success and practical strategies for integrating younger generations into the workforce. Tune in to gain a holistic understanding of these critical trends that will shape the next decade of business. 00:00 Introduction and Overview 01:39 Guest Introduction: Thomas Tomasevic 06:11 Understanding Generations 10:13 Generational Characteristics and Impacts 14:52 Generational Knowledge and Skill Transfer 21:30 Economic Cycles and Generational Beliefs 35:08 Generational Gaps in the Workforce 44:28 Re-engaging Baby Boomers in the Workforce 45:15 Generation X: The Current Leaders 45:50 Millennials and the Workforce Gap 47:07 The Future of College Education 50:59 AI's Impact on the Job Market 56:53 Generational Differences in the Workplace 01:04:00 Generation Z and the Workforce 01:15:33 Global Demographic Trends 01:25:45 The Importance of Hard Work and Specialized Skills 01:26:35 Challenges in Bridging Knowledge Gaps 01:26:49 Young Entrepreneurs Academy: A Case Study 01:28:35 The Struggles of Generation Z 01:35:16 The Impact of COVID on Different Generations 01:53:12 Millennials and Leadership Challenges 01:56:05 Economic Future and Workforce Challenges 02:06:42 Closing Thoughts and Contact Information Hosted on Acast. See acast.com/privacy for more information.

    2h 9m

  2. 7 JAN

    PPM Syndication Documents: Section 6 of the Syndication E-Course

    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 deep into the sixth section of our syndication e-course, focusing on essential legal documents like the Private Placement Memorandum (PPM). Topics include the importance of these documents, key terms, risk mitigation, and fiduciary responsibilities. Additionally, we touch on recent CEO optimism from the Vistage report and the current market dynamics driven by interest rates and inflation. Whether you're new to the world of syndications or a seasoned investor, this episode offers valuable insights and best practices. 00:00 Introduction to the Syndication E-Course 00:26 Upcoming HUI 7 Retreat in Hawaii 01:05 Accessing the Wealth Elevator Group 01:32 Insights from the Vistage Report 02:54 Overview of Syndication Documents 03:48 Importance of Legal Documents in Syndication 06:10 Understanding the Private Placement Memorandum (PPM) 08:49 Fee Structures and Deal Splits 10:44 Role and Responsibilities of Passive Investors 24:36 Conflicts of Interest in Syndication Deals 34:07 Market Challenges and Diversification 34:42 Understanding PPM and Legal Advice 36:18 Investor Concerns and Signing Documents 37:50 Holding Companies and Trusts 45:19 Market Trends and Investment Strategies 49:19 Diversification and Dollar Cost Averaging 57:26 Advanced Investment Strategies 01:07:59 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    1h 12m
  3. Capital Gains, Depreciation, and Loopholes: Winning Strategies for 2025!

    28/12/2024

    Capital Gains, Depreciation, and Loopholes: Winning Strategies for 2025!

    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 status, the role of a management company, and the potential benefits and pitfalls of oil and gas investments and land conservation easements. The episode features a live Q&A session where they address a wide range of questions from listeners about handling capital gains, depreciation recapture, Roth conversions, and the complex interplay between passive and ordinary income. The CPA provides practical advice on utilizing tax strategies effectively while ensuring compliance with IRS regulations. Hosted on Acast. See acast.com/privacy for more information.

    1h 27m
  4. Extra Real Estate Tax Benefits: Cost Segregations & Bonus Depreciation

    24/12/2024

    Extra Real Estate Tax Benefits: Cost Segregations & Bonus Depreciation

    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 segregation in real estate, including accelerated depreciation and bonus depreciation, and how they can lead to significant tax savings. Our guest AJ Alliance from DIY Cost Seg explains the fundamentals of cost segregation, who should consider it, and different levels of studies available. We also touch on the strategic implications for different property types and situations, answering common questions and providing practical advice for real estate investors. 00:00 Introduction to Cost Segregations 00:24 Market Reactions and Investment Strategies 01:26 Private Equity Opportunities 04:29 Understanding Cost Segregation 07:23 Benefits of Cost Segregation 09:15 Practical Applications and Case Studies 10:35 Advanced Cost Segregation Strategies 15:40 Cost Segregation for Different Property Types 25:21 Common Questions and Best Practices 30:45 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    37 min
  5. 4 Ways to Source Investment Capital

    17/12/2024

    4 Ways to Source Investment Capital

    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 also explore the dynamics of the real estate market, including cap rates and investment opportunities in different property classes. Discover four significant sources of investment capital and the strategies to optimize your investments. Join us for an enriching discussion and consider participating in our upcoming retreat in Hawaii this January for more hands-on learning and networking. Don't forget to check out the additional resources and masterclasses available for our club members. 00:00 Introduction and Podcast Overview 00:33 Inflation and Investment Timing 02:15 Current Market Trends and Opportunities 06:56 Investment Strategies and Capital Sources 14:41 Lane Kawaoka's Engineering Journey 26:53 Early Financial Strategies and Credit Card Hacks 28:41 First Real Estate Investments and Lessons Learned 30:32 Transition to Real Estate and Property Management 32:55 Balancing Engineering Career and Real Estate 33:22 Pursuing Higher Education and Realizations 35:35 Mindset Shift and Financial Independence 36:57 Leaving Engineering for Full-Time Real Estate 43:57 Building a Real Estate Syndication Business 52:21 Advice for Aspiring Engineers and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    55 min
  6. Building a Sustainable Family Office

    10/12/2024

    Building a Sustainable Family Office

    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 implications on wealth. We also explore the notion of building family wealth, methods to hire professional help like CPAs and fractional CFOs, and the importance of a flexible, well-structured family office. Scott shares insights from his personal journey and experiences, providing valuable advice on sustaining wealth across generations. Tune in to learn about effective wealth succession planning, the role of AI in today’s investment landscape, and the significance of tailored financial strategies. 00:00 Introduction to Family Offices 00:14 The Future of Technology and Innovation 01:37 Protecting Family Wealth 02:09 Outsourcing Financial Tasks 02:58 Year-End Tax Strategies 04:59 Podcast Introduction and Guest Speaker 07:26 Understanding Family Offices 10:41 Building a Sustainable Family Office 30:00 Wealth Succession Planning 36:52 Final Thoughts and Recommendations Hosted on Acast. See acast.com/privacy for more information.

    40 min
  7. Beat the Blues: The Holiday Mask with David Lawson of AwakeWarrior.com

    03/12/2024

    Beat the Blues: The Holiday Mask with David Lawson of AwakeWarrior.com

    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 entrepreneurs. David shares his personal experience with burnout and the transformative power of meditation, yoga, and Ayurveda. Practical exercises like morning emotional check-ins and belly breathing are introduced to help listeners manage stress and anxiety while enhancing overall well-being. 00:00 Trading Money for Experiences 01:06 Introducing David Lawson and His Journey 01:28 David's Transformation and Wellness Journey 04:00 Understanding and Addressing Trauma 05:45 The Importance of Internal Fulfillment 08:24 Practical Steps for Emotional Awareness 16:37 Breathwork and Daily Practices 19:18 Final Thoughts and Contact Information Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

    31 min
  8. Healthcare: Saving Money and Ensuring Quality Care

    26/11/2024

    Healthcare: Saving Money and Ensuring Quality Care

    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 preventative care. Learn about the intricacies of the U.S. healthcare system, the role of primary and functional medicine, and how to prepare for unexpected medical costs. Dr. Vedat shares her personal experiences and offers practical advice on how to ensure you receive the best care possible. Whether you're dealing with a health crisis now or planning for the future, this episode provides valuable insights into safeguarding your health and finances. 00:00 Introduction to Today's Unique Podcast 03:20 Meet Dr. Vedat: A Passionate Advocate for Patient Care 04:20 The Importance of Health Over Wealth 06:31 Preventative Care and Integrative Medicine 08:34 Navigating the Healthcare System 10:55 The Role of Functional Medicine 16:00 Planning and Preparing for Health Emergencies 24:51 The Importance of Patient Advocacy 29:44 Conclusion and Final Thoughts Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

    32 min
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About

Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Lane Kawaoka, PE
  • Years Active
    2016 - 2025
  • Episodes
    467
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Wealth Elevator

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