Be Wealthy

Brett Tanner

Be Wealthy is for real estate pro's who are crushing sales… and still realizing commissions don’t equal wealth. If you’re doing big volume but your money isn’t turning into assets, freedom, or a real plan, this show is your wake-up call. Host Brett Tanner breaks down the exact strategies high-earning agents use to stop trading time for money, start investing like a family office, build passive income, and protect what they’ve worked so hard to earn. No fluff. No guru garbage. Just the playbook to get rich on purpose instead of by accident. If you’re ready to build real wealth beyond your next deal, apply for the Be Wealthy Mastermind or book a call at BeWealthy.com.

  1. 19m ago

    How Wealthy Families Raise Kids Who Aren't Spoiled

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. 📥 FREE TOOLS & DOWNLOADS Get the flash report, the 1-3-5 outline, and more at bewealthypodcast.com/#resources 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at event.bewealthypodcast.com ━━━━━━━━━━━━━━━━━━━━━━━ How Wealthy Parents Raise Kids With Money | Brett Tanner & Katelyn Mitchell Most parents swear they don't want entitled kids, then hand them everything and hope it works out. Brett and Katelyn dig into how wealthy families actually teach money, from soup-patrol chore charts and a lemonade-stand tenant farmer to the forced sale of apartment shares that finally taught Katelyn what ownership means. This is the finale of the 6-part Money Framework series, and it lands on one idea: your kids don't inherit your net worth, they inherit your money habits. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 2:15 Raising Kids With Money 5:08 A Safe Place to Struggle 7:44 Why Money Lessons Fail 11:01 Weaponized or Taboo 17:03 Habits Beat Net Worth 19:19 How Wealthy Parents Think 21:47 Responsibility, Not Rewards 25:50 The Prenup Hot Take 28:44 Don't Tie Money to Love 33:41 Let Them Be Bored 42:29 What They Over-Invest In 53:47 Money by Age: 5-10 59:04 The Lemonade Empire 1:01:52 Money by Age: 11-15 1:11:15 Money by Age: 16-22 1:14:18 The Ownership Lesson 1:23:34 The $255 Windshield 1:27:23 The Real Inheritance ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Psychology of Money by Morgan Housel - The Millionaire Next Door by Thomas J. Stanley - Die With Zero by Bill Perkins - Homeboy Industries (homeboyindustries.org) ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    1h 29m
  2. Jul 1

    The 3 Questions Wealthy People Ask Before Spending a Dollar

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. 📥 FREE TOOLS & DOWNLOADS Get the flash report, the 1-3-5 outline, and more at bewealthypodcast.com/#resources 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at event.bewealthypodcast.com ━━━━━━━━━━━━━━━━━━━━━━━ How You Should Spend Money | Be Wealthy Podcast Most people never actually decide how to spend their money. They let their neighborhood, their industry, and their social feed decide for them, then wonder why more income never feels like enough. In the last stop of the money series, Brett and Katelyn lay out the Be Wealthy spending framework: three questions that take the guilt and the guesswork out of it, the rules wealthy people live behind instead of deciding from scratch, and why the richest people you know spend in ways that look weird from the outside. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 1:53 The Money Series, Recapped 2:25 Why You Outsource Your Spending 7:56 Wealthy People Spend Weird 11:39 The 3 Spending Questions 14:52 Choosing What You're Weird About 24:17 Defining "Enough" 29:47 Non-Negotiable Spends 31:36 Hard Caps & Delay Rules 40:28 The Optimization Ladder 43:02 Spend Deeper, Not Louder ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Psychology of Money by Morgan Housel - The Art of Spending Money by Morgan Housel - The Millionaire Next Door by Thomas J. Stanley & William D. Danko - Keeping Up with the Joneses (2016 film) ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    47 min
  3. Jun 24

    The Real Reason Agents Aren't Winning Right Now (And How To Fix It)

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. 📥 FREE TOOLS & DOWNLOADS Get the flash report, the 1-3-5 outline, and more at bewealthypodcast.com/#resources 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at event.bewealthypodcast.com ━━━━━━━━━━━━━━━━━━━━━━━ The Real Reason Agents Aren't Winning Right Now (And How To Fix It) | Brett Tanner & Katelyn Mitchell Most agents and investors blame the market, the leads, or the broker for why they're stuck. Brett makes the case that the real problem is the one staring back in the mirror. He and Katelyn break down the operating system behind a personal life that actually feeds your business, and they call out the soft excuses, the 9-to-5 leaks, and the ego traps that quietly keep you making part-time money. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 1:52 Your Personal Operating System 11:13 The 10/10 Honesty Rule 12:48 Zero Sick Days in 11 Years 20:04 Job Descriptions at Home 25:04 The $10 Uber Test 29:21 Honoring Every Commitment 31:15 The 9-to-5 Leak 44:26 The Morning Routine Trap 51:58 Leagues and "I Deserve" 57:15 Your Calendar Reveals Your Income 1:04:57 Net Income vs Ego 1:06:51 The 5 People Rule 1:15:58 Crypto and Day-Trade Traps 1:22:28 The Recap ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - Jim Kwik — speed reading and memory training (kwiklearning.com) - Tony Robbins — the "blueprint vs. life conditions" idea - Jim Rohn — be content with what you have while ambitious for more - Gary Keller — focus and execution over raw hours ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    1h 25m
  4. Jun 17

    The Only 5 Meetings You Need to Run A Business

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. 📥 FREE TOOLS & DOWNLOADS Get the flash report, the 1-3-5 outline, and more at bewealthypodcast.com/#resources ━━━━━━━━━━━━━━━━━━━━━━━ The Only 5 Meetings You Need to Run A Business (Part 1) | Brett Tanner & Katelyn Mitchell Brett runs every one of his 34 companies on the same five meetings, and in this one he walks through where they came from and why they work. Katelyn pushes him on why he still tracks 15 numbers in a plain spreadsheet instead of a dashboard full of red and green dials. The line that sticks: most people in business are losing so slow they think they're winning. If you've never built a flash report or sat down for a real annual plan, this is where you start. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 0:35 Welcome Back 2:14 Where This Came From 3:20 The Five Meetings 4:18 Why Agendas Matter 20:17 Inside The Bottle 33:08 You're An Asset 46:12 Your P&L Is A Tool 49:41 The Numbers Most Skip 53:16 Tracking The Ratios 57:00 The Flash Report 1:05:47 Annual Planning 1:06:20 The 1-3-5 Tool 1:09:13 Losing So Slow ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The 1-3-5 goal-setting tool, credited to Gary Keller - Free flash report and 1-3-5 outline downloads: bewealthypodcast.com/#resources ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    1h 11m
  5. Jun 13

    Brandon Turner Lost Investors $15 Million Pt. 2 (Why The BRRRR Model Doesn't Work)

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. ━━━━━━━━━━━━━━━━━━━━━━━ Why the BRRRR Method Doesn't Work | Brett Tanner This is part two on the Brandon Turner deal that torched about $15 million of investor money. Brett pulls up the actual math on the best fourplex he can dream up, 1% rule, lowest rates you'll ever see, and it stil loses a hundred bucks a month the second you rip your cash back out. He also clears up the comments from part one and draws the real line between a BRRRR, a cash-out refi, and an honest value-add. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 0:49 The $15M Recap 2:40 BRRRR vs Cash-Out Refi 6:50 The "Roast" Breakdown 8:03 Running The Math 17:04 Answering The Comments ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    26 min
  6. Jun 3

    How Brandon Turner (BiggerPockets) Lost $15,000,000 Of Investor Money

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. ━━━━━━━━━━━━━━━━━━━━━━━ How Brandon Turner (BiggerPockets) Lost $15,000,000 Of Investor Money | Brett Tanner & Katelyn Mitchell Brandon Turner just torched $15 million of his investors' money on one apartment deal and went on an apology tour to explain why. Brett and Katelyn pull the actual numbers, show you why the market didn't kill this deal, the loan did, and introduce the ROAST method — the new syndication strategy Brandon accidentally invented when his BRRRR ran out of road. By the end you'll know the five questions to ask before you ever wire money into someone else's deal. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 0:46 BRRRR Was Just A Cash Out Refi 1:31 Brandon Just Lost $15M 2:17 The Grandmother Problem 9:30 Introducing The ROAST Method 12:17 Commercial Real Estate 101 16:23 Cap Rates vs Comps 22:13 How Banks Make Money 25:37 The $1.26 Trillion Wall 29:49 Heights On Katy Breakdown 33:20 A-Class Property, Zero Upside 36:49 What Actually Killed The Deal 40:17 Class A vs Class B Investors 42:49 Five Reasons Syndications Die 49:00 Questions To Ask Before You Invest ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Bankers Code by George Antone - Poor Charlie's Almanack by Charlie Munger ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    51 min
  7. May 27

    Things The Rich Buy That Make Them Richer

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. ━━━━━━━━━━━━━━━━━━━━━━━ 5 Things The Rich Buy That Make Them Richer Part 2 of where the wealthy actually spend their money. Brett and Katelyn run through 5 more categories that look like overspending until you do the math. The Gary Keller conference table that's outlasted every other piece of furniture in his office. Why Brett drives a Tesla. The $1,000 Costco run at 21 that bought back Brett's time. The Belize trip Brett gifted Katelyn becuase memories pay dividends and stuff doesn't. And the Brett quote that lands hardest: "The most expensive line item in your life isn't your mortgage. It's the network you're not building." If you missed Part 1, watch it first. We covered time, health, learning, kids, and trusted advisors over there. 👉 Part 1: https://www.youtube.com/watch?v=qSEHMw-E6DE ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro and the 5 categories wealthy people pay more for 1:25 Quality and reliability: why broke people buy 3 cheap versions and wealthy people buy 1 4:36 Why Brett drives a Tesla and what it actually buys back for him 7:35 The Yeti, the Tumi suitcase, and the Mercedes lease Katelyn traded in 13:45 Warren Buffett's cigar-butt investing and the Charlie Munger flip that changed it 15:50 The $1,000 Costco run at age 21 that bought back Brett's time 18:09 Experiences not things and the memory dividend that compounds like a stock 30:30 "Buy memories, not sh*t" - Brett's anchor on what real wealth actually pays for 32:17 Hospitality and relationships: host the table or eat alone 41:33 Your real biggest expense isn't your mortgage, it's the network you're not building 42:08 Proximity and environment: the office Brett bought in 2010 when Wall Street said only morons would 47:43 Privacy and structure: Wyoming LLCs, TSA PreCheck, and why real wealth whispers 53:19 The "I can't afford it" lie and the Aladdin Factor question that replaces it ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Millionaire Next Door by Thomas J. Stanley - The Snowball by Alice Schroeder - Die With Zero by Bill Perkins - The Aladdin Factor by Mark Victor Hansen ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

    59 min
  8. May 20

    Why I Sold 130 Rental Properties

    🎯 JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now. ━━━━━━━━━━━━━━━━━━━━━━━ Diversification Makes You Rich. It Won't Make You Wealthy. | Brett Tanner + Katelyn Mitchell Brett and Katelyn are recording live from Apple Mountain Resort in Georgia, two weeks after their family office closed on the 285-acre property. Before they get into their ten-things series, Brett lays out the argument that most agents and investors build portfolios the wrong way: lots of small bets feel safe, but they'll cap your wealth and bury you in management units. The episode covers five of ten things the wealthy gladly overspend on, and the real estate investor lens runs all the way through it. Brett's 130-unit portfolio versus Apple Mountain's one management unit makes the point better than any spreadsheet. Part two drops next week with the remaining five. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 0:37 Apple Mountain Acquisition 3:05 Auction Due Diligence 9:44 Three Ways to Make Money 15:36 Concentrated vs. Diversified Bets 18:27 Wealthy vs. Fake Rich 22:42 Four Spending Categories 24:43 Time: Buying It Back 32:12 The Highest Dividend 36:00 Two Scorecards of Life 41:29 Health and Longevity 46:48 Sleep as an Investment 53:17 Learning and Skills 55:06 Paying for Expertise 1:00:30 Building a Mental Model 1:05:14 Kids Education and Exposure 1:08:45 Raising Non-Entitled Kids 1:14:38 Trusted Advisors 1:18:27 CPA and Tax Strategy 1:22:38 Estate Attorney and Fiduciary 1:27:30 Episode Wrap and Preview ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Millionaire Real Estate Investor by Gary Keller - The Millionaire Next Door by Thomas J. Stanley - The Psychology of Money by Morgan Housel - The Almanac of Naval Ravikant by Eric Jorgenson ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: www.BeWealthy.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthybrett.com/resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT THE SHOW The 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. ━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ 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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. ━━━━━━━━━━━━━━━━━━━━━━━ ABOUT THE CONVERSATION Brett and Katelyn recorded this one on-site at Apple Mountain Resort, the 285-acre golf and residential property their family office acquired two weeks prior. Brett makes the case that diversification is a path to getting rich, not wealthy, and that concentrated bets, executed well, produce the compounding that actually builds wealth. From there they cover the first five of ten things the wealthy actually overspend on: time, health and longevity, learning and skills, kids education and exposure, and trusted advisors. Part two drops the following week.

    1h 33m
5
out of 5
65 Ratings

About

Be Wealthy is for real estate pro's who are crushing sales… and still realizing commissions don’t equal wealth. If you’re doing big volume but your money isn’t turning into assets, freedom, or a real plan, this show is your wake-up call. Host Brett Tanner breaks down the exact strategies high-earning agents use to stop trading time for money, start investing like a family office, build passive income, and protect what they’ve worked so hard to earn. No fluff. No guru garbage. Just the playbook to get rich on purpose instead of by accident. If you’re ready to build real wealth beyond your next deal, apply for the Be Wealthy Mastermind or book a call at BeWealthy.com.

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