The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Lane Kawaoka, PE
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The Wealth Elevator Podcast: Real Estate, Taxes, Investing

🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Infinite banking to maximize your wealth Join our community and get access to our free Masterclass - theWealthElevator.com/club Welcome to those who found us through the new book! Welcome to our Ohana! Hosted on Acast. See acast.com/privacy for more information.

  1. Angel Investing 101: A Beginner’s Guide to High-Growth Investments

    -53 MIN

    Angel Investing 101: A Beginner’s Guide to High-Growth Investments

    Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying investments beyond real estate into private equity and venture capital, especially in light of recent high interest rates. Cliff provides an overview of angel investing, shares his journey from stocks to real estate, and highlights the role of venture capital firms in startup funding. Key topics include the various stages of startup funding (pre-seed, seed, series A), the significance of SAFE agreements, and the importance of execution over ideas. The episode also touches on the potential returns and risks involved in angel investing and the value of relationships and networking in the investment community. Listeners can also learn about the host’s evolving investment strategy and get insights into the Hawaii Angels investment group. 00:00 Introduction to the Mentor and Venture Capital 00:30 Shifting Focus: From Real Estate to Venture Capital 00:36 Challenges in Real Estate and Interest Rates 01:54 Exploring New Investment Avenues 02:32 Introduction to Angel Investing 04:12 Defining Angel Investing 06:21 The Appeal and Risks of Angel Investing 09:44 Stages of Angel Investing: Pre-Seed to Seed 11:59 Comparing Real Estate and Angel Investing 22:51 Venture Capital Firms and Investment Strategies 24:54 The Reality of Venture Capital 25:26 Hawaii's Angel Investment Scene 26:56 Understanding SAFE Agreements 29:00 Valuation and Investment Strategies 31:53 The Entrepreneur's Journey 38:09 Exits and Returns 41:20 Joining Hawaii Angels 44:18 Final Thoughts on Investment Diversification Hosted on Acast. See acast.com/privacy for more information.

    45 min
  2. Net Present Value Method in Retirement Planning

    18 FÉVR.

    Net Present Value Method in Retirement Planning

    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses. 00:00 Introduction and Announcements 00:29 Current Real Estate Market Analysis 01:46 Guest Introduction and Financial Planning Concepts 03:00 Understanding the Barbell Portfolio 04:40 Retirement Planning and Financial Health Analysis 06:02 Case Study: Real Client Financial Balance Sheet 18:46 Long-Term Care and Insurance Strategies 27:39 Exploring Investment Risks and Opportunities 29:06 Tax Strategies and Pre-Planning Benefits 30:20 Analyzing Different Family Financial Scenarios 30:39 Understanding Different Types of Capital 31:33 Real Estate and Financial Health Assessments 35:21 Behavioral Finance and Spending Habits 44:48 Withdrawal Rates and Retirement Planning 47:57 Final Thoughts and Encouragement Hosted on Acast. See acast.com/privacy for more information.

    49 min

  3. 11 FÉVR.

    Why New Investors Should Avoid 'Sexy' Investments and Focus on Real Estate

    Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing the value of stable and reliable investments such as rental real estate. Featured topics include the importance of cash flow, the drawbacks of following advice from figures like Elon Musk and Warren Buffett, and tips for leveraging partnerships and scaling in the real estate market. Don't miss the free remote investor e-course for additional insights. 00:00 Introduction and Relationship Insights 00:35 The Symbolism of Money in Relationships 02:23 Valentine's Day Tips and Masterclass Promo 02:54 Avoiding Sexy Investments: Focus on Real Estate 03:34 The Pitfalls of Following Celebrity Investment Advice 04:50 The Value of Real Estate Over Crypto 05:15 Strategies of Sophisticated Investors 07:15 Real Estate as a Stable Investment 07:33 Personal Investment Advice and Conclusion Hosted on Acast. See acast.com/privacy for more information.

    9 min
  4. The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles

    4 FÉVR.

    The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles

    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club In this episode, ex-financial planner Chris Miles joins us to uncover the hidden fees and costs of working with certified financial planners. We delve into the broader investment world, discussing the current state of real estate, private equity, and the concept of sidecar investments. Chris shares his awakening story, lessons learned from traditional financial advising, and why he transitioned to alternative investments. We also explore topics like the pitfalls of mutual funds, the real rate of return from the S&P, and the importance of diversifying beyond paper assets. Pinpointing how to act now for a financially free future, this episode offers crucial insights for anyone looking to break free from traditional investment pathways. 00:00 Introduction to Hidden Fees and Costs 00:19 Real Estate Market Trends and Challenges 02:27 Understanding Sidecar Investments 03:30 The Shift to Private Equity 05:49 Introduction to Chris Miles and Financial Planning 07:24 Chris Miles' Journey to Financial Independence 10:13 Critique of Traditional Financial Advice 13:42 The Reality of Mutual Funds and Market Returns 17:39 The Flaws in Financial Planning and Investment Strategies 29:28 A Millionaire's Journey: Luck and Strategy 30:09 The Harsh Reality of Retirement Savings 31:34 Alternative Investments: A New Perspective 32:10 The Power of Cash Flow 35:55 Diversification Beyond Paper Assets 37:14 Lessons from a Financial Advisor 37:26 The Crypto Craze and Market Timing 38:41 Real Estate: Timing and Strategy 42:54 The Importance of Diversification 50:54 The Value of Community and Mentorship 53:46 Taking Action: The Path to Financial Freedom 56:28 Final Thoughts and Personal Stories 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.

    58 min

  5. 28 JANV.

    Tax Benefits: Real Estate Syndication vs Crowdfunding vs REIT

    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club Deduct property improvements over 27 years and the advantages of Passive Activity Losses (PALs). Lane also discusses why he prefers syndications and private placements over crowdfunding websites and REITs, highlighting the importance of cutting out middlemen and working directly with the source to maximize returns. Finally, he stresses the significance of personalized financial planning and building a network of accredited investors. 00:00 Introduction to Real Estate Investment Benefits 00:28 Understanding Tax Benefits in Real Estate 02:32 Maximizing Losses in Syndications and Private Placements 04:15 Comparing REITs, Crowdfunding, and Private Placements 06:07 The Pitfalls of Crowdfunding Websites 07:45 Why I Don't Like REITs 09:06 Building Your Network and Direct Investment 09:53 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    11 min

  6. 21 JANV.

    Goal-Setting Masterclass Inspired by Tony Robbins

    Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. Join us live from the Annual Goals Seminar at the Wealth Elevator retreat. In this comprehensive video, we delve into practical strategies for goal-setting, drawing inspiration from Tony Robbins and other successful coaches. Learn how to get clear, focused, and committed to your goals, and utilize exercises to gain clarity and momentum. Whether you're setting financial, personal, or relationship goals, this video offers actionable steps to achieve them. Perfect for both newcomers and long-time members, this seminar also emphasizes the importance of community and accountability in reaching your aspirations. Don't miss out on this opportunity to transform your life's trajectory. 00:00 Introduction and Seminar Overview 00:29 The Power of Decisions 00:42 Goal Setting Exercise 02:33 Getting into the Right State 04:16 Reflecting on the Past Year 09:32 Identifying Challenges and Emotions 12:41 Empowering Decisions and Future Planning 15:31 Reinforcing Past Achievements 22:21 Dreaming Without Limits 27:39 Leveraging AI for Goal Setting 27:58 Focusing on One-Year Goals 29:52 Committing to Your Goals 32:46 Top-Down vs. Bottom-Up Approaches 33:59 Taking Immediate Action 37:02 Measuring and Tracking Progress 46:01 The Importance of Community and Accountability 49:44 Final Thoughts and Next Steps Hosted on Acast. See acast.com/privacy for more information.

    56 min

  7. 14 JANV.

    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.

    2 h 9 min

  8. 7 JANV.

    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.

    1 h 12 min
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À propos

🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Infinite banking to maximize your wealth Join our community and get access to our free Masterclass - theWealthElevator.com/club Welcome to those who found us through the new book! Welcome to our Ohana! Hosted on Acast. See acast.com/privacy for more information.

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