Be Wealthy

Brett Tanner
  • 5.0 (63)
  • INVESTING
  • UPDATED WEEKLY

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. 16H AGO

    Why Most Realtors Lose The Listing In The First 4 Seconds

    🎯 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. ━━━━━━━━━━━━━━━━━━━━━━━ The Frame: How Top Agents Win The Listing Before They Even Open Their Mouth | Rene Rodriguez Rene Rodriguez has shared the stage with Tony Robbins, Gary Vee, and Ed Mylett. He spent 30 years studying the neuroscience behind why people say yes or no to anything. We get into the frame, the narrative gap, and the brain mechanics that decide every listing pitch before a single word is spoken. ━━━━━━━━━━━━━━━━━━━━━━━ 🎤 CONNECT WITH RENE Website: https://www.meetrene.com Instagram: https://www.instagram.com/learnwithrene TikTok: https://www.tiktok.com/@learnwithrene Book: https://www.amplifiibook.com ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 1:24 Meet Rene Rodriguez 5:30 Growing Up Without Money 10:25 Why He Studied Neuroscience 12:00 Door-To-Door Cookware At 18 15:53 CEO At 22 During 9/11 18:30 Pivot Into Mortgage Sales 22:00 The PAP-CAR Sales System 30:00 Why Today Feels Like 2008 33:30 Run When Everyone Else Walks 36:00 Losing 100 Events In A Week 40:00 The Frame Explained 46:00 The Used Car Salesman Reframe 48:00 The Astronaut And The Lowest Bidder 53:30 The Narrative Gap 55:30 Watch Him Demonstrate It 1:04:00 Top 3 Books 1:13:00 60 Seconds With 21-Year-Old Rene ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - Amplify Your Influence by Rene Rodriguez - Let's Get Real or Let's Not Play by Mahan Khalsa - You Can Have It All by Arnold Patent - The Four Questions by Byron Katie - WhisperFlow (AI voice dictation) - Ninja Creami (protein ice cream maker) ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 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. ━━━━━━━━━━━━━━━━━━━━━━━ GUEST INFO Rene Rodriguez is a WSJ best-selling author, keynote speaker, and behavioral neuroscientist who has trained over 100,000 people in influence and communication. His company AMPLIFII works with leaders, sales teams, and speakers across the country.

    1h 17m

  2. APR 29

    How A Trusted Contractor Cost This Investor 2 Million Dollars

    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. Justin Colby: The 2 Million Dollar Mistake And The Public Comeback | Justin Colby Learn More About Justin: https://thescienceofflipping.com Justin Colby has flipped over 1,500 houses and runs two podcasts. He came on the show to do something most operators won't: name a 2 million dollar failure he's currently working through, and explain how a contractor he trusted faked an entrie renovation. If you've ever bought a deal because of pride, this one's for you. TIMESTAMPS: 0:00 Intro 1:24 Dallas Snowstorm Story 5:14 Childhood Scarcity 9:34 Therapy Breakthrough 19:39 Three Levels Of Proving 22:00 The 2008 Wipeout 30:45 The Contractor Disaster 42:00 Building Up Vs Down 50:00 Five Hard Lessons 1:00:00 Rich Vs Wealthy 1:09:30 The 36-Month Trap 1:15:45 Closing Questions BOOKS & RESOURCES MENTIONED: - Buy Back Your Time by Dan Martell - The Obstacle Is the Way by Ryan Holiday - Think and Grow Rich by Napoleon Hill - The Seven-Day Weekend by Ricardo Semler 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: 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. GUEST INFO: Justin Colby is the founder of The Science of Flipping podcast and coaching program and host of The Entrepreneur DNA podcast. He has flipped over 1,500 houses since 2007 and runs an active portfolio of apartments and rental homes out of Scottsdale, Arizona.

    1h 19m

  3. APR 27 ·  BONUS

    How To Build Generational Wealth Without Raising Trust Fund Kids

    JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Email Katelyn@bewealthy.com with the subject line "Be Wealthy Podcast MM" to learn more. Why Trust Fund Babies Fail (And How to Leave Wealth Without Killing Your Kids' Drive) | Marc Dearth Brett's personal estate attorney Marc Dearth — founder of Dearth Law in Atlanta — explains why the standard "health, education, maintenance, and support" trust quietly turns wealthy parents into trust fund baby factories. Marc walks through why mandatory distribution ages (25/35/45) destroy asset protection in a divorce or lawsuit, and Brett breaks down the specific incentive structure he wrote into his own trust — including matching his kids' tax-return earnings into approved investments and splitting the estate into separate buckets so the super-achiever and the artist are both treated fairly. This is the section of estate planning that most attorneys never bring up. TIMESTAMPS 0:00 The Trust Fund Baby Mentality 0:35 Why Achievers Get Penalized By Standard Trusts 1:25 Who Actually Decides — A Judge, Not You 1:55 The 25/35/45 Distribution Trap 2:25 The Divorce + Lawsuit Worst Case 3:05 Brett's Tax-Return Matching Trust Design 3:40 The Super-Achiever vs. The Artist Problem 4:15 Three Separate Buckets — One Per Kid 4:35 Why Brett Refused Mandatory Distribution Ages WORK WITH MARC Dearth Law: https://dearthlaw.com Marc on the web: https://dearthlaw.com/about 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 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, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

    5 min

  4. APR 22

    How He Scaled 1-800-GOT-JUNK from $2M to $100M in 6 Years - Cameron Herold

    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 to Hire A-Players, Write a Vivid Vision, and Scale to $100M | Cameron Herold Learn More About Cameron: https://cameronherold.com Learn More About COO Alliance: https://cooalliance.com Cameron Herold — known as "The CEO Whisperer" — is the founder of the COO Alliance, host of the Second in Command podcast, and the operator who took 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study). He sits down with Brett to break down the five inflection points that scale a company, why A-players are actually free, the 4 corners every business needs, the 5 PR stories every business already has, and how Vivid Vision turns what's in a founder's head into something a team can actually build. TIMESTAMPS: 0:00 - Intro 3:13 - The Golf Course Lesson That Made Him an Entrepreneur 7:40 - Why You Should Let Your Kids Fail 10:02 - First Venture at 7: Negotiating Pennies for Coat Hangers 12:04 - Comic Book Arbitrage and the Gross Margin Lesson 13:45 - College Pro Painters: 12 Employees by Age 20 17:14 - Just Follow the System (Including the One You Hate) 21:33 - 800 Franchisees, 8,000 Painters, $64M in 4 Months 24:36 - Joining 1-800-GOT-JUNK as Employee #14 25:30 - The 5 Inflection Points That Scaled $2M to $106M 37:39 - Vivid Vision: The Contractor and Homeowner Analogy 44:04 - The Rate-of-Change Rule That Will Bankrupt Most Companies 46:15 - How to Double Revenue, Profit and Free Time in 3 Years 47:02 - The Volleyball Story: Why 2 A-Players Beat 6 C-Players 48:14 - The Real Cost of a Bad Hire: 15x Their Salary 51:14 - The 4 Corners of Every Great Business 53:34 - Navigating the Entrepreneurial Roller Coaster (And Your Spouse) 55:30 - The 5 PR Stories Every Business Already Has 59:33 - The Earned + Owned + Paid Media Trifecta 1:01:55 - The Death Rate Is 100% — Care About People as Humans 1:05:20 - Three Books That Changed Cameron's Life 1:07:18 - Advice to His 18-Year-Old Self BOOKS & RESOURCES MENTIONED: - Vivid Vision by Cameron Herold - Double Double by Cameron Herold - Free PR by Cameron Herold - Second in Command by Cameron Herold - Good to Great by Jim Collins - Insanely Simple by Ken Segall (about Apple) - Endurance by Alfred Lansing (the Shackleton story) - Cameron's TED Talk on raising kids to be entrepreneurs (TED.com, 2010) - COO Alliance — peer network for second-in-command operators (cooalliance.com) - Invest in Your Leaders — Cameron's 12-module leadership training (investinyourleaders.com) - Second in Command podcast — hosted by Cameron Herold 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: 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. GUEST INFO: Cameron Herold is the founder of the COO Alliance and the operator behind some of the fastest-growing companies in North America. He scaled 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study), helped take Boyd Auto Body / Gerber Collision public (now a $2B chain), and has personally trained over 120 entrepreneurs including Kimbal Musk and Peter Rive (SolarCity). Author of Vivid Vision, Double Double, Free PR, and Second in Command. Has been paid to speak in 26 countries on 6 continents and is known worldwide as "The CEO Whisperer."

    1h 8m

  5. APR 20 ·  BONUS

    Should You Convert Your 401(k) To A Roth IRA?

    Greg Herlean has raised and brokered over $650 million in hard money loans and real estate deals. He's the founder of Horizon Trust, a self-directed IRA custodian, and in this clip he breaks down the tax-free retirement strategy that only 5% of Americans use. Brett walks through the Be Wealthy Calculator live and shows how $3,000 a month compounded tax-free turns into $7 million — and why paying $50,000 in tax today can save you over $1 million in retirement. If you have an old 401(k) sitting somewhere, or a traditional IRA you've been ignoring, this is the conversation that changes the math on your entire retirement. IN THIS CLIP 0:00 Why every person needs a Roth retirement account 0:45 How to strategically convert a traditional IRA to a Roth 2:02 The $7 million math: $3K/month, 12% return, tax-free 3:30 Pay $50K in taxes today, save $1M+ in retirement 4:55 Running the numbers: $0 start, $1,500/month, different ages 6:15 Why a Roth is for absolutely everybody WATCH THE FULL EPISODE https://www.youtube.com/@bewealthybrett ABOUT GREG HERLEAN Greg Herlean is the founder of Horizon Trust Company, a self-directed IRA custodian. Over his 24+ year career, he has raised and brokered over $650 million in hard money loans and real estate deals. He built Horizon Trust to solve the inefficiencies he experienced firsthand when referring clients to other trust companies. Learn more: https://www.gregherlean.com/ Horizon Trust: https://www.horizontrust.com/ 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. 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 Free Tools & Downloads: https://www.bewealthybrett.com/resources Self-Directed IRA: MaxOutRetirement.com Infinite Banking Education: SaveLikeaBank.com Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.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 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. Always consult your own tax, legal, and accounting advisors before taking financial action.

    7 min

  6. APR 15

    Real Estate Agents: Your LLC Isn't Protecting You Like You Think

    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. Estate Planning for Entrepreneurs: Your Complete Guide | Marc Dearth Learn More About Marc: https://dearthlaw.com/about Learn More About Dearth Law: https://dearthlaw.com Brett sits down with his personal estate attorney Marc Dearth, founder of Dearth Law in Atlanta, to break down what every entrepreneur needs to know about estate planning. From the four basic documents everyone needs, to advanced trust design that incentivizes achievement without creating entitled kids, to LLC privacy and asset protection strategies most people get wrong. TIMESTAMPS: 0:00 - Intro 0:49 - Meet Marc Dearth 2:01 - Growing up in the Midwest and finding law 7:09 - How Marc got into estate planning 10:27 - What happens to your money if you have NO plan 13:10 - "The best marriages lead to the biggest information gaps" 15:09 - The information checklist every couple needs 21:04 - The 4 documents everyone needs (POA, health POA, living will, will) 25:44 - The Terri Schiavo case and why a living will matters 30:00 - Revocable trusts and skipping probate 34:05 - What happens when your kids inherit millions too young 39:12 - The trust fund baby problem and how to fix it 42:26 - How Brett designed his trust to incentivize achievement 47:49 - Keeping family together through traditions and legacy properties 52:36 - Privacy in the digital age and LLC exposure 57:27 - Asset protection and how to think about risk 1:01:25 - Estate tax exemptions and why you need to plan ahead 1:04:22 - LLC structure: how many do you really need? 1:12:03 - Business partnerships and succession planning 1:16:01 - Find a teacher, not just a lawyer 1:17:03 - Top 3 books and best purchase under $200 1:21:01 - Advice to 21-year-old Marc BOOKS & RESOURCES MENTIONED: - Seven Habits of Highly Effective People by Stephen Covey - Meditations by Marcus Aurelius - Into Thin Air by Jon Krakauer - The Wisdom of Crowds by James Surowiecki - Kubera (net worth tracking software) - DeleteMe (privacy protection service) - One Password (password manager) 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: 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. GUEST INFO: Marc Dearth is the founder of Dearth Law LLC in Alpharetta, Georgia. Specializing in estate planning, tax minimization, and succession planning for entrepreneurs and family offices, Marc has been practicing for over 20 years. He holds a J.D. with honors from Stetson University College of Law and has been named to Georgia Trend's "Legal Elite" list.

    1h 23m

  7. APR 13 ·  BONUS

    You're Making $300K in Real Estate and Keeping Almost None of It

    JOIN THE BE WEALTHY MASTERMIND Want to join a room of entrepreneurs who think bigger about money? Email Katelyn@bewealthy.com with the subject line "Be Wealthy Podcast MM" to learn more. Real Estate Agent Making $300K/Year — Are You Actually Keeping Any of It? If you're a real estate agent making $300K a year, do you actually know what you're keeping? I break down the exact math behind running a real estate team — the 30/30/40 rule, why most teams are bleeding money on bad splits, and how to add lanes of revenue so you're not stuck in a broken model. TIMESTAMPS 0:00 Introduction 1:34 The 30/30/40 Rule 6:05 The Pizza Analogy 7:33 Lanes of Revenue 12:26 Three Skills in Business 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 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, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

    15 min

  8. APR 8

    He Raised $650M With Self-Directed IRA's: Here's The Playbook (Greg Herlean)

    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. Self-Directed IRAs: The One Asset Every Entrepreneur Needs | Greg Herlean Learn More About Greg Herlean: https://www.gregherlean.com/ Learn More About Horizon Trust: https://www.horizontrust.com/ Brett Tanner sits down with Greg Herlean, founder of Horizon Trust Company, to break down self-directed IRAs — the retirement tool only 5% of Americans use that can unlock massive wealth. Greg shares his journey from delivering newspapers in Chicago to brokering $650M in hard money loans and building one of the leading self-directed IRA trust companies in the country. They dig into Roth conversions, due diligence on deals, raising capital, and the one asset every person needs: a Roth retirement account. TIMESTAMPS: 0:00 - Intro 0:32 - Meet Greg Herlean of Horizon Trust 1:10 - Greg's childhood and money mindset growing up 4:56 - Early hustle: newspaper routes, lawn mowing, and chores 7:19 - Dropping out of college to chase the dream 9:00 - Learning to sell insurance, trusts, and hard money loans 13:36 - Why "follow your passion" is bad advice 16:02 - Going solo: first deals and raising capital 17:34 - The power of self-directed IRAs (Greg's first deal at 22) 19:51 - Why you should overpay your lender when you're starting out 23:28 - Building Horizon Trust Company 29:02 - What the best self-directed investors are doing today 34:21 - Self-directed IRAs explained: what they are and how they work 36:18 - Who qualifies and how to move old 401(k)s 40:29 - Roth conversions: the tax-free wealth strategy 42:31 - Be Wealthy Calculator: the math behind $7M+ in retirement 47:00 - Why you should start saving NOW (even with debt) 48:14 - Biggest mistakes people make with self-directed IRAs 50:15 - Due diligence: spotting bad deals and protecting your capital 55:50 - How to raise money and find investors 59:28 - Book recommendations: The Obstacle Is the Way and the Bible 1:03:03 - Morning routine and owning your schedule 1:06:15 - Advice to his younger self: start saving sooner 1:07:57 - Teaching kids to be their own bank 1:08:37 - The math on starting a Roth IRA for your kids BOOKS & RESOURCES MENTIONED: - The Obstacle Is the Way by Ryan Holiday - The Bible - Horizon Trust Company (https://www.horizontrust.com/) - Be Wealthy Calculator (bwealthycalculator.com) 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: 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.

    1h 12m
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5
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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.

Information

  • Creator
    Brett Tanner
  • Years Active
    2024 - 2026
  • Episodes
    52
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 Brett Tanner
  • Show Website
    Be Wealthy

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