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. 4 Ways to Source Investment Capital

    -3 J

    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
  2. Building a Sustainable Family Office

    10 DÉC.

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

    3 DÉC.

    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
  4. Healthcare: Saving Money and Ensuring Quality Care

    26 NOV.

    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
  5. Quarterly Market Update 2024: Interest Rates and Economic Trends

    19 NOV.

    Quarterly Market Update 2024: Interest Rates and Economic Trends

    Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on private equity and a live Q&A session with a CPA. Additionally, save the dates for our Hui 7 retreat in Hawaii and our special holiday master classes. Get detailed insights into how bridges debt is impacting the market, the ongoing effects of high cap rates, and strategic advice for navigating through the volatile economic landscape. Join us at thewealthelevator.com/club to access all events and receive our newsletter for more updates! 00:00 Introduction and Announcements 01:31 Quarterly Market Update: Interest Rates and Cap Rates 01:56 Impact of Interest Rates on Commercial Real Estate 07:05 Market Trends and Predictions 08:39 Residential vs. Commercial Real Estate 14:15 Investment Strategies and Market Cycles 21:02 Trends in Apartment Construction and Rent Growth 30:17 Insurance Costs and Natural Disasters 32:53 Office Vacancies and Work-from-Home Trends 34:34 Election Impact on Economic Policies 46:17 Conclusion and Future Outlook Hosted on Acast. See acast.com/privacy for more information.

    50 min
  6. Buying Websites as Digital Asset Investments Webstreet.co

    12 NOV.

    Buying Websites as Digital Asset Investments Webstreet.co

    Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and emerging digital assets. We highlight an upcoming CPA webinar for year-end tax strategies and discuss the intersection of politics with market dynamics. Special guest Kyle Kuderewski from Webstreet joins the conversation, sharing his journey from corporate America to digital asset investments and offering an in-depth look at how to conduct thorough due diligence and identify promising online businesses. Tune in for a comprehensive guide to diversifying your portfolio and expanding your investment horizons. 00:00 Introduction and Upcoming Webinars 00:57 Election Insights and Market Reactions 02:52 Economic Policies and Predictions 04:00 Real Estate and Investment Strategies 07:28 Retreats and Networking Events 08:51 Private Equity and Online Business Investments 10:03 Guest Interview: Kyle Kuderewski Journey 15:29 Understanding Digital Asset Brokerages 23:21 Exploring Abum: A Unique Marketplace 23:44 Real Estate Analogies and Marketplaces 24:05 Case Study: OnSched Acquisition 26:18 Importance of Diversification in Clientele 28:57 Vetting and Acquiring Operators 34:52 Challenges in Deal Flow and Operator Matching 39:45 Final Thoughts and Future Vision Hosted on Acast. See acast.com/privacy for more information.

    43 min
  7. Mergers and Acquisitions for Dummies with Bill Snow

    5 NOV.

    Mergers and Acquisitions for Dummies with Bill Snow

    Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and selling businesses, what it entails for business owners, and the investment strategies surrounding such deals. Additionally, we cover the implications of potential political outcomes on investment strategies, tax changes, and economic conditions. Bill shares his journey into investment banking, insights into navigating the M&A process, and his approach to conservative investment, providing listeners with valuable advice for long-term financial success. Join us for an informative session filled with practical knowledge and investment wisdom. 00:00 Introduction to Today's Podcast 00:16 Election Day and Investment Strategies 02:09 Guest Introduction: Bill Snow 04:01 Bill Snow's Career Journey 06:40 Understanding Investment Banking 12:12 Finding and Acquiring Businesses 16:07 Structuring Deals and Seller Considerations 25:28 Investment Strategies and Personal Insights 31:41 Conclusion and Contact Information Hosted on Acast. See acast.com/privacy for more information.

    32 min

  8. 29 OCT.

    Guide to Infinite Banking with Whole Life Insurance

    Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ 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 Hosted on Acast. See acast.com/privacy for more information.

    56 min
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À propos

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.

Informations

  • Création
    Lane Kawaoka, PE
  • Années d’activité
    2016 - 2024
  • Épisodes
    463
  • Classification
    Tous publics
  • Copyright
    © All rights reserved
  • Site web de l’émission
    The Wealth Elevator

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