Be Wealthy

Brett Tanner
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Oct 29, 2025 • 1h 12min

13 Wealth Rules Top Real Estate Pros Can Steal from Sam Altman

Want more BeWealthy?Subscribe to The Be Wealthy Weekly: #GetFree Playbook💡 EPISODE SUMMARYThe Be Wealthy Podcast is back! Brett Tanner and Katelyn Mitchell kick off Season 2 with a powerful breakdown of Sam Altman’s viral post “What I Wish I’d Known” — reframed as a blueprint for entrepreneurs chasing freedom and wealth.From failure, obsession, and raw horsepower to building teams and aligning incentives, Brett shares how the world’s most successful founders think. Plus, Katelyn reveals her journey from golf courses to real estate and how she joined Brett’s mission to #GetFree.“You don’t learn by reading — you learn by doing. Sometimes you’ve got to throw your wallet over the fence.” – Brett Tanner🔑 TOP TAKEAWAYSFailure = Feedback: Every misstep is tuition for what comes next.Throw Your Wallet Over the Fence: Courage beats inaction every time.Raw Horsepower & Obsession: Why energy and urgency create momentum.Hustle Doesn’t Scale: Systems and data do.Incentives as Superpowers: Align motivation with profit.Recruit High-Impact People: Find those with “high horsepower.”Think in Decades, Execute in Weeks: Long-term vision, short-term speed.⏱️ TIMESTAMPS00:00 – Welcome to Season 2 of Be Wealthy01:15 – Meet Katelyn Mitchell & her journey into real estate07:30 – How Brett crashed a KW event (and met Katelyn)12:30 – Sam Altman’s 13 Lessons → “How to Become a Billionaire”15:00 – Failure vs Feedback – seeing loss as learning16:15 – “Throw Your Wallet Over the Fence” analogy20:30 – Why soft launches kill momentum24:00 – Cryotherapy startup story + the power of speed33:00 – Incentives and ownership mindsets44:00 – Focus & high-conviction bets50:00 – Clear communication and fighting bureaucracy54:00 – Recruiting high-horsepower people58:30 – Think in decades, execute in weeks · #GetFree🧭 RESOURCES & MENTIONSSam Altman – “13 Things I Wish I’d Known”Fire Ready Aim by Michael MastersonThe Internship (blender scene reference)Be Wealthy Podcast Website⚡ CONNECT & SUBSCRIBE🚨 BE WEALTHY WEBSITE 🚨👉 www.BeWealthy.com📱 Follow Be Wealthy:Facebook: / brettbewealthy Instagram:/ bewealthybrett Twitter (X): / bewealthybrett TikTok: / bewealthybrett 🧱 ABOUT THE SHOWThe 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: #GetFree.📚 Free Resources: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️ Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.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, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.
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Apr 1, 2024 • 42min

When High-Income Agents or Investors Should Start a Second Business

#bewealthybrett #wealth #investing #realestate LIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/ApplyhereEp12Thank you to our sponsor of this episode, Factum Financial! If you are looking for some of the best whole life insurance education that exists in the space head to: https://bit.ly/3PGjb1G If you are in Arizona they also have an all day event you can find more details about here: https://www.factumseminar.com/attendBusiness Opportunity Questions: https://docs.google.com/document/d/1sWij4YyXnpa9QT2DNFPWKtMkQFrWWD4kNGLY8wJsxiA/edit?usp=sharing🚨BE WEALTHY WEBSITE: www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/3PGjb1G⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/43Omn12💵 Self-Directed IRA: https://bit.ly/3xjOWXQ🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/4afEkbf🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.com Facebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________
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Mar 25, 2024 • 34min

How Real Estate Investors Analyze Real Estate Purchases (Starbucks Breakdown)

#bewealthybrett #wealth #investing #realestateLIMITED SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/4ax5xpz00:00 - Intro03:23 - Today's topic09:02 - Million Dollar Hot Tub (Story)15:06 - Investment Analysis24:11 - Rentals vs Starbucks27:33 - Eviction Laws28:42 - 1,000 rentals vs 1 building29:48 - Soft Costs in Your Personal Life31:17 - Cost Segregation🚨BE WEALTHY WEBSITE www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/Ep11⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/CostSegEp11💵 Self-Directed IRA: https://bit.ly/4a6ppQB🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.
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6 snips
Mar 19, 2024 • 54min

Debt, Leverage & Wealth in Real Estate: Beyond Ramsey Rules

Dive into a candid exploration of personal finance as the hosts share powerful insights from a recent event with Tony Robbins. They dissect Dave Ramsey's foundational strategies, from building emergency funds to embracing smart real estate investments. Discover unique perspectives on balancing frugality with joy, along with tips for navigating financial choices in today's landscape. The discussion also challenges traditional advice, emphasizing personalized approaches and the importance of literacy in fostering financial well-being.
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Mar 12, 2024 • 34min

Dave Ramsey for Real Estate Pros: What Works (and What Doesn’t)

#bewealthybrett #wealth #investing #realestate Get started with REI Print Mail Today: https://bit.ly/3Ta23ChPoints Coach: https://www.travelwealth.comDave Ramsey Video: https://www.youtube.com/watch?v=0Pi7dv7v-SATWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/48MQgQ1Thank you to our sponsor of today's episode, REI Print Mail! If you are looking for more deals and off market properties, REI Print Mail is the marketing tool I recommend. I have personally used them and can't say enough nice things about them! Get started today with 10% OFF using the link: https://bit.ly/3Ta23Ch00:00 - Intro01:52 - Last Episode02:28 - Dave Ramsey's Advice03:44 - How Dave Lost His Money04:30 - Credit Cards are Bad!!!!07:08 - Debt is The Devil07:48 - Live Cheap for Cheap Sake08:47 - Buy Houses For Cash10:06 - Another Way to Think About Things13:28 - Unhealthy Habit with Debt14:11 - How I think about Debt: Risk17:01 - Minimum Down Payment = Bad19:33 - Over Leverage Creates Stress21:01 - Debt is a Great Tool For Wealth22:31 - How to Leverage Debt23:23 - Lines of Credit29:02 - Questions From Facebook29:12 - Income Goal for Kids30:17 - First Big Purchase31:13 - When to Enjoy Your Hard Work🚨BE WEALTHY WEBSITE: www.BeWealthyBrett.com 📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/43cE0qN⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/4c9RhEM💵 Self-Directed IRA: https://bit.ly/3PfEYge🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: https://bit.ly/3Ta23Ch🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership. BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity. Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________ Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom. _______________________
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Mar 4, 2024 • 38min

Success Habits of Top Producers (Agents, Investors & Lenders)

Thanks to US Tax Advisors Group for sponsoring this weeks episode! Click the link to save 10% on your Cost Seg today! https://bit.ly/4a66Knk**TWO SEATS AVAILABLE - Be Wealthy Mastermind Shadow Experience. Apply Here: https://bit.ly/49Jki8IItems Mentioned In The Podcast:80/80 Marriage: https://amzn.to/3IlE8dUHard Money Podcast: https://www.youtube.com/@HardMoneyMastermind/videosHard Money Course and Coaching: Email cole@bewealthy.comEightSleep Pillow: https://www.eightsleep.com/product/the-carbon-air-pillow/00:00 - intro02:06 - How did you become successful?04:00 - College08:52 - Dating / Relationships12:16 - Time Off / Sick Days15:45 - Kids19:09 - Education21:23 - Effort25:18 - Relationship Advice27:11 - People29:13 - Giving Up31:44 - Audience Questions🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: https://bit.ly/4c4lTaL⚡️Cost Segregation Studies and 45L Tax Credit: https://bit.ly/4a66Knk💵 Self-Directed IRA: https://bit.ly/49VZ9rK🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate. Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today.His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry. Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability.This methodology for wealth building led Brett to modes of passive wealth generation through lending. As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management. Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance. These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.______________________
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Feb 28, 2024 • 55min

Alternative Investments Real Estate Pros Use to Diversify Wealth

The podcast explores unconventional investments like hard money lending, notes, oil & gas royalties, land leases, and boat chartering. It emphasizes the importance of happiness in investment decisions and educating oneself before investing in self-directed retirement accounts. The host shares personal experiences and encourages listeners to think outside the box when it comes to building wealth.
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Feb 19, 2024 • 37min

Buying a Home in 2024 as a Real Estate Pro: When It Actually Makes Sense

Financial Samurai (Sam Dogen): https://www.financialsamurai.com/btnt/How To Invest Your Down Payment: https://www.financialsamurai.com/how-...Free Resources: https://www.bewealthybrett.com/resources🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.comTimestamps:00:00 - Intro01:13 - Cromford Index02:30 - Should I buy a home in 2024 pt. 103:38 - Sam Dogen / The Financial Samurai05:39 - Get pre-qualified06:27 - Three routes (FHA/Conventional)06:53 - Avoid debt07:25 - 30/30/309:15 - No more than 30% your income10:39 - Your Home is NOT an investment12:01 - My Boy Matty12:29 - 3x Rule13:20 - Should you buy a home in 2024? pt. 214:26 - Why you want to own a home16:36 - What do you pay in rent currently?17:25 - House, House, House, Home18:45 - Real world example: Arizona23:29 - Real Estate Appreciation25:38 - How to house hack27:17 - Real world example: Austin33:24 - How much to spend on a car?🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybr...Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom._______________________
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Feb 12, 2024 • 47min

The Wealth Operating System for Commission Earners (Agents & Lenders)

#bewealthybrett #wealth #investing #realestateChart of Accounts: https://www.nerdwallet.com/article/sm...2024 401k Limits: https://www.irs.gov/newsroom/401k-lim....Coverdell Uses: https://www.trustetc.com/blog/coverde...Car Wash Listings: https://www.loopnet.com/biz/arizona/c...Timestamps00:00 - Intro3:25 - Increase your income6:43 - Understand profit12:39 - Where to go to become wealthy?13:20 - Study Leadership15:35 - What is your tax plan (depending on company size)16:45 - Solo 401k and Roth18:58 - Cash Balance Plan20:06 - HSA (Health Savings Account)21:15 - Coverdale22:15 - Personal Expenses22:23 - Maximizing 199A25:28 - The Augusta Rule28:46 - Entity Structure (for taxes)30:00 - Paying your kids ($72 Million)34:20 - Investments you can make (your office!)35:02 - Cost Segregation41:12 - What is the best first tax strategy?43:00 - What to do as a business owner (non real estate)🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...📥 Wholesale Deals: getourhousedeals.comFacebook: / brettbewealthy Instagram: # / bewealthybrett Twitter (X): b / bewealthybrett TikTok: e / bewealthybrett As a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom.
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Feb 8, 2024 • 28min

Wealth Systems for W-2 Real Estate Pros (Lenders & Team Members)

Tax Strategies and Wealth Creation as a W-2 Employee #bewealthybrett #wealth #investing #realestateAre you a W2 Employee looking to become Wealthy? Or a employer who wants their employees to become wealthy as well?This episode is for you! We dive into:How to maximize your incomeInvestments strategies specific to W2 EmployeesHow to leverage employee benefitsHow to develop new skillsWhat side hustles to consider for extra incomeHave questions? Make sure to drop them in our Facebook group! (Link below!)New Episodes Drop Monday and Thursdays EVERY WEEK!🚨BE WEALTHY PODCAST - COMING SOON! 🚨 JOIN THE WAITING LIST: https://www.bewealthybrett.com/coming-soon📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources🏦 Infinite Banking Education: SaveLikeaBank.com⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com💵 Self-Directed IRA: MaxOutRetirement.com🏢 Trust and Entity Structure: http://setupmyestate.com/🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-funded📥 Wholesale Deals: getourhousedeals.comFacebook: https://www.facebook.com/brettbewealthy/Instagram: https://www.instagram.com/bewealthybrett/Twitter (X): https://twitter.com/bewealthybrettTikTok: https://www.tiktok.com/@bewealthybrettAs a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.BRETT TANNER, 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 is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action._______________________Some vocab that you might like: Brett Tanner, Be Wealthy, Graham Stephan, Dave Ramsey, Ramsey Show, Alex Hormozi, Rich Dad Poor Dad, Podcast, Budgeting, Investing, Stock Trading, IRA, Roth IRA, 401k, health savings, HSA, 403b, college costs, student loans, debt, snowball, avalanche, wealth, taxes, pension, retirement, financial independence retire early, freedom._______________________

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