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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

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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.

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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

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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

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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

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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

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Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, essential for protecting your assets and making crucial decisions. Discover the intricacies of wills, revocable and irrevocable trusts, probate processes in Hawaii, and the benefits of using beneficiary designations. Understand the importance of conservatorships, trusts for special needs families, and strategies for selecting trustees. We'll also delve into advanced estate tax planning techniques, including Spousal Lifetime Access Trusts (SLATs), and address federal and Hawaii state estate taxes. Real-life examples and updates from economic giants like Goldman Sachs and JP Morgan Chase are included to help you effectively manage and plan your estate.

00:00 Introduction and Podcast Overview

00:51 Understanding Yield Curve Inversion

01:33 Recent Economic Updates

02:21 Introduction to Estate Planning

03:48 Key Estate Planning Documents

04:14 Advanced Health Care Directives

05:28 Durable Power of Attorney Explained

06:39 Last Will and Testament

08:40 Revocable Trusts

17:15 Probate Process

22:58 Guardianship and Conservatorship

24:32 Supplemental Needs Trusts

28:12 Common Estate Planning Mistakes

28:58 Customizing Your Estate Plan

30:03 Choosing the Right Trustee

30:47 Avoiding Conservatorship

31:41 Understanding Estate Taxes

32:23 Federal vs. State Estate Tax Exemptions

36:12 Advanced Estate Planning Strategies

42:26 International Estate Planning Considerations

46:37 Real-Life Estate Planning Stories

50:21 Cost and Maintenance of Trusts

51:35 Conclusion and Final Thoughts

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In this episode, Lane walks us through his transformation from a W2 engineer to a financially free entrepreneur in real estate. He shares insights on alternative investment strategies, including leveraging rental properties and syndications, while offering a critique of traditional retirement plans like 401ks and Roth IRAs. Lane emphasizes the role of tax strategies and Infinite Banking in wealth creation. Additionally, he discusses the importance of finding mentors, surrounding yourself with like-minded individuals, and consistently taking action towards financial freedom. Tune in for practical tips and inspirational stories that could guide you on your own financial journey.

00:00 Introduction and Upcoming Plans

01:03 Personal Tax Insights and Strategies

06:07 Interview Introduction and Lane's Background

06:33 Transition from Engineering to Real Estate

08:39 Real Estate Investment Strategies

10:00 Building Wealth and Tax Strategies

14:45 Community Building and Wealth Elevator Concept

20:08 Advanced Tax Strategies and Networking

22:32 Unconventional Financial Strategies

23:38 The Role of Society and Work

26:00 Personal Reflections and Hobbies

27:48 Challenges of Balancing Family and Business

31:12 Tax Strategies and Real Estate Investments

36:32 Community and Mentorship

45:23 Consistency and Taking Action

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Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing

In this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us as we reconnect with a past client, explore the pitfalls of traditional investment strategies, and analyze the benefits of diversifying into value-add projects. Whether you're a seasoned investor or new to the community, this episode offers insights into smarter, more sustainable investing. Don't miss the chance to learn from real-life experiences and expert advice!

00:00 Introduction to the Coaching Call

00:30 Reflecting on Past Experiences

01:12 Community and Networking

02:51 Coaching Call Begins

03:23 Discussing 1031 Exchange Options

04:33 Tax Implications and Strategies

07:08 Exploring Investment Alternatives

11:03 Final Thoughts and Advice

13:17 Conclusion and Farewell

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