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Welcome to Cashflow Legendz! Join your hosts Nate, Brandon, and Brock in this podcast as they empower you with the financial knowledge necessary to thrive in today’s world, all while adding a touch of Southern Charm. So, grab a sweet tea, settle in, and discover the secrets of personal finance and infinite banking.
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Welcome to the Infinite Cashflow Podcast with Carlos Salguero, Founder of CS3 Training Innovations. The podcast provides insights and learning experiences into Multifamily Real Estate through interviews with leading Real Estate Investors and Successful Entrepreneurs. This podcast is all about Practical Advice that you can implement right away. The guests don't just talk theory; they share their Experiences And Reveal The Real-Life Lessons they learned in their Real Estate Journey. If you are ...
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🎓 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 🏦 Inf ...
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Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infinite Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.
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Welcome to Better Returns, where you will learn how to escape the volatility of the stock market by passively investing in real estate like a pro. 90% of millionaires earned, and maintain, their wealth by investing in real estate. We will share real life examples from savvy investors…so you can do the same.
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Fast-Track to Freedom: Investing Beyond the 401K Ditch the traditional retirement planning playbook and join us on the fast track to financial freedom. Freedom Investor Radio is your weekly dose of inspiration and education on building an investment portfolio that works as hard as you do. From real estate to unique private placements, learn how to make your money pave the quickest path to early retirement.
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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 ban ...
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The Cash Flow Wealth Podcast features presentations and lectures taken from the annual Cash Flow Wealth Summit! Many of the biggest and brightest stars in business and finance have presented at past summit’s and you can listen to their lectures here! Robert Kiyosaki, Andy Tanner, Jason Hartman, J. Massey, Jairek Robbins, Richard Duncan, Cameron Herold, Kim Kiyosaki, Garrett Sutton, Jeff Schneider, Ken McElroy, and other! The Cash Flow Wealth Summit is a virtual conference that happens every ...
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9-5 jobs are the most common method of earning money. But, of course, the best way to build wealth is to go beyond the corporate setting and grow your finances as you sleep. You can achieve that by investing. If you are thinking about giving S&P 500 a try, it's time to widen your perspective to see a much more lucrative option – real estate investing. Welcome to Real Estate Investing Demystified, your friendly guide to exploring everything about real estate. Discover what opportunities await ...
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Getting started with Commercial Real Estate Investing, or an experienced investor? This is a weekly podcast on the steps that I take to make my Commercial Real Estate investments (Retail, Office, Self Storage, etc) including successes and lessons learned. We cover advanced techniques for purchasing, operating, and exiting your properties, from the best people in the industry. You will learn everything you need to know about real estate investing. We are based in San Francisco / Silicon Valle ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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S2EP77|What They Don’t Teach You in School: Taking Control of Your Money with Infinite Banking
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In this episode of Cashflow Legendz, we’re tackling what they don’t teach you in school about money: how to break free from the traditional savings trap and create your own financial system using the Infinite Banking Concept. What if I told you that you could stop relying on traditional banks, stop paying high interest on credit cards, and make you…
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Lessons Learned on Our First Deal in 2025
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Today we are talking about a deal we recently raised for, mostly so you can understand some of the things that happen behind the scenes and why we decided to have this be our first syndication for 2025. Read this episode here: https://tinyurl.com/2km2c2k9 Why did it pass our test besides the fact that these partners have a great track record and ha…
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From House Hacking To Self-Storage Syndication: Neil Henderson’s Road To Financial Freedom
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Self-storage might seem simple—but it’s a powerful wealth-building strategy when done right. Neil Henderson, co-host of the Truly Passive Income podcast and General Partner at Nomad Capital, shares how he left an 18-year defense contracting career to achieve financial freedom through real estate. From house hacking and Airbnb to large-scale self-st…
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343. 100% Bonus Is Back: Is Now the Time for a Short-Term Rental?
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In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the two most common questions investors are asking after the passage of the “Big Beautiful Bill” and the return of 100% bonus depreciation:- Should you invest in real estate or specifically short-term rentals for tax savings?- When does it make sense to…
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Mastering Network Marketing With Best-Selling Author, John Solleder
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Success in network marketing isn’t luck—it’s built on mentorship, mindset, and meaningful connections. Best-selling author John Solleder shares hard-earned lessons from decades in the industry, including why rejection is never personal, how to tailor conversations to what truly matters to people, and the strategies that turn “nos” into “yeses.” Fro…
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S2EP76| Nelson Nash's Thoughts on Universal Life and Variable Life
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In this special episode of Cashflow Legendz, Nate and Brandon share a full-circle moment in their Infinite Banking journey. What began years ago with reading Nelson Nash’s work and striving to understand what it truly means to “be your own banker” has now led to an invitation as guests on the official podcast of the Nelson Nash Institute. You’ll he…
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342. This Mistake Could Sink You in an IRS Audit with Justin Shore, EA
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In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Hall CPA Advisory Manager Justin Shore to break down why bookkeeping isn’t just busy work, it’s the foundation of audit defense and financial success as a real estate investor.Tune in to learn:- Why sloppy bookkeeping can raise red flags and trigger IRS scrutiny- The key d…
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Live Coaching Call 28-year-old net worth under $100,000
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📚 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://thewealtheleva…
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S2EP76| How to Teach Your Kids About Money
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In this episode of Cashflow Legendz, we dive into one of the most powerful legacies you can leave—financial education for your children. Most schools don’t teach kids about money, so it’s up to parents to guide them in building healthy habits and a strong money mindset early on. We’ll talk about practical ways to introduce financial concepts at eve…
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341. From One Rental to $943K in Depreciation and Almost Zero Taxes with Zack Mattos
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with financial planner and short-term rental investor Zack Mattos to unpack how he went from a 20-year career focused solely on traditional retirement accounts to leveraging real estate to nearly eliminate his tax bill, including a staggering $943K in depreciation from one luxur…
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Franchising And Business Ownership Diversification Via Different Investment Vehicles - Giuseppe Grammatico
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Franchising is one of the greatest ways to start a side hustle and diversify your portfolio. Learn how you can get a piece of this action with franchise expert Giuseppe Grammatico. He explains the fundamentals of entering the franchising business, including the typical agreement structures, fees to be paid, and different financing options. Giuseppe…
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In this episode of Cashflow Legendz, we dive into the concept of "currence" in the financial wealth world—those often unseen but powerful flows of money, influence, and opportunity that shape your financial journey. Just like ocean currents can carry a ship toward or away from its destination, financial currence can either accelerate your wealth-bu…
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340. From Chickens to Cashflow: Inside a $3.5M Lending Portfolio and 100+ Door Empire
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor John Paul Houston to unpack his journey from running a backyard chicken operation to building a $3.5M private lending portfolio and a 100+ door real estate empire — all while dramatically reducing his tax bill by qualifying as a Real Estate Profess…
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Mid-Year 2025 Market Recap: 100% Bonus Depreciation, supply/demand
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****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o 📚 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/mas…
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339. Multiple Businesses, Major Write-Offs: Marty Geier’s Path to a $40K Taxable Income
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor Marty Geier to unpack how he reduced his taxable income from $1.4 million to just $40K using a blend of business building, short-term rentals, and advanced tax strategy.Tune in to learn:- How Marty uses the 500-hour rule to make short-term rental l…
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S2EP74| Hard Lessons & Core Truths with Ed Latimore
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In this powerful episode of Cashflow Legendz, we sit down with special guest Ed Latimore—former professional heavyweight boxer, physicist, and author—to dive into the foundational truths about learning, self-awareness, and personal evolution. Ed shares his no-nonsense wisdom on how to truly understand yourself, stay disciplined, and make sense of t…
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In this episode of Cashflow Legendz, we’re diving into Part 18 of our Becoming Your Own Banker series—an eye-opening look at what whole life insurance truly is… and what it definitely isn’t. There's a lot of noise out there—misconceptions, half-truths, and flat-out myths about whole life insurance. We’re cutting through all of it to bring clarity. …
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338. The Truth About Infinite Banking: What You’re Not Being Told with Alex Savage CPA, CFP
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Before you commit to a whole life insurance policy, you need to understand what it really is and what it isn’t. This week on the Tax Smart REI Podcast, we sit down with financial planner Alex Savage, CPA and CFP, to break down the infinite banking concept and whether it truly makes sense for real estate investors and high-income earners.You'll lear…
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Bitcoin = Digital Gold? With Pierre Rochard
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📚 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://thewealtheleva…
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In Part 17 of our Becoming Your Own Banker series, we dive deep into one of the most essential yet overlooked aspects of Infinite Banking: understanding and trusting the process. Nelson Nash said it best: “When you can understand what is going on, you will know what to do.” This episode is about slowing down and really grasping what’s beneath the s…
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337. Cost Segregation, REPS, and the $280K Wake-Up Call with Lauren Kraus
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Before you hire just any tax pro, you need to understand what a real estate-focused advisor can actually do for you. This week on the Tax Smart REI Podcast, we sit down with investor and developer Lauren Kraus to hear how working with a specialist helped her uncover over $280K in missed tax savings—and dramatically shift her investing strategy.You'…
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Jeffry Elliott - Crossing Over: Using Corporate Finance Background To Invest In Real Estate!
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Corporate finance in real estate investing isn’t just about numbers—it’s about vision, structure, and long-term play. In this powerful conversation, Jeffry Elliott, Founder and CEO of Elevex Capital, shares how his extensive background in banking and corporate finance became the springboard for a thriving real estate and equipment finance portfolio…
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In this episode of Cashflow Legendz, we unpack one of the most dangerous mindsets in the journey of personal financial mastery: Arrival Syndrome. Nelson Nash warns that believing you've "arrived" is the enemy of growth, and in this conversation, we explore how this mindset quietly shuts down learning, limits opportunity, and stunts the true potenti…
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SEC Traps & GP/LP Structures for Infinite Cashflow
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With regards to SEC exemptions and compliance, what are some of the common mistakes that syndicators make? What are potential consequences if the SEC finds out you paid a GP to raise capital? How would you structure a deal for the GP's and LP's to hold real estate forever and get infinite cashflow? What are some of the legal challenges and opportun…
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336. The One Big Beautiful Bill Is Law: What You Need to Know Now
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In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down everything real estate investors and business owners need to know about the now-official “Big Beautiful Bill”, the sweeping tax package that just became law.Key topics covered:- 100% bonus depreciation is back and permanent: who qualifies and when it sta…
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Mastering Due Diligence on Multifamily Syndication Deals - Webinar Replay
46:49
46:49
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📚 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://thewealtheleva…
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In this eye-opening episode of Cashflow Legendz, we dive into Part 15 of our Becoming Your Own Banker series and explore the powerful concept of "The Golden Rule" — “Those who have the gold make the rules.” But what does that really mean in your financial life? We break down how this timeless principle isn’t just about money, it's about control, st…
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335. Syndication Legal 101: What Every First-Time Sponsor Must Know with Tilden Moschetti
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Before you syndicate your first deal, you need to get your legal foundation right. This week on the Tax Smart REI Podcast, we sit down with Tilden Moschetti, real estate attorney and experienced syndicator, to talk through the legal must-haves for your first capital raise. You'll learn:- When a deal becomes a syndication in the eyes of the SEC- The…
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In Part 14 of our Becoming Your Own Banker series, we dig into one of the most overlooked yet powerful truths in personal finance: where your money flows determines who’s really in control. Nelson Nash reminds us, “You finance everything you buy. You either pay interest to someone else or you give up the interest you could have earned.” That means …
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What Are The Pros And Cons of Office, Retail, and Industrial? How To Overcome Fear in Investing?
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What are the pros and cons of office, retail, and industrial? What should your real estate agent do for you as a buyer? How to get over fear in real estate investing? Trinity (Trent) Herrera, commercial director and real estate consultant of Black Tie Real Estate, shares his insights. Read the entire episode here: https://tinyurl.com/4dzzaart The p…
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334. Grouping Elections: Why Your STR Doesn’t Belong with Your LTRs
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In this week’s episode of the Tax Smart REI Podcast, Thomas and Ryan answer real estate tax questions submitted by the community. From LLC structuring and grouping elections to retroactive cost segregation and solo 401(k) eligibility, this Q&A session covers some of the most common (and confusing) issues investors face midyear.Key topics covered:- …
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Is Buying a Home to Live In a Smart Investment Strategy?
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If you’d like a free copy of the book, just email us at [email protected] and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different finan…
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In this episode of Cashflow Legendz, we dive into Part 13 of our Becoming Your Own Banker series, focusing on Parkinson’s Law—a powerful economic truth that explains why most people live paycheck to paycheck, regardless of their income. Nelson Nash explains it simply: “A luxury once enjoyed becomes a necessity.” This law reveals why expenses rise t…
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333. The Senate’s version: Permanent 100% Bonus Depreciation
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In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the Senate’s draft tax bill and what it could mean for real estate investors if it becomes law.Key topics covered:- 100% bonus depreciation made permanent: what this really means- Major changes to Qualified Opportunity Zones (QOZs)- Updates to Se…
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In Part 12 of the Becoming Your Own Banker series, we’re diving into one of Nelson Nash’s most powerful teachings: the role of imagination in reclaiming control of your finances. Nelson Nash famously said, “Your imagination is more powerful than knowledge.” And in this episode, we explore why thinking outside of the box isn’t just a creative exerci…
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The CRE Playbook: Goals, Asset Classes & Agent Roles
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What should be your acquisition targets and goals as an investor? What are the pros and cons of different asset classes? What should your real estate agent do for you and what should you do as an operator? Trinity (Trent) Herrera, commercial director and real estate consultant of Black Tie Real Estate, shares his knowledge. Read the interview here:…
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In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, put ChatGPT to the test to answer a question that’s on the minds of many real estate investors: Can AI actually replace your tax advisor?Key topics covered:- Where AI like ChatGPT performs well and where it fails- Real-time testing of ChatGPT on short-term …
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In this powerful episode of Cashflow Legendz, we dive deeper into the Becoming Your Own Banker series with a focus on how whole life insurance dividends play a pivotal role in turning you into your own bank. We break down what whole-life dividends really are, how they’re generated, and how savvy entrepreneurs and investors use them to supercharge c…
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