Explorez tous les épisodes du podcast The Next-Level Income Show

Building wealth is about much more than finding the right investment opportunity. Long term financial success is rooted in mindset, supported by strong systems, and sustained through meaningful relationships. In this episode Chris sits down with seasoned real estate investor, advisor, and educator Christina Suter to discuss how creating the right foundation can help anyone achieve financial freedom through real estate investing.

With years of experience helping thousands of aspiring and experienced investors, Christina has developed a practical approach that goes beyond buying properties. She believes that real estate is not simply a vehicle for creating income, but a tool that empowers people to align their financial goals with their personal purpose. Throughout the conversation, she explains why success begins long before signing a contract or analyzing a deal.

One of the key topics explored in this episode is the importance of mindset. Christina shares how limiting beliefs, fear of failure, and uncertainty often prevent individuals from taking the first step toward building wealth. She explains that developing confidence comes from education, preparation, and consistent action rather than waiting for the perfect opportunity. By adopting a growth mindset, investors can overcome setbacks and view challenges as valuable learning experiences.

Resources & Links

🌐 https://www.christinasuter.com/

🌐 https://www.livearichlive.info/

LinkedIn: https://www.linkedin.com/in/christinalsuter/

Instagram: https://www.instagram.com/realchristinasuter/

Facebook: https://www.facebook.com/RealChristinaSuter/

Twitter: https://www.twitter.com/RealChristinaS_/

Podcast: https://podcasts.apple.com/us/podcast/real-estate-breakthrough/id1522180469

What if you approached your health the same way a successful CEO runs a thriving business? Every decision matters, every system works together, and long term success depends on consistent leadership rather than quick fixes. In this episode, Chris sits down with human performance expert Justin Roethlingshoefer to discuss what it truly means to become the CEO of your own health.

With more than 20 years of experience helping high performers optimize their physical and mental well being, Justin has worked with professional athletes, executives, entrepreneurs, and leaders who understand that sustainable success starts with a healthy foundation. His mission is centered on empowering people to take ownership of their health so they can maximize their purpose and live out their God given mission.

Throughout the conversation, Justin explains why many people struggle to achieve lasting health despite having access to more information than ever before. Rather than chasing the latest diet trends or relying on temporary solutions, he encourages listeners to focus on understanding how their body functions and to use objective data to guide better decisions. When individuals learn to measure what truly matters, they can identify the root causes of health challenges instead of simply treating symptoms.

Resources & Links

🌐 https://www.holyhealth.org/

🌐 http://ownitcoaching.com

🌐 http://holyhealthbook.com

Giveaway: https://drive.google.com/drive/folders/13YkzYLgGq-ZJXW8rReGqg7Yc9nCmfT3y?usp=sharing

When most people think about retirement investing, they picture traditional stocks, bonds, and mutual funds. But what if your retirement account could be used to invest in real estate, private equity, private lending, or other alternative assets? In this episode Chris sits down with Nicole Capurso and Jason Prezant from Madison Trust Company to explore how Self-Directed IRAs are changing the way investors think about retirement planning.

Nicole Capurso serves as Madison Trust’s Senior Strategic Relations Executive and has spent more than five years educating investors on the opportunities available through Self-Directed IRAs. Alongside her is Jason Prezant, a Self-Directed IRA specialist known for his commitment to exceptional client support and helping investors navigate the retirement investing process with confidence.

Throughout the conversation, the guests explain the key differences between traditional retirement accounts and Self-Directed IRAs. While conventional retirement plans often limit investors to publicly traded securities, Self-Directed IRAs allow eligible investors to diversify into alternative investments, including real estate, private equity, promissory notes, and other private market opportunities.

Resources & Links

🌐 https://www.madisontrust.com/sponsors/

Email: jprezant@madisontrust.com

Phone: (845) 415-5393

Giveaway: $125 Credit Towards Their New Account – First Investment Placed For Free! Account Application Fee Waived

Resilience is often forged in life’s most difficult moments. For Nick Prefontaine, a devastating snowboarding accident at just 14 years old became the defining event that transformed his perspective on life, success, and personal growth. In this inspiring episode of the Next Level Income Podcast, Nick shares how he overcame unimaginable challenges and turned tragedy into a mission to help others unlock their full potential.

Nick’s journey began with what seemed like an impossible setback. After a life threatening snowboarding accident left him in a coma, doctors warned his family that he might never walk, talk, or eat independently again. Faced with overwhelming uncertainty, his future appeared bleak. Yet Nick refused to let those predictions define his life. Through relentless determination, rehabilitation, and an unwavering commitment to taking one step at a time, he gradually rebuilt his life.

Rather than allowing adversity to become his identity, Nick used it as fuel. His recovery taught him that success is rarely achieved through giant leaps. Instead, meaningful progress comes from consistently taking the next right step. This philosophy ultimately became the foundation of the STEP System, a practical framework designed to help people overcome obstacles, regain confidence, and move toward their personal and professional goals.

Resources & Links

🌐 http://www.nickprefontaine.com/

🌐 http://smartrealestatecoach.com/

In this episode of the Next Level Income Podcast, we explore the future of precious metals, the role of sound money, and the opportunities investors should be watching in today’s evolving financial landscape. David Morgan, a globally recognized precious metals analyst, consultant, and publisher of The Morgan Report, shares his insights on where gold and silver may be headed and what investors need to understand about protecting and growing wealth.

David Morgan has spent decades studying monetary systems, commodities, and investment strategies centered around real assets. Through The Morgan Report, he has helped investors navigate the precious metals markets with a focus on building and preserving wealth through sound money principles. His expertise has made him a trusted voice in the industry, with appearances on major platforms including CNBC, Fox Business, Yahoo Finance, MSNBC, and BNN.

David discusses the current state of the global economy and how inflation, currency concerns, geopolitical uncertainty, and changing financial policies are influencing demand for gold and silver. As investors look for ways to diversify their portfolios and protect purchasing power, precious metals continue to play an important role in conversations about long-term wealth preservation.

Resources & Links

🌐 https://www.themorganreport.com/

🌐 Free 15 min consultation: https://www.themorganreport.com/nextlevel

Success is often measured by achievements, income, and recognition. But for Derek Peterson, the true definition of success was discovered when he realized that achievement without freedom comes with a hidden cost.

In this episode of the Next Level Income Podcast, Derek shares the powerful story of how struggle, reinvention, and intentional living transformed his life from chasing success to creating a life built around freedom, purpose, and impact.

Derek’s journey began in Columbia, Maryland, during a defining moment in eighth grade when he nearly failed and was placed into a lower academic track. Instead of accepting that as his future, he made a decision that would shape everything that followed. He realized that his trajectory was not fixed and that discipline, effort, and vision could completely change the direction of his life.

Resources & Links

🌐 https://www.adapt.agency/

🌐 http://amyandderektravel.com/

The real estate market is constantly changing, and successful investors understand that the ability to adapt is one of the most valuable skills they can develop. In this episode of the Next Level Income Podcast, I sit down with Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, to discuss how creative financing strategies can help investors build wealth and find opportunities regardless of where the market cycle stands.

Chris Prefontaine is a 4x best-selling author, former Forbes Business Council Member, and a 3-time Inc5000 Honoree for Fastest Growing Company. Through his work at Smart Real Estate Coach®, Chris has helped thousands of aspiring investors learn how to approach real estate differently by focusing on creative strategies rather than traditional financing methods.

In this episode, Chris shares the lessons he has learned from decades of experience navigating different economic environments, including the challenges of the 2008 real estate crash, global uncertainty, and changing market conditions. Rather than allowing market shifts to create limitations, Chris explains how investors can use creativity and strategic thinking to uncover opportunities in every phase of the real estate cycle.

Resources & Links

🌐 http://smartrealestatecoach.com/

Giveaway: https://3paydaysbooks.com/nextlevel

Building wealth is about more than simply acquiring assets. True financial success comes from having a clear framework, making disciplined decisions, and creating a legacy that extends beyond your lifetime. In this episode of the Next Level Income Podcast, Chris Larsen sits down with investor, entrepreneur, Certified Money Coach®, and bestselling author Gino Barbaro to discuss how he built a real estate portfolio of over 1,900 multifamily units and $450 million in assets under management while staying focused on family, values, and long-term wealth creation.

Gino’s journey is a powerful example of how consistent action, education, and the right mindset can transform financial outcomes. Throughout the conversation, he shares the lessons he learned during his transition from restaurant ownership into multifamily real estate investing. Rather than chasing quick wins, Gino focused on developing systems and principles that could be repeated over time, allowing him to scale his portfolio while minimizing unnecessary risk.

One of the key topics discussed is how investors can effectively evaluate opportunities. In a marketplace filled with countless investment options, understanding how to properly assess a deal is critical. Gino explains the importance of looking beyond surface-level numbers and focusing on the underlying fundamentals. He emphasizes the value of understanding market dynamics, cash flow potential, management quality, and long-term appreciation opportunities. These principles help investors avoid emotional decision-making and build confidence in their investment choices.

The discussion also explores the concept of generational wealth. According to Gino, creating lasting wealth requires more than financial knowledge. It involves establishing healthy financial habits, maintaining strong family values, and fostering open conversations about money. Many families struggle not because of a lack of income, but because they lack a clear vision for preserving and growing wealth across generations.

Drawing from his work through Barbaro 360 and the insights shared in his bestselling book Happy Money Happy Family Happy Legacy, Gino highlights the connection between financial success and family relationships. He believes that money should serve as a tool to create freedom, opportunity, and stronger family bonds rather than becoming a source of stress or conflict.

Listeners will also gain valuable insight into the mindset required to succeed in today’s economic environment. Gino discusses the importance of personal responsibility, continuous learning, and maintaining a long-term perspective even when markets experience uncertainty. By focusing on fundamentals and staying committed to proven investment principles, investors can position themselves for sustainable growth regardless of short-term market fluctuations.

Whether you are a seasoned investor looking to refine your strategy or someone just beginning your journey toward financial independence, this episode delivers practical wisdom and actionable insights. Gino Barbaro’s combination of real-world investing experience, financial education, and family-centered values offers a refreshing perspective on what it truly means to build wealth.

Tune in to this inspiring episode of the Next Level Income Podcast to learn how to evaluate deals with confidence, develop a framework for successful investing, and create a financial legacy that can benefit future generations for years to come.

Resources & Links

 http://www.barbaro360.com/

 http://www.jakeandgino.com/

Giveaway: https://barbaro360.com/happy-money/

Achieving financial freedom is a goal that many people strive for, but what comes after reaching that milestone? In this episode of the Next Level Income, Chris Larsen explores Chapter 5 of his journey to financial independence: transitioning from financial freedom to creating generational wealth. While financial freedom allows individuals to live life on their own terms, generational wealth extends those benefits far beyond a single lifetime, creating opportunities and security for future generations.

Chris Larsen, founder and Principal of Next-Level Income, brings decades of experience in investing, business, and wealth-building to this discussion. After spending 18 years in the medical device industry, Chris shifted his focus toward helping others achieve financial independence through education and strategic investments. With more than 20 years of real estate investing experience and involvement in over $1.5 billion in real estate acquisitions since 2016, he offers valuable insights into what it truly takes to build lasting wealth.

One of the central themes of this episode is the distinction between financial freedom and generational wealth. Financial freedom means having enough passive income and assets to support your desired lifestyle without relying on active employment. Generational wealth, however, requires a longer-term perspective. It involves building assets, systems, and values that can continue to benefit children, grandchildren, and future family members.

🔗 Resources & Links

🌐 https://www.nextlevelincome.com/financialfreedombook

Chris Larsen dives into one of the most important principles of building long term wealth: investing for cash flow instead of relying solely on appreciation. As part of the ongoing “How to Be Financially Free by Forty” series, Chapter 4 focuses on creating predictable income streams that can support financial independence and reduce reliance on active employment income.

Chris brings decades of real estate investing experience to the conversation, sharing practical lessons from more than 20 years in the industry. Having participated in over $1.5 billion in real estate acquisitions since 2016, Chris explains why many investors make the mistake of chasing appreciation alone while overlooking the power of consistent monthly cash flow. Although appreciation can significantly increase net worth over time, it is often unpredictable and heavily influenced by market cycles, interest rates, and economic conditions. Cash flow, on the other hand, creates stability and financial flexibility.

Throughout the episode, Chris explains how cash flowing assets can help investors achieve financial freedom faster. Whether through multifamily properties, self storage facilities, mobile home parks, senior housing, or other commercial real estate opportunities, investments that generate recurring income can provide reliable returns while also allowing investors to weather economic uncertainty more effectively.

Resources & Links

🌐 https://www.nextlevelincome.com/financialfreedombook

Building wealth is not only about how much money you make. It is also about how much money you keep and how strategically you position your assets for long term growth. In this episode of the Next Level Income Podcast, Chris Larsen dives into Chapter 3 of the “How to Be Financially Free by Forty” series, focusing on one of the most overlooked pillars of financial success: tax strategy and entity structure.

Chris Larsen, founder and principal of Next-Level Income, brings decades of experience in real estate investing, finance, and business strategy to this conversation. After spending 18 years in the medical device industry, Chris shifted his focus toward helping others achieve financial independence through education and strategic investments. With more than 20 years of real estate experience and involvement in over $1.5 billion in acquisitions since 2016, Chris offers listeners practical insights that go beyond traditional financial advice.

Throughout the episode, Chris explains why understanding taxes is one of the most important steps toward accelerating wealth creation. Many investors focus heavily on earning income but fail to realize how taxes can quietly erode their financial progress over time. Chris emphasizes that successful investors and entrepreneurs understand the tax code and use it to legally and ethically create advantages that preserve wealth and improve cash flow.

Link: https://www.nextlevelincome.com/financialfreedombook

The commercial real estate market is going through one of its most significant shifts in decades. Rising interest rates, tighter lending standards, and changing investor expectations have created both uncertainty and opportunity across the industry. In this episode of the Next Level Income Podcast, we sit down with Jake Clopton, founder of Clopton Capital, to discuss how debt markets are evolving and what investors should be paying attention to right now.

Jake brings years of experience working with real estate owners and operators nationwide, helping clients secure debt and equity solutions in a rapidly changing environment. Throughout the conversation, he explains how today’s higher interest rate environment is impacting everything from underwriting standards to deal flow and investor confidence.

One of the major themes discussed in this episode is the dramatic change in borrowing costs over the past few years. Many commercial real estate investors became accustomed to historically low interest rates, which allowed deals to cash flow more easily and encouraged aggressive acquisitions. However, with rates rising significantly, the economics of many projects have changed. Jake explains that lenders are now placing greater emphasis on debt coverage ratios, sponsor strength, and conservative underwriting assumptions.

🔗 Resources & Links

🌐 https://cloptoncapital.com/

In this episode, the conversation dives deep into one of the most dynamic and often misunderstood sectors of modern finance: digital assets. Featuring insights from John Gillen, the discussion explores where Bitcoin and the broader crypto market are heading—and how investors can rethink volatility as an opportunity rather than a risk.

John Gillen brings a unique perspective shaped by his experience working on BlackRock Aladdin platform, one of the most powerful portfolio management systems in the world. His transition from traditional finance to co-founding TRU Capital reflects a broader shift happening across the financial landscape: institutional expertise is increasingly flowing into decentralized and digital markets.

A key theme of the episode is understanding volatility. In traditional markets, volatility is often seen as something to avoid. However, in crypto, volatility is the market. Gillen explains that instead of fearing price swings, investors can position themselves to benefit from them through disciplined strategies, long-term conviction, and a solid understanding of market cycles.

🔗 Resources & Links

🌐 http://trucapital.fund/

In this Episode of the Next Level Income Podcast, host Chris Larsen dives into Chapter 2 of the journey toward financial independence by forty, focusing on a concept that often feels intimidating at first glance: saving 50% of your income—without feeling deprived. While the idea may initially sound extreme, Chris reframes it as a powerful and achievable strategy rooted in intentional living, not sacrifice.

Chris Larsen, founder of Next-Level Income and a seasoned real estate investor with over two decades of experience, brings a practical and experience-driven perspective to this discussion. Having been involved in over $1.5 billion in real estate acquisitions since 2016, Chris understands firsthand how disciplined financial habits can accelerate wealth building and create long-term freedom.

🔗 Resources & Links

🌐 https://calendly.com/taxessaved/taxanalysis

Webinar Replay: https://youtu.be/fkJD6e8fIzo?si=i9VjBMPkEYb23w2t

Subscribe Now

In this episode of the Next Level Income Podcast, we dive into one of the most misunderstood topics in personal finance: how high-income earners—especially W-2 employees—can legally and strategically lower their tax burden. Joined by tax strategy expert Davis Oliver, this conversation challenges the conventional belief that only business owners have access to meaningful tax-saving opportunities.

Davis Oliver has helped clients save over $88 million in taxes through advanced planning, alternative investments, and innovative structuring. With a background in economics and entrepreneurship from UNC Chapel Hill, his journey began in the oil and gas industry, where he first discovered the potential of emerging assets like Bitcoin. That curiosity evolved into a mission: to bridge the knowledge gap in the accounting world and empower both individuals and CPAs with smarter tax strategies.

Resources & Links

To schedule your complimentary Tax Strategy call,

 🌐 https://calendly.com/taxessaved/taxanalysis

In this episode of the Next Level Income Podcast, Chris Larsen takes a personal and practical approach as he introduces his upcoming eBook, How to Be Financially Free by Forty. Chris shares the inspiration behind the book, his own journey, and the foundational principles outlined in Chapter 1.

Chris begins by explaining why financial freedom by forty is not just an ambitious goal—it’s an achievable milestone with the right mindset and strategy. Drawing from over two decades of real estate investing experience and his involvement in more than $1.5 billion in acquisitions, he emphasizes that financial independence isn’t about luck or timing the market. Instead, it’s about discipline, education, and consistent action over time.

http://www.nextlevelincome.com/financialfreedombook

Ep. 127: The Perfect Week For Dads (And Everyone Else) With Craig Ballantyne

Ep 245: The Dark Side of Discipline with Craig Ballantyne

Get a Free Copy of Perfect Week Formula

Consider working with a coach or operator partner, like Craig Ballantyne

The 8-Week Passive Income Roadmap Course: Heartbeatapp.heartbeat.chat/nextlevelincome/invitation?code=B23674

In today’s rapidly evolving global economy, the concept of “freedom” has taken on a whole new meaning. For many entrepreneurs, investors, and ambitious professionals, true freedom is no longer just about financial success—it’s about flexibility, mobility, and control over how and where life is lived. In this episode of the Next Level Income Podcast, Bobby Casey shares powerful insights on how to design a life that aligns with those ideals.

Bobby Casey is not your typical entrepreneur. With over two decades of experience starting, acquiring, and exiting businesses, he has built a reputation as a trusted advisor in international tax strategy, asset protection, and global mobility. As the managing partner of Global Wealth Protection and the founder of BusinessAnywhere, Bobby has helped thousands of clients structure their businesses and finances in ways that unlock both wealth and freedom.

🔗 Connect with Bobby Casey

🌐 https://businessanywhere.io

🌐 https://linktr.ee/taxjesus

Youtube: https://www.youtube.com/@businessanywhere

Instagram: https://www.instagram.com/businessanywhereio

TikTok: https://www.tiktok.com/@businessanywhere.io

Facebook: https://www.facebook.com/BusinessAnywhereLLC

Pinterest: https://www.pinterest.com/BusinessAnywhere/

X: https://x.com/BizAnyio

In this episode of the Next Level Income Podcast, I sit down with Thomas Cox, a Financial Architect and Infinite Banking Strategist, to break down one of the most talked-about yet misunderstood wealth-building strategies today: Infinite Banking Concept (IBC).

Thomas Cox brings a unique blend of real-world entrepreneurial experience and sophisticated financial strategy. Before stepping into the world of private capital and real estate, he successfully built and scaled multiple seven-figure catering businesses. Today, he owns 32 multifamily units across the Southeast, operates short-term rentals, and leads a private lending network that fuels deals across the region. Through his firm, Cox Capital, he has helped business owners and investors deploy millions using IBC and private lending strategies designed to build and protect long-term wealth.

🔗 Connect with Thomas Cox

🌐 https://www.thomascox.co/

🌐 https://app.gohighlevel.com/v2/preview/5kpri8txgYvqP1j55mGz

Youtube: https://www.youtube.com/@thomascox4141

Instagram: https://www.instagram.com/thomascox.co

TikTok: https://www.tiktok.com/@thomascox.co

Facebook: https://www.facebook.com/thomascoxmealfit/

Linkedin: https://www.linkedin.com/in/thomascoxco/

In this milestone episode of the Next Level Income Podcast, I sit down with Craig Ballantyne—widely recognized as the “World’s Most Disciplined Man.” Known for his no-nonsense approach to productivity, performance, and personal growth, Craig has built a reputation for helping high-performing entrepreneurs eliminate chaos, master their time, and achieve extraordinary results.

Craig’s journey didn’t begin with perfect discipline. Like many entrepreneurs, he faced setbacks, distractions, and periods of uncertainty. But through years of refinement and relentless commitment, he developed systems that transformed not only his own life, but the lives of thousands of business owners around the world. Today, he stands as a leading business coach for those seeking clarity, control, and consistent high performance.

Resources & Links  

www.craigballantyne.com

EarlyToRise.com

Success at the highest level of sport is rarely just about physical ability—it is about mental resilience, discipline, and the ability to perform under pressure. In this episode of the Next Level Income Podcast, we sit down with Brent Bookwalter, a former Olympian and 16-year veteran of professional cycling, to uncover the powerful mental frameworks that fueled his elite career and now help others elevate their performance.

Brent’s journey is one of relentless perseverance. As a key domestique on Cadel Evans’ 2011 Tour de France-winning team, Brent understood that success is often built behind the scenes—through teamwork, sacrifice, and unwavering commitment to a larger goal. This experience shaped his perspective on leadership and collaboration, emphasizing that true excellence comes from lifting others while staying grounded in your role.

https://www.brentbookwalter.com/

Whole life insurance has long been one of the most debated financial tools in the world of personal finance. Some view it as an outdated product with high costs, while others consider it a powerful wealth-building strategy when used correctly. In this episode of the Next Level Income Podcast, host Chris Larsen sits down with Rod Zabriskie and Blake Brogan from Money Insights to explore whether whole life insurance still makes sense in today’s financial landscape.

Rod Zabriskie, President of Money Insights, brings over a decade of experience in financial services along with an MBA focused on entrepreneurship and a background in marketing communications. Having spent years helping individuals and families navigate complex financial decisions, Rod focuses on creating strategies that are both practical and empowering. Alongside him is Blake Brogan, a Wealth Strategist who specializes in maximum overfunded life insurance strategies. With eight years of industry experience, Blake works closely with clients to design financial plans that help them achieve greater long-term stability and control.

Links: https://insights.moneyinsightsgroup.com/blake-30-min

Every entrepreneur knows the feeling: the deal that fell apart at the finish line, the project that took longer than expected, the market shift that changed the rules overnight. On this episode of the Next Level Income podcast, we sit down with Jose Miguel Berlanga to unpack a simple but powerful truth—grit is good, but only when it’s paired with clarity, humility, and the willingness to get back up again.

With more than 35 years of experience as an entrepreneur, Jose Miguel Berlanga brings a global perspective shaped by his roots in Mexico City and his impact on Houston’s real estate market. As a co-founder of Tricon Homes, he has seen cycles come and go, markets boom and cool, and teams rise through adversity. His story is a masterclass in resilience—one that goes beyond motivational quotes and dives into the daily disciplines that keep leaders steady when pressure is high.

On this episode of the Next Level Income Podcast, we unpack one of the most misunderstood money strategies out there: how the wealthy legally minimize taxes—not through shady loopholes, but by structuring their wealth differently than the average earner.

Most people are trained to focus on income. Work harder, earn more, pay more taxes. The wealthy play a different game. They focus on building assets that grow over time and are treated more favorably by the tax code. This shift in mindset—from income to wealth—is the foundation of how high-net-worth individuals keep more of what they earn.

One powerful concept discussed is turning debt into income. That sounds backwards at first, but here’s the strategy: instead of selling assets and triggering taxes, the wealthy borrow against assets they already own. Because loans are not considered taxable income, this allows them to access cash without creating a tax bill.

Access to capital is one of the biggest hurdles small business owners face when trying to grow. Traditional bank loans can be slow, restrictive, and often out of reach for entrepreneurs who don’t fit neatly into rigid lending criteria. On the Next Level Income podcast, we explore smarter, more flexible ways to build wealth and scale businesses. In this episode, we sit down with Ian Samlin, CEO and Founder of REIL Capital, to unpack how private credit is becoming a powerful growth tool for small business owners.

Ian’s journey into finance is rooted in both education and real-world experience. After earning his degree in Finance from Towson University, he went on to build deep expertise in business development and capital markets. Rather than following a traditional corporate path, Ian chose to build REIL Capital from the ground up with a clear mission: deliver tailored financial solutions grounded in trust, transparency, and long-term client success.

Building generational wealth through real estate isn’t just about buying properties—it’s about knowing how to preserve capital, defer taxes, and strategically reposition assets over time. On this episode of the Next Level Income Podcast, we sit down with real estate veteran Tim Tepes to break down two powerful tools that sophisticated investors use to scale and protect wealth: 1031 exchanges and Delaware Statutory Trusts (DSTs).

With over three decades of hands-on experience and more than 2,000 properties closed, Tim brings rare, real-world insight into how these strategies work beyond theory—and how investors can use them to move from active ownership into long-term, legacy-focused investing.

Orthopedic surgeon Dr. Tyson Cobb shares how high-income professionals can build passive income, regain time freedom, and invest with purpose using the BONES framework.

Discover where Americans are moving in 2026 and what it means for real estate investors. Chris Larsen and Collin Campbell break down the latest U-Haul migration trends, top growth markets like Texas and Florida, and how to invest smartly in today's housing landscape.

In this episode, Neal Bawa—aka the “Mad Scientist of Multifamily”—joins Chris Larsen to discuss how AI is transforming real estate operations, why the market may have already bottomed out, and where the best investment opportunities lie in 2026 and beyond. From multifamily trends to senior housing and small industrial, this data-driven conversation is packed with actionable insights for forward-thinking investors.

👇 Timestamps & Topics Covered:

00:00 – Intro: The "Real Life Wendy" from Billions

00:49 – What is Achievement Addiction?

02:00 – Allison’s Background: Therapist, Founder, Entrepreneur

03:00 – Surviving Asheville’s Halloween Disaster: Resilience in Action

06:30 – Community Leadership in Crisis

07:11 – Growing a Business in Chaos

08:22 – “Nobody’s Coming to Save Me” – The Power of Ownership

10:10 – How Hardship Builds Resilience (but only if you let it)

11:09 – Why Entrepreneurs Struggle Emotionally at Home

12:24 – Work Identity vs. Family Presence

13:59 – Slowing Down Is Hard: The Cost of Constant Motion

15:00 – Feelings, Avoidance & Emotional Performance

16:30 – Why Business Owners Need Therapy

18:10 – Your Role Beyond Business: The Identity Crisis

19:05 – The 90/10 Effort Trap: Where Is Your Energy Going?

21:06 – Doctors, Execs, and Entrepreneurs All Face This

22:55 – When Business Becomes a Mistress

25:11 – Tanking Deals Because You Can’t Let Go

26:20 – When Is the Right Time to Get Help?

28:50 – Freeing Up Time, Making More Money, Enjoying Life

30:07 – Family Time Isn’t Screen Time

30:45 – Want Your Own “Wendy”? Here’s How to Find Her

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

Get a free copy of our book and learn more about our course at: nextleveincome.com

Learn how to invest in mortgage notes, create seller-financed deals, and build passive income like a bank. Dan Deppen joins Chris Larsen to break down note investing, Dodd-Frank compliance, and creative real estate strategies in today’s high-rate market.

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

Get a free copy of our book and learn more about our course at: nextleveincome.com