Be Wealthy

Hosted by Brett Tanner

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Jun 2026

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Be Wealthy is for real estate pro's who are crushing sales… and still realizing commissions don’t equal wealth. If you’re doing big volume but your money isn’t turning into assets, freedom, or a real plan, this show is your wake-up call. Host Brett Tanner breaks down the exact strategies high-earning agents use to stop trading time for money, start investing like a family office, build passive income, and protect what they’ve worked so hard to earn. No fluff. No guru garbage. Just the playbook to get rich on purpose instead of by accident. If you’re ready to build real wealth beyond your next deal, apply for the Be Wealthy Mastermind or book a call at BeWealthy.com.

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June 13, 202626 min

Brandon Turner Lost Investors $15 Million Pt. 2 (Why The BRRRR Model Doesn't Work)

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━Why the BRRRR Method Doesn't Work | Brett TannerThis is part two on the Brandon Turner deal that torched about $15 million of investor money. Brett pulls up the actual math on the best fourplex he can dream up, 1% rule, lowest rates you'll ever see, and it stil loses a hundred bucks a month the second you rip your cash back out. He also clears up the comments from part one and draws the real line between a BRRRR, a cash-out refi, and an honest value-add.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro0:49 The $15M Recap2:40 BRRRR vs Cash-Out Refi6:50 The "Roast" Breakdown8:03 Running The Math17:04 Answering The Comments━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

June 3, 202650 min

How Brandon Turner (BiggerPockets) Lost $15,000,000 Of Investor Money

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━How Brandon Turner (BiggerPockets) Lost $15,000,000 Of Investor Money | Brett Tanner & Katelyn MitchellBrandon Turner just torched $15 million of his investors' money on one apartment deal and went on an apology tour to explain why. Brett and Katelyn pull the actual numbers, show you why the market didn't kill this deal, the loan did, and introduce the ROAST method — the new syndication strategy Brandon accidentally invented when his BRRRR ran out of road. By the end you'll know the five questions to ask before you ever wire money into someone else's deal.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro0:46 BRRRR Was Just A Cash Out Refi1:31 Brandon Just Lost $15M2:17 The Grandmother Problem9:30 Introducing The ROAST Method12:17 Commercial Real Estate 10116:23 Cap Rates vs Comps22:13 How Banks Make Money25:37 The $1.26 Trillion Wall29:49 Heights On Katy Breakdown33:20 A-Class Property, Zero Upside36:49 What Actually Killed The Deal40:17 Class A vs Class B Investors42:49 Five Reasons Syndications Die49:00 Questions To Ask Before You Invest━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Bankers Code by George Antone- Poor Charlie's Almanack by Charlie Munger━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

May 27, 202658 min

Things The Rich Buy That Make Them Richer

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━5 Things The Rich Buy That Make Them RicherPart 2 of where the wealthy actually spend their money. Brett and Katelyn run through 5 more categories that look like overspending until you do the math.The Gary Keller conference table that's outlasted every other piece of furniture in his office. Why Brett drives a Tesla. The $1,000 Costco run at 21 that bought back Brett's time. The Belize trip Brett gifted Katelyn becuase memories pay dividends and stuff doesn't. And the Brett quote that lands hardest: "The most expensive line item in your life isn't your mortgage. It's the network you're not building."If you missed Part 1, watch it first. We covered time, health, learning, kids, and trusted advisors over there.👉 Part 1: https://www.youtube.com/watch?v=qSEHMw-E6DE━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro and the 5 categories wealthy people pay more for1:25 Quality and reliability: why broke people buy 3 cheap versions and wealthy people buy 14:36 Why Brett drives a Tesla and what it actually buys back for him7:35 The Yeti, the Tumi suitcase, and the Mercedes lease Katelyn traded in13:45 Warren Buffett's cigar-butt investing and the Charlie Munger flip that changed it15:50 The $1,000 Costco run at age 21 that bought back Brett's time18:09 Experiences not things and the memory dividend that compounds like a stock30:30 "Buy memories, not sh*t" - Brett's anchor on what real wealth actually pays for32:17 Hospitality and relationships: host the table or eat alone41:33 Your real biggest expense isn't your mortgage, it's the network you're not building42:08 Proximity and environment: the office Brett bought in 2010 when Wall Street said only morons would47:43 Privacy and structure: Wyoming LLCs, TSA PreCheck, and why real wealth whispers53:19 The "I can't afford it" lie and the Aladdin Factor question that replaces it━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Millionaire Next Door by Thomas J. Stanley- The Snowball by Alice Schroeder- Die With Zero by Bill Perkins- The Aladdin Factor by Mark Victor Hansen━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

May 20, 20261 hr 32 min

Why I Sold 130 Rental Properties

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━Diversification Makes You Rich. It Won't Make You Wealthy. | Brett Tanner + Katelyn MitchellBrett and Katelyn are recording live from Apple Mountain Resort in Georgia, two weeks after their family office closed on the 285-acre property. Before they get into their ten-things series, Brett lays out the argument that most agents and investors build portfolios the wrong way: lots of small bets feel safe, but they'll cap your wealth and bury you in management units. The episode covers five of ten things the wealthy gladly overspend on, and the real estate investor lens runs all the way through it. Brett's 130-unit portfolio versus Apple Mountain's one management unit makes the point better than any spreadsheet. Part two drops next week with the remaining five.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro0:37 Apple Mountain Acquisition3:05 Auction Due Diligence9:44 Three Ways to Make Money15:36 Concentrated vs. Diversified Bets18:27 Wealthy vs. Fake Rich22:42 Four Spending Categories24:43 Time: Buying It Back32:12 The Highest Dividend36:00 Two Scorecards of Life41:29 Health and Longevity46:48 Sleep as an Investment53:17 Learning and Skills55:06 Paying for Expertise1:00:30 Building a Mental Model1:05:14 Kids Education and Exposure1:08:45 Raising Non-Entitled Kids1:14:38 Trusted Advisors1:18:27 CPA and Tax Strategy1:22:38 Estate Attorney and Fiduciary1:27:30 Episode Wrap and Preview━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Millionaire Real Estate Investor by Gary Keller- The Millionaire Next Door by Thomas J. Stanley- The Psychology of Money by Morgan Housel- The Almanac of Naval Ravikant by Eric Jorgenson━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.━━━━━━━━━━━━━━━━━━━━━━━ABOUT THE CONVERSATIONBrett and Katelyn recorded this one on-site at Apple Mountain Resort, the 285-acre golf and residential property their family office acquired two weeks prior. Brett makes the case that diversification is a path to getting rich, not wealthy, and that concentrated bets, executed well, produce the compounding that actually builds wealth. From there they cover the first five of ten things the wealthy actually overspend on: time, health and longevity, learning and skills, kids education and exposure, and trusted advisors. Part two drops the following week.

May 13, 202631 min

How Wealthy Agents Actually Spend Their Money

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━How Wealthy Agents Actually Spend Their Money | Brett TannerMost people think rich people win by buying better stuff. They don't. They win because they refuse to buy certain things even when they easily could. In this episode Brett breaks down the five categories the wealthy systematically avoid spending on, from housing to cars to status, and shares the 30-33 housing rule that keeps his own payment under 2% of his income.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro8:20 Why Wealth Is Subtraction9:17 #1: Housing14:48 The 30-33 Rule16:40 #2: Cars19:00 #3: Status Spending24:54 #4: What Doesn't Compound27:52 #5: Small Leaks━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Psychology of Money by Morgan Housel- Same as Ever by Morgan Housel- The Art of Spending Money by Morgan Housel- The Millionaire Next Door by Thomas J. Stanley- Buy This, Not That by Sam Dogen (The Financial Samurai)- Essentialism by Greg McKeown- Four Thousand Weeks by Oliver Burkeman- Die With Zero by Bill Perkins- The Almanac of Naval Ravikant by Eric Jorgenson- Atomic Habits by James Clear━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

May 6, 20261 hr 17 min

Why Most Realtors Lose The Listing In The First 4 Seconds (René Rodriguez)

🎯 JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.━━━━━━━━━━━━━━━━━━━━━━━The Frame: How Top Agents Win The Listing Before They Even Open Their Mouth | Rene RodriguezRene Rodriguez has shared the stage with Tony Robbins, Gary Vee, and Ed Mylett. He spent 30 years studying the neuroscience behind why people say yes or no to anything. We get into the frame, the narrative gap, and the brain mechanics that decide every listing pitch before a single word is spoken.━━━━━━━━━━━━━━━━━━━━━━━🎤 CONNECT WITH RENEWebsite: https://www.meetrene.comInstagram: https://www.instagram.com/learnwithreneTikTok: https://www.tiktok.com/@learnwithreneBook: https://www.amplifiibook.com━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro1:24 Meet Rene Rodriguez5:30 Growing Up Without Money10:25 Why He Studied Neuroscience12:00 Door-To-Door Cookware At 1815:53 CEO At 22 During 9/1118:30 Pivot Into Mortgage Sales22:00 The PAP-CAR Sales System30:00 Why Today Feels Like 200833:30 Run When Everyone Else Walks36:00 Losing 100 Events In A Week40:00 The Frame Explained46:00 The Used Car Salesman Reframe48:00 The Astronaut And The Lowest Bidder53:30 The Narrative Gap55:30 Watch Him Demonstrate It1:04:00 Top 3 Books1:13:00 60 Seconds With 21-Year-Old Rene━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- Amplify Your Influence by Rene Rodriguez- Let's Get Real or Let's Not Play by Mahan Khalsa- You Can Have It All by Arnold Patent- The Four Questions by Byron Katie- WhisperFlow (AI voice dictation)- Ninja Creami (protein ice cream maker)━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 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: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.━━━━━━━━━━━━━━━━━━━━━━━GUEST INFORene Rodriguez is a WSJ best-selling author, keynote speaker, and behavioral neuroscientist who has trained over 100,000 people in influence and communication. His company AMPLIFII works with leaders, sales teams, and speakers across the country.

April 29, 20261 hr 18 min

How A Trusted Contractor Cost This Investor 2 Million Dollars

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Justin Colby: The 2 Million Dollar Mistake And The Public Comeback | Justin ColbyLearn More About Justin: https://thescienceofflipping.comJustin Colby has flipped over 1,500 houses and runs two podcasts. He came on the show to do something most operators won't: name a 2 million dollar failure he's currently working through, and explain how a contractor he trusted faked an entrie renovation. If you've ever bought a deal because of pride, this one's for you.TIMESTAMPS:0:00 Intro1:24 Dallas Snowstorm Story5:14 Childhood Scarcity9:34 Therapy Breakthrough19:39 Three Levels Of Proving22:00 The 2008 Wipeout30:45 The Contractor Disaster42:00 Building Up Vs Down50:00 Five Hard Lessons1:00:00 Rich Vs Wealthy1:09:30 The 36-Month Trap1:15:45 Closing QuestionsBOOKS & RESOURCES MENTIONED:- Buy Back Your Time by Dan Martell- The Obstacle Is the Way by Ryan Holiday- Think and Grow Rich by Napoleon Hill- The Seven-Day Weekend by Ricardo SemlerGET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The 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: Get Free.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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Justin Colby is the founder of The Science of Flipping podcast and coaching program and host of The Entrepreneur DNA podcast. He has flipped over 1,500 houses since 2007 and runs an active portfolio of apartments and rental homes out of Scottsdale, Arizona.

April 27, 20265 min

How To Build Generational Wealth Without Raising Trust Fund Kids

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Email Katelyn@bewealthy.com with the subject line "Be Wealthy Podcast MM" to learn more.Why Trust Fund Babies Fail (And How to Leave Wealth Without Killing Your Kids' Drive) | Marc DearthBrett's personal estate attorney Marc Dearth — founder of Dearth Law in Atlanta — explains why the standard "health, education, maintenance, and support" trust quietly turns wealthy parents into trust fund baby factories. Marc walks through why mandatory distribution ages (25/35/45) destroy asset protection in a divorce or lawsuit, and Brett breaks down the specific incentive structure he wrote into his own trust — including matching his kids' tax-return earnings into approved investments and splitting the estate into separate buckets so the super-achiever and the artist are both treated fairly.This is the section of estate planning that most attorneys never bring up.TIMESTAMPS0:00 The Trust Fund Baby Mentality0:35 Why Achievers Get Penalized By Standard Trusts1:25 Who Actually Decides — A Judge, Not You1:55 The 25/35/45 Distribution Trap2:25 The Divorce + Lawsuit Worst Case3:05 Brett's Tax-Return Matching Trust Design3:40 The Super-Achiever vs. The Artist Problem4:15 Three Separate Buckets — One Per Kid4:35 Why Brett Refused Mandatory Distribution AgesWORK WITH MARCDearth Law: https://dearthlaw.comMarc on the web: https://dearthlaw.com/aboutGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT 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: Get Free.DISCLAIMERBe 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.

April 22, 20261 hr 8 min

How He Scaled 1-800-GOT-JUNK from $2M to $100M in 6 Years - Cameron Herold

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.How to Hire A-Players, Write a Vivid Vision, and Scale to $100M | Cameron HeroldLearn More About Cameron: https://cameronherold.comLearn More About COO Alliance: https://cooalliance.comCameron Herold — known as "The CEO Whisperer" — is the founder of the COO Alliance, host of the Second in Command podcast, and the operator who took 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study). He sits down with Brett to break down the five inflection points that scale a company, why A-players are actually free, the 4 corners every business needs, the 5 PR stories every business already has, and how Vivid Vision turns what's in a founder's head into something a team can actually build.TIMESTAMPS:0:00 - Intro3:13 - The Golf Course Lesson That Made Him an Entrepreneur7:40 - Why You Should Let Your Kids Fail10:02 - First Venture at 7: Negotiating Pennies for Coat Hangers12:04 - Comic Book Arbitrage and the Gross Margin Lesson13:45 - College Pro Painters: 12 Employees by Age 2017:14 - Just Follow the System (Including the One You Hate)21:33 - 800 Franchisees, 8,000 Painters, $64M in 4 Months24:36 - Joining 1-800-GOT-JUNK as Employee #1425:30 - The 5 Inflection Points That Scaled $2M to $106M37:39 - Vivid Vision: The Contractor and Homeowner Analogy44:04 - The Rate-of-Change Rule That Will Bankrupt Most Companies46:15 - How to Double Revenue, Profit and Free Time in 3 Years47:02 - The Volleyball Story: Why 2 A-Players Beat 6 C-Players48:14 - The Real Cost of a Bad Hire: 15x Their Salary51:14 - The 4 Corners of Every Great Business53:34 - Navigating the Entrepreneurial Roller Coaster (And Your Spouse)55:30 - The 5 PR Stories Every Business Already Has59:33 - The Earned + Owned + Paid Media Trifecta1:01:55 - The Death Rate Is 100% — Care About People as Humans1:05:20 - Three Books That Changed Cameron's Life1:07:18 - Advice to His 18-Year-Old SelfBOOKS & RESOURCES MENTIONED:- Vivid Vision by Cameron Herold- Double Double by Cameron Herold- Free PR by Cameron Herold- Second in Command by Cameron Herold- Good to Great by Jim Collins- Insanely Simple by Ken Segall (about Apple)- Endurance by Alfred Lansing (the Shackleton story)- Cameron's TED Talk on raising kids to be entrepreneurs (TED.com, 2010)- COO Alliance — peer network for second-in-command operators (cooalliance.com)- Invest in Your Leaders — Cameron's 12-module leadership training (investinyourleaders.com)- Second in Command podcast — hosted by Cameron HeroldGET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The 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: Get Free.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. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Cameron Herold is the founder of the COO Alliance and the operator behind some of the fastest-growing companies in North America. He scaled 1-800-GOT-JUNK from $2M to $106M in six years (a Harvard Business School case study), helped take Boyd Auto Body / Gerber Collision public (now a $2B chain), and has personally trained over 120 entrepreneurs including Kimbal Musk and Peter Rive (SolarCity). Author of Vivid Vision, Double Double, Free PR, and Second in Command. Has been paid to speak in 26 countries on 6 continents and is known worldwide as "The CEO Whisperer."

April 20, 20266 min

Should You Convert Your 401(k) To A Roth IRA?

Greg Herlean has raised and brokered over $650 million in hard money loansand real estate deals. He's the founder of Horizon Trust, a self-directedIRA custodian, and in this clip he breaks down the tax-free retirementstrategy that only 5% of Americans use.Brett walks through the Be Wealthy Calculator live and shows how $3,000a month compounded tax-free turns into $7 million — and why paying $50,000in tax today can save you over $1 million in retirement.If you have an old 401(k) sitting somewhere, or a traditional IRA you'vebeen ignoring, this is the conversation that changes the math on yourentire retirement.IN THIS CLIP0:00 Why every person needs a Roth retirement account0:45 How to strategically convert a traditional IRA to a Roth2:02 The $7 million math: $3K/month, 12% return, tax-free3:30 Pay $50K in taxes today, save $1M+ in retirement4:55 Running the numbers: $0 start, $1,500/month, different ages6:15 Why a Roth is for absolutely everybodyWATCH THE FULL EPISODEhttps://www.youtube.com/@bewealthybrettABOUT GREG HERLEANGreg Herlean is the founder of Horizon Trust Company, a self-directed IRAcustodian. Over his 24+ year career, he has raised and brokered over $650million in hard money loans and real estate deals. He built Horizon Trustto solve the inefficiencies he experienced firsthand when referring clientsto other trust companies.Learn more: https://www.gregherlean.com/Horizon Trust: https://www.horizontrust.com/JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go tobewealthypodcast.com and click Apply Now.GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesSelf-Directed IRA: MaxOutRetirement.comInfinite Banking Education: SaveLikeaBank.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comDISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accountingadvice. This material has been prepared for informational and entertainmentpurposes only. Always consult your own tax, legal, and accounting advisorsbefore taking financial action.