Be Wealthy

Hosted by Brett Tanner

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Oct 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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October 22, 20261 hr 21 min

18 Life Lessons I Wrote My Son When He Turned 18

The 18 life lessons Brett Tanner wrote his son when he turned 18, read with Katelyn Mitchell: risk, money, marriage, reading, and why you're already behind at 18. 📄 GET THE LETTER All 18 lessons plus the 5 bonus ones that didn't make the cut, with a page to start writing your own letter to your kids. bewealthypodcast.com/18lessons ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ 18 Life Lessons I Wrote My Son When He Turned 18 | Brett Tanner & Katelyn Mitchell When my son Cooper turned 18, I gave him my favorite journal with a letter inside. It took me about four months to write, and almost none of it is about money. Katelyn and I go through all 18 lessons, from the question I ask before any risk ("can I get back here?") to why low expenses beat a big income and why I think an 18-year-old is already behind. Then I share 5 bonus lessons that didn't make the letter. If you've got kids, steal it. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 3:09 The Letter to My Son 7:03 Can I Get Back Here 10:29 Live Your Own Life 14:56 Happiness Is a Choice 18:56 Never Quit Laughing 22:52 Sail or Anchor 29:11 Win Before You Play 33:13 Keep Your Expenses Low 36:16 Read the Books 43:57 Three Circles of People 46:06 The Good Dude Rule 47:38 Tell the Truth 53:43 Risk vs. Return 57:43 You're Already Behind 1:01:40 Find the Real Ones 1:04:50 Say Yes to Opportunity 1:08:02 The Rules Don't Apply 1:12:53 Age Isn't a Requirement 1:13:55 5 Bonus Lessons ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Top Five Regrets of the Dying by Bronnie Ware - The 80/80 Marriage by Nate and Kaley Klemp - The Untethered Soul by Michael A. Singer - The Art of War by Sun Tzu - The Seven Mountains episode Brett mentions: https://youtu.be/Gqzb5UOneRo ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

October 14, 20261 hr 7 min

I Built an AI Assistant That Does the Work of 5 Hires

How to use AI as an executive assistant, from Brett Tanner and Katelyn Mitchell: the 8 steps Brett took to go from using AI like a Google search to an AI assistant that does the work of 5 hires. 🤖 WANT HELP SETTING UP YOUR OWN AI ASSISTANT? Book 15 minutes with Katelyn, tell her where your week goes, and she'll show you what to hand off first. bewealthypodcast.com/ai ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ I Built an AI Assistant That Does the Work of 5 Hires | Brett Tanner & Katelyn Mitchell Six months ago I was using AI like a Google search. Today I'd need five more people reporting to me to do what my AI assistant (I named him Jarvis) does for me. Katelyn tells the story of the day I locked her in my Tesla and zigzagged her across Arizona to look at six deals I had underwritten overnight. Then I walk through the 8 steps in the order I did them: name it, write its rule book, set the guardrails, build directives, connect your tools, build skills, move them to GitHub and put an accountability system on top. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 3:48 The 1-10 AI Test 7:52 Locked in the Tesla 14:11 The Assistant You Never Hire 17:43 What You Need to Start 19:51 Step 1: Name It 22:49 Your 30-Day Training Plan 27:13 Step 2: The Rule Book 31:05 Step 3: Guardrails 35:47 Step 4: Directives 42:12 Step 5: Connect Your Tools 47:27 Step 6: Build Skills 56:07 Train It Like a New Hire 59:18 Step 7: Move It to GitHub 1:00:48 Step 8: Accountability 1:04:18 The 8 Steps Recap ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - AI for Good by Juan M. Lavista Ferres & William B. Weeks - Claude (Brett runs it through Visual Studio Code on the Max plan) - GitHub, Superhuman and Kubera (tools Brett has connected) ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

October 7, 20261 hr 31 min

Rich vs Wealthy: What Real Estate Investors Get Wrong

Rich vs wealthy, explained by Brett Tanner and Katelyn Mitchell: why your job and your rental properties can make you rich but not wealthy, and the math real estate investors use to move into commercial real estate. 📊 RUN YOUR RENTAL THROUGH BRETT'S MODEL Brett won't buy a rental without a 45% expense ratio baked in and a 2% spread over his borrowing rate. Plug in one of yours and see if it clears that bar. bewealthy.com/reality-check ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ Rich vs Wealthy: What Real Estate Investors Get Wrong | Brett Tanner & Katelyn Mitchell I was on the road to a thousand rentals. I got to 130 and there was nothing about it that felt wealthy. Katelyn and I walk through the three boxes from George Antone's book The Wealthy Code (job, rich and wealthy) and run the math on each one: the 222 deals behind a $1 million net income goal, why $100,000 a month from rentals takes 400 to 500 houses, and the four ideas from George's book that get you out of small assets and into commercial real estate you control. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 2:00 The Wealthy Code 8:06 Your Net Margin 15:50 222 Deals to Net $1M 27:41 The Two Bags Story 33:03 The 2% Spread Rule 36:37 Build a Model 42:58 The 400 Rentals Math 47:48 Soft Costs 52:03 Rentals Won't Make You Wealthy 54:16 Spread, Not Rate 55:39 Leverage Is the Multiplier 1:08:02 Pick Your Seat 1:10:34 Velocity of Money 1:13:58 Rate Game vs Capital Game 1:15:29 Forced Appreciation 1:18:44 Wealthy: Triple Net 1:22:46 Real Estate Businesses 1:27:14 The $2M to $10M Sweet Spot 1:30:32 Your Homework ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Wealthy Code by George Antone - The Banker's Code by George Antone - The Untethered Soul by Michael A. Singer - The ONE Thing by Gary Keller & Jay Papasan - The Compound Effect by Darren Hardy - Rich Dad Poor Dad by Robert Kiyosaki - Principles by Ray Dalio (and the illustrated short version, Principles for Success) - Episode: Why 99% of Investors Are Paying the Wealthy Without Knowing It! George Antone https://youtu.be/lsvkhjozuuA - Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

September 30, 20261 hr 31 min

7 Life Goals That Keep You From Building Wealth

📊 WHICH MOUNTAIN ARE YOU CLIMBING? Tap the mountains you're on, mark who picked each one, answer the three homework questions from the end of the episode, and get your mountain map in about two minutes. bewealthypodcast.com/mountains ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ 7 Life Goals That Keep You From Building Wealth | Brett Tanner & Katelyn Mitchell In February 2012 I walked off the Keller Williams awards stage with the number three group in the company, and 90 seconds later I realized I had won a climb somebody else picked for me. After more than 10,000 hours coaching agents, investors and business owners one on one, I see people climb the same seven mountains over and over, and I climbed two of them myself. Katelyn and I walk through all seven, including the one that fooled me all the way to 130 rentals, then give you the homework to figure out which one you're on adn whether you picked it. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 3:17 The Awards Stage 6:59 10,000 Coaching Hours 8:41 Mountain 1: Education 10:57 42% Underemployed 20:00 Why I Skipped Law School 28:24 Mountain 2: Hard Work 34:24 Measure What Matters 39:01 Mountain 3: Kids 41:58 Parents on Their Phones 46:10 Alaska With Jagger 49:03 Mountain 4: The Joneses 51:13 The Barry Manilow Study 57:30 Top Regret of the Dying 59:41 Mountain 5: YOLO 1:05:06 What Money Is For 1:11:40 Mountain 6: My Market 1:18:08 Huntsville and Cap Rates 1:20:52 Mountain 7: Wrong Investment 1:30:20 Your Homework ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The 4 Disciplines of Execution by Chris McChesney, Sean Covey & Jim Huling - Measure What Matters by John Doerr - It's Your Ship by Captain D. Michael Abrashoff - The Joneses (2009 movie) - The Wolf of Wall Street (2013 movie) - Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw ━━━━━━━━━━━━━━━━━━━━━━━ 📊 SOURCES & DATA Every study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1Pb9oRebkR8Htp1yK1upgpuclPmJKIPlnC-J-KMV_IIE/edit ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

September 23, 20261 hr 10 min

Why I'm Selling My Rental Properties (I Owned 130)

📊 RENTAL TRACKER SPREADSHEET Run the return on equity math on every rental you own, one unit at a time, with Brett's video walkthrough. bewealthypodcast.com/tracker ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ Why I'm Selling My Rental Properties (I Owned 130) | Brett Tanner & Katelyn Mitchell Five years ago I owned 130 single family rentals. Today I'm down to 19, and in their place I own a Starbucks, a Denny's, a retail building with two national credit tenants, a cell tower leased to AT&T, natural gas royalties, and 63 units in northern Arizona. Katelyn and I walk through every one of those 1031 exchanges wiht the real closing numbers, why return on equity is the number that finally told me to move, and the two things to check on your own portfolio before you decide to keep it. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 5:02 130 Houses Down to 19 6:06 Management Units and Lazy Equity 8:19 The Huntsville Bet 13:51 Rising Landlord Costs 18:03 Return on Equity Math 29:30 How 1031 Exchanges Work 31:04 Rentals Into a Starbucks 35:32 21 Houses, One Cell Tower 39:49 Why Investors Stay Comfortable 47:03 Houses Into Gas Royalties 50:43 Nine Houses, One Denny's 55:11 Ten Houses, 63 Units 57:49 Failed 1031s, Reverse Exchanges 59:55 Credit, Documents, Dirt 1:03:10 Soft Costs 1:09:09 Homework: Rental Tracker ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Millionaire Real Estate Investor by Gary Keller - Same As Ever by Morgan Housel - The Psychology of Money by Morgan Housel - The Art of Spending Money by Morgan Housel - Episode: Why Your Single Family Rentals Are Bad Investments in 2026 https://youtu.be/DJHpGPTL3xs - Episode: I bought a Starbucks from a bad hard money loan https://youtu.be/m7KzPhI-sAU ━━━━━━━━━━━━━━━━━━━━━━━ 📊 SOURCES & DATA Every study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1ET5rM-q_o3k1TSCBCPBrpDaLcF-Xr8SCPMtCb1sjm7c/edit ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

September 16, 202655 min

10 Brutal Questions to Ask Yourself Before 2027

📊 THE $50 MILLION NET WORTH PLAN Brett makes every workshop attendee walk in with a 30-year plan that gets them to $50 million. The template and the walkthrough video are free. Template: bewealthypodcast.com/50m Walkthrough: https://www.youtube.com/watch?v=zhz_myuwdes ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ 10 Brutal Questions to Ask Yourself Before 2027 | Brett Tanner & Katelyn Mitchell These are the 10 questions I ask my private coaching clients, plus a bonus one I could not leave out. I tell the story of the Keller Williams stage I obsessed over for three years, then walked off it in 2011 to find out nobody cared. Katelyn gets into the eight years she carried around one comment somebody made abuot her, which is exactly why the internal scorecard question is on the list. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 6:57 What You Actually Want 13:29 Is That Your Truth 20:12 Internal vs External Scorecard 32:10 How Do You Win 36:09 Where You Take Problems 37:05 10x Your Biggest Victory 38:14 Your Dollar Per Hour 45:07 Smallest Action Now 46:49 The Three Year Question 50:39 Business or Job 52:41 Who Are Your Three ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - The Dan Sullivan Question by Dan Sullivan - 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy - The One Thing by Gary Keller - The Slight Edge by Jeff Olson - Warren Buffett, the two scorecards question (internal vs external) - Kent Clothier, who hit Brett with "is that your truth or the truth" - Ali Nasser, past guest on this show, on presence being the greatest gift you can give someone ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

September 9, 20261 hr 51 min

You're One Relationship Away From a Different Life

🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ You're One Relationship Away From a Different Life | Brett Tanner & Katelyn Mitchell Katelyn and I break down the three relationships every agent and investor needs: a coach ahead of you, peers beside you, and someone you're lifting up. I tell the Russell Shaw lunch story that altered my career, and we rip apart the fake stats the coaching industry loves to quote (that 95% accountability study never existed). We also cover how to vet a coach before you write teh check, and why I spent years with 130 rentals climbing the wrong mountain. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 2:07 The Russell Shaw Lunch 5:02 The Three Relationships 12:07 We All Need People 15:00 Peers On the Same Mission 28:24 Coaching Industry Myths 31:19 The Real Goal Study 39:27 Lonely at the Top 44:07 Finding Your Peers 51:04 Lifting Someone Up 54:20 Coaching Cole 1:01:30 Why Teaching Works 1:06:28 The $500 Check Story 1:17:25 Why Pay a Coach 1:22:26 Coaching ROI Data 1:26:41 Trillion Dollar Coach 1:31:58 How to Vet a Coach 1:41:46 Are You Coachable? 1:44:49 Clients Who Lie 1:50:41 The Wrong Mountain ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - Think and Grow Rich by Napoleon Hill - Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg, and Alan Eagle ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

September 2, 202633 min

Charlie Munger's 10 Rules for Staying Poor

🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthypodcast.com/workshop ━━━━━━━━━━━━━━━━━━━━━━━ 📞 BOOK A COACHING CALL Brett talks 1-on-1 coaching in this episode. It starts with a call with Katelyn on his team: bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ Charlie Munger's 10 Rules for Staying Poor | Brett Tanner Brett flies solo this week and teaches the class backwards: the 10 decisions that guarantee you stay broke, so you can spot the one you're already making and delete it. It's Charlie Munger's old trick, invert every problem. Along the way, five of the most famous money stats on the internet get killed with the actual data, and what's true is worse than the myths. ━━━━━━━━━━━━━━━━━━━━━━━ 📊 SOURCES & DATA Every stat in this episode was checked against the primary source (Fed, BEA, NY Fed, BLS, Pew, NBER, peer-reviewed journals). The full list: https://docs.google.com/document/d/1Qu2VmPSeDnbmEjhN5gl6MNti9vopZocO6codaFufy6A/edit?usp=sharing ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 6:08 Spend The Surplus 10:51 Compounding Backwards 13:15 Skip The Buffer 16:26 Stop Reading 21:00 Waiting For Windfalls 24:12 Stay An Earner 32:03 The Inversion Checklist ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - Poor Charlie's Almanack by Charlie Munger - The Compound Effect by Darren Hardy - The Richest Man in Babylon by George S. Clason - The Millionaire Next Door by Thomas J. Stanley & William D. Danko ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

August 4, 20261 hr 8 min

How $15,000 Becomes $300,000 in Real Estate (I Couldn't Believe It)

📊 GET THE COMMERCIAL BUYER'S CHEAT SHEET The exact worksheet Brett uses to underwrite a commercial deal in 8 steps. Free download: bewealthypodcast.com/comps-to-cap-rates ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at event.bewealthypodcast.com 📞 BOOK A CALL WITH KATELYN Want to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://katelyn-mitchell.youcanbook.me ━━━━━━━━━━━━━━━━━━━━━━━ How $15,000 Becomes $300,000 in Real Estate | Brett Tanner & Katelyn Mitchell Last week Brett made the case that your single family rentals might be quietly losing. This week he shows you the other game. A single family house gets valued by your neighbor's kitchen. A commercial building gets valued by the income it produces, and you control that income. Brett walks through the two formulas that run the whole thing, how a $15,000 swing in operating income can add $300,000 in value, and how to move your equity out of houses and into commercial without handing the IRS a check on the way. Part 2 of 2. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 0:24 Why Your Rentals Might Suck (Recap) 2:46 The Game The Wealthy Play 8:14 Comps vs. Your Spreadsheet 14:16 Switch To Commercial + NOI (Formula 1) 18:38 Formula 2: Cap Rate 20:09 How $300k Becomes $6 Million 23:25 Every $1 Becomes $20 26:59 Cap Rate vs. Cash-On-Cash 34:50 The Biggest Game On Earth 41:29 Cap Rates By Asset Type 43:26 Your House Is A 3.4 Cap 47:30 The 1031 Bridge 54:02 Bonus Depreciation Is Back 55:40 The 8-Step Underwrite 1:07:04 Your Move ━━━━━━━━━━━━━━━━━━━━━━━ 📚 RESOURCES MENTIONED - Crexi and LoopNet — where to browse and start underwriting commercial listings - 1031 exchange help: Exchange1031Now.com ━━━━━━━━━━━━━━━━━━━━━━━ 📊 SOURCES & DATA We show our work. The numbers in this episode come from: - Global real estate value ($393 trillion, start of 2025): Savills, "Total value of global real estate" - Net lease retail cap rates (~6.5%, Q1 2026): The Boulder Group, Net Lease Market Report - US commercial real estate size (~$22.5 trillion): Federal Reserve, Financial Accounts of the United States - 1031 like-kind exchange rules (45-day / 180-day, since 1921): IRS, Like-Kind Exchanges Fact Sheet Note: the 3.4% cap rate on a single family rental is an illustrative worked example, not a published market figure. Run your own numbers. ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

July 22, 20261 hr 5 min

Why Your Single Family Rentals Are Bad Investments in 2026

📊 DO YOU THINK YOUR RENTALS MAKE MONEY? CHECK HERE 👉 bewealthypodcast.com/rentals ━━━━━━━━━━━━━━━━━━━━━━━ 🎟 JOIN US AT THE WORKSHOP Spend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthypodcast.com/workshop 📞 BOOK A CALL WITH KATELYN Want to walk through your rental numbers with someone on Brett's team? Book a time with Katelyn: bewealthypodcast.com/call ━━━━━━━━━━━━━━━━━━━━━━━ Why Your Single Family Rentals May Suck | Brett Tanner & Katelyn Mitchell Brett breaks down the real math behind single family rentals and why the numbers that worked from 2010 to 2022 stopped working. He walks through every expense line with sourced data from the BLS, SEC filings, and a peer-reviewed study in Real Estate Economics, then shows what his family office actually did with their portfolio when they saw the shift coming. ━━━━━━━━━━━━━━━━━━━━━━━ ⏱ TIMESTAMPS 0:00 Intro 3:34 Brett's 130-rental journey 5:55 The Airbnb backlash repeat 8:23 Why the last 15 years worked 17:16 The 8.5% study breakdown 19:14 The 90/10 reveal 22:27 June 2022: the engine stops 31:46 Repairs and materials spike 34:24 Insurance is the killer 41:59 Expense ratio reality 48:53 Right-to-counsel wave 53:25 Scale disadvantage 56:28 SFRs are a stage 57:44 Return on trapped equity 61:37 Trade houses for the hotel ━━━━━━━━━━━━━━━━━━━━━━━ 📚 BOOKS & RESOURCES MENTIONED - Rich Dad Poor Dad by Robert Kiyosaki ━━━━━━━━━━━━━━━━━━━━━━━ 📊 SOURCES & DATA Every number in this episode is from a primary source (Zillow, FRED, the BLS, SEC filings, Census, and a peer-reviewed study). See all the data and links here: https://docs.google.com/document/d/19oDjymjI9p3z_4rUm_M887Rkdvrls_LBAnzAQCTFgp8/edit ━━━━━━━━━━━━━━━━━━━━━━━ 🔗 GET CONNECTED Website: bewealthypodcast.com YouTube: youtube.com/@bewealthybrett Instagram: instagram.com/bewealthybrett Facebook: facebook.com/brettbewealthy X/Twitter: x.com/bewealthybrett ━━━━━━━━━━━━━━━━━━━━━━━ 🎁 FREE RESOURCES Some links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you. Free Tools & Downloads: https://www.bewealthypodcast.com/#resources Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com Infinite Banking Education: SaveLikeaBank.com Self-Directed IRA: MaxOutRetirement.com Trust & Entity Structure: SetupMyEstate.com Off-Market Deals & Direct Mail: TheMagicMailers.com 1031 Exchange: Exchange1031Now.com Bookkeeping & Financial Services: BooksOffMyPlate.com PPC & Digital Marketing for RE Investors: ScaleMyDeals.com ━━━━━━━━━━━━━━━━━━━━━━━ 🎙 ABOUT 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.

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