The Wealth Elevator Podcast: Real Estate, Taxes, Investing by Lane Kawaoka, PE

June 13, 202614 min

I Got Into SpaceX Before the IPO. Here’s What Retail Investors Miss

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThe speaker discusses SpaceX going public and says he participated in a pre-IPO round, explaining how IPOs often surge initially before earlier employees and investors gradually sell, which can cause a pullback. He contrasts investing through the secondary market (public stocks, mutual funds, REITs, 401k products with fees and middlemen) versus the primary market (direct ownership, syndications, and earlier-stage access), arguing fundamentals favor investing in “rails” or infrastructure businesses. He outlines three ways to access pre-IPO shares: direct VC-level entry (often requiring very large checks), getting an allocation through a larger investor’s tranche (with carried interest), or buying tender-offer/secondary pre-IPO shares, which he cautions can be speculative. He shares his background in rental properties and syndications and emphasizes education, due diligence, and long-term risk in tech-style investing.00:00 SpaceX IPO Hype01:22 Primary vs Secondary Markets02:47 Pre IPO Round Explained03:43 IPO Pops and Pullbacks04:58 Why SpaceX Wins Long Term05:51 Elon as Capital Raiser07:17 Building the Rails Analogy08:48 My Investing Origin Story09:58 How to Access Pre IPO Shares13:05 Risks and Final Thoughts13:51 Q&A and Book PlugConnect with me:LinkedIn:   / lanekawaoka  Facebook:   / thewealthelevator  Instagram:   / thewealthelevator  Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

June 9, 202646 min

Green Bay Football-Themed Airbnbs: PigskinJourneyman’s Short-Term Rental Business

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThe host interviews Matt, a former arena football quarterback and investor, about turning a nest egg from an earlier retail venture (selling the “wacky whistle,” which expanded from Hawaii to Dubai’s Global Village) into a football-themed short-term rental business, PigskinJourneyman.com. Matt explains how he built and self-manages themed properties near sports destinations—starting near Lambeau Field in Green Bay, expanding to South Bend near Notre Dame (including a two-house “Rockne compound”), and adding a pool property near the Pro Football Hall of Fame area in Massillon/Canton, Ohio. They discuss amenities and design, tools like Turno and PriceLabs, seasonality, platform reliance vs. direct bookings, operational workload, and regulatory risk. Matt shares 2025 plans to open a Jim Thorpe–themed property in Jim Thorpe, Pennsylvania, and considers future restructuring and possible expansion into boutique hotels or other ventures.00:00 Podcast Twist Intro01:18 Wacky Whistle Origins02:00 Dubai Retail Chaos03:59 Product Longevity Mindset06:15 Real Estate Pivot Begins06:54 Football Brand Story09:20 Family Football Inspiration10:29 No Guru Policy14:21 Canton Market Strategy17:26 Purchase Rehab Numbers20:21 Revenue Ops Systems22:26 Rockne Compound Expansion24:18 Two Houses One Compound25:14 Compound Pricing Strategy27:13 Minimum Nights Party Risk27:43 Dynamic Pricing With PriceLabs29:29 Direct Booking Challenges31:16 Next Market Jim Thorpe PA33:17 Who Books These Stays36:39 Scaling Risks And Diversification37:35 Future Markets Hawaii Texas39:13 Graduating Beyond STRs42:13 Life Logistics And Time Zones45:18 Wrap Up Links And AdviceConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

May 26, 202649 min

How Business Owners Use ESOPs to Reduce Taxes on an Exit w/ Vistage Speaker Steven Nicokiris

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubLane hosts CPA Steve Nicokiris (connected via the Vistage Network) to explain leveraged ESOPs as a tax-advantaged way for small business owners—often with $5–$10M exits—to monetize and diversify wealth that is frequently 80% tied to the business. They compare ESOPs with traditional M&A sales and leveraged dividends, emphasizing ESOP flexibility to sell minority stakes, keep control, preserve legacy, and avoid finding an outside buyer. Steve outlines how ESOPs work (ERISA plan, trust structure, independent annual valuation, payroll-based share allocations and vesting), typical candidacy requirements (meaningful EBITDA, payroll, employees, ability to handle leverage and ongoing costs), and key pros/cons. They discuss special advantages for minority/women-owned businesses, retention benefits, and major tax and estate-planning tools including C-corp conversion and the Section 1042 rollover to defer or eliminate taxes.00:00 Why Exits Trigger Taxes01:09 Meet Steve From Vistage01:39 Where Owners Hold Wealth03:21 Three Exit Options06:34 Legacy And Your Why07:22 ESOP Buyer Is Internal08:47 Who Qualifies For ESOP09:53 Minority Owned Advantage12:41 What An ESOP Is14:06 Valuation And Annual Costs15:46 Funding And Share Allocation20:21 Benefits Monetize And Retain25:36 Downsides Complexity And Debt27:23 Seller Notes Reality Check27:46 Best ESOP Candidates28:30 Ongoing Costs and Leverage29:44 Dress Business ESOP Win31:23 Estate Planning Value Drop32:31 Professional Services Fit34:06 Fair Market Value Explained35:43 Owner Commitment Required37:11 Engineering Firm Numbers39:42 ESOP as Bridge Strategy41:36 Tax Benefits and 104244:32 Gifting Exemptions Strategy45:49 Trusts and Team Approach46:58 1042 Rollover Mechanics48:56 Wrap Up and ContactConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

May 12, 202611 min

The Sandwich Generation: aging parents and raising kids

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThe challenges of the “sandwich generation,” especially people 50+ balancing the financial and emotional demands of raising children while also managing aging parents’ care and sometimes their finances. It describes how caregiving responsibility often falls by default to the nearby, “responsible” sibling (“Cheryl”), and how unclear family roles and poor estate planning—like avoiding trusts or leaving illiquid assets—can create resentment and conflict. The pressure often forces people into a defensive, wealth-preservation mindset, delaying investing and diverting cash flow to education and parent-related needs. Many clients (often 55–65) only pursue alternative, direct investments after parents pass away, freeing bandwidth and capital and reducing fear of making mistakes. The episode emphasizes that this struggle is common and highlights the value of community and relationships among like-minded investors.00:00 Sandwich Generation Intro01:21 Meet the Caregiver Cheryl02:30 Estate Planning Pitfalls04:09 Money Choices Under Pressure05:40 Wealth Building to Preservation06:19 Post Sandwich Investing07:25 Fear of Taking Risks09:04 Testing Alternatives Slowly10:01 You Are Not Alone11:08 Community and RelationshipsConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

April 28, 202642 min

Infinite Banking: 10/90 vs 50/50 Whole Life Policy, Cash Value, MEC Limits & Break-Even

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubLane and Tyler discuss infinite banking using specially designed whole life insurance policies that minimize commissions and maximize paid-up additions to function like a liquid “pseudo bank account.” Using a $50,000 annual target premium over 10 years, they explain the 10/90 design (about 10% base premium, 90% cash value) versus a 50/50 design, covering funding duration, “bucket size,” annual minimums and maximums, rollover contribution room, and the IRS MEC (Modified Endowment Contract) limits. They compare early liquidity and break-even points—about years 3–4 for 10/90 versus around year 7 for 50/50—and note agent commissions can be about five times higher on the heavier base-premium design. They also cover carrier selection, illustration realism, use cases (investors, business inventory financing, college planning, wealth storage), policy loans, and options for large windfalls including splitting funding or paying premiums in advance.00:00 Break Even Hook00:29 Infinite Banking Basics01:31 Designing a 10 90 Policy04:39 Minimums Maximums and MEC09:02 Choosing Carriers Wisely10:03 Year One Cost and Break Even14:44 10 90 vs 50 50 Comparison19:04 Use Cases and Strategy Fit22:10 High Net Worth Use Cases23:07 Parents Funding Kids Policies23:58 Early Access And Loan Cycling24:49 Comparing Container Size26:10 One Policy Or Stack26:36 Agent Incentives And Fees30:00 Buy Borrow Die Explained31:27 Policy Loans Versus HELOC33:50 Breakeven And Flexibility35:10 Windfall Funding Strategies37:02 Qualifying And Insurability38:41 Paid In Advance Premiums40:53 Start Early And Use Spouses41:47 Wrap Up And Next StepsConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

April 14, 20267 min

Growth Focus Finder Panel: Family Office Deal Flow, AI Underwriting & Real Estate Structures

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThis panel introduces investors discussing how family offices and operators are allocating and scaling amid higher interest rates. Lane Kawaoka, a Hawaii-based former engineer, shares his path from buying 11 rentals by 2015 to operating over $2B in apartment acquisitions, and explains why rising holding costs, insurance, and taxes have pushed him to also act as a multifamily office seeking opportunities beyond real estate. The conversation highlights a contrarian, P&L-driven approach, emphasizing grassroots relationship-based deal flow with long-term partners (brokers, contractors, vendors) and special real estate structures where developers need short-term capital to finish projects. The panel also covers using AI and quantitative checklists to quickly screen deals and reduce underwriting workload, plus a “$30k rule” of paying trusted third-party consultants to validate financials when investing outside core expertise.00:00 Panel Kickoff00:27 Lane Kawaoka Intro01:33 Contrarian Investing Approach03:11 Creative Deal Structures04:20 AI Underwriting Workflow05:29 Million Dollar Insight06:49 Audience Q&A WrapConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

March 31, 20261 hr 29 min

Self-Directed IRA vs Solo 401(k): Checkbook Control, Prohibited Transactions, and UBIT/UDFI Explained

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubSelf-Directed IRA vs Solo 401(k): Checkbook Control, Prohibited Transactions, and UBIT/UDFI ExplainedLane and John Park discuss how investors can use qualified retirement plan funds to invest in non-traditional assets like real estate and private equity through true self-directed structures, contrasting them with “self-directed” brokerage accounts that still limit investments. They compare self-directed IRAs (which require an IRS-approved custodian) with Solo 401(k)s (which allow the account holder to be the trustee), explaining checkbook control via IRA LLCs or IRA trusts, including why trusts can reduce recurring LLC fees in states like California. The conversation covers Solo 401(k) eligibility (legitimate self-employment with no employees other than a spouse), higher contribution limits, Roth options, participant loans, and the exemption from UDFI. They also review prohibited investments (life insurance and collectibles), disqualified persons rules, UBIT/UDFI tax concepts, deal-funding timelines, and investor Q&A including a real-world UBIT surprise from new-build profits.00:00 Intro to Self Direction01:00 Solo 401k Eligibility02:33 Why Big Brokers Fail06:38 Checkbook Control Basics09:13 IRA Trust Option11:03 Solo 401k Advantages13:13 SDIRA Setup and Funding13:54 Custodian vs Control20:46 Prohibited Assets Rules23:04 Disqualified Individuals25:28 UBIT and UDFI Taxes28:25 UDFI Real Estate Example31:26 Solo 401k Tax Exemption33:47 Solo 401k Setup Details36:18 Solo 401k Loan Feature37:00 Plan Rules vs IRS38:46 Contribution Limits Explained42:13 Loan Terms and Repayment43:28 Roth and Backdoor Strategies46:43 Paying Kids and Audits47:58 Punting Taxes with QRP51:02 Setup Timeline and Funding54:18 Checkbook Control Custodians58:25 When QRP Investing Makes Sense01:04:37 Retirement Tax Trap Parents01:06:26 Parents Money Risk Choices01:07:24 How Much to Retire01:08:54 Stop Overfunding 401k01:10:32 Back Into 4 Percent Rule01:13:47 Financial Independence Mindset01:14:53 Three Bucket Strategy01:16:51 Kids Inheritance Limits01:19:28 UBIT Surprise in Solo 401k01:21:29 Blocker Corps and AI Learning01:24:10 Finding the Right Tax Pro01:28:17 Trivia and Wrap UpConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

March 17, 202632 min

2026 Mortgage Rate Update: What’s Happening with Rates, Treasuries, DSCR Loans, and Investor Lending (with Jen Hernandez)

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThe host interviews mortgage expert Jen Hernandez to get an update on the residential mortgage landscape after 2020, focusing on one-to-four unit properties and what single-family investors and homeowners are seeing in 2026. Jen explains that rates nearly doubled quickly in 2022 and have hovered in the low 6% range for about six months, with forecasts from major institutions (Fannie/Freddie and large banks) calling for mostly flat movement and possibly high-5% rates, but no major drops expected. She notes that historically very low rates have coincided with government “rescue” periods, and suggests watching the 7- and 10-year treasuries because mortgage pricing tracks those longer-term bond instruments more closely than the Fed’s overnight rate. They discuss the common misconception that Fed cuts immediately lower mortgage rates, and Jen explains how bond-market behavior, investor risk appetite, and the inverse relationship between stocks and bonds can move mortgage rates differently from the Fed funds rate.Jen gives practical guidance on whether to buy now versus wait, emphasizing that the answer depends on local market conditions; in Houston/Texas she’s seeing some price suppression, more seller negotiation, and opportunities for closing-cost credits or rate buydowns. She argues that a 6% rate is not bad historically and that buyers can refinance later, while purchasing during softer pricing may allow for future appreciation. The conversation then shifts to investor lending options, including DSCR (debt service coverage ratio) loans that rely on market rent rather than full income documentation, can allow financing in an LLC, and may offer rates that are sometimes better than conventional—though typically with a 2–3 year prepayment penalty and baked-in points (around 1.5%). Jen outlines DSCR qualification constraints, especially the need for market rent to cover PITI(A), which can push required down payments from 20% to 25% in high tax/insurance areas like Texas.They cover appraisal and rent trend observations in Houston (generally stable, with some appraisals coming in at or above price), discuss when investor “experience” matters (primarily when using rental income from tax returns to offset debt), and explain the lending ecosystem: big banks/servicers, direct lenders who underwrite and fund in-house, and brokers who connect borrowers to lenders but don’t control underwriting or timelines. Jen details reserve requirements for investment loans (typically 3–6 months of PITI(A), often across all mortgaged properties), warns that consumer credit scores from apps may differ from mortgage FICO models, and recommends getting prequalified months in advance to optimize credit and terms. Finally, they touch on high-net-worth purchase behavior in Houston (cash purchases, leveraging investment lines, recasts, ARM usage), personal views on leverage, and how to contact Jen via loanwithjen.com, noting she can lend in 42 states and can refer trusted contacts elsewhere.00:00 Mortgage Market Snapshot00:49 Rates After 202002:22 Tracking Rates Like Pros04:12 Fed vs Treasury Explained08:22 Buy Now or Wait12:19 DSCR Loans and Down Payments16:50 Appraisals and Rent Data19:15 Direct Lenders vs Brokers23:31 Reserves and Credit Prep27:38 How Wealthy Buyers Finance30:44 Wrap Up and Contact Info Hosted on Acast. See acast.com/privacy for more information.

March 3, 202637 min

Tax-Free Gains: QSBS for Startup Investments

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubIn this episode, we dive deep into the strategy of investing tax-free into startups and operating businesses using Qualified Small Business Stock (QSBS). Joined by CPA Thomas Jones from Sweeney Conrad, we explore the intricacies behind QSBS, part of tax section 1202, that offers potential tax-free gains up to $15 million on eligible stock held for a minimum period. We discuss the eligibility criteria, the types of businesses that can benefit, different investor scenarios, and potential pitfalls to watch out for. Learn how to effectively leverage QSBS for significant tax savings and make informed investment decisions, whether you're an angel investor or a business owner.00:00 Introduction to Tax-Free Investing in Startups00:28 Meet the Expert: CPA Thomas Jones01:04 Understanding QSBS: Qualified Small Business Stock03:15 Industries and Use Cases for QSBS06:34 Asset vs. Stock Sales: Key Differences12:09 Investor Considerations and Tax Benefits25:00 Advanced Strategies and Pitfalls35:24 Conclusion and Contact InformationConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

February 17, 202611 min

Multifamily Market Trends & Predictions for 2026 | Podcast Update

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubJoin us in today's podcast as we provide a comprehensive update on the multifamily real estate market. We'll cover the market's recent history and predict where it's headed, focusing on key changes in prices, demand, rental growth, and supply. We'll also discuss the importance of long-term fundamentals and interest rate expectations. If you're interested in gaining more insights, attending private events, or participating in live webinars, visit wwealthelevator.com/club. Don't miss our live webinar on February 18th, 2026, for goal-setting strategies. Additionally, mark your calendars for our in-person event in Denver, Colorado, in March 2026.00:00 Introduction and Podcast Overview00:10 Upcoming Events and Webinars01:18 Multifamily Market Update01:52 Key Takeaways on Prices and Demand03:11 Rent Growth and Market Dynamics05:00 Supply Pipeline and Construction Challenges06:34 Long-term Fundamentals and Interest Rates09:24 Conclusion and Final ThoughtsConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

About the show

Listen to episodes

I Got Into SpaceX Before the IPO. Here’s What Retail Investors Miss

Green Bay Football-Themed Airbnbs: PigskinJourneyman’s Short-Term Rental Business

How Business Owners Use ESOPs to Reduce Taxes on an Exit w/ Vistage Speaker Steven Nicokiris

The Sandwich Generation: aging parents and raising kids

Infinite Banking: 10/90 vs 50/50 Whole Life Policy, Cash Value, MEC Limits & Break-Even

Growth Focus Finder Panel: Family Office Deal Flow, AI Underwriting & Real Estate Structures

Self-Directed IRA vs Solo 401(k): Checkbook Control, Prohibited Transactions, and UBIT/UDFI Explained

2026 Mortgage Rate Update: What’s Happening with Rates, Treasuries, DSCR Loans, and Investor Lending (with Jen Hernandez)

Tax-Free Gains: QSBS for Startup Investments

Multifamily Market Trends & Predictions for 2026 | Podcast Update

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