by Chris Larsen
Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
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🇺🇲
Publishing Since
1/20/2019
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April 22, 2025
In this episode, I welcome back my friend Brett Swarts—author, podcast host, and expert in capital gains tax solutions. We dive deep into how to engineer truly passive income, leverage Deferred Sales Trusts, and structure your financial legacy for multi-generational impact. Brett shares personal stories, real-life client examples, and practical frameworks around family mission, vision, and values. If you're looking to grow wealth and legacy at the same time, this episode is packed with gold. 🔥 What You’ll Learn in This Episode: ✅ Deferred Sales Trust vs. 1031 Exchange: Brett breaks down the pros and cons of each and explains why DST offers more flexibility and broader application. ✅ Mission, Vision & Values: Creating a family mission is critical for guiding generational wealth and impact. ✅ Truly Passive Income: Brett defines the TPIN (Truly Passive Income Number) and explains how focusing on that number unlocks freedom. ✅ Real Client Results: From real estate owners to business sellers, DSTs have helped clients defer taxes and reinvest with greater returns and flexibility. Meet our guest: Bio: Brett Swarts is a best-selling author of "Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. Contact Today's Guest: Website: www.brettswarts.com Expert CRE Secrets Podcast: https://podcasts.apple.com/us/podcast/expert-cre-secrets-podcast/id1542856955 Capital Gains Tax Solutions Podcast: https://podcasts.apple.com/us/podcast/capital-gains-tax-solutions-podcast/id1506283542 Build It To Billions Podcast: https://podcasts.apple.com/us/podcast/build-it-to-billions-podcast/id1763711234 FB: https://www.facebook.com/brett.swarts IG: https://www.instagram.com/brett_swarts/ YouTube: @CapitalGainsTaxSolutions
April 15, 2025
In this episode of the Next Level Income Show, I welcome back my good friend Dr. Vikram Raya—cardiologist, real estate investor, high-performance coach, and author of The Perfect Week Formula. We discuss how to escape the “comfort cage,” generate massive energy, and build a life of freedom and purpose. Vik shares his transition from medicine to real estate, the secrets to optimizing your time and mindset, and how to “sprint the marathon” in life. Don’t miss this one! 🔥 What You’ll Learn in This Episode: ✅ Energy is the ultimate currency for entrepreneurs and high performers. ✅ Transitioning from medicine to real estate gave Dr. Raya true freedom and autonomy. ✅ Tools like the 20/20/20 morning routine and Perfect Week Formula can massively increase productivity. ✅ The concept of “sprinting the marathon” enables long-term, sustainable success. Meet our guest: Bio: DR. VIKRAM RAYA, MD, FACC CEO / FOUNDER OF VIKING CAPITAL CEO/FOUNDER OF LIMITLESS MD BY VIKRAM RAYA CARDIOLOGIST/ SERIAL ENTREPRENEUR/ HIGH PERFORMANCE COACH Vikram is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and real estate expert. He has been active in multifamily real estate since 2015 and is a Founding Partner and CEO of Viking Capital Investments. As a real estate private equity firm, Viking Capital is approaching 4300 units and $600 Million of assets acquired. Vikram was elected into the Forbes Business Council, and was Commemorated by US Congressman Tim Connolly and Don Beyer into Congressional Record for excellence in Entrepreneurship. He has helped high achievers, doctors, and other professionals around the world achieve ultimate vitality, financial abundance and a bulletproof mindset through his coaching, Limitless MD. He recently gave a keynote lecture at the CNN Headquarters in Atlanta with Dr. Mehmet Oz on entrepreneurship. He also is the recipient of the prestigious Outstanding 50 Asian Americans in Business Award on Wall Street. Most recently, he's made the Inc 5000 list of the fastest-growing private companies in the US. Contact Today's Guest: Website: www.vikramraya.com Get his free book: www.perfectweekmd.com To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level!
April 8, 2025
Join Chris Larsen as he welcomes Jim Pfeifer back to the show to discuss the evolution of his investing journey, from active real estate to building communities for passive investors. Jim shares his insights on why communities are essential for successful limited partner investing, how Passive Pockets is creating new opportunities, and lessons learned along the way. Learn more about Jim’s upcoming Passive Pockets Summit and why it’s the event you don’t want to miss! 🔥 What You’ll Learn in This Episode: ✅ **Importance of Community:** Successful limited partner investing heavily relies on connecting with a supportive community for learning and sharing insights. ✅ **Transition to Passive Investing:** Jim Pfeifer details his shift from active real estate management to focusing on syndications and why it made sense for his goals. ✅ **Navigating Market Changes:** Understanding the real estate market’s cyclical nature is critical for success, especially during times of economic uncertainty. ✅ **Passive Pockets Summit:** The upcoming summit in Columbus, Ohio, aims to connect LPs and GPs, offering valuable networking and educational opportunities. Meet our guest: Jim Pfeifer has dedicated his career to helping educate and advise people on personal finance and investing. As a full-time passive investor, founder and former President of Left Field Investors, and co-host of the PassivePockets podcast, Jim is passionate about empowering investors with accessible education and community networking opportunities. He holds a degree in Finance & Marketing from the University of Oregon and a Masters in Business Education from The Ohio State University. In his free time, Jim enjoys skiing, playing Ultimate frisbee, and cheering on the Buckeyes. He lives in Columbus, OH with his wife and kids. Contact Today's Guest: Passive Pockets: http://www.passivepockets.com To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! -------------------------------------------------------------------------------------------------------------------- Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
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