The Wealth Elevator

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane!https://thewealthelevator.com/clubIn this episode, we diverge from our usual topics of taxes and real estate to focus on a crucial aspect of personal finance: healthcare. Joined by Dr. Vedat, author of 'The Roadmap to Hospital Care,' we delve into patient advocacy, navigating health emergencies, and the importance of preventative care. Learn about the intricacies of the U.S. healthcare system, the role of primary and functional medicine, and how to prepare for unexpected medical costs. Dr. Vedat shares her personal experiences and offers practical advice on how to ensure you receive the best care possible. Whether you're dealing with a health crisis now or planning for the future, this episode provides valuable insights into safeguarding your health and finances.00:00 Introduction to Today's Unique Podcast03:20 Meet Dr. Vedat: A Passionate Advocate for Patient Care04:20 The Importance of Health Over Wealth06:31 Preventative Care and Integrative Medicine08:34 Navigating the Healthcare System10:55 The Role of Functional Medicine16:00 Planning and Preparing for Health Emergencies24:51 The Importance of Patient Advocacy29:44 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.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on private equity and a live Q&A session with a CPA. Additionally, save the dates for our Hui 7 retreat in Hawaii and our special holiday master classes. Get detailed insights into how bridges debt is impacting the market, the ongoing effects of high cap rates, and strategic advice for navigating through the volatile economic landscape. Join us at thewealthelevator.com/club to access all events and receive our newsletter for more updates!00:00 Introduction and Announcements01:31 Quarterly Market Update: Interest Rates and Cap Rates01:56 Impact of Interest Rates on Commercial Real Estate07:05 Market Trends and Predictions08:39 Residential vs. Commercial Real Estate14:15 Investment Strategies and Market Cycles21:02 Trends in Apartment Construction and Rent Growth30:17 Insurance Costs and Natural Disasters32:53 Office Vacancies and Work-from-Home Trends34:34 Election Impact on Economic Policies46:17 Conclusion and Future Outlook

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and emerging digital assets. We highlight an upcoming CPA webinar for year-end tax strategies and discuss the intersection of politics with market dynamics. Special guest Kyle Kuderewski from Webstreet joins the conversation, sharing his journey from corporate America to digital asset investments and offering an in-depth look at how to conduct thorough due diligence and identify promising online businesses. Tune in for a comprehensive guide to diversifying your portfolio and expanding your investment horizons.00:00 Introduction and Upcoming Webinars00:57 Election Insights and Market Reactions02:52 Economic Policies and Predictions04:00 Real Estate and Investment Strategies07:28 Retreats and Networking Events08:51 Private Equity and Online Business Investments10:03 Guest Interview: Kyle Kuderewski Journey15:29 Understanding Digital Asset Brokerages23:21 Exploring Abum: A Unique Marketplace23:44 Real Estate Analogies and Marketplaces24:05 Case Study: OnSched Acquisition26:18 Importance of Diversification in Clientele28:57 Vetting and Acquiring Operators34:52 Challenges in Deal Flow and Operator Matching39:45 Final Thoughts and Future Vision

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Concept of Infinite Banking and how leveraging life insurance policies can maximize your financial growth and stability. Learn sophisticated strategies used by affluent individuals and major corporations to enhance wealth, including tax-free loans, withdrawals, and high-return investments. Discover how policy configuration, paid-up additions, and leveraging cash value can provide a secure financial future. We also address common misconceptions, policy illustrations, and steps from underwriting to fund access. Whether you are a high-income earner or looking to diversify your financial toolkit, this episode offers valuable insights and practical advice to help you become your own bank and ensure financial stability for generations to come.00:00 Introduction and Webinar Replay Announcement00:34 Current Market Trends and Inflation Concerns00:54 Infinite Banking Strategy Overview01:19 Setting Up Your Policy05:01 Benefits of Whole Life Policies08:51 Tax-Free Loans and Withdrawals13:41 Addressing Common Misconceptions15:18 Policy Configuration and Commissions18:02 Practical Applications and Strategies25:38 Policy Setup and Management29:15 Understanding Life Insurance Policies for Older Adults29:31 Choosing Between Insuring Children or Adults30:58 Strategies for High Net Worth Families31:19 Gender Considerations in Life Insurance32:01 Evaluating Life Insurance Policies32:13 The Importance of Trusts in Financial Planning32:44 Technical Aspects of Life Insurance Policies32:56 Advanced Policy Configurations and Break Even Points35:09 Accredited Investor Banking Policies36:02 Choosing the Right Insurance Carrier38:17 Accelerated Death Rider Benefit39:07 Underwriting Process and Policy Loans40:14 Triple Dipping Strategy for Investments42:21 Using Infinite Banking for Various Financial Needs43:56 Starting and Growing Your Policy49:48 Advanced Strategies for High Net Worth Individuals51:34 Conclusion and Next Steps

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, essential for protecting your assets and making crucial decisions. Discover the intricacies of wills, revocable and irrevocable trusts, probate processes in Hawaii, and the benefits of using beneficiary designations. Understand the importance of conservatorships, trusts for special needs families, and strategies for selecting trustees. We'll also delve into advanced estate tax planning techniques, including Spousal Lifetime Access Trusts (SLATs), and address federal and Hawaii state estate taxes. Real-life examples and updates from economic giants like Goldman Sachs and JP Morgan Chase are included to help you effectively manage and plan your estate.00:00 Introduction and Podcast Overview00:51 Understanding Yield Curve Inversion01:33 Recent Economic Updates02:21 Introduction to Estate Planning03:48 Key Estate Planning Documents04:14 Advanced Health Care Directives05:28 Durable Power of Attorney Explained06:39 Last Will and Testament08:40 Revocable Trusts17:15 Probate Process22:58 Guardianship and Conservatorship24:32 Supplemental Needs Trusts28:12 Common Estate Planning Mistakes28:58 Customizing Your Estate Plan30:03 Choosing the Right Trustee30:47 Avoiding Conservatorship31:41 Understanding Estate Taxes32:23 Federal vs. State Estate Tax Exemptions36:12 Advanced Estate Planning Strategies42:26 International Estate Planning Considerations46:37 Real-Life Estate Planning Stories50:21 Cost and Maintenance of Trusts51:35 Conclusion and Final Thoughts

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this episode, Lane walks us through his transformation from a W2 engineer to a financially free entrepreneur in real estate. He shares insights on alternative investment strategies, including leveraging rental properties and syndications, while offering a critique of traditional retirement plans like 401ks and Roth IRAs. Lane emphasizes the role of tax strategies and Infinite Banking in wealth creation. Additionally, he discusses the importance of finding mentors, surrounding yourself with like-minded individuals, and consistently taking action towards financial freedom. Tune in for practical tips and inspirational stories that could guide you on your own financial journey.00:00 Introduction and Upcoming Plans01:03 Personal Tax Insights and Strategies06:07 Interview Introduction and Lane's Background06:33 Transition from Engineering to Real Estate08:39 Real Estate Investment Strategies10:00 Building Wealth and Tax Strategies14:45 Community Building and Wealth Elevator Concept20:08 Advanced Tax Strategies and Networking22:32 Unconventional Financial Strategies23:38 The Role of Society and Work26:00 Personal Reflections and Hobbies27:48 Challenges of Balancing Family and Business31:12 Tax Strategies and Real Estate Investments36:32 Community and Mentorship45:23 Consistency and Taking Action

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate InvestingIn this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us as we reconnect with a past client, explore the pitfalls of traditional investment strategies, and analyze the benefits of diversifying into value-add projects. Whether you're a seasoned investor or new to the community, this episode offers insights into smarter, more sustainable investing. Don't miss the chance to learn from real-life experiences and expert advice!00:00 Introduction to the Coaching Call00:30 Reflecting on Past Experiences01:12 Community and Networking02:51 Coaching Call Begins03:23 Discussing 1031 Exchange Options04:33 Tax Implications and Strategies07:08 Exploring Investment Alternatives11:03 Final Thoughts and Advice13:17 Conclusion and Farewell

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Welcome back to the Wealth Elevator Podcast! In this episode, we venture beyond traditional real estate investments into the realm of online business acquisitions. Recorded on the go, our host, Lane, highlights the importance of relationships, numbers, and adaptability in this ever-changing investment landscape. Joined by Alex from Couch.com, we delve into the nuances of content websites, affiliate marketing, and the opportunities that lie in the e-commerce space. Alex shares his journey from acting to successful entrepreneurship, shedding light on the intricacies of building and monetizing a high-traffic website. Tune in for invaluable insights and practical advice on diversifying your investment portfolio beyond real estate.00:00 Welcome to the Wealth Elevator Podcast00:33 Navigating High Interest Rates in Real Estate01:02 Exploring Investments Beyond Real Estate01:36 The Changing Landscape of Real Estate02:03 Venturing into Business Acquisitions02:32 Connecting with Business Operators04:07 Introduction to Online Business Investments04:33 Understanding Different Online Business Models05:25 Interview with Alex from Couch.com07:27 Monetizing Content Websites11:06 Affiliate Marketing Insights14:12 Building and Scaling an Online Business18:39 The Entrepreneurial Journey and Future Goals24:17 Final Thoughts and Contact Information