Next Level 269: The 401(k) Loophole Most Couples Will Never Hear About

Discover how franchising can be a powerful path to financial freedom with franchise expert Kim Daly. Learn how to invest in a franchise, build passive income, and shift your mindset to create wealth. Featuring insights on alternative investing, entrepreneurship, and semi-absentee franchise ownership. 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

Learn how to invest in mortgage notes, create seller-financed deals, and build passive income like a bank. Dan Deppen joins Chris Larsen to break down note investing, Dodd-Frank compliance, and creative real estate strategies in today’s high-rate market. 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

Discover how Dr. Ryan Smolarz went from surgeon to investor using his Liftoff Now framework to achieve financial freedom and impact beyond medicine. 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

Discover how to legally access your 401(k) early using the In-Marriage QDRO strategy. Attorney Marcus Foote breaks down this powerful tax loophole to optimize retirement, avoid penalties, and boost financial freedom. 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

Learn how to use a 1031 exchange to defer taxes, grow passive income, and invest in Texas multifamily real estate. Guest Dasha Beardsley shares insider strategies on real estate syndications, tax abatements, and wealth building. 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

Performance coach Galel Fajardo joins Chris Larsen to share how high achievers can reclaim their time, energy, and mental clarity. From burnout recovery to AI productivity hacks — this episode is your blueprint for doing more by doing less. 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

Real estate investor and founder of Master Passive Income, Dustin Heiner, shares how he built a cash-flowing rental portfolio, quit his 9-to-5, and now helps others do the same—including his 17-year-old daughter. Learn how to invest for income, not speculation, and why now is always the best time to start. 🎁 Free Course: masterpassiveincome.com/freecourse 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

What if traditional financial advice is keeping you broke? In this episode of the Next Level Income Show, host Chris Larsen talks with Chris Miles, the “Anti-Financial Advisor,” who became financially free—twice—and paid off $1 million in debt without bankruptcy. Discover how cash flow, not net worth, leads to true freedom. 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

**Audio Episode Description:** In this episode of the *Next Level Income Show*, host Chris Larsen sits down with Eli Facenda, founder of Freedom Travel Systems, to uncover how you can travel like a millionaire using credit card points—without spending more money. Learn the secrets behind optimizing your credit, choosing the right cards, and turning everyday purchases into luxurious travel experiences. Whether you're a frequent flyer or a business owner with expenses, this episode is packed with actionable tips to elevate your travel game. 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

In this compelling episode, we sit down with Elliott Kallen, a seasoned entrepreneur and founder of Prosperity Financial Group. Elliott opens up about the heartbreaking loss of his son to suicide and how this personal tragedy led to the creation of A Brighter Day, a nonprofit dedicated to supporting teens facing mental health challenges. Discover how Elliott balances personal loss with professional success, offering invaluable insights into financial planning, resilience, and the power of purpose-driven living. 🔑 Key Takeaways: The importance of setting up automatic savings to secure your financial future. Strategies for teaching financial responsibility to the next generation. Understanding the emotional and financial aspects of retirement planning. The story behind A Brighter Day and its impact on teen mental health. ⏱️ Timestamps: 00:00 – Introduction 01:15 – Elliott's entrepreneurial journey 04:40 – Personal tragedy and its impact 10:09 – Financial planning insights 14:39 – Founding A Brighter Day 19:42 – Advice for parents and investors 22:31 – Closing thoughts 📚 Resources & Links: Get your FREE copy of "Next Level Income": https://www.nextlevelincome.com/book Learn more about A Brighter Day: https://abrighterday.info Explore Prosperity Financial Group: https://prosperityfinancialgroup.com 📢 Join the Conversation: Have you faced challenges that reshaped your life's purpose? Share your experiences and thoughts in the comments below. Let's support each other in turning adversity into strength. 🔔 Stay Connected: If this episode resonated with you, please like, subscribe, and hit the notification bell to stay updated on future episodes that aim to inspire and inform. #MentalHealthAwareness #TeenSuicidePrevention #FinancialFreedom #EntrepreneurStory #NextLevelIncome #Inspiration #ABrighterDay #MoneyWithPurpose 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