Webinar - Tax Strategy Summit - Courtney Moeller, James Rainwater CPA, Mark J. Kohler

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill for the 2025 Investing Opportunities Webinar, featuring top experts sharing strategies for passive investors navigating Trump’s second term.Russell Gray, co-founder of The Real Estate Guys and Main Street Capitalist, focuses on real estate, small businesses, and teaching kids capitalism through the Raising Capitalist Foundation.David Morgan, founder of The Morgan Report and SilverSunrise.tv, is a leading voice on precious metals as a store of value and the spiritual side of money.Tom Burns, founder of Carbon Capital and author of Rich Doctor, specializes in real estate development and cash-flowing investments.Explore how Trump’s policies—tariffs, tax breaks, and deregulation—may impact real estate, precious metals, oil and gas, and small businesses. Learn strategies to hedge inflation with hard assets, leverage debt, and capitalize on distressed opportunities like commercial real estate and small business acquisitions.TIMESTAMPS00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)01:19 - 2025 Investing Outlook: Trump’s policies, risks, and opportunities02:20 - Panel introductions: Russell Gray, David Morgan, Tom Burns04:10 - Trump’s impact: Tariffs, tax breaks, and economic policies09:03 - Real estate outlook: Bonus depreciation and inflation10:36 - Precious metals and inflation: David Morgan’s perspective14:16 - Bronson’s intro: CEO of Bronson Equity, author of Fire Yourself15:02 - Inflation strategies: Real estate, metals, and debt20:58 - National debt and precious metals: David Morgan on saving in metals23:43 - Poll: Precious metals investment (45% not invested, 30% heavily invested)27:34 - Poll: Top investments for 2025 (real estate 41%, cash-flowing businesses 18%)29:16 - Cash flow opportunities: Real estate, debt, and oil and gas33:03 - David Morgan’s idea: Commercial real estate for private vaults36:13 - Russell Gray on cash-flowing businesses and distressed debt41:25 - Q&A: Oil and gas prices under Trump’s energy policy47:31 - Q&A: Buying precious metals and borrowing against them51:09 - Bronson’s deal: Nimbus e-commerce business (15% cash flow, 3.0x equity multiple)52:03 - Closing thoughtsConnect with the Guests:Tom Burns:LinkedIn: https://www.linkedin.com/in/tom-burns-9744304/David Morgan:Website: https://silversunrise.tv/Website: https://www.themorganreport.com/Linkedin: https://www.linkedin.com/in/thedavidmorgan/Facebook: https://www.facebook.com/TheMorganReportRussell Gray:Linkedin: https://www.linkedin.com/in/russellwgray/Email: [email protected]#PassiveInvesting#InflationHedge#PreciousMetals#RealEstateInvesting#CashFlow#TrumpEconomy#SmallBusiness

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill for the 2024 Tax Strategy Summit webinar, featuring an expert panel sharing actionable tax strategies for passive investors and entrepreneurs.Courtney Moeller, a tax strategist at Diversified Investment Partners, specializes in oil and gas investments, offering 80-90% deductions against any income, even W2, with no real estate professional status required.James Rainwater CPA, founder of Rainwater CPA, advises entrepreneurs on business structures and tax planning, emphasizing proactive strategies like tax loss harvesting and oil and gas investments.Mark J. Kohler, CPA, attorney, and founder of Main Street Tax Pro, trains advisors nationwide and shares year-end tips like S-corp elections, family board meetings, and charitable remainder trusts for wealth preservation.Discover how to leverage bonus depreciation (potentially returning to 100% under President-elect Trump), oil and gas deductions, family office strategies, and charitable trusts to minimize taxes. Learn why proactive tax planning—through quarterly advisor meetings—is key to building wealth.TIMESTAMPS01:16 - Panel introductions: Courtney Moeller, James Rainwater CPA, Mark J. Kohler02:38 - Bonus depreciation: Will it return to 100% under Trump?05:45 - Oil and gas: Courtney on 80-90% deductions against any income07:00 - Year-end strategies: Mark on high earners’ tax-saving options10:16 - Planning ahead: James on 2024 vs. 2025 tax strategies11:56 - Alternative investments: Solar, farmland, and beyond13:55 - Family office: Mark on tax-deductible board meetings15:19 - Hiring kids: James on shifting income to lower tax brackets17:35 - Courtney’s approach: Paying kids in crypto, charitable donations19:29 - Roth IRAs: Mark on funding kids’ tax-free wealth21:42 - When to hire a tax strategist: Mark and James on proactive planning25:58 - Sourcing deals: Courtney, James, and Mark on finding tax-advantaged investments30:58 - Mark’s 10 year-end tax tips: S-corps, HSAs, 401ks, and more37:31 - Charitable trusts: James and Mark on CRUTs and multipliers41:02 - Courtney’s advice: Find a CPA who invests and strategizes46:39 - Q&A: Side businesses, short-term capital gains, LLCs56:24 - Connect with the panelists57:57 - Wealth Forum and 2025 Investing Outlook Summit detailsConnect with the Guests:James Rainwater:Website: https://rainwatercpa.com/Courtney Moeller:Website: courtneymoeller.comLinkedIn: https://www.linkedin.com/in/csmoeller/Oil & Gas Report: http://oilandgasreport.net/Mark J. Kohler:Podcast: https://mainstreetbusinesspodcast.com/Youtube: https://www.youtube.com/@MarkJKohler/featuredWebsite: https://markjkohler.com/#TaxStrategy#PassiveInvesting#OilAndGas#BonusDepreciation#FamilyOffice#WealthBuilding#CharitableTrust

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and Nate for an episode with Glenn Ambrose, spiritual teacher, life coach, and host of Life, Lessons, and Laughter. Glenn shares his transformation from a 20-year struggle with alcoholism to sobriety, sparked by his son’s birth and a commitment to the 12-step program, leading to profound spiritual awakenings. Learn how mindset shifts—moving from fear and lack to abundance and commitment—drive personal and financial success. Glenn offers practical steps for overcoming procrastination, building habits through small actions, and trusting intuition over emotions for decision-making.Discover why financial freedom deepens spiritual growth, enabling a new paradigm of responsible wealth.TIMESTAMPS00:42 - Intro: Glenn Ambrose, spiritual teacher and life coach01:00 - Spirituality: Beyond money to purpose and abundance03:10 - Glenn’s journey: From alcoholism to spiritual awakening04:58 - Rock bottom: Emotional turning point with son’s birth09:44 - Coaching change: Commitment as the key to a 180 shift11:26 - Half measures yield zero results17:00 - Baby steps: Breaking down goals to avoid overwhelm19:53 - Building habits: Nate’s boundaries for change21:36 - Bronson’s hack: Priming for mindset alignment22:44 - Mindset: Shifting from fear and lack to abundance28:56 - Trusting intuition vs. emotions in decisions33:06 - Intuition vs. gut: Navigating investment choices36:12 - Financial freedom: Deepening spiritual growth39:05 - Connect with Glenn: Podcast, book, and coachingConnect with the Guest:Website: https://www.glennambrose.com/Podcast: "Life, Lessons, & Laughter with Glenn Ambrose" on all platformsInstagram: https://www.instagram.com/glennambrose/#MindsetMatters#SpiritualGrowth#FinancialFreedom#AbundanceMindset#CommitmentToChange#LifeLessons#PassiveIncome

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and Nate for another great episode with Caleb Guilliams, CEO of Better Wealth and author of The AND Asset. Caleb shares his journey from gutting chickens for $1 each to taking over a bank’s investment department at 19, and founding Better Wealth at 21 to empower clients with financial clarity and efficiency. Discover the power of whole life insurance and infinite banking, not as an investment, but as a secure, tax-advantaged foundation for storing and leveraging capital (70-90% cash value in year one). Caleb explains its benefits—creditor protection, tax-free growth, and collateral use—while warning against poorly designed policies with high commissions.Learn his value-leverage framework for investing in yourself, the pitfalls of life settlements, and how AI will revolutionize finance by reducing friction and enhancing efficiency.TIMESTAMPS00:41 - Intro: Caleb Guilliams, CEO of Better Wealth 01:09 - Caleb’s background: From chickens to banking 03:25 - Taking over a bank’s investment department at 19 05:12 - Early influences: Richest Man in Babylon, Good to Great 06:58 - Founding Better Wealth: Financial coaching for clarity 07:42 - Infinite banking: Why wealthy people use whole life insurance 09:38 - Life insurance as a foundation, not an investment 11:37 - Benefits: Creditor protection, tax-free growth, collateral 14:15 - Comparing life insurance to high-yield savings accounts 16:13 - Early cash value: 70-90% liquidity in year one 18:36 - Cons: Initial lower returns, health qualifications 20:52 - Life settlements: Investing in others’ policies 23:08 - Life insurance for kids: Building a family bank 25:10 - Life settlements: Ethical and financial considerations 28:08 - Real estate professionals: Is life insurance worth it? 30:35 - Liquidity vs. high-yield savings: Long-term benefits 31:37 - Using life insurance with precious metals for leverage 33:53 - Contrarian belief: You are your greatest asset 37:07 - Value-leverage framework: Investing in yourself 39:56 - Making yourself valuable to valuable people 43:32 - AI in finance: Replacing mediocre services 45:45 - Connect with Caleb: Free book at [email protected] 47:13 - Hosts’ takeaways: Efficiency and family banksConnect with the Guest:Email: [email protected]: betterwealth.comBooks: The AND Asset (available via email request)Youtube: https://www.youtube.com/@BetterWealth#InfiniteBanking#WholeLifeInsurance#FinancialEfficiency#WealthBuilding#TaxFreeGrowth#ValueLeverage#Entrepreneurship

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and Nate for an inspiring episode with Carmen Micsa, a Romanian-born Boston Marathon qualifier, entrepreneur, author, and motivational speaker. Carmen shares her journey from growing up under communism to founding Dynamic Vision Realty in Sacramento, balancing real estate with writing four books during COVID. Discover how her running habit fuels her business through community networking, turning runs into client referrals. She reveals strategies for writing a book (consistency, 30-day streaks), overcoming writer’s block (running, walking), and building wealth through genuine client relationships and tailored services. Carmen emphasizes personal growth, drawing from books like How to Win Friends and Influence People and Rejection Proof, and encourages diving into challenges without overthinking.Learn how optimism and discipline drive financial and emotional success!TIMESTAMPS00:41 - Intro: Carmen Micsa, entrepreneur and author 02:08 - Carmen’s journey: From Romania to real estate 03:14 - Growing up under communism: Building resilience 04:37 - Founding Dynamic Vision Realty: Blending business and poetry 05:32 - Writing books: Leaving a legacy 06:39 - How to write a book: Consistency and 30-day streaks 09:19 - Overcoming writer’s block: Running and walking 14:38 - Running groups: Building client referrals 16:43 - Genuine relationships: Key to business success 19:13 - Sales mindset: Serving, not selling 20:31 - Dynamic Vision Realty: Tailored client services 25:00 - Life as Groundhog Day: Breaking predictable patterns 26:39 - Encouraging personal growth: Dive into challenges 30:06 - Books that inspire: How to Win Friends and Rejection Proof 33:42 - Owning your story: Embracing imperfection 35:43 - Optimism and wealth: Saving 17% more 37:41 - Time management: Lessons from a watchmaker 39:36 - Connect with Carmen: Books and social media 41:11 - Takeaways: Personal growth fuels wealthConnect with the Guest:Instagram: https://www.instagram.com/carmenseedsofsunshineFacebook: https://www.facebook.com/cmicsa/Website: https://dynamicsacramentohomes.com/#PersonalGrowth#RealEstateInvesting#MindsetMatters#BookWriting#Resilience#Networking#Optimism

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson for an inspiring episode with Aaron Ameen, host of The Hybrid Real Estate Professional Podcast. Aaron, a management consultant and father of three, shares his journey from buying his first rental property in Las Vegas to owning eight cash-flowing rentals across three states while working full-time. Discover how he transitioned to long-distance investing, navigated life changes like COVID and family growth, and now syndicates a $9M residential assisted living development in Houston. Aaron reveals time management hacks, the power of masterminds, and embracing a hybrid investor identity to balance a W2 job and real estate.Learn his “20-Minute Investor” system for managing rentals efficiently and overcoming mindset barriers to scale.TIMESTAMPS01:58 - Aaron’s journey: From one rental to eight across states 03:53 - Why long-distance investing? Circumstances and courage 05:19 - Overcoming fear: Managing rentals remotely 05:56 - Scaling to development: Residential assisted living 08:03 - Masterminds: Learning from bigger deal operators 09:13 - Residential assisted living: A high-impact niche 11:13 - Life changes: Balancing family, job, and investing 12:29 - Impact-driven investing: Solving senior care needs 13:16 - Syndication: Transitioning to raising capital 14:51 - Know your endgame: Aligning strategies with goals 15:47 - Mentors: Navigating challenges with support 17:33 - Hybrid identity: Owning real estate openly 21:17 - Burnout risks: Balancing high-demand roles 22:18 - 20-Minute Investor: Systems for efficient management 24:38 - Time hacks: Delegate, automate, eliminate 27:18 - Fractional VAs: Flexible task delegation 28:20 - Buy Back Your Time: The camcorder method 29:51 - Non-linear life: Adapting to changing circumstances 31:22 - Connect with Aaron: Free workshop 32:14 - Takeaways: Systems, mindset, and hybrid investingConnect with the Guest:Website: https://20minuteinvestor.com/LinkedIn: https://www.linkedin.com/in/aaron-ameen/Podcast: The Hybrid Real Estate Professional Podcast#HybridInvesting#RealEstateInvesting#CashFlow#ResidentialAssistedLiving#TimeManagement#Masterminds#MindsetShift

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill and co-host Nate Hambrick, author of The 18 Laws of Leverage, on the Mailbox Money Show for an episode with Emily Cassel, host of Like Nobody’s Business podcast and founder of Woman Up. Emily, a leadership coach for women, shares her journey from psychology and sustainable food systems to building a thriving coaching business since 2014. Discover her Infinite Upward Spiral framework for exponential growth, emphasizing mindset, passion, and surrounding yourself with high performers.Learn how to overcome societal pressures, untangle self-worth from wealth, and pursue what truly excites you. Emily discusses the power of masterminds, standing on the shoulders of giants, and embracing an infinite game mindset to avoid mediocrity.TIMESTAMPS01:58 - Emily’s background: From psychology to coaching03:32 - Why not corporate? Building a business instead05:08 - Women in business: Beyond the “girl boss” stereotype07:18 - Starting early: Launching a coaching business in 201408:30 - Nate on leverage: Standing on giants’ shoulders09:37 - The Miracle Morning: How books spark growth10:09 - Emily’s path: Masterminds and coaching as catalysts12:22 - Getting in the room: The power of high-performing peers13:48 - Masterminds vs. coaching: Creating a growth culture17:18 - Infinite Upward Spiral: Exponential vs. incremental growth18:26 - Infinite game mindset: Focusing on the journey22:16 - Wealth mindset: Overcoming self-worth and money blocks24:22 - Women and wealth: Navigating relational dynamics26:57 - Passion as fuel: Indicator for what to pursue30:26 - Rediscovering purpose: Moving beyond empty goals32:06 - Creating a fertile ecosystem for growth35:00 - Igniting the spark: Embodying a different way37:00 - Connect with Emily: Podcast and coaching details38:14 - Takeaways: Mindset, masterminds, and passionConnect with the Guest:Instagram: https://www.instagram.com/emilyinyourbusiness/Email: [email protected]: https://www.linkedin.com/in/emilycassel/Podcast: https://www.wmnup.co/podcast (And all major platforms)#MindsetMatters#InfiniteUpwardSpiral#WomenInBusiness#FinancialFreedom#Masterminds#PassionDriven#WealthMindset

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill and co-host Nate Hambrick, author of The 18 Laws of Leverage, on the Mailbox Money Show for an inspiring June 2025 episode with Paul Levitin, a mindset and behavior change expert. Paul, a former personal trainer turned coach, shares his EASIER framework to make change sustainable: Enthusiasm, Availability, Straightforward, Imperfect, Exponential, and Repeatable. Learn how to overcome resistance to change, prioritize high-leverage actions, and embrace imperfection to build lasting habits in fitness, finance, or entrepreneurship. Paul discusses balancing ambition with contentment using the “gap and gain” principle, holding expectations loosely like a scientist, and focusing on what you love to avoid burnout.TIMESTAMPS00:42 - Intro: Change Made Easy with Paul Levitin 01:12 - Nate on mindset: Why change is hard 01:41 - Paul’s journey: From personal trainer to mindset coach 03:08 - The missing piece: Psychology of behavior change 06:21 - Why change is hard: Biological resistance to effort 10:08 - EASIER framework: Making change sustainable 13:21 - Can enthusiasm grow? Building habits over time 18:48 - EASIER breakdown: Availability, Straightforward, Imperfect 21:10 - Exponential returns: Stacking wins to outweigh negatives 22:16 - Repeatable habits: Sustainable for life 25:36 - Choosing priorities: Start with what you love 28:43 - Imperfection as a trait: Entrepreneurs vs. risk-averse 31:40 - Gap and gain: Balancing ambition and contentment 40:25 - Knowledge of self: The meta-skill for success 41:39 - First step: Find what you’re enthusiastic about 44:46 - Connect with Paul 45:40 - Takeaways: Stack wins, embrace imperfection, prioritize joyConnect with the Guest:Podcast: Change Made Easy (available on all major platforms)LinkedIn: https://www.linkedin.com/in/paullevitin/Instagram: https://www.instagram.com/paullevitin#MindsetMatters#BehaviorChange#PersonalGrowth#FinancialFreedom#Entrepreneurship#SustainableHabits#WorkLifeBalance

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationUnlock the secrets to raising capital through authentic relationships and strategic podcasting with host Bronson Hill and co-host Nate Hambrick, author of The 18 Laws of Leverage, in an insightful conversation with Dave Dubeau, a seasoned capital raiser and podcasting expert, recorded in June 2025. Having raised millions and helped his students secure hundreds of millions in real estate deals, Dave shares his journey from early podcasting mistakes to building a turnkey podcasting service that connects syndicators with accredited investors. By focusing on the guest, creating genuine connections, and leveraging referrals, Dave’s approach transforms podcasting into a powerful tool for building trust and raising capital. Learn how to overcome impostor syndrome, position yourself as a leader, and use “guerilla warfare marketing” to stand out in a noisy digital world.TIMESTAMPS00:42 - Intro: Capital raising with Dave Dubeau01:12 - Mindset shift: Harnessing attention for capital01:41 - Dave’s journey: From mistakes to millions raised03:08 - Impostor syndrome: Overcoming early podcasting hurdles05:31 - Strategic podcasting: Interviewing ideal investors08:09 - Guerilla marketing: Standing out in a crowded space10:17 - Online credibility: Leveraging reviews and backlinks11:39 - Turnkey podcasting: Done-for-you investor connections16:21 - Niche targeting: Engaging medical professionals19:08 - Future trends: Authentic connections vs. deep fakes21:23 - In-person value: Building trust at masterminds24:19 - Identifying avatars: Tailoring podcasts to investors27:16 - Trifecta strategy: Updates, testimonials, referrals32:59 - LinkedIn leverage: Connecting with second-degree contacts35:00 - Scalable products: Books and courses for passive income41:15 - Connect with Dave: Free book and resources42:21 - Takeaways: Trust, service, and strategic podcastingConnect with the Guest:LinkedIn: https://www.linkedin.com/in/davedubeauWebsite: 20AccreditedInvestorsBook.com#RaisingCapital#PodcastingForBusiness#RealEstateInvesting#BuildingTrust#GuerillaMarketing#InvestorRelations#FinancialSuccess

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Break free from fear and discover your purpose through small, intentional steps. Join host Bronson Hill and co-host Nate Hambrick, author of The 18 Laws of Leverage, for a transformative conversation with Julie DeLucca-Collins, Chief Innovation Officer, certified Tiny Habits coach, and author of Confident You. From her roots as a teacher to climbing the corporate ladder as a VP and C-suite executive, Julie faced the “friendnemy” of comfort that kept her stuck—until a layoff during the pandemic forced her to embrace change and launch her coaching business. Now, she empowers women and others to leave jobs they hate, build confidence through tiny habits, and pursue passion-driven lives. Sharing insights on reframing failure, finding “believing mirrors,” and creating systems to navigate setbacks, Julie offers practical strategies to move from stuck to unstoppable.TIMESTAMPS00:41 - Introduction: Embracing change for freedom 02:03 - Guest intro: Julie DeLucca-Collins journey 04:21 - Corporate traps: The Peter Principle and golden handcuffs 06:11 - Brené Brown’s arena: Daring greatly despite setbacks 08:20 - Steps to quit: Building passive income and confidence 10:24 - Tiny habits: Starting small for big change 12:12 - Empowering women: Representation and believing mirrors 14:49 - Possibility vs. threat: Rewiring mindset for growth 17:19 - Leaning into failure: Becoming a badass through rejection 20:58 - Questioning stories: Shifting from stuck to possibility 22:38 - Falling and rising: Lessons from Bonnie St. John 26:07 - Faith and resilience: Coaching through life’s setbacks 30:28 - Finding purpose: Passion, proficiency, and values 35:42 - Tiny habits in action: Pausing to recalibrate 37:52 - Connect with Julie: Website and resources 39:52 - Key takeaways: Friendnemy behavior and purpose-driven lifeConnect with the Guest:Website: https://goconfidentlycoaching.com/#EmbraceChange#FindYourPurpose#TinyHabits#FinancialFreedom#WomenEmpowerment#ReframeFailure#FriendnemyBehavior