You're One Relationship Away From a Different Life

Brett Tanner and Katelyn Mitchell rank 14 investments Brett has owned, from crypto and gold to rental properties, hard money lending, oil and gas royalties, a golf course and operating businesses, by what each one actually paid him.📄 Notes, takeaways & full transcript: bewealthy.com/podcast/ranked📊 SCORE EVERY ASSET YOU OWNPut in what you own, what it paid you and your equity in it, and see which dollar is working the least, right next to my 14. It takes about three minutes. bewealthypodcast.com/scorecard━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━I Ranked Every Investment I've Owned, Worst to Best | Brett Tanner & Katelyn MitchellI've owned almost every asset people argue about online, so Katelyn and I ranked all 14 from worst to best by what they actually paid me. Crypto is dead last. My wife talked me into a coin, I bought it to teach her a lesson, it shot up, and then it dropped 94% when FTX collapsed. Single-family rentals land at number 10 because the ones I kept only earn about 4% on the equity. Oil and gas royalties are the most passive check I own, and hard money lending pays 17 to 19%. The top three all need an operator: a golf course, resorts we turned into apartments, and operating businesses. At the end I give you four steps to score what you own and find your lowest return on equity.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro5:07 #14 Crypto9:52 #13 Gold13:21 #12 Belize Condo18:36 #11 Whole Life Insurance23:13 #10 Single-Family Rentals27:12 #9 Flips30:15 #8 Stocks35:28 #7 Notes38:05 #6 Triple-Net Commercial43:14 #5 Royalties, #4 Lending47:47 #3 The Golf Course52:24 #2 Resorts to Apartments54:42 #1 Operating Businesses59:06 Your Asset Scorecard━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Wealthy Code by George Antone- My episode with George Antone: https://youtu.be/lsvkhjozuuA━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

Brett Tanner and Katelyn Mitchell walk through a real seller financing deal where the buyer stopped paying: the missed payments, payoff vs reinstatement, the four doors a lender can take, and foreclosure.📄 Notes, takeaways & full transcript: bewealthy.com/podcast/seller-financing📊 GET BRETT'S FOUR DOORS PLAYBOOKThe real numbers from this deal, the four doors when a note stops paying, and the checklist I run before I carry the paper. bewealthypodcast.com/fourdoors━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━My Seller Financing Buyer Stopped Paying. Here's What I Did | Brett Tanner & Katelyn MitchellIn 2020 I bought a house for $50,000, put $17,000 into it, and sold it for $110,000 with seller financing. The buyer put $15,000 down and I carried a $95,000 loan at 9.9%, which works out close to 19% on the cash I had in it. They paid 54 months in a row and then went silent. Katelyn and I walk through what happened next, from the late notices to the four months with no payments, payoff versus reinstatement, and the four doors I could walk through. The foreclosure sale was six weeks out when they caught the whole thing up. I also lay out the lending rules I follow now. I won't take less than 20% down again.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro0:56 You Are a Bank7:08 The $50K House Deal10:09 Why I Carry the Paper14:18 54 Payments In17:20 The First Missed Payment22:25 Borrower and Lender Mistakes25:48 Why You Need a Servicer27:53 Payoff vs Reinstatement31:43 The Four Doors36:18 Courthouse Steps and Credit Bids42:17 Lessons Learned━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Banker's Code by George Antone- My episode with George Antone: https://youtu.be/lsvkhjozuuA━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

Brett Tanner grades the 10 housing market and economy predictions he wrote in October 2023, with Katelyn Mitchell: mortgage rates, subprime auto debt, office conversions, and his new calls for 2029.📄 Notes, takeaways & full transcript: bewealthy.com/podcast/predictions📊 GET BRETT'S STORM NOTEAll 10 calls with their grades, my calls for 2029, and a blank page to write your own predictions and grade them later. bewealthypodcast.com/storm━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━10 Housing Market Predictions I Made in 2023 (Was I Right?) | Brett Tanner & Katelyn MitchellOn Halloween 2023, with the 30-year mortgage at 7.79%, I typed "the storm is here" into the notes app on my phone and wrote down what I thought would happen next. Three years later Katelyn and I pulled that note back up and graded every call A to F against the data. The cash flow call got an A and subprime auto got an A-minus. Office buildings turning into apartments got a D, and I'm still shocked by that one. Then I put new calls on the record for 2029, starting with the one I hate: rates stay above 6% all the way through.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro4:41 October 20237:10 Will Rates Hit 5%10:45 The Debt Bubble17:20 The Fed and Banks22:33 Nothing Cash Flows25:19 My Biggest Miss28:45 Report Card and 2029 Calls━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- Same as Ever by Morgan Housel- The Psychology of Money by Morgan Housel- The Art of Spending Money by Morgan Housel- The Josh Mettle episode Katelyn mentions: https://youtu.be/mltFDwKebvo━━━━━━━━━━━━━━━━━━━━━━━📊 SOURCES & DATAEvery grade in this episode is checked against public data:- Mortgage rates: Freddie Mac Primary Mortgage Market Survey- Home prices: S&P Cotality Case-Shiller, national and Phoenix- Household and credit card debt: New York Fed Household Debt and Credit Report- Subprime auto delinquencies: Fitch Ratings auto ABS index- FHA delinquencies: Mortgage Bankers Association. Foreclosures and bank repossessions: ATTOM- Inflation and wages: Bureau of Labor Statistics- Student loans: TransUnion. Bank unrealized losses: FDIC- Venture down rounds and AI funding: PitchBook- Commercial property prices: Green Street. Apartment cap rates: CBRE- Mortgages under 4%: FHFA National Mortgage Database- Office vacancy: Moody's. Office-to-apartment conversions: RentCafe/Yardi- Agent count: National Association of Realtors━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

The 18 life lessons Brett Tanner wrote his son when he turned 18, read with Katelyn Mitchell: risk, money, marriage, reading, and why you're already behind at 18.📄 GET THE LETTERAll 18 lessons plus the 5 bonus ones that didn't make the cut, with a page to start writing your own letter to your kids. bewealthypodcast.com/18lessons━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━18 Life Lessons I Wrote My Son When He Turned 18 | Brett Tanner & Katelyn MitchellWhen my son Cooper turned 18, I gave him my favorite journal with a letter inside. It took me about four months to write, and almost none of it is about money. Katelyn and I go through all 18 lessons, from the question I ask before any risk ("can I get back here?") to why low expenses beat a big income and why I think an 18-year-old is already behind. Then I share 5 bonus lessons that didn't make the letter. If you've got kids, steal it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:09 The Letter to My Son7:03 Can I Get Back Here10:29 Live Your Own Life14:56 Happiness Is a Choice18:56 Never Quit Laughing22:52 Sail or Anchor29:11 Win Before You Play33:13 Keep Your Expenses Low36:16 Read the Books43:57 Three Circles of People46:06 The Good Dude Rule47:38 Tell the Truth53:43 Risk vs. Return57:43 You're Already Behind1:01:40 Find the Real Ones1:04:50 Say Yes to Opportunity1:08:02 The Rules Don't Apply1:12:53 Age Isn't a Requirement1:13:55 5 Bonus Lessons━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Top Five Regrets of the Dying by Bronnie Ware- The 80/80 Marriage by Nate and Kaley Klemp- The Untethered Soul by Michael A. Singer- The Art of War by Sun Tzu- The Seven Mountains episode Brett mentions: https://youtu.be/Gqzb5UOneRo━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

How to use AI as an executive assistant, from Brett Tanner and Katelyn Mitchell: the 8 steps Brett took to go from using AI like a Google search to an AI assistant that does the work of 5 hires.🤖 WANT HELP SETTING UP YOUR OWN AI ASSISTANT?Book 15 minutes with Katelyn, tell her where your week goes, and she'll show you what to hand off first. bewealthypodcast.com/ai━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━I Built an AI Assistant That Does the Work of 5 Hires | Brett Tanner & Katelyn MitchellSix months ago I was using AI like a Google search. Today I'd need five more people reporting to me to do what my AI assistant (I named him Jarvis) does for me. Katelyn tells the story of the day I locked her in my Tesla and zigzagged her across Arizona to look at six deals I had underwritten overnight. Then I walk through the 8 steps in the order I did them: name it, write its rule book, set the guardrails, build directives, connect your tools, build skills, move them to GitHub and put an accountability system on top.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:48 The 1-10 AI Test7:52 Locked in the Tesla14:11 The Assistant You Never Hire17:43 What You Need to Start19:51 Step 1: Name It22:49 Your 30-Day Training Plan27:13 Step 2: The Rule Book31:05 Step 3: Guardrails35:47 Step 4: Directives42:12 Step 5: Connect Your Tools47:27 Step 6: Build Skills56:07 Train It Like a New Hire59:18 Step 7: Move It to GitHub1:00:48 Step 8: Accountability1:04:18 The 8 Steps Recap━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- AI for Good by Juan M. Lavista Ferres & William B. Weeks- Claude (Brett runs it through Visual Studio Code on the Max plan)- GitHub, Superhuman and Kubera (tools Brett has connected)━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

Rich vs wealthy, explained by Brett Tanner and Katelyn Mitchell: why your job and your rental properties can make you rich but not wealthy, and the math real estate investors use to move into commercial real estate.📊 RUN YOUR RENTAL THROUGH BRETT'S MODELBrett won't buy a rental without a 45% expense ratio baked in and a 2% spread over his borrowing rate. Plug in one of yours and see if it clears that bar. bewealthy.com/reality-check━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━Rich vs Wealthy: What Real Estate Investors Get Wrong | Brett Tanner & Katelyn MitchellI was on the road to a thousand rentals. I got to 130 and there was nothing about it that felt wealthy. Katelyn and I walk through the three boxes from George Antone's book The Wealthy Code (job, rich and wealthy) and run the math on each one: the 222 deals behind a $1 million net income goal, why $100,000 a month from rentals takes 400 to 500 houses, and the four ideas from George's book that get you out of small assets and into commercial real estate you control.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro2:00 The Wealthy Code8:06 Your Net Margin15:50 222 Deals to Net $1M27:41 The Two Bags Story33:03 The 2% Spread Rule36:37 Build a Model42:58 The 400 Rentals Math47:48 Soft Costs52:03 Rentals Won't Make You Wealthy54:16 Spread, Not Rate55:39 Leverage Is the Multiplier1:08:02 Pick Your Seat1:10:34 Velocity of Money1:13:58 Rate Game vs Capital Game1:15:29 Forced Appreciation1:18:44 Wealthy: Triple Net1:22:46 Real Estate Businesses1:27:14 The $2M to $10M Sweet Spot1:30:32 Your Homework━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Wealthy Code by George Antone- The Banker's Code by George Antone- The Untethered Soul by Michael A. Singer- The ONE Thing by Gary Keller & Jay Papasan- The Compound Effect by Darren Hardy- Rich Dad Poor Dad by Robert Kiyosaki- Principles by Ray Dalio (and the illustrated short version, Principles for Success)- Episode: Why 99% of Investors Are Paying the Wealthy Without Knowing It! George Antone https://youtu.be/lsvkhjozuuA- Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

📊 WHICH MOUNTAIN ARE YOU CLIMBING?Tap the mountains you're on, mark who picked each one, answer the three homework questions from the end of the episode, and get your mountain map in about two minutes. bewealthypodcast.com/mountains━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━7 Life Goals That Keep You From Building Wealth | Brett Tanner & Katelyn MitchellIn February 2012 I walked off the Keller Williams awards stage with the number three group in the company, and 90 seconds later I realized I had won a climb somebody else picked for me. After more than 10,000 hours coaching agents, investors and business owners one on one, I see people climb the same seven mountains over and over, and I climbed two of them myself. Katelyn and I walk through all seven, including the one that fooled me all the way to 130 rentals, then give you the homework to figure out which one you're on adn whether you picked it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:17 The Awards Stage6:59 10,000 Coaching Hours8:41 Mountain 1: Education10:57 42% Underemployed20:00 Why I Skipped Law School28:24 Mountain 2: Hard Work34:24 Measure What Matters39:01 Mountain 3: Kids41:58 Parents on Their Phones46:10 Alaska With Jagger49:03 Mountain 4: The Joneses51:13 The Barry Manilow Study57:30 Top Regret of the Dying59:41 Mountain 5: YOLO1:05:06 What Money Is For1:11:40 Mountain 6: My Market1:18:08 Huntsville and Cap Rates1:20:52 Mountain 7: Wrong Investment1:30:20 Your Homework━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The 4 Disciplines of Execution by Chris McChesney, Sean Covey & Jim Huling- Measure What Matters by John Doerr- It's Your Ship by Captain D. Michael Abrashoff- The Joneses (2009 movie)- The Wolf of Wall Street (2013 movie)- Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw━━━━━━━━━━━━━━━━━━━━━━━📊 SOURCES & DATAEvery study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1Pb9oRebkR8Htp1yK1upgpuclPmJKIPlnC-J-KMV_IIE/edit━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

📊 RENTAL TRACKER SPREADSHEETRun the return on equity math on every rental you own, one unit at a time, with Brett's video walkthrough. bewealthypodcast.com/tracker━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━Why I'm Selling My Rental Properties (I Owned 130) | Brett Tanner & Katelyn MitchellFive years ago I owned 130 single family rentals. Today I'm down to 19, and in their place I own a Starbucks, a Denny's, a retail building with two national credit tenants, a cell tower leased to AT&T, natural gas royalties, and 63 units in northern Arizona. Katelyn and I walk through every one of those 1031 exchanges wiht the real closing numbers, why return on equity is the number that finally told me to move, and the two things to check on your own portfolio before you decide to keep it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro5:02 130 Houses Down to 196:06 Management Units and Lazy Equity8:19 The Huntsville Bet13:51 Rising Landlord Costs18:03 Return on Equity Math29:30 How 1031 Exchanges Work31:04 Rentals Into a Starbucks35:32 21 Houses, One Cell Tower39:49 Why Investors Stay Comfortable47:03 Houses Into Gas Royalties50:43 Nine Houses, One Denny's55:11 Ten Houses, 63 Units57:49 Failed 1031s, Reverse Exchanges59:55 Credit, Documents, Dirt1:03:10 Soft Costs1:09:09 Homework: Rental Tracker━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Millionaire Real Estate Investor by Gary Keller- Same As Ever by Morgan Housel- The Psychology of Money by Morgan Housel- The Art of Spending Money by Morgan Housel- Episode: Why Your Single Family Rentals Are Bad Investments in 2026 https://youtu.be/DJHpGPTL3xs- Episode: I bought a Starbucks from a bad hard money loan https://youtu.be/m7KzPhI-sAU━━━━━━━━━━━━━━━━━━━━━━━📊 SOURCES & DATAEvery study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1ET5rM-q_o3k1TSCBCPBrpDaLcF-Xr8SCPMtCb1sjm7c/edit━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

📊 THE $50 MILLION NET WORTH PLANBrett makes every workshop attendee walk in with a 30-year plan that gets them to $50 million. The template and the walkthrough video are free.Template: bewealthypodcast.com/50mWalkthrough: https://www.youtube.com/watch?v=zhz_myuwdes━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━10 Brutal Questions to Ask Yourself Before 2027 | Brett Tanner & Katelyn MitchellThese are the 10 questions I ask my private coaching clients, plus a bonus one I could not leave out. I tell the story of the Keller Williams stage I obsessed over for three years, then walked off it in 2011 to find out nobody cared. Katelyn gets into the eight years she carried around one comment somebody made abuot her, which is exactly why the internal scorecard question is on the list.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro6:57 What You Actually Want13:29 Is That Your Truth20:12 Internal vs External Scorecard32:10 How Do You Win36:09 Where You Take Problems37:05 10x Your Biggest Victory38:14 Your Dollar Per Hour45:07 Smallest Action Now46:49 The Three Year Question50:39 Business or Job52:41 Who Are Your Three━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Dan Sullivan Question by Dan Sullivan- 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy- The One Thing by Gary Keller- The Slight Edge by Jeff Olson- Warren Buffett, the two scorecards question (internal vs external)- Kent Clothier, who hit Brett with "is that your truth or the truth"- Ali Nasser, past guest on this show, on presence being the greatest gift you can give someone━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━You're One Relationship Away From a Different Life | Brett Tanner & Katelyn MitchellKatelyn and I break down the three relationships every agent and investor needs: a coach ahead of you, peers beside you, and someone you're lifting up. I tell the Russell Shaw lunch story that altered my career, and we rip apart the fake stats the coaching industry loves to quote (that 95% accountability study never existed). We also cover how to vet a coach before you write teh check, and why I spent years with 130 rentals climbing the wrong mountain.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro2:07 The Russell Shaw Lunch5:02 The Three Relationships12:07 We All Need People15:00 Peers On the Same Mission28:24 Coaching Industry Myths31:19 The Real Goal Study39:27 Lonely at the Top44:07 Finding Your Peers51:04 Lifting Someone Up54:20 Coaching Cole1:01:30 Why Teaching Works1:06:28 The $500 Check Story1:17:25 Why Pay a Coach1:22:26 Coaching ROI Data1:26:41 Trillion Dollar Coach1:31:58 How to Vet a Coach1:41:46 Are You Coachable?1:44:49 Clients Who Lie1:50:41 The Wrong Mountain━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- Think and Grow Rich by Napoleon Hill- Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg, and Alan Eagle━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.