Ep 223: Maximizing Returns through Tax Loss Harvesting Doug English

Turning unused space into income is easier than you think. In this episode, we explore how property owners can unlock hidden value in their assets. Joseph Woodbury, Co-Founder and CEO of Neighbor, is revolutionizing the self-storage industry by helping people monetize underutilized spaces in their homes and properties. With Neighbor now spanning all 50 states and backed by $65 million in funding from top investors like Andreessen Horowitz, Airbnb, and Uber, Joseph’s innovative platform connects people needing storage with those who have extra space. He shares how Neighbor is disrupting the $500 billion storage market and creating income opportunities for everyday property owners. Tune in to learn how Neighbor is reshaping the way we think about property utilization and discover how you, too, could start earning from unused space right in your own backyard. Contact Guest: Facebook: https://www.facebook.com/storewithneighbor/ Instagram: @neighbor.app -https://www.instagram.com/neighbor.ap Twitter: @neighborstorage - https://x.com/neighborstorage?lang=en LinkedIn: https://www.linkedin.com/company/neighbor YouTube: https://www.youtube.com/@tryneighbor/ 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 the face of nature's fury, resilience is key. In this episode, Weathering Hurricane Helene, Chris Salerno & I dive into the personal and professional impact of the hurricane, exploring the lessons learned and how it has shaped real estate strategies in times of crisis. Chris was kind enough to let me use his office & studio while my family and I were displaced. Join us as we discuss what this epic disaster has taught us about leadership and the importance of preparedness in the ever-unpredictable world of real estate investment. This episode offers valuable insights for investors and entrepreneurs alike. I remain hopeful and optimistic after this event and invite you to help us rebuild Western Carolina through our non-profit, The Western Carolina Emergency Network, which you can learn more about below. Thank you, Chris Contact Guest: Links: www.qccapitalgroup.com www.linkedin.com/in/salernochris www.instagram.com/chris_salerno www.facebook.com/chris.salerno 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

Resilience is the key to not just surviving but thriving financially. In this episode, Dr. Allen Lomax shares his transformative journey from losing everything during the financial crisis to building a robust financial future through passive real estate investing. With a Ph.D. in Organizational Systems Psychology and over thirty years of experience, Dr. Lomax helps dynamic professionals unlock their potential by focusing on their passions while securing their financial well-being. Discover his unique blueprint for turning money into a tool for freedom, allowing you to pursue your calling without sacrificing your livelihood. As the founder of the Streams to Impact Prosperity program and host of the Streams to Impact podcast, Dr. Lomax empowers listeners to engage fully in their passions, achieve their dreams, and build lasting wealth. Tune in to learn how personal resiliency can lead to financial success and fulfillment in all areas of life. Contact Guest: Links: www.steedtalker.com www.linkedin.com/in/allenlomax/ www.facebook.com/allen.lomax/ www.instagram.com/steedtalkercapital/ www.youtube.com/@realestateinvestingabundan5306/videos Promo/giveaway: https://steedtalker.com/passive 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

How often do you feel like your mind is holding you back from reaching your full potential in business? In this episode, Rusty Osborne, the go-to coach for entrepreneurs, dives into the secrets behind overcoming the mental blocks that limit growth and success. With years of experience helping hundreds of business owners, Rusty uses his signature Negative Mindset Method to cut through the noise of self-sabotage and overwhelm. Whether it is negative self-talk or deeply ingrained unconscious beliefs. Rusty has developed proven strategies to help entrepreneurs silence their inner critic, break through mental barriers, and accelerate their business success. If you have been stuck or struggling to achieve your biggest goals, tune in and discover how to unlock a new mindset that fuels unstoppable growth! Contact Guest: Links: www.rustyosborne.com www.instagram.com/thecoachrusty https://thecoachrusty.ac-page.com/negative-mindset-method 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

Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate. Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns. Contact Guest: Facebook: https://www.facebook.com/ACTAdvisors YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g LinkedIn: https://www.linkedin.com/in/douglasenglish/ ACT Advisors Blog: https://act-advisors.com/blog/ More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/ 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 does the future of real estate hold? Chris Larsen, founder of Next-Level Income, draws on over 20 years of experience and over $1.5B in real estate acquisitions, including multifamily, mobile home parks, and self-storage. Larsen breaks down how to spot trends and capitalize on the best deals in a changing market. Hosting him is Rod Zabriskie, Managing Partner of Money Insights, whose decade-long experience in financial services has helped countless clients find financial independence by thinking beyond traditional strategies. Inspired by Rich Dad, Poor Dad, Zabriskie emphasizes how to seize the future with a proactive mindset. Whether you're new to investing or looking to fine-tune your strategy, Chris and Rod share the tools you need to predict the real estate market and stay ahead. Contact Guest: Website: https://moneyinsightsgroup.com/ 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

Mortgage notes can be the key to unlocking great returns and Chris Seveney is here to show you how. In this episode, Chris Seveney, CEO & Co-founder of 7e Investments, takes us through his 25+ years of real estate experience and his unique journey into the world of mortgage note investing. With a portfolio of over 500 notes and $25 million under management, Chris has built a thriving business that helps investors generate steady returns. Before venturing into mortgage notes, Chris’s career saw him manage $750 million in new construction projects, earning a reputation for honesty, professionalism, and innovation. As a leader in his field, Chris continues to set new standards and inspire others to think creatively about their real estate investments. Whether you're new to real estate or a seasoned pro, this episode is packed with insights to help you navigate the mortgage note industry and engineer great returns! Contact Guest: Website: https://7einvestments.com/ LinkedIn: https://www.linkedin.com/in/christopherseveney/ 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

Athletes have an edge in the business world, find out why their skills make them exceptional entrepreneurs with Brian Spear, the mastermind behind Sunrise Capital Investors. Brian draws from his unique experience as a former University of Kentucky varsity baseball team captain and his deep expertise in commercial real estate investing to highlight the transferable skills athletes bring to the business world. Brian’s pragmatic approach, inspired by the strategies of real estate legends like Buffett and Zell. As the host of the “Real Freedom Through Passive Investing” podcast, Brian reveals how these attributes can drive success in building and preserving legacy wealth. Tune in to learn how the qualities of top athletes can be the key to your business success. Contact Guest: Main Website: https://sunrisecapitalinvestors.com/ CTA: https://investwithsunrise.com/ 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 select the best investments for your portfolio using the “D.I.A.L.” framework with Christopher Larsen, the founder and Principal of Next-Level Income. In this episode, Chris shares his proven strategy for achieving financial independence through diverse investment opportunities. With over 20 years of experience in real estate including multifamily, self-storage, mobile home parks, hotels, and senior housing, Chris has participated in over $1.5 billion in acquisitions since 2016. His insights are backed by a robust career that began in the medical device industry and transitioned to private lending, development, and syndications. Chris holds a B.S. in Biomechanical Engineering and an M.B.A. in Finance, and he’s also an accomplished All-American cyclist. Tune in to learn how Chris uses “D.I.A.L.” (Diversification, Income, Appreciation, and Liquidity) to help clients build resilient investment portfolios, reduce risk, and maximize returns. Get ready to elevate your financial strategy 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

As America faces an ever-growing affordability crisis, one man is tackling the issue head-on with an unconventional yet highly effective solution: mobile home parks. In this episode, Kevin Bupp, a seasoned real estate investor with over $300 million in transactions and a best-selling author, shares how he’s addressing this national challenge. With two decades of experience and a focus on Mobile Home Parks and Parking Lots, Kevin explains why these overlooked assets offer the best returns in today's market. As the host of the top-rated podcast "Real Estate Investing for Cash Flow," Kevin has guided millions toward profitable commercial real estate investments. Now, through his private equity firm, Sunrise Capital Investors, he’s helping passive investors build legacy wealth and achieve financial freedom. Tune in to discover how Kevin’s innovative approach to real estate could be the key to solving America’s affordability crisis while generating significant cash flow. Contact our guest: Website: http://sunrisecapitalinvestors.com Website: http://kevinbupp.com LinkedIn: https://www.linkedin.com/in/kevinbupp/ Facebook: https://www.facebook.com/RealKevinBupp Instagram: https://www.instagram.com/buppkevin YouTube: https://www.youtube.com/c/KevinBupp 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