ep 233 : Using the S.A.F.E. Method to Evaluate Investments with Tom Dunkel

Ready to design your dream life? In this episode, Sarah Weaver, a seasoned investor, coach, and world traveler, reveals how mid-term rentals can be the key to financial freedom and a life you love. Sarah, a real estate investor with 19 units across 4 states (10 of which are furnished rentals she self-manages remotely), shares her expertise in building a thriving portfolio while living a fully nomadic lifestyle. As the founder of multiple businesses—like Arya Design Services, which helps investors furnish rentals, and Invested Adventures, taking investors on epic global retreats—Sarah knows how to balance work, travel, and success. Tune in to hear Sarah’s strategies for growing your rental portfolio, tips on managing properties from anywhere, and how to embrace a life filled with freedom and adventure. Whether you are a seasoned investor or just starting out, this episode will inspire your next big move! Contact Guest: Website: https://www.sarahdweaver.com/ Instagram: https://www.instagram.com/sarahdweaver/ LinkedIn: https://www.linkedin.com/in/sarahdweaver/ Facebook Personal: https://www.facebook.com/sarahdweaver/ Facebook Business: https://www.facebook.com/sarahdweaverpage Twitter: https://twitter.com/sarahdweaver 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 reverse aging and build a healthier future with Dr. Doug Lucas, a double board-certified physician in osteoporosis reversal, hormone replacement, and healthspan optimization. In this episode, Dr. Doug shares his journey from Stanford-trained orthopedic surgeon to founder of Optimal Human Health MD, a nationwide telehealth practice. Learn how he helps patients improve their bone health, reverse osteoporosis, and extend their healthspan through groundbreaking research and personalized care. Dr. Doug explains why osteoporosis is not a life sentence and how innovative approaches in hormone therapy and functional medicine can transform lives. With a mission to educate and inspire, Dr. Doug also discusses his YouTube channel, The Dr. Doug Show: Bones, Hormones, and HealthSpan, and his community, HealthSpan Nation, where he empowers individuals to take charge of their health. Tune in for actionable insights to live better, longer! Contact Guest: Facebook: Dr. Doug Lucas Instagram: @dr_douglucas YouTube: The Dr. Doug Show Website: www.optimalhumanhealth.com

Unlock the power of strategic investment evaluation with Tom Dunkel. In this episode, Tom Dunkel shares his journey from corporate finance to thriving in real estate, revealing how the S.A.F.E. method has been a game-changer in evaluating investments. Learn how Tom turned his life around after losing his corporate job and how he and his business partner built a multi-million-dollar business from the ground up. Tom's story highlights resilience, the power of entrepreneurship, and how he now helps investors transition to passive, reliable, and predictable real estate investments. With over $45M in self-storage assets across seven states, Tom is passionate about helping "Miserable Millionaire" investors achieve financial, time, and life freedom. Tune in for valuable insights on how to apply the S.A.F.E. method to your own investment strategy. Want to discover Tom’s 4-step plan to financial freedom? Listen Now! Contact Guest: https://www.belrosestoragegroup.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 turn your stocks into a predictable income stream with strategies you’ve likely never considered before! Investing doesn’t have to be unpredictable. In this episode, Mark Yegge, known as the Wealth Architect, reveals how to “rent” your stocks to generate consistent cash flow. With a career spanning decades, Mark has traded over $14 billion worth of securities and built an empire that includes founding a $30-million Wall Street software company. Now retired at 39, he shares his insights as a fund manager, author, and mentor to 7- and 8-figure investors. From creating courses like The Cash Flow Machine to hosting the Wealth Architect Podcast. Mark is on a mission to empower people with the tools to take control of their financial future. Tune in to learn the secrets of creating steady income through stock investments while adopting the mindset of success. Ready to rethink your investing strategy? Listen now to unlock the potential of your portfolio! Contact Guest: https://www.cashflowmachine.io DestinyCreation.com https://wealtharchitectpodcast.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

Big changes are coming! In The Investment Optimizer and a Big Update!, Blake Brogran, a Wealth Strategist with years of experience in financial services, shares exciting news while diving deep into one of his favorite strategies: the Investment Optimizer. With eight years in the industry, Blake specializes in helping clients maximize their wealth through innovative overfunded life insurance strategies, designed to supercharge investments and create long-term financial security. Blake simplifies the complexities of the Investment Optimizer, explaining how it can enhance cash flow, provide flexibility, and boost overall returns. He also reveals a major update that could impact investors looking to take their financial strategies to the next level. Blake’s insights, backed by his entrepreneurial spirit and passion for helping families build wealth, will inspire you to rethink your approach to personal finance. Tune in to explore how small adjustments can yield big financial results! Contact Guest: Links: https://meetings.hubspot.com/blake-brogan 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

Mark Miller brings over 30 years of experience in tax and financial services, specializing in wealth growth and protection for high-net-worth clients, business owners, physicians, and executives. With a deep understanding of tax strategies and asset preservation, Mark has guided hundreds of clients through both booming and challenging markets. In this episode, he shares insights into cutting taxes, protecting business and retirement assets, and preserving wealth that endures for generations. Whether you’re aiming to secure your family’s future or grow your portfolio with a long-term vision, Mark’s advice is rooted in practical strategies that have helped clients build dynastic wealth. Don’t miss this chance to learn the secrets of sustainable investing from a seasoned financial expert. Contact Guest: Links: https://book.hiltonwealth.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

From saving lives to saving properties, From Fighting Fires to Flipping Houses with Ian Horowitz explores the remarkable journey of a first responder turned real estate powerhouse. Ian Horowitz, Managing Partner at Equity Warehouse, brings his background in firefighting to a new arena real estate investment. Known for his expertise in wholesale real estate, property development, distressed debt, and investment properties, Ian has successfully navigated a transition that few attempt. In this episode, Ian shares how his years in emergency response equipped him with unique skills that have fueled his success in real estate. From finding the right distressed properties to mastering the economics of flipping houses, Ian provides a candid look into his strategies and the challenges he's overcome. Tune in to learn how Ian’s journey from firefighting to real estate investing can inspire you to take calculated risks, adapt, and build a successful portfolio. Contact Guest: Website: https://www.equitywarehouse.com/home1638455564534#section--36315-150 LinkedIn: https://www.linkedin.com/in/ian-horowitz-255185106/ 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

True success in business starts with serving, not selling. In this episode, we explore the power of genuine connection and service-driven networking. Steve Ramona, host of the popular “Doing Business with a Servant’s Heart” podcast, shares his journey from a young networker to a super-connector with a community of over 150 high-net-worth individuals, including millionaires and billionaires. As the mastermind behind the Pantheon Alliance, Steve knows the transformative impact of putting service above self-interest in business. He reveals insights into how focusing on relationships over revenue has not only fueled his success but also helped countless entrepreneurs form meaningful partnerships and joint ventures. Join us to learn why serving others is the key to lasting success and how you can build a strong network that’s rooted in trust, collaboration, and shared growth. Contact Guest: Pantheon Premium: https://pantheon.idevaffiliate.com/101.html InPhone Business Toolpad: https://inphone.co/podcast Doing Business with a Servant’s Heart Podcast: https://www.servinginbusinesspodcast.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

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