Next Level 316: Can You Invest in Alternative Assets with your 401k or IRA? With Madison Trust

What if you approached your health the same way a successful CEO runs a thriving business? Every decision matters, every system works together, and long term success depends on consistent leadership rather than quick fixes. In this episode, Chris sits down with human performance expert Justin Roethlingshoefer to discuss what it truly means to become the CEO of your own health.With more than 20 years of experience helping high performers optimize their physical and mental well being, Justin has worked with professional athletes, executives, entrepreneurs, and leaders who understand that sustainable success starts with a healthy foundation. His mission is centered on empowering people to take ownership of their health so they can maximize their purpose and live out their God given mission.Throughout the conversation, Justin explains why many people struggle to achieve lasting health despite having access to more information than ever before. Rather than chasing the latest diet trends or relying on temporary solutions, he encourages listeners to focus on understanding how their body functions and to use objective data to guide better decisions. When individuals learn to measure what truly matters, they can identify the root causes of health challenges instead of simply treating symptoms.Resources & Links🌐 https://www.holyhealth.org/🌐 http://ownitcoaching.com🌐 http://holyhealthbook.comGiveaway: https://drive.google.com/drive/folders/13YkzYLgGq-ZJXW8rReGqg7Yc9nCmfT3y?usp=sharing

When most people think about retirement investing, they picture traditional stocks, bonds, and mutual funds. But what if your retirement account could be used to invest in real estate, private equity, private lending, or other alternative assets? In this episode Chris sits down with Nicole Capurso and Jason Prezant from Madison Trust Company to explore how Self-Directed IRAs are changing the way investors think about retirement planning.Nicole Capurso serves as Madison Trust’s Senior Strategic Relations Executive and has spent more than five years educating investors on the opportunities available through Self-Directed IRAs. Alongside her is Jason Prezant, a Self-Directed IRA specialist known for his commitment to exceptional client support and helping investors navigate the retirement investing process with confidence.Throughout the conversation, the guests explain the key differences between traditional retirement accounts and Self-Directed IRAs. While conventional retirement plans often limit investors to publicly traded securities, Self-Directed IRAs allow eligible investors to diversify into alternative investments, including real estate, private equity, promissory notes, and other private market opportunities.Resources & Links🌐 https://www.madisontrust.com/sponsors/Email: [email protected]: (845) 415-5393Giveaway: $125 Credit Towards Their New Account – First Investment Placed For Free! Account Application Fee Waived

Resilience is often forged in life’s most difficult moments. For Nick Prefontaine, a devastating snowboarding accident at just 14 years old became the defining event that transformed his perspective on life, success, and personal growth. In this inspiring episode of the Next Level Income Podcast, Nick shares how he overcame unimaginable challenges and turned tragedy into a mission to help others unlock their full potential.Nick’s journey began with what seemed like an impossible setback. After a life threatening snowboarding accident left him in a coma, doctors warned his family that he might never walk, talk, or eat independently again. Faced with overwhelming uncertainty, his future appeared bleak. Yet Nick refused to let those predictions define his life. Through relentless determination, rehabilitation, and an unwavering commitment to taking one step at a time, he gradually rebuilt his life.Rather than allowing adversity to become his identity, Nick used it as fuel. His recovery taught him that success is rarely achieved through giant leaps. Instead, meaningful progress comes from consistently taking the next right step. This philosophy ultimately became the foundation of the STEP System, a practical framework designed to help people overcome obstacles, regain confidence, and move toward their personal and professional goals.Resources & Links🌐 http://www.nickprefontaine.com/🌐 http://smartrealestatecoach.com/

In this episode of the Next Level Income Podcast, we explore the future of precious metals, the role of sound money, and the opportunities investors should be watching in today’s evolving financial landscape. David Morgan, a globally recognized precious metals analyst, consultant, and publisher of The Morgan Report, shares his insights on where gold and silver may be headed and what investors need to understand about protecting and growing wealth.David Morgan has spent decades studying monetary systems, commodities, and investment strategies centered around real assets. Through The Morgan Report, he has helped investors navigate the precious metals markets with a focus on building and preserving wealth through sound money principles. His expertise has made him a trusted voice in the industry, with appearances on major platforms including CNBC, Fox Business, Yahoo Finance, MSNBC, and BNN.David discusses the current state of the global economy and how inflation, currency concerns, geopolitical uncertainty, and changing financial policies are influencing demand for gold and silver. As investors look for ways to diversify their portfolios and protect purchasing power, precious metals continue to play an important role in conversations about long-term wealth preservation.Resources & Links🌐 https://www.themorganreport.com/🌐 Free 15 min consultation: https://www.themorganreport.com/nextlevel

Success is often measured by achievements, income, and recognition. But for Derek Peterson, the true definition of success was discovered when he realized that achievement without freedom comes with a hidden cost.In this episode of the Next Level Income Podcast, Derek shares the powerful story of how struggle, reinvention, and intentional living transformed his life from chasing success to creating a life built around freedom, purpose, and impact.Derek’s journey began in Columbia, Maryland, during a defining moment in eighth grade when he nearly failed and was placed into a lower academic track. Instead of accepting that as his future, he made a decision that would shape everything that followed. He realized that his trajectory was not fixed and that discipline, effort, and vision could completely change the direction of his life.Resources & Links🌐 https://www.adapt.agency/🌐 http://amyandderektravel.com/

The real estate market is constantly changing, and successful investors understand that the ability to adapt is one of the most valuable skills they can develop. In this episode of the Next Level Income Podcast, I sit down with Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, to discuss how creative financing strategies can help investors build wealth and find opportunities regardless of where the market cycle stands.Chris Prefontaine is a 4x best-selling author, former Forbes Business Council Member, and a 3-time Inc5000 Honoree for Fastest Growing Company. Through his work at Smart Real Estate Coach®, Chris has helped thousands of aspiring investors learn how to approach real estate differently by focusing on creative strategies rather than traditional financing methods.In this episode, Chris shares the lessons he has learned from decades of experience navigating different economic environments, including the challenges of the 2008 real estate crash, global uncertainty, and changing market conditions. Rather than allowing market shifts to create limitations, Chris explains how investors can use creativity and strategic thinking to uncover opportunities in every phase of the real estate cycle.Resources & Links🌐 http://smartrealestatecoach.com/Giveaway: https://3paydaysbooks.com/nextlevel

Building wealth is about more than simply acquiring assets. True financial success comes from having a clear framework, making disciplined decisions, and creating a legacy that extends beyond your lifetime. In this episode of the Next Level Income Podcast, Chris Larsen sits down with investor, entrepreneur, Certified Money Coach®, and bestselling author Gino Barbaro to discuss how he built a real estate portfolio of over 1,900 multifamily units and $450 million in assets under management while staying focused on family, values, and long-term wealth creation.Gino’s journey is a powerful example of how consistent action, education, and the right mindset can transform financial outcomes. Throughout the conversation, he shares the lessons he learned during his transition from restaurant ownership into multifamily real estate investing. Rather than chasing quick wins, Gino focused on developing systems and principles that could be repeated over time, allowing him to scale his portfolio while minimizing unnecessary risk.One of the key topics discussed is how investors can effectively evaluate opportunities. In a marketplace filled with countless investment options, understanding how to properly assess a deal is critical. Gino explains the importance of looking beyond surface-level numbers and focusing on the underlying fundamentals. He emphasizes the value of understanding market dynamics, cash flow potential, management quality, and long-term appreciation opportunities. These principles help investors avoid emotional decision-making and build confidence in their investment choices.The discussion also explores the concept of generational wealth. According to Gino, creating lasting wealth requires more than financial knowledge. It involves establishing healthy financial habits, maintaining strong family values, and fostering open conversations about money. Many families struggle not because of a lack of income, but because they lack a clear vision for preserving and growing wealth across generations.Drawing from his work through Barbaro 360 and the insights shared in his bestselling book Happy Money Happy Family Happy Legacy, Gino highlights the connection between financial success and family relationships. He believes that money should serve as a tool to create freedom, opportunity, and stronger family bonds rather than becoming a source of stress or conflict.Listeners will also gain valuable insight into the mindset required to succeed in today’s economic environment. Gino discusses the importance of personal responsibility, continuous learning, and maintaining a long-term perspective even when markets experience uncertainty. By focusing on fundamentals and staying committed to proven investment principles, investors can position themselves for sustainable growth regardless of short-term market fluctuations.Whether you are a seasoned investor looking to refine your strategy or someone just beginning your journey toward financial independence, this episode delivers practical wisdom and actionable insights. Gino Barbaro’s combination of real-world investing experience, financial education, and family-centered values offers a refreshing perspective on what it truly means to build wealth.Tune in to this inspiring episode of the Next Level Income Podcast to learn how to evaluate deals with confidence, develop a framework for successful investing, and create a financial legacy that can benefit future generations for years to come.Resources & Links http://www.barbaro360.com/ http://www.jakeandgino.com/Giveaway: https://barbaro360.com/happy-money/

Achieving financial freedom is a goal that many people strive for, but what comes after reaching that milestone? In this episode of the Next Level Income, Chris Larsen explores Chapter 5 of his journey to financial independence: transitioning from financial freedom to creating generational wealth. While financial freedom allows individuals to live life on their own terms, generational wealth extends those benefits far beyond a single lifetime, creating opportunities and security for future generations.Chris Larsen, founder and Principal of Next-Level Income, brings decades of experience in investing, business, and wealth-building to this discussion. After spending 18 years in the medical device industry, Chris shifted his focus toward helping others achieve financial independence through education and strategic investments. With more than 20 years of real estate investing experience and involvement in over $1.5 billion in real estate acquisitions since 2016, he offers valuable insights into what it truly takes to build lasting wealth.One of the central themes of this episode is the distinction between financial freedom and generational wealth. Financial freedom means having enough passive income and assets to support your desired lifestyle without relying on active employment. Generational wealth, however, requires a longer-term perspective. It involves building assets, systems, and values that can continue to benefit children, grandchildren, and future family members.🔗 Resources & Links🌐 https://www.nextlevelincome.com/financialfreedombook

Chris Larsen dives into one of the most important principles of building long term wealth: investing for cash flow instead of relying solely on appreciation. As part of the ongoing “How to Be Financially Free by Forty” series, Chapter 4 focuses on creating predictable income streams that can support financial independence and reduce reliance on active employment income.Chris brings decades of real estate investing experience to the conversation, sharing practical lessons from more than 20 years in the industry. Having participated in over $1.5 billion in real estate acquisitions since 2016, Chris explains why many investors make the mistake of chasing appreciation alone while overlooking the power of consistent monthly cash flow. Although appreciation can significantly increase net worth over time, it is often unpredictable and heavily influenced by market cycles, interest rates, and economic conditions. Cash flow, on the other hand, creates stability and financial flexibility.Throughout the episode, Chris explains how cash flowing assets can help investors achieve financial freedom faster. Whether through multifamily properties, self storage facilities, mobile home parks, senior housing, or other commercial real estate opportunities, investments that generate recurring income can provide reliable returns while also allowing investors to weather economic uncertainty more effectively.Resources & Links🌐 https://www.nextlevelincome.com/financialfreedombook

Building wealth is not only about how much money you make. It is also about how much money you keep and how strategically you position your assets for long term growth. In this episode of the Next Level Income Podcast, Chris Larsen dives into Chapter 3 of the “How to Be Financially Free by Forty” series, focusing on one of the most overlooked pillars of financial success: tax strategy and entity structure.Chris Larsen, founder and principal of Next-Level Income, brings decades of experience in real estate investing, finance, and business strategy to this conversation. After spending 18 years in the medical device industry, Chris shifted his focus toward helping others achieve financial independence through education and strategic investments. With more than 20 years of real estate experience and involvement in over $1.5 billion in acquisitions since 2016, Chris offers listeners practical insights that go beyond traditional financial advice.Throughout the episode, Chris explains why understanding taxes is one of the most important steps toward accelerating wealth creation. Many investors focus heavily on earning income but fail to realize how taxes can quietly erode their financial progress over time. Chris emphasizes that successful investors and entrepreneurs understand the tax code and use it to legally and ethically create advantages that preserve wealth and improve cash flow.Link: https://www.nextlevelincome.com/financialfreedombook