The Next-Level Income Show

Orthopedic surgeon Dr. Tyson Cobb shares how high-income professionals can build passive income, regain time freedom, and invest with purpose using the BONES framework.

Discover where Americans are moving in 2026 and what it means for real estate investors. Chris Larsen and Collin Campbell break down the latest U-Haul migration trends, top growth markets like Texas and Florida, and how to invest smartly in today's housing landscape.

In this episode, Neal Bawa—aka the “Mad Scientist of Multifamily”—joins Chris Larsen to discuss how AI is transforming real estate operations, why the market may have already bottomed out, and where the best investment opportunities lie in 2026 and beyond. From multifamily trends to senior housing and small industrial, this data-driven conversation is packed with actionable insights for forward-thinking investors.

In today's world, networking is a necessity, but it can be a hard skill to master. Today's guest Donna Serdula pioneered the concept of LinkedIn profile optimization! While searching for a client's LinkedIn profile, Donna had an epiphany and realized that most LinkedIn profiles didn’t tell her what she wanted to know about prospective clients. She realized how much of a role LinkedIn can play in telling your story and articulating your brand and wanted to help others realize this powerful tool. In this episode, Donna shares the benefits of having a strong LinkedIn profile, the demographics you should be targeting, what you may be doing wrong on your profile, and how to effectively utilize LinkedIn and social media to find success with your brand as an entrepreneur! 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

When you look back on your life in 50 years, what would you like to see? Today's guest uses this question as a business adviser, certified executive coach, CERTIFIED FINANCIAL PLANNER™, and "Leaderfluencer" to help people live more financially free and enriched lives! Mike Kelly is a Managing Member of Right Path Enterprises. Here he helps clients improve their ability to lead themselves and others by providing consulting, training, and coaching services with distinction and integrity. Mike is also the Founder and Principal of Kelly Financial Planning, LLC, where he helps clients clarify their goals and make more informed financial decisions. He does this by providing fee-only financial planning and advice to people regardless of net worth or income level. Clients pay by the hour or project. In this episode, Mike shares why he left his job at Macy's Department Stores and Michelin Tire Corporation to help people better their lives and learn how to lead themselves to make more financially informed decisions. Mike explains why he focuses on setting goals and creating a positive life plan before focusing on a money mindset and why financial literacy is vital to a successful life. You don't want to miss Mike's wisdom and life experience in this episode! 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 is your money mindset affecting your everyday life? In this episode, we're joined by best-selling author and money management advisor Kim Curtis, who says how you do money is how you do life because money is the thread that navigates human existence. Kim shares how after realizing the brokerage world wasn't putting clients first, she created the Wealth Legacy Institute, where she uses her experience, wisdom, and skill to help each client build a successful retirement and lasting legacy. She discusses what an RIA is, how it benefits her clients, and essential tips she learned as a financial advisor to help aging clients and those with aging parents transition smoothly and happily into their next stage of life. Kim gives fantastic advice on how to have a successful money mindset; talk to your kids about their money mindset, and use money as a foundation for a successful, fulfilled life! 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

Are you sluggish, not sleeping, or just not feeling your best? Today's guest can help bring your health to the next level, just like he helped me! In this episode, Dr. Lucas, a fellowship-trained precision health specialist shares how he left a thriving orthopedic practice to build a practice of his own, specializing in metabolic health, hormone optimization for both men and women, osteoporosis, and longevity.  He shares why he decided to start his practice and what he is doing now to address the underlying causes of chronic disease to improve both health span and lifespan. Dr. Lucas also discusses the gap between preventing disease and treating disease within the traditional medical system and what you can do in your own life to fill that gap and advocate for your health. Lifestyle plays a significant role in optimizing your health and your life. Learn how to partner with Dr. Doug Lucas and achieve your dreams in this one-of-a-kind episode! 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

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

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

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

When Karen Briscoe would be speaking, coaching, and training with people, she found over and over again that they invariably felt they didn't have enough time, particularly when it came to investing in their personal and business development. This led her to develop her 5 Minute Success principles. Karen is an entrepreneur, author, speaker, and host of the successful 5 Minute Success podcast. Today, she joins Chris Larsen on the show to share some of these principles and some personal philosophy Karen has been applying to her own life.  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

Have You Ever Wondered How to Start a Hedge Fund or What the Inside Workings of a Hedge Fund Look Like?Bridger Pennington is the founder and Managing Director of Black Bridge Holdings, a debt fund that Bridger started out of college that has done over 235 deals in the last two years.  In addition to the fund, Bridger also hosts a podcast called Investment Fund Secrets, where Bridger and other fund managers share how they launched and started funds without working on Wall Street or having an Ivy League degree.Bridger’s ResourcesInvestmentFundSecrets.comInstagram: @bridger_pennington (Bridger responds to all his direct messages here)FREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

Learn a Proven Strategy to Get Out of Debt and Into Real Estate Investing to Stop Trading Your Time for MoneyDr. Jeff Anzalone is a periodontist who after building his practice from scratch spent the next 7 years becoming debt-free. Today Jeff helps other doctors learn the strategies they need to get out of debt, and his strategies can be applied to those in other professions as well. In addition, Jeff is a real estate investor who has used passive investing to build additional streams of income.Jeff’s Resourcesdebtfreedr.comEmail: jeff@debtfreedr.comFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.Banking: Learn our Investment Optimizer strategy, the solution to getting your “lazy” money to work in two places at once.  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

Caleb Guilliams is the founder and CEO of Better Wealth Solutions, a company committed to show people how to be more efficient and control their money today while maximizing their future wealth potential. His personal mission is to, “Help people see and reach their highest potential.” Few people Caleb’s age have dedicated their lives to helping the millions of people in need of a better way financially.This “secret” way to save and use your money at the same time through the power of efficiency, compounding, and control can truly take your finances to the next level and it’s what we use as our opportunity fund at Next-Level Income to invest in multifamily real estate and more.Caleb’s ResourcesGet Caleb’s book, The AND Asset: The Secret Way To Save And Use Your Money At The Same Timebetterwealth.comFREE Next-Level Income Resources — Take Advantage Of These TodayIf you missed the Multifamily Investor Nation Summit last week, you can find my presentation on multifamily investing along with those of over 50 other speakers on a variety of topics at mfinsummit.com! You will hear from experts about finding deals, raising capital, underwriting strategies, selecting markets, and so much more! Go to MFINSummit.com to grab your ticket and use promo code NEXTLEVEL to get $100 off!You can access a free digital and physical copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.    Brett is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.  Brett is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who holds Series 22 and 63 licenses.   Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hands-on training from some of the best in the business.Brett’s Resourcescapitalgainstaxsolutions.comFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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

Erik is the founder of On Air Brands, as well as Mindado Investment Group, which is a real estate investment company. In addition, Erik is a host, co-host, and producer on several shows. He is the quintessential "serial entrepreneur" and loves helping others grow their business and brands.After leaving corporate America after more than 20 years, Erik jumped head-first into real estate investing. He is involved in multifamily, a partner in Renault Winery & Resort and offers private capital to his network of investors. He also sits on the board of the South Jersey Real Estate Investment Association.Erik loves to share his decades of experience in creative, branding, and marketing strategies and how it can apply to the creative and real estate investment industries. He holds a BFA from the School of Visual Arts in NYC and lives in Robbinsville, NJ with his wife and two daughters. Erik’s ResourcesContact: erik@onairbrands.comOnAirBrands.comPodMax.coFREE Next-Level Income Resources — Take Advantage Of These TodayTo get your exclusive discount code for the upcoming virtual Multifamily Investor Nation Summit that Chris will be speaking at ($100-off the current ticket price), visit MFINSummit.com and use the code NEXTLEVEL at checkout.You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 is the best path for you to achieve financial independence?David Dawkins achieved financial independence at a young age and has some great insight on how you can understand yourself and figure out what is the right path for you to achieve financial independence as well. David is the Principal of Seven Bridges Real Estate Investments and host of The Professional Investor podcast. Prior to real estate, David spent 10 years in corporate finance and sales and also completed his Masters in Business Administration. During that time, David gained experience in all aspects of customer and employee relations while running multiple offices for one of the largest U.S. Fleet Management companies.Throughout his 4 years in real estate investing David has been able to start and grow his portfolio from one single family rental to over $3 million in assets under management, as he moved into multifamily properties. Throughout that time David has gained first-hand experience in all facets of real estate investing from property acquisition through to sale and all aspects in between, including project and property management. In this show, David shares thoughts on finding and navigating your path in life, insights on the differences between single-family and multifamily investing, and the importance of becoming lifelong learner.David’s ResourcesThe Professional Investor PodcastFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 if you could create tax-free retirement income, have money for an emergency fund AND have a tool to "supercharge" your investments?On this show, we have Rod Zabriskie, managing partner, and Ben Lonsdale from Money Insights. Their strategies have been used by the wealthy for generations for estate planning, minimizing taxes, preserving wealth, and increasing stability for their investments.Infinite Banking is a concept that was created by Nelson Nash in "Becoming Your Own Banker" (which I highly recommend you read). Nash describes how the use of whole-life insurance policies that distribute dividends can allow individuals and families to control the cash flow in their lives by setting up their own bank instead of relying on banks or lenders for loans.You can use this concept to:Build an emergency fundPay for collegeFund a businessPlan for retirementOptimize your investment strategyYou may have heard that whole-life insurance is a "bad investment" and that you should buy term and invest the rest. This is what I learned early on, even when I was working for State Farm as I finished my MBA. However, just like I discussed in our podcast with Richard Wilson, I want to invest like the rich, not the poor. Many of the wealthiest families and businesses in the world utilize life insurance for not only wealth preservation, but also wealth creation.  Here's a short list of some famous businesses that utilized whole-life insurance to start or grow their companies: Disney: Walt Disney McDonalds: Ray Kroc J.C. Penney: James Cash Penney Advantages Of Infinite Banking Guaranteed Liquidity: you can take a loan out any time without a credit check, approval, or even giving a reason to the life insurance company! Safe Growth: certain policies have guaranteed cash values every year that have historically grown ~5%. Tax Efficiencies: Tax-sheltered growth, tax-exempt distributions and tax-free death benefit Annual Dividend Payments: Just like a stock, or real estate, whole-life pays dividends every year Money Insights makes building wealth easier. You can find our new webinar with Money Insights here.Money Insights’ ResourcesNEW Money Insights & Next-Level Income WebinarLearn More About Infinite BankingFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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 if you had a retirement account without the frustrating taxes, fees, and restrictions, and money you can access NOW?This is a great example of a concept of “becoming your own bank” that we will be sharing over the next month.This episode was originally planned to be released in May, but as we dove in to the conversation with Damion Lupo, Founder and CEO of The eQRP Company, he had a lot of timely insight to the current COVID-19 crisis and its impact on people’s lives, finances, and investing. If you’ve been looking to figure out your best options under the new CARES Act, you’ll want to hear Damion’s insight.Damion began his career as an entrepreneur when he was 11. The son of an Army veteran, from an early age he had a strong work ethic and an inquisitive mind. Damion doesn’t just learn, he consumes information, embodies it and circulates it with a dedication for empowering others. Over the last quarter century he’s owned and operated successful businesses ranging from insurance, precious metals, financial consulting, real estate, and venture capital. He’s also written five books on these topics. All of this accumulated knowledge led him to the creation of a better path leading to financial freedom and a goal of helping 1 million people unleash the shackles of what Damion refers to as, “financial bondage.” The result of this is The eQRP Company.If you are unfamiliar with the term, an eQRP is an Enhanced Qualified Retirement Plan. The eQRP has many benefits including helping you “become your own bank,” as well as avoiding many of the taxes, fees, and restrictions that come with most retirement accounts. The eQRP allows you to do basically anything you want with money in your account, including things like buying physical gold and storing it yourself, and you can access and borrow money from your account, even writing yourself a check directly from your account.Why have most people not heard of the eQRP? As Damion explains, Wall Street and financial advisors make money from their fees on assets under management and would not make money from offering their clients eQRP accounts. Setting up an eQRP takes you out of this system that is designed to feed on you, rather than feed you, and it puts you in the driver’s seat.Damion’s ResourcesGet your free QRP book from Damion at QRPbook.comCARES Act Explanation for Retirement accounts eQRP 401 IRAs and more 6-minute overview videoTapping into $200K from Your eQRP using the CARES Act Webinardamionlupo.comFREE Next-Level Income Resources — Take Advantage Of These TodayTo get your exclusive discount code for the upcoming virtual Multifamily Investor Nation Summit that Chris will be speaking at ($100-off the current ticket price), visit MFINSummit.com and use the code NEXTLEVEL at checkout.You can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.You can also find The Next-Level Income Show on Apple Podcasts, YouTube, Spotify and Google Play.Bonus Resource From John HyreCOVID-19 Wartime Response Plan For Small Businesses Webinar  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

Looking to build a business or product? Jon Jones has some ideas that may help you.Jon Jones is an Asheville-based entrepreneur who co-founded a creative and technology agency, Anthroware, in 2013 to build products the right way—with a focus on design thinking, and treating every project as a product. Anthroware exists to create products and brands that make it easy to do hard things, and their team of creatives, business consultants and technology builders do so by obsessing over the people and organizations that use Anthroware software.Jon has a Bachelor's of Science. and Master's of Science in Applied Physics and Nanotechnology from Appalachian State University, and worked in corporate America as a scientist then software engineer prior to becoming an entrepreneur. In his role at Anthroware, Jon leads this rapidly growing company’s business design, innovation, culture, and sets company goals.Jon is also a co-founder and mentor with the Hatch AVL Foundation, a 501(c)3 non-profit with the mission of growing select high-growth companies in Asheville. Outside of Anthroware and Hatch, you can find Jon enjoying Asheville’s beautiful outdoors with family and friends.Listen to this week's podcast to hear Jon’s insights on entrepreneurship, building a successful business and team, and validating business ideas.Jon’s ResourcesAnthrowareHatch AVLFREE Next-Level Income Resources — Take Advantage Of These TodayYou can access a free digital copy of our book here: Next-Level Income: Moving From High Income to High Net Worth Using the ‘Holy Grail of Real Estate’ to Achieve Financial Independence.  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