The Next-Level Income Show

Even highly capable leaders can become overwhelmed, lose focus, and begin second-guessing their decisions. Warren Wandling is a keynote speaker, leadership coach, and communication expert with more than 25 years of experience training leaders in the public, private, and government sectors. He is also the founder and host of the How to Become an Obstacle Buster podcast.On this episode of the Next Level Income Show, Warren shares how he overcame a paralyzed vocal cord in a career built on speaking, then walks Chris through the five laws he teaches leaders: knowing yourself, purpose, belief, focus, and goal setting. You'll hear the five myths about purpose, Warren's Firewall for the Mind, and a simple way to start time blocking.Schedule a complimentary strategy session with Warren at warrenwandling.com/leadership-breakthrough-coaching

In 2009, Chris asked his insurance agent whether to fund an investment from the bank or from his life insurance policy. The agent said it didn't matter. That answer cost Chris six figures.On this episode of the Next Level Income Show, Chris shares a special presentation from the Money Insights Investment Insider series, hosted by Blake Brogan and Rod Zabriskie. He walks through the system he has built over 16 years: cash value life insurance as the foundation, a line of credit as the hub every dollar flows through, and income-producing investments as the fuel. He explains why idle money is the most expensive money you own, how your dollars can work in two places at once, and the "savings tax" his family uses. The Q&A covers when to add policies, 1035 exchanges, and whole life vs. IUL.Get a free copy of How To Be Financially Free by Forty: https://nextlevelincome.com/financialfreedombook

Kim Lisa Taylor is a nationally recognized corporate securities attorney and the founder of Syndication Attorneys. She and her team have created nearly $5 billion in securities offerings for hundreds of syndicators, fund managers, and small business owners.On this episode of the Next Level Income Show, Kim joins Chris to walk passive investors through the legal side of a real estate syndication. She explains what makes a deal a security, the difference between 506(b) and 506(c) offerings, and why a sponsor who never asks about your finances is a red flag. She also covers the loan terms to check before you invest and why she urges caution with fund of funds deals.Kim's free books are at syndicationattorneys.com. Her podcast and YouTube channel are both calledRaise Capital Legally.

Most people treat taxes as a once-a-year, filing-season problem. Davis Oliver of Taxes Saved joins Chris to explain why Q4, not April, is when real tax planning happens, and why most CPAs never bring it up in the first place: their job is compliance and filing, not proactive strategy.On this episode of the Next Level Income Show, Davis and Chris cover how W-2 employees, not just business owners, can use real deductions the tax code already offers, and what Davis calls a "ticking tax time bomb": the required minimum distributions built into most 401(k)s and IRAs, which can trigger a large, forced tax bill for you, or now, for your heirs within just 10 years of inheriting.Davis Oliver has spent the last seven years at Taxes Saved, the tax planning firm he and his family built after their own frustration with traditional CPAs.Learn more about Taxes Saved at https://nextlevelincome.com/taxessaved, or book a call with our team at meetings.hubspot.com/ccampbell28.

Krisstina Wise built a multi-million dollar business, and then her body shut down. About 95% of the way through a keynote in front of 500 people, she froze on stage completely: a stress stroke, brought on by years of running on scarcity and fear. Within 48 hours she couldn't get out of bed, and stayed there for two years while her business fell apart, kept afloat only by real estate investments she'd quietly built on the side.On this episode of the Next Level Income Show, Krisstina joins Chris to talk about that collapse, the shift from a scarcity mindset to an abundance mindset, and how she now teaches other women to build wealth through Wealthy Wellthy and the Wise Money School.Krisstina Wise is the author of Falling for Money, host of the Wealthy Wealthy podcast, and her second book, Wise Investing, is currently in publication.Take her free Money IQ Quiz at tinyurl.com/moneyiqquiz.