Be Wealthy

The 18 life lessons Brett Tanner wrote his son when he turned 18, read with Katelyn Mitchell: risk, money, marriage, reading, and why you're already behind at 18.📄 GET THE LETTERAll 18 lessons plus the 5 bonus ones that didn't make the cut, with a page to start writing your own letter to your kids. bewealthypodcast.com/18lessons━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━18 Life Lessons I Wrote My Son When He Turned 18 | Brett Tanner & Katelyn MitchellWhen my son Cooper turned 18, I gave him my favorite journal with a letter inside. It took me about four months to write, and almost none of it is about money. Katelyn and I go through all 18 lessons, from the question I ask before any risk ("can I get back here?") to why low expenses beat a big income and why I think an 18-year-old is already behind. Then I share 5 bonus lessons that didn't make the letter. If you've got kids, steal it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:09 The Letter to My Son7:03 Can I Get Back Here10:29 Live Your Own Life14:56 Happiness Is a Choice18:56 Never Quit Laughing22:52 Sail or Anchor29:11 Win Before You Play33:13 Keep Your Expenses Low36:16 Read the Books43:57 Three Circles of People46:06 The Good Dude Rule47:38 Tell the Truth53:43 Risk vs. Return57:43 You're Already Behind1:01:40 Find the Real Ones1:04:50 Say Yes to Opportunity1:08:02 The Rules Don't Apply1:12:53 Age Isn't a Requirement1:13:55 5 Bonus Lessons━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Top Five Regrets of the Dying by Bronnie Ware- The 80/80 Marriage by Nate and Kaley Klemp- The Untethered Soul by Michael A. Singer- The Art of War by Sun Tzu- The Seven Mountains episode Brett mentions: https://youtu.be/Gqzb5UOneRo━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

How to use AI as an executive assistant, from Brett Tanner and Katelyn Mitchell: the 8 steps Brett took to go from using AI like a Google search to an AI assistant that does the work of 5 hires.🤖 WANT HELP SETTING UP YOUR OWN AI ASSISTANT?Book 15 minutes with Katelyn, tell her where your week goes, and she'll show you what to hand off first. bewealthypodcast.com/ai━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━I Built an AI Assistant That Does the Work of 5 Hires | Brett Tanner & Katelyn MitchellSix months ago I was using AI like a Google search. Today I'd need five more people reporting to me to do what my AI assistant (I named him Jarvis) does for me. Katelyn tells the story of the day I locked her in my Tesla and zigzagged her across Arizona to look at six deals I had underwritten overnight. Then I walk through the 8 steps in the order I did them: name it, write its rule book, set the guardrails, build directives, connect your tools, build skills, move them to GitHub and put an accountability system on top.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:48 The 1-10 AI Test7:52 Locked in the Tesla14:11 The Assistant You Never Hire17:43 What You Need to Start19:51 Step 1: Name It22:49 Your 30-Day Training Plan27:13 Step 2: The Rule Book31:05 Step 3: Guardrails35:47 Step 4: Directives42:12 Step 5: Connect Your Tools47:27 Step 6: Build Skills56:07 Train It Like a New Hire59:18 Step 7: Move It to GitHub1:00:48 Step 8: Accountability1:04:18 The 8 Steps Recap━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- AI for Good by Juan M. Lavista Ferres & William B. Weeks- Claude (Brett runs it through Visual Studio Code on the Max plan)- GitHub, Superhuman and Kubera (tools Brett has connected)━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

Rich vs wealthy, explained by Brett Tanner and Katelyn Mitchell: why your job and your rental properties can make you rich but not wealthy, and the math real estate investors use to move into commercial real estate.📊 RUN YOUR RENTAL THROUGH BRETT'S MODELBrett won't buy a rental without a 45% expense ratio baked in and a 2% spread over his borrowing rate. Plug in one of yours and see if it clears that bar. bewealthy.com/reality-check━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━Rich vs Wealthy: What Real Estate Investors Get Wrong | Brett Tanner & Katelyn MitchellI was on the road to a thousand rentals. I got to 130 and there was nothing about it that felt wealthy. Katelyn and I walk through the three boxes from George Antone's book The Wealthy Code (job, rich and wealthy) and run the math on each one: the 222 deals behind a $1 million net income goal, why $100,000 a month from rentals takes 400 to 500 houses, and the four ideas from George's book that get you out of small assets and into commercial real estate you control.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro2:00 The Wealthy Code8:06 Your Net Margin15:50 222 Deals to Net $1M27:41 The Two Bags Story33:03 The 2% Spread Rule36:37 Build a Model42:58 The 400 Rentals Math47:48 Soft Costs52:03 Rentals Won't Make You Wealthy54:16 Spread, Not Rate55:39 Leverage Is the Multiplier1:08:02 Pick Your Seat1:10:34 Velocity of Money1:13:58 Rate Game vs Capital Game1:15:29 Forced Appreciation1:18:44 Wealthy: Triple Net1:22:46 Real Estate Businesses1:27:14 The $2M to $10M Sweet Spot1:30:32 Your Homework━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Wealthy Code by George Antone- The Banker's Code by George Antone- The Untethered Soul by Michael A. Singer- The ONE Thing by Gary Keller & Jay Papasan- The Compound Effect by Darren Hardy- Rich Dad Poor Dad by Robert Kiyosaki- Principles by Ray Dalio (and the illustrated short version, Principles for Success)- Episode: Why 99% of Investors Are Paying the Wealthy Without Knowing It! George Antone https://youtu.be/lsvkhjozuuA- Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

📊 WHICH MOUNTAIN ARE YOU CLIMBING?Tap the mountains you're on, mark who picked each one, answer the three homework questions from the end of the episode, and get your mountain map in about two minutes. bewealthypodcast.com/mountains━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━7 Life Goals That Keep You From Building Wealth | Brett Tanner & Katelyn MitchellIn February 2012 I walked off the Keller Williams awards stage with the number three group in the company, and 90 seconds later I realized I had won a climb somebody else picked for me. After more than 10,000 hours coaching agents, investors and business owners one on one, I see people climb the same seven mountains over and over, and I climbed two of them myself. Katelyn and I walk through all seven, including the one that fooled me all the way to 130 rentals, then give you the homework to figure out which one you're on adn whether you picked it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro3:17 The Awards Stage6:59 10,000 Coaching Hours8:41 Mountain 1: Education10:57 42% Underemployed20:00 Why I Skipped Law School28:24 Mountain 2: Hard Work34:24 Measure What Matters39:01 Mountain 3: Kids41:58 Parents on Their Phones46:10 Alaska With Jagger49:03 Mountain 4: The Joneses51:13 The Barry Manilow Study57:30 Top Regret of the Dying59:41 Mountain 5: YOLO1:05:06 What Money Is For1:11:40 Mountain 6: My Market1:18:08 Huntsville and Cap Rates1:20:52 Mountain 7: Wrong Investment1:30:20 Your Homework━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The 4 Disciplines of Execution by Chris McChesney, Sean Covey & Jim Huling- Measure What Matters by John Doerr- It's Your Ship by Captain D. Michael Abrashoff- The Joneses (2009 movie)- The Wolf of Wall Street (2013 movie)- Episode: Why I'm Selling My Rental Properties (I Owned 130) https://youtu.be/wjSSjW9CKYw━━━━━━━━━━━━━━━━━━━━━━━📊 SOURCES & DATAEvery study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1Pb9oRebkR8Htp1yK1upgpuclPmJKIPlnC-J-KMV_IIE/edit━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

📊 RENTAL TRACKER SPREADSHEETRun the return on equity math on every rental you own, one unit at a time, with Brett's video walkthrough. bewealthypodcast.com/tracker━━━━━━━━━━━━━━━━━━━━━━━🎟 JOIN US AT THE WORKSHOPSpend a working day with Brett. Bring your biggest challenge, leave with a plan. See upcoming dates at bewealthy.com/events📞 BOOK A CALL WITH KATELYNWant to walk through your numbers with someone on Brett's team? Book a time with Katelyn: https://bewealthypodcast.com/call━━━━━━━━━━━━━━━━━━━━━━━Why I'm Selling My Rental Properties (I Owned 130) | Brett Tanner & Katelyn MitchellFive years ago I owned 130 single family rentals. Today I'm down to 19, and in their place I own a Starbucks, a Denny's, a retail building with two national credit tenants, a cell tower leased to AT&T, natural gas royalties, and 63 units in northern Arizona. Katelyn and I walk through every one of those 1031 exchanges wiht the real closing numbers, why return on equity is the number that finally told me to move, and the two things to check on your own portfolio before you decide to keep it.━━━━━━━━━━━━━━━━━━━━━━━⏱ TIMESTAMPS0:00 Intro5:02 130 Houses Down to 196:06 Management Units and Lazy Equity8:19 The Huntsville Bet13:51 Rising Landlord Costs18:03 Return on Equity Math29:30 How 1031 Exchanges Work31:04 Rentals Into a Starbucks35:32 21 Houses, One Cell Tower39:49 Why Investors Stay Comfortable47:03 Houses Into Gas Royalties50:43 Nine Houses, One Denny's55:11 Ten Houses, 63 Units57:49 Failed 1031s, Reverse Exchanges59:55 Credit, Documents, Dirt1:03:10 Soft Costs1:09:09 Homework: Rental Tracker━━━━━━━━━━━━━━━━━━━━━━━📚 BOOKS & RESOURCES MENTIONED- The Millionaire Real Estate Investor by Gary Keller- Same As Ever by Morgan Housel- The Psychology of Money by Morgan Housel- The Art of Spending Money by Morgan Housel- Episode: Why Your Single Family Rentals Are Bad Investments in 2026 https://youtu.be/DJHpGPTL3xs- Episode: I bought a Starbucks from a bad hard money loan https://youtu.be/m7KzPhI-sAU━━━━━━━━━━━━━━━━━━━━━━━📊 SOURCES & DATAEvery study and number Brett cites in this episode, with links: https://docs.google.com/document/d/1ET5rM-q_o3k1TSCBCPBrpDaLcF-Xr8SCPMtCb1sjm7c/edit━━━━━━━━━━━━━━━━━━━━━━━🔗 GET CONNECTEDWebsite: bewealthypodcast.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrett━━━━━━━━━━━━━━━━━━━━━━━🎁 FREE RESOURCESSome links below are partner or affiliate links. Be Wealthy may earn a commission at no extra cost to you.Free Tools & Downloads: https://www.bewealthypodcast.com/#resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.com━━━━━━━━━━━━━━━━━━━━━━━🎙 ABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business, then teaches them how to think about their money. Because wealth is far more than money. It's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.━━━━━━━━━━━━━━━━━━━━━━━⚠️ DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.