The Wealth Elevator Podcast: Real Estate, Taxes, Investing cover art

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

By: Lane Kawaoka PE
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master.


The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering:

🚀 Alternative investments to diversify your portfolio

💰 Tax income strategies for financial independence

🏦 Infinite banking to maximize your wealth


Join our community and get access to our free Masterclass - theWealthElevator.com/club


Welcome to those who found us through the new book! Welcome to our Ohana!

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Career Success Economics Personal Finance
Episodes
  • Luxury Travel That’s Actually Worth It: How Travel Advisor Creates Seamless, Memorable Trips w/ David Axelrod beckonaire.com
    Jun 23 2026

    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


    🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


    https://www.beckonaire.com/

    david@beckonaire.com


    The host shifts from investing to spending on experiences through travel, referencing Bill Perkins’ idea of trading money for memories, especially after 40. He interviews David from Beckonaire, who designs bespoke luxury trips—hotels, villas, yacht charters, private tours, and complex logistics—explaining that travel advisors are typically paid commissions by hotels and can add perks like credits and upgrades without costing clients more. David argues advisors reduce risk and friction across transitions (transfers, visas, timing) and become essential as trip spend rises. They discuss typical five-star costs for a family of four, where luxury isn’t worth it (overpriced hotels and buzzworthy destinations), the value of boutique hotels, and examples of upgrades like meet-and-greet services, private boats, and special experiences. David emphasizes upfront conversations, rapport, and long-term “leisure time” planning across life stages.


    00:00 Why Travel Matters

    01:05 Meet the Luxury Planner

    03:11 How Advisors Get Paid

    04:56 DIY vs Pro Planning

    06:24 What Luxury Costs

    09:49 Easy Luxury Upgrades

    14:50 When Luxury Is Not Worth It

    16:44 Boutique vs Big Brands

    18:49 How Pros Vet Hotels

    21:00 Choosing the Right Advisor

    24:42 Avoiding Instagram Traps

    28:20 Designing Meaningful Trips

    31:09 Thrill vs Comfort Balance

    37:32 Hands On Family Memories

    40:23 Exit Trips and Quick Getaways

    44:22 Travel Before You Cannot

    47:24 Travel as Time Investing

    49:29 Where to Find David

    50:10 Final Thanks and Goodbye


    Connect with me:

    LinkedIn: https://www.linkedin.com/in/lanekawaoka/

    Facebook: https://www.facebook.com/TheWealthElevator

    Instagram: https://www.instagram.com/TheWealthElevator


    Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.


    Check out our Top-50 Investing Podcast, The Wealth Elevator.

    Hosted on Acast. See acast.com/privacy for more information.

    Show More Show Less
    51 mins
  • I Got Into SpaceX Before the IPO. Here’s What Retail Investors Miss
    Jun 13 2026
    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/clubThe speaker discusses SpaceX going public and says he participated in a pre-IPO round, explaining how IPOs often surge initially before earlier employees and investors gradually sell, which can cause a pullback. He contrasts investing through the secondary market (public stocks, mutual funds, REITs, 401k products with fees and middlemen) versus the primary market (direct ownership, syndications, and earlier-stage access), arguing fundamentals favor investing in “rails” or infrastructure businesses. He outlines three ways to access pre-IPO shares: direct VC-level entry (often requiring very large checks), getting an allocation through a larger investor’s tranche (with carried interest), or buying tender-offer/secondary pre-IPO shares, which he cautions can be speculative. He shares his background in rental properties and syndications and emphasizes education, due diligence, and long-term risk in tech-style investing.00:00 SpaceX IPO Hype01:22 Primary vs Secondary Markets02:47 Pre IPO Round Explained03:43 IPO Pops and Pullbacks04:58 Why SpaceX Wins Long Term05:51 Elon as Capital Raiser07:17 Building the Rails Analogy08:48 My Investing Origin Story09:58 How to Access Pre IPO Shares13:05 Risks and Final Thoughts13:51 Q&A and Book PlugConnect with me:LinkedIn: / lanekawaoka Facebook: / thewealthelevator Instagram: / thewealthelevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    14 mins
  • Green Bay Football-Themed Airbnbs: PigskinJourneyman’s Short-Term Rental Business
    Jun 9 2026

    📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


    🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


    The host interviews Matt, a former arena football quarterback and investor, about turning a nest egg from an earlier retail venture (selling the “wacky whistle,” which expanded from Hawaii to Dubai’s Global Village) into a football-themed short-term rental business, PigskinJourneyman.com. Matt explains how he built and self-manages themed properties near sports destinations—starting near Lambeau Field in Green Bay, expanding to South Bend near Notre Dame (including a two-house “Rockne compound”), and adding a pool property near the Pro Football Hall of Fame area in Massillon/Canton, Ohio. They discuss amenities and design, tools like Turno and PriceLabs, seasonality, platform reliance vs. direct bookings, operational workload, and regulatory risk. Matt shares 2025 plans to open a Jim Thorpe–themed property in Jim Thorpe, Pennsylvania, and considers future restructuring and possible expansion into boutique hotels or other ventures.


    00:00 Podcast Twist Intro

    01:18 Wacky Whistle Origins

    02:00 Dubai Retail Chaos

    03:59 Product Longevity Mindset

    06:15 Real Estate Pivot Begins

    06:54 Football Brand Story

    09:20 Family Football Inspiration

    10:29 No Guru Policy

    14:21 Canton Market Strategy

    17:26 Purchase Rehab Numbers

    20:21 Revenue Ops Systems

    22:26 Rockne Compound Expansion

    24:18 Two Houses One Compound

    25:14 Compound Pricing Strategy

    27:13 Minimum Nights Party Risk

    27:43 Dynamic Pricing With PriceLabs

    29:29 Direct Booking Challenges

    31:16 Next Market Jim Thorpe PA

    33:17 Who Books These Stays

    36:39 Scaling Risks And Diversification

    37:35 Future Markets Hawaii Texas

    39:13 Graduating Beyond STRs

    42:13 Life Logistics And Time Zones

    45:18 Wrap Up Links And Advice


    Connect with me:

    LinkedIn: https://www.linkedin.com/in/lanekawaoka/

    Facebook: https://www.facebook.com/TheWealthElevator

    Instagram: https://www.instagram.com/TheWealthElevator


    Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.


    Check out our Top-50 Investing Podcast, The Wealth Elevator.

    Hosted on Acast. See acast.com/privacy for more information.

    Show More Show Less
    47 mins
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