In this episode of the Be Wealthy Podcast, Brett Tanner sits down with his longtime CPA, tax strategist, and trusted advisor Brian Muia for a deep dive into entrepreneurship, wealth-building, and advanced tax strategy.

Brian shares his journey from growing up with limited resources to building and exiting multiple businesses, including companies in software, steel recycling, and accounting. He breaks down how early lessons around hard work, leverage, and replaceability shaped his entrepreneurial mindset — and why building a business that doesn’t rely on you is the key to true freedom.

The conversation goes deep into passive income, leverage, exits, subscription-based businesses, and the latest tax strategies from the “Big Beautiful Bill.” Brian explains how smart planning around depreciation, Section 179, QSBS, and opportunity zones can dramatically accelerate wealth creation for entrepreneurs and real estate investors.

This episode blends real-world business lessons, mindset, and highly tactical tax insights every serious entrepreneur should understand.

1. Hard work is the foundation — leverage creates freedom.
2. Entrepreneurs must learn to replace themselves to build sellable businesses.
3. Wealth is the ability to choose what you work on.
4. True wealth isn’t money — it’s control over your time and focus.
5. Leverage people, systems, and capital early.
6. Businesses grow when you stop doing everything yourself.
7. Passive income takes time — not shortcuts.
8. It can take 10+ years to truly remove yourself from operations.
9. Subscription businesses attract buyers.
10. Recurring revenue models are highly attractive to private equity.
11. Tax strategy accelerates wealth.
12. Smart planning can preserve millions in capital for reinvestment.
13. Replaceability increases business value.
14. If the business can’t run without you, it’s not sellable.

00:00 – Welcome and introduction to Brian Muia

02:30 – Brian’s upbringing and early money lessons

05:15 – How wealth and freedom are defined

08:00 – First entrepreneurial business and learning leverage

13:00 – Work ethic, discipline, and John Wooden lessons

17:00 – Building a business that doesn’t rely on you

21:00 – Systems, leadership, and becoming replaceable

26:00 – Pivoting, iteration, and entrepreneurship reality

30:30 – Major business exits and scalable thinking

35:00 – Opportunities in trades and subscription businesses

40:00 – Why tax strategy matters...

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with his longtime CPA, tax strategist, and trusted advisor Brian Muia for a deep dive into entrepreneurship, wealth-building, and advanced tax strategy.

Brian shares his journey from growing up with limited resources to building and exiting multiple businesses, including companies in software, steel recycling, and accounting. He breaks down how early lessons around hard work, leverage, and replaceability shaped his entrepreneurial mindset — and why building a business that doesn’t rely on you is the key to true freedom.

The conversation goes deep into passive income, leverage, exits, subscription-based businesses, and the latest tax strategies from the “Big Beautiful Bill.” Brian explains how smart planning around depreciation, Section 179, QSBS, and opportunity zones can dramatically accelerate wealth creation for entrepreneurs and real estate investors.

This episode blends real-world business lessons, mindset, and highly tactical tax insights every serious entrepreneur should understand.

1. Hard work is the foundation — leverage creates freedom. Entrepreneurs must learn to replace themselves to build sellable businesses.
2. Wealth is the ability to choose what you work on. True wealth isn’t money — it’s control over your time and focus.
3. Leverage people, systems, and capital early. Businesses grow when you stop doing everything yourself.
4. Passive income takes time — not shortcuts. It can take 10+ years to truly remove yourself from operations.
5. Subscription businesses attract buyers. Recurring revenue models are highly attractive to private equity.
6. Tax strategy accelerates wealth. Smart planning can preserve millions in capital for reinvestment.
7. Replaceability increases business value. If the business can’t run without you, it’s not sellable.

00:00 – Welcome to the Be Wealthy Podcast

00:45 – Meet Brian Muia: CPA, Tax Strategist & Entrepreneur

01:30 – Growing Up Without Money & Early Entrepreneurial Lessons

03:00 – Learning Work Ethic From Family

05:00 – How Childhood Money Beliefs Shape Wealth

06:00 – What Wealth Really Means Today

07:00 – First Job Lessons: Waffle House & Talking to Strangers

08:15 – First Business: Cleaning Bricks for $1 Each

11:00 – Learning Leverage by Hiring Friends

12:45 – Never Mistake Activity for Achievement

15:00 – Hard Work vs. Working Smart

17:15 – Building a Landscaping Business

18:45 – Creating a Fully Passive Business Over Time

19:30 – Why Entrepreneurs Must Replace Themselves

21:00 – Leadership, Systems, and Being the “Bad Guy”

24:00 – Why Passive Businesses Take Years

26:00 – First Big Exit: Software Built From Excel

29:00 – Why Entrepreneurs Must Understand Numbers

32:00 – Second Exit: Steel Recycling & Betting on People

35:00 – Why Trades Are Massive Opportunities

37:00 – Subscription Businesses & Private Equity

40:00 – Returning to Accounting & Tax...

In this powerful episode of the Be Wealthy Podcast, Brett Tanner and co-host Katelyn Mitchell break down one of the most important — yet most overlooked — components of building a wealthy life: time. This episode isn’t about money tactics, investing, or business strategy. It’s about designing a future you’re truly excited to live.

Brett shares the life-changing exercise that transformed the way he approaches each year, each season, and each relationship — an exercise built around understanding the finite nature of time and intentionally planning a life by design, not by default.

Together, Brett and Katelyn explore the emotional weight of realizing how much time remains with loved ones, how to build meaningful rituals that last, why wealthy people think in longer time horizons, and how to architect a year that aligns with your highest priorities.

This episode will shift the way you plan your life, measure success, and invest your most valuable resource: time.

1. Time is your most valuable asset. Money is replaceable — time isn’t. Wealthy people plan far ahead to maximize meaningful experiences.
2. Your future should guide your present. Big decisions today should be influenced by the life you want 10, 20, or 30 years from now.
3. You have fewer moments left than you think. Whether with friends, kids, or aging parents, the math of time creates urgency and clarity.
4. Rituals create lasting connection. Build traditions that survive changing seasons of life — especially with family.
5. Not all time is equal. An hour of intentional connection is far more valuable than an hour of proximity.
6. Freedom comes from discipline. Planning your year doesn’t restrict you — it unlocks the ability to live a purposeful life.
7. Your life is the sum of your choices — nothing more, nothing less. When you choose with intention, you create a life without regret.

00:00 – Intro: Designing a wealthy life through time

01:00 – Why wealthy people think further into the future

02:15 – Time as your most important resource

03:00 – The truth: Money can’t buy time

04:00 – The three resources: Time, Money, Talent

05:00 – The mindset shift most people never make

06:15 – The “weeks of your life” exercise

07:30 – How projecting into the future changes the present

09:00 – The number of days you have left — and why it matters

10:15 – Seasons of life: Why timing determines opportunity

12:00 – Why certain experiences lose value later in life

13:30 – Life design through intentional rituals

16:00 – The ocean swim metric: Designing your own “success measures”

17:30 – The Super Bowl example — only so many left

19:00 – Katelyn’s story: Cheating the system to gain time with her father

24:00 – What people regret at the end of life

25:30 – Spending 90% of your time with kids before they move out

27:30 – Why meaningful rituals outlast proximity

29:30 – “Two lives — the second begins when you realize you have only one”

31:00 – Your life = the sum of your choices

32:00 – Warren Buffett’s 5/25...

In this Best Of episode of the Be Wealthy Podcast, Brett Tanner brings together the most impactful lessons, insights, and mindset shifts from recent episodes — all focused on what actually creates real wealth.

This compilation covers defining wealth beyond money, long-term investing principles, pricing risk, creating freedom through intentional decisions, and building a life centered around experiences, ownership, and clarity. Brett shares powerful frameworks around investing, income growth, leverage, time, and personal responsibility — without hype or shortcuts.

If you’re serious about building wealth the right way, this episode delivers the core ideas that matter most — fast, practical, and timeless.

1. Wealth is freedom, not money. True wealth comes from choice, flexibility, and control over your time.
2. Define your own version of success. Chasing someone else’s goals leads to regret.
3. Experiences matter more than accumulation. Money is a tool to create meaningful moments.
4. Risk must be priced correctly. Higher returns always come with higher exposure.
5. Most opportunities look like work at first. The best deals rarely arrive polished.
6. Momentum beats talent. Consistent action compounds faster than perfection.
7. Income creates opportunity, but capital creates freedom. You must move beyond human capital.
8. Over-leverage creates stress. Stress leads to bad financial decisions.
9. Long-term thinking always wins. Compounding rewards patience and discipline.
10. The goal is clarity and peace. Wealth should simplify life, not complicate it.

00:00 – Introduction: Best Of Be Wealthy Podcast

01:10 – What Real Wealth Actually Means

03:00 – Why Wealth Is More Than Money

05:00 – Defining Freedom on Your Own Terms

07:15 – Experiences vs. Accumulation

09:30 – Why Most People Chase the Wrong Goals

12:00 – Human Capital vs. Financial Capital

14:30 – Turning Income Into Long-Term Wealth

17:00 – Risk, Return, and Pricing Investments Correctly

19:45 – The 40/40/20 Investment Framework

22:30 – Why Internet Math Gets Investing Wrong

25:15 – Opportunities That Look Like Work

28:00 – Creating Unfair Advantage in Business

30:45 – Momentum, Consistency, and Taking Action

33:30 – Ownership Thinking vs. Employee Thinking

36:00 – Vertical Integration and Multiple Income Streams

38:45 – Why Your Primary Home Is Not an Investment

41:30 – Lifestyle Creep and Silent Wealth Killers

44:15 – Debt, Stress, and Clear Decision-Making

47:00 – Using Leverage the Right Way

49:30 – Long-Term Thinking and Compounding

52:15 – Why Patience Always Wins

55:00 – Designing a Life You’re Excited About

57:45 – Money as a Tool, Not the Goal

1:00:30 – Creating Meaningful Experiences With Wealth

1:03:30 – Lessons From Past Guests and Episodes

1:06:00 – Common Themes Across the Best Of Episodes

1:08:30 – Final Reflections on Wealth and...

In this episode of the Be Wealthy Podcast, Brett Tanner sits down with Michael Velasco, founder of Exchangeable, for a deep dive into the powerful world of 1031 Exchanges and how savvy investors use them to grow wealth while legally minimizing taxes.

Michael shares his 20+ year journey through real estate, accounting, and tax strategy, showing how every step of his career prepared him to become a leading expert in 1031 exchanges. Together, Brett and Michael break down the fundamentals of exchanges, common mistakes investors make, and the advanced strategies high-net-worth individuals use to protect and multiply their portfolios.

This episode blends real-world investing strategy, tax education, mentorship, and long-term wealth thinking—making it essential listening for any serious real estate investor.

1. Taxes don’t destroy wealth—poor strategy does.

With the right tools, investors can defer taxes and keep more capital compounding.

1. Timing is everything in a 1031 exchange.

Miss the 45-day or 180-day deadline and the entire exchange can fail.

1. Reverse exchanges create opportunity in competitive markets.

Buying first gives investors the upper hand when inventory is tight.

1. You must reinvest all proceeds to fully defer taxes.

Any leftover cash becomes taxable “boot.”

1. Any investment property can be exchanged for another.

Residential, commercial, or land can all qualify when structured correctly.

1. Execution matters more than intention.

Even great investment plans fail without proper structure and guidance.

1. Mentorship shortens the learning curve.

Learning from experts helps investors avoid costly mistakes.

1. Education is a wealth multiplier.

The more you understand tax strategy and investing, the faster you grow.

1. Wealth is built through reinvestment, not consumption.

Capital must keep moving into productive assets to grow.

1. Long-term thinking always wins.

The biggest rewards go to those who play the long game, not the quick win.

00:00 – Welcome to the Be Wealthy Podcast & Introduction to 1031 Exchanges

01:15 – Meet Michael Velasco: 20+ Years in Real Estate

03:00 – The REO and Short Sale Market During the Crash

05:30 – Why Michael Left Traditional Real Estate for Tax Strategy

07:15 – Discovering the Power of 1031 Exchanges

09:30 – What a 1031 Exchange Really Is (Simple Breakdown)

12:00 – The 45-Day Identification Rule Explained

14:45 – The Biggest Risk in a Forward Exchange

17:00 – Why High-Level Investors Prefer Reverse Exchanges

20:00 – Buying First, Selling Later: How Reverse Exchanges Work

23:00 –...

In this episode, Brett Tanner and co-host Katelyn Mitchell walk through the exact end-of-year and start-of-year wealth checklist they personally use to manage their businesses, reduce taxes, and grow long-term wealth.

This episode is highly tactical — Brett covers how to update entity structures, evaluate your investments, adjust your wealth plan, review rental performance, optimize retirement accounts, and create a simple 12-month business and financial roadmap.

If you're building wealth, this episode shows you precisely what to review, update, and execute every December and January to stay on track for long-term financial freedom.

• Clean up your entity structure yearly.

A simple, accurate flowchart helps your CPA and improves tax strategy.

• Track your wealth consistently.

Monthly net worth and annual plan updates keep you on course.

• Review every rental property annually.

Update values, cash flow, and return metrics to spot underperformers.

• Fix or reposition bad assets.

Refinance, improve, raise rents, or sell—don’t hold dead weight.

• Max out your retirement accounts.

HSA, Roth, Backdoor Roth, and self-directed accounts accelerate long-term wealth.

• Build a simple 1–3–5 wealth plan.

One goal, three priorities, five actions—clarity drives results.

• Wealth is a system, not luck.

Small yearly adjustments compound into financial freedom.

00:00 — Intro

01:30 — Why Your Wealth Plan Must Be a Checklist

02:45 — End-of-Year Framework Overview

05:00 — Update Your Entity Flowchart

09:50 — How to Review Your Entities Properly

14:00 — Update Your Wealth Plan & Personal Balance Sheet

19:00 — Understanding Net Worth Tracking

25:00 — Your 30-Year Plan & Annual Review

28:30 — Update Rental Property Fair Market Values

33:00 — Expense Ratio: The #1 Driver of Rental Success

39:00 — What To Do With Underperforming Assets

43:00 — Retirement Accounts You Should Optimize

49:00 — Building Your 1-3-5 Wealth Plan

55:00 — Final Steps: Calendar, tax strategy, and business financial review

• Entity Structure Template (LLC + Trust Flowchart)
• Personal Balance Sheet Template
• 30-Year Wealth Plan Template
• Rental Tracker Spreadsheet
• 1-3-5 Wealth Planning Template
• Flash Report (Business KPIs)
• Be Wealthy Retirement Account Guide

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In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate powerhouse and team leader Dan Beer, whose organization has produced over $900M in sales and now spans more than 150 agents across multiple states.

Dan opens up about his early money beliefs growing up in Mexico City, how childhood programming can shape (and limit) our financial destiny, and the deep inner work required to break through those mental ceilings.

He and Brett dive into mindset, wealth identity, personal evolution, and why self-awareness—not strategy—is the true unlock toward long-term success. Dan also shares his journey of merging his business with another top team, navigating leadership at scale, and building a life centered around peace, purpose, and continuous growth.

This episode blends high-level strategy with emotional intelligence, inner work, and the psychology behind wealth creation.

• Your 10-year-old self still runs your financial life—until you consciously rewrite the script.
• Childhood beliefs often shape how big you allow yourself to play.
• Inner work unlocks outer wealth.
• You cannot out-earn your lack of awareness. Self-development is the secret to breaking income ceilings.
• Business is a spiritual journey.
• Entrepreneurship forces you to confront your patterns, triggers, and identity.
• Wealth = peace, not money.
• Real wealth is freedom from anxiety, clarity in thought, and alignment in life.
• Your team must evolve as you evolve.
• Your CPA, advisors, and inner circle must match your current level—not your past one.
• Goals are an orientation, not a finish line.
• When you enjoy the journey instead of living in the gap, momentum comes naturally.

00:00 – Introduction: Meet Dan Beer

01:00 – Dan’s Roots: Growing Up in Mexico City & Early Money Beliefs

05:00 – Watching His Parents Rise, Fall, and Rise Again

07:00 – “That’s Not For Us”: Limiting Money Scripts from Childhood

09:00 – Investing From Your Former Self vs. Your Present Self

12:00 – Why Inner Work Matters More Than Business Tactics

15:00 – Business as a Spiritual Journey

18:00 – Dan’s Daily Mindfulness & Deep Work Practices

20:00 – Hard-Charging Dan vs. Evolved Dan: How Success Changes You

23:00 – The IRS Lesson & Losing Seven Figures to Taxes

27:00 – Rethinking Goals: Orientation Over Outcome

30:00 – The Power of Measuring Backward (Gap vs. Gain)

33:00 – The Million-Dollar Savings Breakthrough

36:00 – Creating Tax, Wealth & Personal Spending Accounts

40:00 – Lifestyle Creep & Fixing Money Systems at Home

43:00 – Why Your CPA Must Evolve With You

46:00 – Inside Dan’s 150-Agent, 900M+ Organization

50:00 – Leadership, Marriage, and the Whole-Person Approach

55:00 – The Real Ceiling: Your Unresolved Personal Patterns

57:00 – Dan’s Most Impactful Books & Final Lessons on Wealth

• Books Mentioned:
• – The Richest Man in Babylon
• – The Untethered Soul by Michael A. Singer
• – Letting Go by David Hawkins
• – The Surrender Experiment by Michael A. Singer
• Wealth & Mindset Concepts:
• – Gap vs. Gain Concept (Dan Sullivan)
• – Passive Income vs. Lifestyle Creep
• – The Power of Automating Tax & Savings
• – Deep Work / Inner Work Routines

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In this episode of the Be Wealthy Podcast, Brett Tanner sits down with real estate investor and mortgage expert Josh Mettle to unpack the real truth about building wealth in today’s economic environment.

Josh shares his journey from buying single-family rentals with little cash flow, to scaling into large multifamily assets, and ultimately becoming a sophisticated investor who understands inflation, risk, and long-term wealth creation.

This powerful conversation dives deep into the realities of today’s housing market, what actually creates financial freedom, and why many investors get stuck chasing low-return, high-friction strategies. Josh also reveals how he shifted from hustling “for cash flow” to building a portfolio that compounds safely, sustainably, and with far less stress.

- Hard assets win long-term. Real wealth is created through assets that appreciate, hedge inflation, and give you optionality.

- Cash flow isn’t always in the first phase. Early investing gives you equity; the cash flow often comes in the later stages through refinancing or trading up.

- Single-family rentals are harder today. Higher repairs, taxes, insurance, and tenant behavior make cash flow challenging without the ability to bill back costs.

- Know your return on equity. Investors should measure actual dollars distributed vs. the total equity tied up — many would be better off reallocating.

- Mindset matters. Wealth comes from disciplined thinking, resiliency, and moving from “hustle energy” to strategic, sustainable growth.

00:00 – Introduction: Meet Josh Mettle

02:00 – Early Investing: How Josh Started in Single-Family Rentals

05:00 – Understanding Today’s Housing Market vs. the 1990s

12:45 – The Challenge of Cash Flow in 2024–2025

17:15 – Stage 2: Discovering Return on Equity & Rethinking Cash Flow

19:00 – Why Some Properties Are “High Friction, Low Payoff”

23:00 – From Rentals to Larger Assets: Scaling with Intention

27:00 – Inflation, Rates, and the Hidden Forces Affecting Investors

32:00 – Why Many Investors Overestimate Their Returns

36:00 – Hard Assets vs. The Dollar: Protecting Yourself from Inflation

40:00 – Silver, Gold, Bitcoin — and Why They Matter Today

45:00 – AI, Silver Demand, and Global Economic Shifts

52:00 – The True Cost of Being a Landlord in the Modern Market

57:00 – What Josh Wishes Investors Understood About Wealth

1:03:00 – Final Insights: Building Long-Term Financial Freedom

• Josh’s Article: WTF Happened to the American Dream: https://www.linkedin.com/pulse/wtf-happened-american-dream-joshua-mettle-zoh1c/?trackingId=AIL36sgKQKiAfbWux2UVJg%3D%3D
• Josh on The Jason Hartman Podcast: https://youtu.be/zlE23yF95DI?si=TfcDMCEKVPOmfE__

• https://www.jameslavish.com/
• https://www.youtube.com/@allin
• https://www.youtube.com/@JasonHartmanEmpoweredInvestor
• https://www.zerohedge.com