Money School Elite

Money School Elite unlocks non-obvious insights to grow your net worth, keep it secure, and create a legacy that lasts. Straight from your peers…High Net Worth individuals, leaders, and experts on the cutting edge. Each episode features:- Interviews with guest experts- Unique insights and strategies - Tactics for real-world application We seek out guests who are unafraid to challenge the status quo, do the uncommon, and share openly. So you get the stories, the experiences, the lessons learned…straight from your HNW peers in their own words. Not the words of your financial advisor or an AI tool.You'll get advanced knowledge and inside information on how to…- Structure your wealth to last- Prepare for major liquidity events- Reduce taxes through advanced frameworks - Shape your heirs to be stewards, not dependents- Buy back time and curate a life of purpose and time freedom - Expand your wealth across borders, currencies, and asset classesSubscribe for free and join the Eli

Money School Elite is a business podcast hosted by Chris Naugle, with 376 episodes on record and a Required Pod Score of 80.

Chris Naugle hosts Money School Elite, a business show with 376 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Money School Elite

  What If the Estate Tax Exemption is Cut Back Down?

  Sep 24, 202655 min

  High net worth families can suffer huge losses by assuming your estate plan works for current conditions, even after those conditions change. The estate tax exemption, which is generous right now, is a perfect example. Estate attorney Steve Gibbs joins me to share his approach to wealth transfers for high net worth families. Steve is the founder of Wealth Transfer Coach and author of books such as The Intentional Wealth Effect . Steve points out that most people think estate planning is about trusts. But a trust is a product. Estate planning is about the plan…the strategy based on your assets, family and priorities. What You'll Discover In This Episode The whiteboard exercise you should do before setting up anything Why estate tax exemption is 10X higher than 20 years ago How middle class-style estate planning fails high net worth families How estate tax forced the fire sale of an NFL team. How $19,000 gifts can keep millions out of the reach of taxes The hidden factor that sabotages the best estate plans About the Guest Steven Gibbs, JD, AEP® is an estate planning attorney and founder of Wealth Transfer Coach . With over two decades of specialized experience, he guides high net worth families through wealth preservation, family office structuring, and multi-generational legacy planning. He founded Wealth Transfer Coach in 2018 to help families build sustainable, unified family offices that protect both their assets and their core values. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast

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  Money School Elite

  A $30M Syndication Just Collapsed. Is Yours Next? | Ryan Caldwell

  Sep 17, 202648 min

  A major commercial real estate syndication just collapsed, and $30 million worth of investors are going to lose their money. Other syndications are struggling to stay afloat…issuing capital calls and freezing distributions to investors. To understand what's driving this wave of failures, I reached out to Ryan Caldwell CCIM®, CPM®, Co-Founder and CEO of Resolute RDM and an 18-year veteran of commercial real estate investment and development. What You'll Discover In This Episode The one question that separates good real estate deals from disasters How underwriting assumptions made years ago affect syndications today Why the best capital-raisers are struggling right now The "pretend and extend" dynamic reshaping distressed commercial RE The two paths the Federal Reserve could take interest rate policy What it takes to find deals that survive rough times About the Guest Ryan Cadwell, CCIM, CPM, is Co-Founder & CEO of Resolute RDM, an Indianapolis-based commercial real estate firm he co-founded in 2008, specializing in investment, brokerage, and property management. Over 18 years, his practice has spanned income-producing assets, investment strategy, asset management, syndications, and ground-up development, including more than $25 million in construction and redevelopment delivered for investors. He currently serves as General Partner of Aero Landing Development, a 242-unit build-to-rent community in Lebanon, Missouri. His practice is deliberately consultative: fixed-fee advisory work built on the CCIM analytical framework, helping owners answer the hold-or-sell, lease-or-own, and where-next questions before any transaction. Connect with Ryan on LinkedIn or Resolute RDM website . About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast

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  Money School Elite

  Your Tax Bill Is Decided Before You File: Here's How to Change the Outcome w/ Michael Uadiale

  Sep 10, 202641 min

  What if the reason you pay more in taxes than necessary is not that you earn too much, but that you begin planning too late? When business owners see wealthy investors paying lower effective tax rates, it is easy to assume they have access to loopholes or special rules. But the more important difference often lies in how deliberately they structure their income, investments, entities, transactions, and charitable giving throughout the year. They are not waiting until tax season to discover what they owe. They are making decisions before the outcome becomes fixed. In this episode, I sit down with CPA, master tax architect, wealth strategist, and insurance planner and investor, Michael Uadiale, to explain why the tax code should be understood as a roadmap, how ongoing planning can materially change a high earner's tax position, what separates a genuine advisor from a tax preparer, and why the largest deduction is not always the best wealth decision. What You'll Discover In This Episode Why wealthy business owners are not necessarily "cheating" the tax system How the tax code rewards specific forms of business and investment activity Why changing your tax outcome requires changing your financial facts The difference between tax preparation and year-round tax planning Why a capable tax advisor should be asking you far more questions How quarterly scenario planning can prevent a year-end liquidity crisis Why a large deduction does not automatically make an investment suitable How oil and gas investments can generate tax benefits while still carrying real risk When private foundations and charitable remainder trusts may become useful Why documentation, coordination, and proper structure matter as much as the strategy itself About the Guest Michael Uadiale is a CPA, master tax architect, wealth strategist, and insurance planner and investor. He is the founder of a national accounting and advisory practice serving high-performing entrepreneurs, real estate investors, healthcare professionals, and high-income earners. With nearly two decades of experience, Michael helps clients move beyond annual tax preparation and develop proactive strategies around income, investments, entity structure, charitable giving, estate planning, and long-term wealth creation. His approach is built around frequent planning conversations, industry-specific expertise, and ensuring that every strategy is legal, properly documented, and aligned with the client's financial goals. To book a discovery call, send an email to taxes@smeedcpa.com . You can also connect with Michael on LinkedIn . About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast

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  Money School Elite

  Commercial Real Estate Is Bleeding Behind Closed Doors w/ John Azar

  Sep 3, 202648 min

  What if commercial real estate is already in a period of serious distress, but most investors cannot see the full extent of it yet? When a market turns, people expect the evidence to be obvious. They expect public defaults, collapsing prices, and clear signs that the cycle has changed. But this downturn is unfolding differently. Distressed assets are changing hands privately, lenders and institutional owners are limiting what becomes public, and significant capital remains on the sidelines because investors still do not know how to price rates, risk, and future values with confidence. In this episode, I sit down with John Azar to examine what is actually happening inside the commercial real estate market, why this cycle is not simply another version of 2008, how hidden distress is creating opportunities for investors who preserved capital, and why the operators who showed discipline during the euphoric years may be the ones best prepared to act now. What You'll Discover In This Episode Why commercial real estate can be in distress before the broader market acknowledges it How private sales and nondisclosure agreements can conceal the real level of pain Why this cycle looks fundamentally different from the 2008 financial crisis How the excesses of 2021 through 2023 created many of today's distressed assets Why the behavior of an operator during the last cycle matters when evaluating them today How patience and preserved liquidity can become an advantage in a repricing market Why uncertainty around rates and values is freezing capital despite abundant liquidity What investors should examine before allocating money to a distressed real estate opportunity About the Guest John Azar is an entrepreneur, adventurer, executive coach, and the Founder and Managing Partner of Peak 15 Capital. As a fund manager, John helps investors access tax-efficient commercial real estate opportunities designed to support long-term capital growth and generate regular cash flow throughout the holding period. Through Peak 15 Capital's current fund, limited partners can participate in opportunities structured to provide General Partner-level economics without taking on the same operational risks and responsibilities. Peak 15 Capital takes a collaborative, transparent, and highly disciplined approach to investing. The firm focuses on protecting the downside through extensive due diligence, conservative underwriting, and prudent deal execution, while pursuing strong returns, tax advantages, and quarterly distributions for investors. To learn more, visit http://peak15cap.com , http://johnazar.com , or send an email to azar@peak15cap.com . You can also find John on Instagram and LinkedIn . About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast

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  Money School Elite

  The Business Exit Strategy Most Founders Start Too Late w/ Mike Bennett

  Aug 20, 202647 min

  Most business owners think their exit value will come down to EBITDA and an industry multiple. But buyers are not only evaluating what the company earns; they are deciding how much risk they would inherit. That risk can show up in customer concentration, weak financial reporting, founder dependence, an incomplete leadership team, or a business that has not been prepared to operate without its owner. In this episode of Money School Elite, I sit down with Mike Bennett, founder of Crewe Capital, to examine what sophisticated buyers actually look for and why strong exits often take years to build. We also explore why a business does not have one fixed value, how multiple indications of interest can create competitive tension, and why the right buyer may see strategic value that another completely misses. What You'll Discover In This Episode Why buyers price a business according to risk, not the effort it took to build The operational weaknesses that can quietly reduce your exit valuation Why founder dependence can make an otherwise profitable company harder to sell How tracking the right KPIs helps you understand whether your business is truly ready for market Why speaking to one buyer can leave significant value on the table How multiple indications of interest reveal what the market actually believes your company is worth Why the highest-value buyer may come from outside the traditional private equity landscape About the Guest Mike Bennett is the Managing Partner of Crewe Capital. Mr. Bennett held senior positions with three different investment banking firms before this. Mr. Bennett provides capital solutions to middle-market companies and alternative investment advisory to institutional clients. Mr. Bennett has completed over 100 investment banking transactions. Expertise includes mergers, acquisitions, corporate finance, strategic advisory, fundraising, and direct investment in real estate, private equity, and private credit. Mr. Bennett sits on multiple boards and is actively involved in his community by participating in various organizations with a charitable focus. He is a graduate of Brigham Young University and the Saïd Business School at the University of Oxford. To learn more, visit crewe.com and send an email to m@crewe.com . About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast

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