Welcome to another enriching episode of the Accredited Investors Only podcast! In this episode, host Peter Neill takes a deep dive into the fifth stage of his framework for Living the Accredited Life: “Living Your Life.” As an accredited investor, you’ve achieved success, but how do you align your daily actions and choices with your greater purpose? Peter shares actionable insights on building a routine that not only sustains your wealth but also fuels your well-being and legacy.

Join us as Peter discusses how to evaluate your life’s alignment with your goals and values, the importance of daily decision-making, and why financial freedom is more than just a number—it’s about living life on your own terms. Whether you’re just starting on your accredited investing journey or looking to refine your purpose, this episode offers valuable advice to help you thrive.

Timeline Summary:

[0:00] - Introduction

[1:11] - Introduction to the philosophy of Living the Accredited Life

[3:45] - The responsibility that comes with wealth and how to use it wisely

[7:00] - Revisiting the seven stages of living the accredited life

[14:18] - Stage 5: Living Your Life—making daily choices that align with your purpose

[19:22] - Why building a strong routine is key to health, wealth, and self

[24:00] - The balance between taking risks and staying consistent

[28:10] - Reflecting on successes, challenges, and embracing financial freedom

Key Takeaways:

1. Your daily choices define you: Every decision you make either aligns with or deviates from your purpose—be intentional about them.

2. Financial freedom is a responsibility: True wealth is not just about accumulation but using it wisely for personal growth, legacy building, and community impact.

3. A strong routine is foundational: Your health, wealth, and personal fulfillment rely on consistent, purpose-driven habits.

4. Embrace reflection: Regularly assess what’s working and what’s not in your life to stay on track with your goals.

5. Take calculated risks: Growth requires stepping out of your comfort zone while maintaining due diligence and a clear vision of your path forward.

Closing Remarks:

Thank you for tuning in to the Accredited Investors Only podcast! If you found this episode valuable, please rate, follow, and share it with fellow investors. Let’s continue building an incredible community and living our best accredited lives!

In this episode of the Accredited Investors Only podcast, Peter Neill dives into a transformative tax strategy that could change the way accredited investors think about capital gains. Joined by Brett Swarts, founder of Capital Gains Tax Solutions and a deferred sales trust expert, Peter explores the concept of the Deferred Sales Trust—a flexible alternative to the traditional 1031 exchange. Unlike a 1031, this method works for a wide range of assets, from real estate and businesses to crypto and stocks. Brett explains how this strategy offers the freedom to invest on your own terms, while still deferring taxes. You’ll learn about the mechanics, benefits, and real-world examples of how it’s being used to protect and grow wealth. Tune in to understand how you can multiply your financial freedom and make the most of your investments.

Key Takeaways:

1. Deferred Sales Trust Flexibility: The Deferred Sales Trust isn’t limited to real estate like the 1031 exchange; it can be applied to various assets, including stocks, businesses, and even cryptocurrency, making it a powerful tool for accredited investors.

2. Strategic Tax Planning: Timing is crucial in investments. Brett explains how the Deferred Sales Trust allows investors to sell high and wait for favorable market conditions to reinvest, thus avoiding the pitfalls of rushing into investments.

3. Investment Diversification: Unlike a 1031 exchange that typically locks you into another real estate property, the Deferred Sales Trust gives you the option to diversify across different asset classes, from T-bills and stocks to new business ventures.

4. Real-World Success Stories: Brett shares compelling examples, such as helping a Bitcoin investor and real estate owners, to illustrate how the Deferred Sales Trust preserved and grew their wealth, highlighting its practical and significant impact.

5. Legal and Proven Strategy: With a nearly 30-year track record and no issues in multiple IRS audits, the Deferred Sales Trust stands as a well-tested, legally sound strategy that many investors are only just beginning to discover.

Episode Highlights:

[0:00] - Introduction

[1:10] - Introduction to Brett Swarts and the concept of the Deferred Sales Trust.

[3:45] - How the Deferred Sales Trust differs from the 1031 exchange, offering broader flexibility and benefits for various asset types.

[6:30] - The importance of strategic timing in investment and tax planning, and how Brett’s approach avoids common pitfalls.

[11:15] - Real-life examples, including cases of diversifying investments from Bitcoin and major real estate transactions.

[14:40] - Breaking down the process of setting up a Deferred Sales Trust and the role of third-party trustees.

[20:35] - Discussing common objections, legal history, and why most investors haven’t heard of this method before.

[27:55] - How Deferred Sales Trusts can help syndicators and fund managers unlock capital rather than just raise it.

Links & Resources:

• Brett Swarts’ Book: https://www.amazon.com/Building-Capital-Gains-Exit-Plan/dp/B0C2SJHHVJ

• Capital Gains Tax Solutions: capitalgainstaxsolutions.com

Closing Remarks:

Thanks for tuning in! If you found this episode enlightening, don’t forget to rate, follow, and share the podcast. Your support helps us bring more valuable content to the accredited investor community. See you in the next episode!

Welcome back to the Accredited Investors Only podcast, hosted by Peter Neill! Today, we’re diving deep into the heart of what it means to live your purpose. This episode is all about aligning your foundation, vision, and actionable plans to create a life filled with meaning, fulfillment, and continued success. We explore the essential mindset shifts, reflective practices, and commitments that enable accredited investors to truly live their best lives—both professionally and personally.

In our ongoing series on living the accredited life, Peter shares his thoughts on why understanding your “why” is crucial, how to craft a vision that excites you, and the importance of revising your plan as life changes. If you’ve ever felt the tug of unfulfilled potential or questioned whether your investments align with your deeper goals, this episode is a must-listen. Plus, we discuss the power of social feedback and embracing both reflection and active engagement to keep you moving toward your ultimate legacy.

Key Takeaways:

1. Aligning Foundation and Vision: Understanding who you are today and the beliefs and values that have shaped you is crucial for aligning with your future vision.

2. Commit to Your Plan: Building a plan is essential, but committing to it and staying adaptable ensures your actions remain aligned with your purpose.

3. Challenge Limiting Beliefs: Identifying and addressing beliefs that hold you back can open new pathways to growth and success.

4. Purpose and Legacy Are Interconnected: Living with purpose today lays the groundwork for the legacy you want to leave in the future.

5. Embrace Reflection and Social Feedback: Consistent reflection and engaging with others can help refine your purpose and ensure you’re growing in the right direction.

Episode Highlights:

[0:00] - Introduction

[1:12] Introduction to the concept of living your purpose and why it matters.

[4:45] Understanding your foundation: values, beliefs, and the experiences that shaped you.

[10:55] Crafting a vision for your life and tackling the “limiting beliefs” that hold you back.

[15:37] Developing a realistic yet adaptable plan and the importance of commitment.

[21:24] The essence of purpose in personal and professional spheres, and how it intertwines with legacy.

[28:10] How social feedback and engaging with others can redefine your purpose over time.

[31:33] A powerful challenge: Ask yourself why and discover what matters most.

Links & Resources:

• Join our mastermind community: AccreditedLife.com

• Discover more about accredited investing and exclusive opportunities.

If you enjoyed today’s episode, please take a moment to rate, follow, share, and review the podcast. Your support helps us bring more value to the accredited investor community. Until next time, keep striving for your purpose and building the legacy you’re proud of!

In this episode, we’re diving into the third stage of “Living the Accredited Life” – crafting a purposeful plan. Join me, Peter Neill, as I share insights on building a strategic, actionable roadmap that aligns with your personal vision. We’ll discuss the importance of setting clear, motivating goals and explore the SMART framework (Specific, Measurable, Attainable, Relevant, Time-bound) to help bring your dreams into focus. Crafting a plan isn’t just about reaching financial milestones; it’s about creating a life that reflects your values, supports your community, and ultimately brings fulfillment. Whether you’re an accredited investor or aspiring to be one, this episode is filled with foundational strategies to help you progress toward your vision.

Tune in to hear tips on establishing measurable milestones, adapting your plans with flexibility, and utilizing accountability networks. We’ll also look at the power of writing down goals and creating vision boards as tools to help you stay on course. Let’s get intentional about where we’re headed and how to get there.

Episode Highlights:

[0:00] - Introduction

[0:42] - Why a strong vision is key and how to craft one that excites you

[3:00] - The concept of “Living the Accredited Life” and its stages

[7:59] - Revisiting your foundation and defining what truly matters

[15:00] - Understanding and applying SMART goals to your vision

[20:45] - Breaking down goals into measurable, attainable steps

[30:01] - The importance of a supportive network for accountability

[36:32] - How a mastermind community can elevate your journey

Five Key Takeaways:

1. A Defined Vision Fuels Progress - Crafting a clear vision helps ensure every action aligns with your ultimate goals, bringing purpose to daily choices.

2. SMART Goals Enhance Success - Setting specific, measurable, attainable, relevant, and time-bound goals creates a structured path toward your vision.

3. Break Down Large Goals - Achieving big dreams starts with manageable steps. Celebrate small wins along the way to stay motivated.

4. Accountability is Essential - Surrounding yourself with like-minded people can keep you accountable and propel you forward in reaching your goals.

5. Write It Down - Documenting your goals and vision, whether in a journal or vision board, turns ideas into concrete steps and strengthens commitment.

Links & Resources:

• Accredited Life Community: accreditedlife.com (exclusive for accredited investors)

If you enjoyed today’s discussion, please remember to rate, follow, and share the show with other like-minded listeners. Catch you next time for more on “Living the Accredited Life”!

In this episode of Accredited Investors Only, I sit down with RJ Burr, the President and CEO of PanX, to dive into the world of oil and gas investing. As a third-generation oil producer, RJ shares his vast knowledge and insights on the industry, including the critical role oil plays in our everyday lives and the opportunities available for accredited investors. We explore everything from the unique tax benefits of oil investments to the importance of strategic partnerships and positioning in the market. Whether you’re an experienced investor or new to oil and gas, RJ’s perspective will open your eyes to the complexities and potential of this vital sector.

Timeline Summary:

[0:00] - Introduction

[00:23] - Introduction to RJ Burr’s background and experience in the oil industry.

[03:17] - The impact of oil on everyday products and its foundational role in society.

[07:14] - RJ discusses the misconceptions around energy sources and why alternatives like wind and solar aren’t enough to replace oil.

[11:48] - How recent economic events created unique acquisition opportunities in the oil sector.

[14:50] - A detailed explanation of PanX’s approach to acquiring and developing oil reserves.

[19:13] - The importance of partnerships and due diligence when investing in oil.

[28:46] - Overview of a typical investment cycle, including expected timelines and returns for accredited investors.

[35:12] - Closing remarks on the long-term potential and benefits of investing in oil with PanX.

Links & Resources:

• Visit https://panex.us/

Closing Remark:

If you enjoyed this episode, please remember to rate, follow, and share the Accredited Investors Only podcast. Your support helps us bring more valuable content to you and the investing community.

In this episode of The Accredited Investor Only Podcast, I, Peter Neill, continue our journey into “Living the Accredited Life” by focusing on the importance of vision.

Building on our previous discussions about establishing a solid foundation, I dive into how to craft and perfect a vision for the future. Whether it’s defining personal goals, career aspirations, or investment objectives, I emphasize the power of imagination and staying open to life’s unexpected paths.

I also share personal stories about my early introduction to the world of alternative investments and the lessons learned from unexpected opportunities. This episode is packed with tips on aligning your personal and professional goals with your broader vision to create a holistic and fulfilling life.

Episode Highlights

[0:00] - Introduction

[2:13] - Introduction to the accredited investor community and why it’s more than just a financial label.

[4:05] - The holistic approach to wealth—beyond money, it’s about personal growth and purpose.

[7:10] - Recap of the previous episode on building a strong foundation and how it ties into today’s topic.

[10:55] - Deep dive into “perfecting your vision” and tips for envisioning the life you want.

[15:45] - The importance of aligning your vision with purpose and the benefits of crafting a plan.

[22:00] - Personal anecdotes: how an unexpected partnership shaped my career in real estate investing.

[29:45] - A reminder to embrace the quiet and reflect on the bigger picture when planning your future.

Links & Resources

• AccreditedLife.com: Join our exclusive community for accredited investors to take these conversations deeper and gain access to more resources and support.

Closing Remarks

Thank you for tuning in! If you enjoyed this episode, please subscribe, rate, and review the podcast. Your support helps us grow and bring you more valuable content. Don’t forget to join our community at AccreditedLife.com for more in-depth discussions and resources. See you next time!

In this episode of the Accredited Investors Only podcast, host Peter Neill dives deep into the concept of building and revising your foundation for success. Peter emphasizes that success is not only about financial growth but also about revisiting core values, habits, and mindset. He shares personal stories and insights into what it means to live what he calls the “Accredited Life”—a lifestyle built on financial freedom, strong networks, and clear values. The episode covers the first step in his seven-stage framework for success: revising your foundation.

Listeners will learn about the importance of setting systems in place, crafting long-term visions, and continuously reflecting on their personal and professional growth. Peter also touches on the role of mindset and relationships in achieving success, offering a candid and motivational perspective on how to reassess and realign life goals. This episode is a must-listen for accredited investors looking to elevate their lives beyond financial investments and into a more meaningful, purpose-driven journey.

Timeline Summary:

[0:00] - Introduction

[1:00] - Introduction to the Accredited Investors Only podcast and a brief recap of Episode 1.

[5:40] - What is the “Accredited Life”? Defining the mindset and lifestyle behind financial success.

[10:45] - Revising your foundation: Peter explains the importance of understanding and revisiting core values, habits, and systems.

[15:30] - The seven stages of success: A high-level overview of the framework that helps accredited investors thrive.

[21:00] - Systems for success: The role of daily habits, mindset, and relationships in achieving long-term goals.

[30:00] - Reflecting on personal growth: Why it’s essential to assess your strengths, weaknesses, and past experiences.

[35:40] - The importance of silence: Finding quiet moments to reflect, plan, and maintain balance in life.

Links & Resources:

• Accredited Life Community - Join the community for accredited investors to learn more about alternative investments and personal development.

Closing Remark:

If you enjoyed this episode, don’t forget to rate, follow, and share the podcast. Your feedback helps us grow the Accredited Investors Only community! Stay tuned for the next episode, where we dive deeper into perfecting your vision for the future.

Welcome to the debut episode of The Accredited Investor Only Podcast, hosted by Peter Neill. In this first episode, Peter introduces himself, his background, and the mission behind the podcast. He shares his journey from studying media at Temple University to building a successful career in real estate investing, specifically focusing on distressed mortgages. Peter explains the importance of alternative investments and why they are primarily available to accredited investors. The episode dives deep into what it means to live “The Accredited Life,” touching on topics like self-growth, health, wealth, and building a strong foundation for success. Peter also outlines the goals of the podcast: to educate, build a community of like-minded investors, and create opportunities for both accredited and non-accredited investors to grow together.

Listeners can expect to hear a lot about Peter’s investment philosophy, life lessons, and practical advice on wealth building, all while focusing on the holistic balance of self, health, and wealth.

Episode Highlights:

[0:00] - Introduction

[1:05] - Introduction to The Accredited Investor Only Podcast and host Peter Neill’s background

[2:30] - Peter’s journey from media studies to real estate investing

[5:45] - What is an accredited investor, and why does it matter?

[9:20] - The philosophy behind living “The Accredited Life”

[14:10] - Building wealth through alternative investments and why it’s not just for accredited investors

[20:55] - Embracing a holistic approach to self, health, and wealth in life and investing

[24:30] - How the podcast aims to build a community for like-minded investors

Links & Resources:

• Learn more and join the community at AccreditedLife.com

Closing Remark:

Thank you for tuning into the first episode! If you enjoyed the show, make sure to subscribe, share it with friends, and leave a review. Join the Accredited Life community at AccreditedLife.com for more insights and opportunities to live your best accredited life!