Accredited Investors Only | Presented by Accredited Life

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

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

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

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

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

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

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

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