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Investment Insights and Opportunities

Author: Greg Dixon (Page 2 of 4)

Create Financial Freedom For Your Family

September 16, 2025 /
Young family walking on a beach. Create Financial Freedom For Your Family

Are you worried about what the future looks like for your children and grandchildren?

Do you have siblings and cousins who are struggling?

Are you concerned about job losses due to AI, automation, trade wars, and military wars?

There are many good strategies to creating financial freedom for your family. This article will look at some of these and suggest including automated crypto trading to your investment mix.

Some Traditional Family Wealth Strategies

Here are some approaches you may be using now:

  • Consider opening a Daily Interest Savings account for your children and encourage them to make deposits alongside your regular contributions.
  • Invest in some form of education fund early.
  • Teach your children financial literacy, especially how to stay on the right side of compound interest.
  • Invest in property early. Some cultures will give newlyweds a house that avoids a major financial burden and builds a family legacy.
  • Creating a family legacy trust that generates income from real estate investing, stock investing, whole life insurance investments, and other growth-oriented investments.
  • More …

All of these are great if you have a good level of financial means.

What if you do not have many financial resources?

A Simple Way To Create Financial Freedom For Your Family

I am putting money into the Polar Tensor autotrading platform, which uses AI neural network trading bots to recognize patterns and execute thousands of micro-trades per day. I am in my fifth week and seeing more than 3% per week that compounds each week.

These videos explain how it works.

Summary

  • With a free account to see how it works.
  • Fund with as little as $100 to see how the trading works.
  • Watch the daily profits. It is possible for the system to have a losing day when I find day trading tough slogging.
  • Add more money when comfortable.
  • Withdraw money at any time.

My Week Four Auto Trading Results

Start with a free account to see how it works. I can help you get started.

Network Marketing Potential

Polar Tensor has an excellent referral program that provides both instant and long-term rewards for sharing.

My brother is earning decent commissions from my trading.

Your friends and family can do the same.

Passive Income With Kraken

I started a Kraken account some time ago to connect with my bank account and buy crypto and forex assets.

It is now my preferred trading platform and funding method for Polar Tensor.

It also offers auto-earn and DeFi staking options that pay decent interest rates. 5% or more annual return with daily compounding is better than the banks.

My current strategy is to build a portfolio that earns simply from being in the account and trading for fun when market trends are favourable.

Have Questions?

Book a call with me to discuss creating financial freedom.

I can provide invitations to regular live Zoom sessions where you can learn more and ask questions.

The Best $100 Investment Ever?

September 4, 2025 /
The Best $100 Investment Ecer? Young woman holding up a hundred dollar bill.

I recently invested one hundred dollars, the cost of a nice meal, in the Polar Tensor auto-trading platform that has been compounding at least 3% weekly every week since I joined.

This video explains how it works.

Summary

  • Start with $100.
  • Watch the daily trading progress.
  • The weekly profits are added to the trading balance.
  • You can add or remove funding at any time.
  • There are rewards for referring to others.
  • You can transfer money to help friends and family members get going.

Even $100 can compound over time. Greg Dixon’s Breakfast Investing Challenge suggests starting with $100 and adding $30 or more each week.

Please play with the numbers at The Calculator Site using 3% weekly:

Sample Compound Interest Calculation for $100 plus $30 per week compunded at 3%.

Worth a try?

Want more information or an invitation to Q&A sessions?

Consider joining the Breakfast Investing Challenge on Saturday Mornings.

Paul Levine ~ Tax Impacts All Commercial Transactions

June 23, 2025 /
Paul Levine ~ Tax Impacts All Commercial Transactions


My name is Paul Levine. I am a commercial realtor and a real estate income tax consultant.I am based in Los Angeles, California, but I work all over the country wherever the Internal Revenue Code covers income taxes.

I was a practicing CPA for over fifty years, so I have more income tax education, knowledge, creativity, experience, and expertise than anyone else. Nobody else has fifty years.

So let me bring you up to date and explain why I’m here.

Every commercial transaction has an income tax effect. Everybody who has ever done a ten-thirty-one exchange is sitting there going, “No, no, no. I didn’t have to pay income taxes.”

Well, just because you didn’t have to pay income taxes at that point, doesn’t mean that there isn’t an income tax effect for the for the transaction.

You may have to determine what your gains or losses are on a ten-thirty-one exchange.

You have a couple of things to remember.

First, remember that you have forty-five days to choose the property you will use in the ten-thirty-one exchange.

Then you have a hundred and eighty days, or half of the year, to complete the transactions.

If you don’t meet either of those two criteria, you’re in hot water because the IRS is very critical of people who try a section ten thirty-one exchange and don’t make it.

I was also a university professor for six and a half years and a commercial realtor for the last nine years. 

The Los Angeles Police Department’s motto is Protect and Serve. And so is mine, but in a different way.

Story One

I had a client in Sherman Oaks, California, and they were selling a mixed property, a single-family residence and five stores on the same lot.

And the two people who owned it were sisters, and they were both in their eighties.

I went in and made sure that we had everything in order, that we had a good offer, that we presented the property properly, and that we checked all of the boxes correctly.

But then there’s one box I checked that I’ll bet no other commercial realtor ever thought of: I brought in an estate and trust attorney.

Because when you have two sisters who have never seen millions of dollars, the sales price was 4.6 million dollars and there was no mortgage on it.

So my job was to keep the taxes down, and the estate and trust attorney’s job was to make sure that they were protected, that the asset that they were going to acquire, the money, was going to be protected so that, number one, nobody could steal it.

Number two, they can’t just go out and frivolously spend the money. So I think of things that other realtors don’t, just because I was a practicing CPA for over fifty years.

And I know I keep saying that. By the way,it’s good if I give you my contact information.

Contact Information

My name is Paul Levine.

Call me at 818-298-4000. And my email address is PLevineRealtor@Gmail.com.

If you call me, please do not call before ten o’clock in the morning. Also, please do not call when Notre Dame football is on, which starts in a few weeks.

Anyway, so that was one story.

Story Two

And then I go farther than anyone else in doing what I do for my clients.

I had one of my clients.I negotiated the sale of an accounting client to a huge corporation in Delaware called DuPont.

Four gentlemen were on one side of the table, and I was sitting on the other side with my client.

We negotiated a deal for 8.6 million dollars.  And that was back in nineteen eighty-four.

So 8.6 million dollars was a lot.

About three or four weeks after the sale was over, I got a phone call from DuPont’s head corporate counsel telling me that my client’s wife had purchased some stock before the acquisition.

My client has to pay an additional quarter of a million dollars in income tax because of something called phantom income.

And he was right.

But I said, let me call you back.

I called my client and explained the situation. My last three words to him were, “Could he pay?”

And he said, yes. So I called this fellow back and said I’m not picking up the income. Knowing full well, I’m not going to file a tax return for my client, a paid preparer and not have a quarter of a million dollars of tax that should be on here. 

But that fellow didn’t know that. So I said, I’m not picking it up. And he goes, you have to. And we went back and forth about three times.

Then I said, do you know what it sounds like when a phone hangs up? And I hung up on him.

About three weeks later, he called me back, and we had the same discussion, saying, “I’m not picking it up.”

Finally, I told him, “You know, remember how we ended the last conversation?” and I hung up on him again.

If anybody knows Los Angeles, my office was in Century City, and I lived in Marina Del Rey.

And one night, I went on my way home. I stopped at my favorite watering hole and had a few drinks and a nice dinner. I made it home at midnight from a message from my client saying I should call him in Wilmington, Delaware, no matter what time it was.

Well, it was three a.m. in Delaware, but he said no matter what time. 

So I called and he picked up the phone and I said, I woke you.

And he said, “No expletive. Let me get back to you.” A minute later, he got back on the phone and said, “They don’t like you here.” 

And I said, it’s not a popularity contest.

He said they made him an offer. I won’t go through all the mathematics, but the offer was that they gave him a check for five hundred sixty-two thousand dollars, which, after all income tax, came out to a quarter of a million dollars, and they paid my client’s tax.

It was my client’s tax, but I got them to pay it. And who’s going to be there for you like that?

Discuss your tax and real estate challenges with Paul Levine.

Paul Levine

818-298-4000. 

PLevineRealtor@Gmail.com.

Mailbox Money Mini-Summit ~ Passive Real Estate Investment Offers

August 17, 2024 /
Mailbox Money Mini-Summit

Are looking for safe investments with a good return?

Do you want to invest in real estate without tenants, termites, trees (falling on your rental house – it happened with a guest during a broadcast), lawyers, servicing companies, or needing to do a lot of work?

Alden Guajardo, James Guajardo, Diego Giraldo, Ivan Terrero, Stacy Dantzler Young, and others have real estate investment offers for private lenders and passive investing.

Alden and James Guajardo

Win Mobile Homes, Mobile Mailbox Money, and Silvercrest Opportunity Fund

Ivan Terrero ~ The Note Doctor

Diego F. Giraldo ~ Stone Soup Foundation

Round Table Discussions

Want to be part of the Saturday Round Table Discussions?

Join the Breakfast Investing Challenge
with Greg Dixon

Stack of pancakes with raspberries, blueberries. and maple syrop. The Breakfast Investing Challenge.

Our mission is to create financial freedom for individuals and families through weekly investing and the power of compound interest. Let’s Have Fun!

Greg Dixon, Your Fun Investing Host

Marketing for Mortgage Notes, Mobile Homes, and other Real Estate Investors ~ Round Table Discussion

May 25, 2024 /

Larry Hoffman, Alden Guajardo, Greg Dixon, Maurice Thomas Jr., and others share their secret sauce for marketing their real estate businesses.

Learn a wide range of strategies to apply in your marketing efforts, including:

  • Regular posting on Social Media.
  • Cross-commenting and liking posts.
  • Video strategies.
  • YouTube Channel
  • Websites and blogs.
  • Broadcasts and Podcasts
  • Paid Advertising
  • Webinars
  • Books and Courses
  • Landing Pages
  • Websites
  • Email Campaigns
  • Direct Mail Campaigns

{Greg Dixon can help you with all of the above]

Presenter Links

Want Marketing Help from Greg Dixon?

Comprehensive Marketing for Real Estate Investors

May 18, 2024 /

Greg Dixon offers comprehensive marketing strategies, content, and implementation for real estate investors and other businesses.

He has worked with Note Investor University and many real estate investors using the Kartra all-in-one platform as a core to their integrated marketing.

You can implement the strategies described here yourself or with Greg Dixon.

In most cases, it is better to have Greg do the work while you focus on networking and closing deals.

Greg Dixon can help with everything mentioned in this article using Kartra as the hub for promoting your business.

Kartra is an all-in-one business platform that excels in landing pages, funnels, email campaigns, video, calendars, membership programs, quizzes, and more.

Greg Dixon, the Kartra Whisperer, was part of the Kartra Beta Launch in 2018 and is one of the world’s top experts.

Some of his clients have tried other platforms, then returned to Kartra for what it does best.

Everything described on this page could also be accomplished using the platforms you are using such as Keap (formerly InfusionSoft), ClickFunnels, or Kajabi.

Keap, GoHighLevel, and HubSpot have CRM features that complement what Kartra does.

Kartra is Greg Dixon‘s platform of choice for the strategies described here.

Greg Dixon can provide and manage Kartra, a SEO-optimized WordPress website, and all of the tech if you only want a done-for-you marketing machine to get results for your business.

Here are the main steps.

Your Marketing Mission

Your business success depends on the following factors:

  1. Your Ideal Client can find you.
  2. They understand what you do.
  3. They have confidence that you know what you are doing.
  4. You have a clear offer for what they want.

The strategies and implementations in this article are designed to accomplish those factors for your success.

Business Clarification

What is the main focus of your business:

  • Buying and Selling Mortgage Notes?
  • Flipping Properties?
  • Commercial Real Estate Investments?
  • Group and Shared Homes?
  • Training and Education?
  • Tax Services?
  • Private Lending?
  • Professional Services?

Ideal Customers

Who is your ideal customer?

Where do they hang out?

What do they want that you can offer them?

Messaging

What messaging do you want to use consistently across your website, social media, YouTube and paid advertising channels?

Online Presence

The first step is ensuring all of your online profiles communicate a consistent message to appeal to your ideal customers.

This includes contact links and posts that lead to your offers.

Landing Page Ready To Receive

For most businesses, it is essential that you have a compelling target page that leads to the action you want from your ideal customer.

Some of these actions could include:

  • Signing up for a Lead Magnet.
  • Booking an appointment.
  • Joining your mailing list.
  • Registering for a course or membership.
  • Registering for a presentation or mastermind session.
  • Buying your book.
  • …

Magnetic Marketing

The main inspiration for the approach here is Dan Kennedy’s Magnetic Marketing where you create a magnetic message and put out on all media.

Content Marketing

You can win the Search Engine Optimization (SEO) game by consistently posting content with subjects of interest to your ideal customer. When they search for information, there you are!

You become the authority in the subject they are searching for.

A key strategy is to develop subject discussions and publish everywhere, including:

  • Blog Posts
  • LinkedIn Articles
  • Broadcasts (StreamYard)
  • Podcasts (Apple Podcasts, iHeartRadio, Spotify, Amazon, …)
  • Articles submitted to other publications.

Power Posting Play

One of the things Greg Dixon does to get nearly instant presence in searches is this strategy.

  • Schedule a broadcast as a LinkedIn event to stream to LinkedIn, YouTube, Facebook, and other platforms.
  • Write a SEO-optimized blog post about the topic of the broadcast.
  • Add a link to the LinkedIn event.
  • Submit the page to Google Search Console to index the page.
  • Do the broadcast.

We did this with a Total Traffic and Conversion broadcast and the blog post, LinkedIn post, and the YouTube video appeared in searches an hour after the broadcast.

Pure Gold for your Online Presence!

Paid Advertising

The main strategy is to optimize all of the organic channels first, then add some paid advertising where effective.

$30 to boost a post on Facebook can get you in front of your target audience. LinkedIn and Google Ads could work for you.

Video Strategies

Streaming broadcasts to LinkedIn, YouTube, Facebook, Instagram, TicToc, and other platforms can vastly expand your marketing reach.

Greg Dixon can also help you create video posts, ads, speak-to-sell presentations, and other video content, including scripting and presentation coaching.

Email Campaigns

Most marketers will say that the gold is in your list, even more than having a lot of followers on social media.

Regular emails and newsletters are a great way to stay top of mind for your prospects and keep them informed of offers and special events.

Do things to build your mailing list every day.

Greg Dixon can implement any email campaign templates you may have from your marketing mentors.

Marketing Funnels

Kartra is at the heart of our marketing funnels because it can create a customer journey with landing pages, email automation, videos, payments, membership portals, and more to engage your tribe.

Website Optimized for Marketing

Greg Dixon favors combining a high-performing blogging website with Kartra to create a Marketing Sales Machine for the strategies described above.

Greg Dixon can provide the hybrid solution of Kartra and Google-optimized blogging website to complement what you already have in place.

The Kartra Whisper

Greg Dixon was part of the Kartra beta test program and has been growing with the platform since the beginning.

Some of his larger clients have explored other platforms and keep returning to Kartra.

Do What Larry Does!

Larry Hoffman is part of the Saturday Notes Show Round Table Discussion.

Beyond being a generally fabulous human being and family man, Larry is a great online marketer who posts great stuff regularly and is very support of what others in our group are doing.

This badge is very effective:

The clarity of what he does is spectacular and “Scratch & Dent Notes” is both funny and intriguing.

Comprehensive Marketing Package

Greg Dixon can help you with all of these items to create effective marketing for you.

We will review your goals and create a customer success roadmap to implement over time according to the highest return on your marketing investment.

  • Clarify Business Goals
  • Identify Ideal Customers
  • Clarify Your Messaging
  • Optimize Online Presence
  • Adapt existing content and create new content for your content marketing. Greg Dixon is a trained copywriter with a lot of video and graphic design experience. Audio too.
  • Create email campaigns.
  • Implement sales funnels.
  • Help with lead magnets, books, webinars, and speak-to-sell presentations to build authority.

Let’s Get Started!

Flexible and affordable rates for one-time and monthly (highly recommended) retainers.

Why Invest In Mortgage Notes ~ Dr. Ivan Terrero

April 21, 2024 /
Dr. Ivan Terrero ~ Why to Invest in Mortgage Notes

Greg Dixon speaks with Dr. Ivan Torrero, The Note Doctor, to understand the benefits of investing in real estate notes over owning physical property or investing in the stock market. 

Dr. Torrero details why he turned to note investing, the benefits (such as its uncorrelation with stock market volatility and consistent income streams), and how it allows investors to own a piece of real estate without worrying about maintenance or tenants. 

He also discusses purchasing notes directly from banks, outlines the process, and provides an overview of what new investors can expect.

Key Points

  • Note investing allows you to invest in real estate without the responsibility of property maintenance.
  • Investing in notes directly from the bank avoids the hassle of buying properties, rehabilitating them, and dealing with home auctions.
  • Reliable, consistent income and varied exit strategies.
  • Opportunities to invest in bulk with note pools.
  • No property management responsibilities.
  • Profitability in various ways.
  • Capital is secured by the property.
  • Note investing is not correlated to the stock market, and provides consistent returns without being volatile.
  • You can buy notes at a discount if you establish relationships with banks or other note sellers.
  • You can invest in a note with an IRA.

If you’re interested in purchasing a note, selling a note, or investing as a passive investor, reach out to Dr. Ivan Torero for more information.

Visit Dr. Torero’s website at https://www.thenotedoctor.com. 

You can arrange a direct call with him at https://www.thenotedoctor.com/calendar.

Join the Breakfast Investing Challenge with Greg Dixon

Stack of pancakes with raspberries, blueberries. and maple syrop. The Breakfast Investing Challenge.

Our mission is to create financial freedom for individuals and families through weekly investing and the power of compound interest. Let’s Have Fun!

Ivan Terrero ~ Returns On Notes

March 27, 2024 /

Greg Dixon talks with Ivan Tererro, The Note Doctor, to discuss returns on mortgage notes.

They start off by explaining what a note is, with Ivan illustrating it as an IOU or a promise to pay a debt, backed by a hard asset such as a house.

They also differentiate between non-performing and performing notes, noting that non-performing notes are ones that have not been paid on time for over 90 days, while performing notes are ones that have been paid on time consistently. Ivan highlights that with hard work and commitment, investing in non-performing notes can yield high returns despite the initial challenges.

Key Points

  • A note is simply a promise to pay a debt, in this case it’s backed by a hard asset like a house.
  • Performing notes are consistently paid on time, generating about 8% to 12% annual return.
  • Non-performing notes are not paid on time but can yield high returns up to 40%-50% if well managed.
  • Ivan’s approach to non-performing notes is to understand the borrower’s situation and reach a payment agreement that suits both parties.
  • Ivan and his team are both buying and selling notes, interested parties can reach out to them.

Learn more at https://www.thenotedoctor.com/

Join the Breakfast Investing Challenge with Greg Dixon

Stack of pancakes with raspberries, blueberries. and maple syrop. The Breakfast Investing Challenge.

Our mission is to create financial freedom for individuals and families through weekly investing and the power of compound interest. Let’s Have Fun!

Paul Levine ~ The Bible of Real Estate

January 4, 2024 /

Greg Dixon talks with Tax and Real Estate expert, Paul Levine about his new book, The Bible of Real Estate.


Some of the topics from the book include:

  • Why Would Anyone Buy Commercial Real Estate???
  • You Buy Commercial Real Estate for Cash Flow
  • You Buy Commercial Real Estate for Appreciation
  • You Buy Commercial Real Estate for Income Tax Benefits

Paul Levine is available to speak on podcasts and events.

Learn more about Paul Levine and The Bible of Real Estate at thebibleofrealestate.info

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