matterfact
The Wealth Elevator Podcast: Real Estate, Taxes, Investing
2w ago·50m
Luxury Travel That’s Actually Worth It: How Travel Advisor Creates Seamless, Memorable Trips w/ David Axelrod beckonaire.com
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
https://www.beckonaire.com/
david@beckonaire.com
The host shifts from investing to spending on experiences through travel, referencing Bill Perkins’ idea of trading money for memories, especially after 40. He interviews David from Beckonaire, who designs bespoke luxury trips—hotels, villas, yacht charters, private tours, and complex logistics—explaining that travel advisors are typically paid commissions by hotels and can add perks like credits and upgrades without costing clients more. David argues advisors reduce risk and friction across transitions (transfers, visas, timing) and become essential as trip spend rises. They discuss typical five-star costs for a family of four, where luxury isn’t worth it (overpriced hotels and buzzworthy destinations), the value of boutique hotels, and examples of upgrades like meet-and-greet services, private boats, and special experiences. David emphasizes upfront conversations, rapport, and long-term “leisure time” planning across life stages.
00:00 Why Travel Matters
01:05 Meet the Luxury Planner
03:11 How Advisors Get Paid
04:56 DIY vs Pro Planning
06:24 What Luxury Costs
09:49 Easy Luxury Upgrades
14:50 When Luxury Is Not Worth It
16:44 Boutique vs Big Brands
18:49 How Pros Vet Hotels
21:00 Choosing the Right Advisor
24:42 Avoiding Instagram Traps
28:20 Designing Meaningful Trips
31:09 Thrill vs Comfort Balance
37:32 Hands On Family Memories
40:23 Exit Trips and Quick Getaways
44:22 Travel Before You Cannot
47:24 Travel as Time Investing
49:29 Where to Find David
50:10 Final Thanks and Goodbye
Connect with me:
LinkedIn: https://www.linkedin.com/in/lanekawaoka/
Facebook: https://www.facebook.com/TheWealthElevator
Instagram: https://www.instagram.com/TheWealthElevator
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
Hosted on Acast. See acast.com/privacy for more information.
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
https://www.beckonaire.com/
david@beckonaire.com
The host shifts from investing to spending on experiences through travel, referencing Bill Perkins’ idea of trading money for memories, especially after 40. He interviews David from Beckonaire, who designs bespoke luxury trips—hotels, villas, yacht charters, private tours, and complex logistics—explaining that travel advisors are typically paid commissions by hotels and can add perks like credits and upgrades without costing clients more. David argues advisors reduce risk and friction across transitions (transfers, visas, timing) and become essential as trip spend rises. They discuss typical five-star costs for a family of four, where luxury isn’t worth it (overpriced hotels and buzzworthy destinations), the value of boutique hotels, and examples of upgrades like meet-and-greet services, private boats, and special experiences. David emphasizes upfront conversations, rapport, and long-term “leisure time” planning across life stages.
00:00 Why Travel Matters
01:05 Meet the Luxury Planner
03:11 How Advisors Get Paid
04:56 DIY vs Pro Planning
06:24 What Luxury Costs
09:49 Easy Luxury Upgrades
14:50 When Luxury Is Not Worth It
16:44 Boutique vs Big Brands
18:49 How Pros Vet Hotels
21:00 Choosing the Right Advisor
24:42 Avoiding Instagram Traps
28:20 Designing Meaningful Trips
31:09 Thrill vs Comfort Balance
37:32 Hands On Family Memories
40:23 Exit Trips and Quick Getaways
44:22 Travel Before You Cannot
47:24 Travel as Time Investing
49:29 Where to Find David
50:10 Final Thanks and Goodbye
Connect with me:
LinkedIn: https://www.linkedin.com/in/lanekawaoka/
Facebook: https://www.facebook.com/TheWealthElevator
Instagram: https://www.instagram.com/TheWealthElevator
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
Hosted on Acast. See acast.com/privacy for more information.
Start Free Trial14 days free
Transcript
The full transcript is available with a free trial.
This is one of 120M+ episodes across 700K+ channels — fully transcribed, searchable, and queryable with AI on Matterfact.
14 days freeCancel anytime
Full transcriptsAI Q&ADeep search
Why Matterfact
Built for investment professionals
Executives are more candid on podcasts than earnings calls. Matterfact makes those conversations searchable, readable, and queryable with AI.
120M+episodes transcribed
Jensen Huang: "The demand for accelerated computing is incredible..."
Host: "How do you see AI changing the semiconductor landscape?"
Jensen: "Every data center is going to be accelerated..."
Start your free trial
Every day you wait, your competitors are finding
edge in conversations you're not hearing.
Full access to 120M+ transcribed episodes, AI-powered search, and unlimited Q&A — free for 14 days.
14 days free · Cancel anytime