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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

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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.

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