The Lifestyle Investor - investing, passive income, wealth

What if you could tap into the exact investment strategies billionaires use to multiply their wealth—without being one?In this episode, I'm joined by Richard Wilson, founder of the Family Office Club and Billionaires.com. Over the last 18 years, Richard has analyzed over 1,000 billionaire strategies, advised more than 250 family offices, and built the world's largest network of ultra-wealthy investors.Today, he's sharing what he's learned from nearly two decades studying how the ultra-wealthy think, invest, and structure deals. From mental models and niche investing to AI-powered tools and negotiation tactics, you'll discover the exact strategies billionaires use—and how to apply them to grow your own wealth, no matter where you're starting.In this episode, you'll learn: 1.) How Richard built the #1 investor club for billionaires—and the exact mental models he's seen them use to spot better deals and scale with precision.2.) What he's learned from interviewing hundreds of billionaires and centi-millionaires—including insights from Tony Robbins, Mark Cuban, Kevin Harrington, and many others.3.) How to leverage AI to amplify your investment returns, streamline deal sourcing, and gain a competitive edge.Show Notes: LifestyleInvestor.com/243Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people are chasing a retirement plan they'll never enjoy – or even want. Derek Coburn is here to show you a more meaningful path that doesn't require you to escape your life to start enjoying it.Derek is a best-selling author, founder of the Cadre mastermind, and a former financial advisor to ultra-wealthy clients. After 20+ years in the industry, he sold his firm, walked away from the grind, and redefined what true financial freedom looks like. In this episode, Derek breaks down why the traditional model of retirement is outdated, inefficient, and in some cases, dangerously misleading. We explore smarter tax strategies the wealthy use to future-proof their income, the rising wave of “unretirement,” and why fulfillment doesn't come from chasing a number… but from showing up with purpose. He also shares the story behind his newly released book, Let's Retire Retirement, and reveals the $50,000 mindset shift that transformed how he shows up as a father, a leader, and a man of faith. In this episode, you'll learn: 1.) Why 1 in 3 retirees return to work – and how to design a life you never want to retire from instead. 2.) The hidden risks of 401(k)s – plus the tax strategies wealthy investors are using to protect their future income. 3.) The time machine exercise that redefined Derek's relationship with time, money, and fatherhood – and how you can create special moments in your own life.Show Notes: LifestyleInvestor.com/242Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens when you sit down with two brilliant friends to talk money, markets, and mindset? You get a raw, unfiltered conversation that challenges conventional thinking and rewires how you approach wealth and opportunity.In this episode, I'm joined by Garrett Gunderson and Brad Weimert for a wide-ranging roundtable on building wealth in today's fast-changing world. We dive into big topics—from AI's disruption of legal, banking, and finance, to why the smartest money is moving further away from Wall Street, to how top investors are getting early access to emerging tech and private deals. We also talk real estate, sharing personal stories on how to win deals—not just by offering more money, but by understanding seller psychology and waiting for the right moment.In this episode, you'll learn: 1.) How AI is Reshaping the Future of Education and WorkFrom publishing and teaching to legal and finance, discover where AI is replacing humans—and where it's not.2.) Why the Smartest Investors Are Going All-In on Private MarketsLearn how the ultra-wealthy vet early-stage companies and why public markets are no longer the best path to wealth.3.) The Secret to Winning Real Estate Deals in Any MarketIt's not always about price—see how relationships, timing, and seller psychology can unlock the best opportunities.Show Notes: LifestyleInvestor.com/241Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I used to believe the key to success was working harder than everyone else.And for a while, that served me. But over time, I started asking different questions—like what would it look like to build a life where work didn't come at the expense of family, faith, or freedom?This episode is a little different, as I'm the one being interviewed. Preston Brown, host of the Problems to Profit Podcast, pulls out the biggest lessons I've learned, from selling newspaper subscriptions in middle school to investing in private deals that create passive income and real-time freedom today.We get into why I prioritize passive income over net worth, and how relationships and masterminds have opened the door to some of my biggest opportunities.In this episode, you'll learn: 1.) How one passive income deal replaced my wife's income—and how that one move kickstarted our journey to financial freedom.2.) My personal framework for allocating surplus income into deals that create long-term freedom.3.) Why I created The Lifestyle Investor Mastermind—an exclusive community giving members access to the same deals and strategies used by the ultra-wealthy.Show Notes: LifestyleInvestor.com/240Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Every founder dreams of the big exit. But few are prepared for what comes next.Today's guest learned the hard way. Anastasia Koroleva sold her company for 9-figures, but instead of feeling free, everything got more complicated.She lost her identity. Made costly investment mistakes. And her marriage broke under the weight of post-exit stress.In this honest conversation, Anastasia opens up about the emotional aftermath of selling a business and the hidden challenges that come with sudden wealth.You'll learn why wealth often brings confusion instead of clarity, how overconfidence leads to poor investment decisions, and the patterns she's uncovered from interviewing hundreds of founders after they've successfully exited their business.If you're building toward an exit — or learning how to invest after one — this is the conversation most people wish they'd heard sooner.In this episode, you'll learn: ✅Why financial freedom doesn't always equal happiness—and the steps you can take to avoid feeling of emptiness post-exit.✅How to avoid common post-exit mistakes of investing in VC or angel investing without proper due diligence.✅The benefits of raising children who aren't entitled and teaching them about taking risks, the benefits of entrepreneurship and not being afraid to fail.Show Notes: LifestyleInvestor.com/239Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine that you're an entrepreneur who's already had an exit. You're working on a Master's degree at MIT's Entrepreneur Program, and then you get a call from a talent scout at Shark Tank.Not only that, but that phone call landed you a million-dollar investment from the Sharks for your restaurant business (still one of the top five deals ever to this day) and a seven-figure exit a few years later.That's just scratching the surface of why I'm excited to introduce you to my friend Yuen Yung. Yuen is a serial entrepreneur, investor, and the Co-Founder of HalBar Partners, a niche private equity firm specializing in a relatively unknown but powerful asset class: Search Funds.In our conversation, you'll hear the experience Yuen has gained from having several successful exists, why he believes that alternative investments and real estate offer better ROI and security than the public markets, and why his newest venture into search funds—an asset class averaging a 35% IRR—could be a game-changer for investors seeking higher multiples with the steady returns of private equity.In this episode, you'll learn: 1.) Why traditional stock market investing with 60/40 portfolios feels outdated—and why the ultra-wealthy are investing their money in alternative investments.2.) What Search Funds are and why this niche asset class differs from the more common private equity and venture capital investment opportunities—and why most people have never heard of them.3.) How Yuen earned a $1 million dollar investment on Shark Tank, despite initially turning down the opportunity and how he turned it into a 7-figure exit.Show Notes: LifestyleInvestor.com/238Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine signing a $10M contract, only to see $2M after taxes, fees, and cuts?That's the reality for most pro athletes. And for many, it's just the beginning of financial missteps that can lead to bankruptcy just a few years after retiring.Today's guest is Tom Zheng—a former NFL sports scientist turned investor. He's also the Co-Founder & CEO of The Players Company, a platform helping professional athletes build real wealth through education, access, and smart investments.In this episode, Tom shares a behind-the-scenes look at how professional athletes are financially coached (or often misled), the growing role of private equity in sports, and how he's guiding athletes toward smarter financial futures through education and access to exclusive investment opportunities.Whether you're a sports fan, investor, or entrepreneur, this episode is packed with lessons about leverage, legacy, and building financial intelligence. In this episode, you'll learn: 1.) How Tom went from NFL sports science to investing in pro teams and building a player-owned private equity firm.2.) The financial traps most pro athletes fall into—and how The Players Company is solving them.3.) Why investing in sports teams and NIL assets isn't just for billionaires anymore—and what this means for everyday investors.Show Notes: LifestyleInvestor.com/237Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if every decision you made was actually predetermined, shaped by a story your nervous system wrote years ago? Well, the science suggests that our emotional programming starts in the womb.Today's guest calls it the “ghost in the machine” and has spent 20+ years helping people rewrite it.In this episode, I'm talking with Joey Klein—Founder of Inner Matrix Systems and a globally recognized transformation expert. Joey has trained over 84,000 people, from Fortune 500 execs to pro athletes, to rewire the emotional and mental patterns quietly shaping their behavior. His work blends neuroscience, psychology, and mindfulness to create real, lasting change from the inside out.Together, we explore how these subconscious imprints silently drive your decisions—often sabotaging success in business, relationships, and everyday life. If you want to rewire your inner programming, get unstuck, and create meaningful success in every area of life, you're going to love this episode. In this episode, you'll learn: ✅ How a near-death experience at 19 launched Joey's journey into inner work—and why emotional mastery, not hustle, is the key to lasting success.✅ What the “ghost in the machine” really is—and how subconscious emotional imprinting silently drives your decisions.✅ How Joey helped a top Hollywood executive break through years of creative roadblocks by rewiring his internal belief system.✅ Why your nervous system is just as trainable as your muscles—and how to strengthen it to access clarity, calm, and peak performance.Show Notes: LifestyleInvestor.com/236Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people run from problems. Preston Brown builds businesses around them.He believes every sale is simply a solution to a problem—and if you can solve enough of them, you can build real wealth without sacrificing your time, health, or freedom.Preston is a prolific entrepreneur and systems thinker who automates, optimizes, and scales companies across real estate, lending, construction, and service industries. He's built a 9-figure portfolio of cash-flowing businesses by identifying everyday frustrations and turning them into opportunities through strong systems and self-managed teams.In this episode, you'll learn how Preston structures his businesses so they don't depend on him to operate, how to spot hidden profit leaks in your operations, and how to turn recurring problems into scalable income streams—all while freeing up your time to focus on what matters most.In this episode, you'll learn: 1.) The “4 Flows of Capacity” framework that fixes broken businesses fastMost business owners don't know where they're bleeding time, money, or energy. Preston shares his simple but powerful system—Leads, Sales, Delivery, Cash—and how identifying the weakest link in these flows can unlock exponential growth.2.) Why Return on Time (ROT) is the new ROI—and how to design your business around itYou'll learn how Preston optimizes for time freedom, not just profit—and how applying ROT, ROM (Return on Marketing), and ROE (Return on Emotion) has helped him build a business portfolio that supports his lifestyle, not consumes it.3.) How he turned a $12M lawsuit into the best thing that ever happened to his companyWhen a shady developer put Preston's real estate empire at risk, he could've folded. Instead, he went public, led with integrity, and earned even more trust from banks and partners—proving that doing the right thing when no one's looking is the ultimate business strategy.Show Notes: LifestyleInvestor.com/235Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you're grinding through life just to someday 'retire,' you're doing it wrong.Today, I'm talking with Garrett Gunderson—a best-selling author, speaker, and financial disruptor—about what it really takes to build freedom now, not 30 years down the road.Garrett's helped thousands of entrepreneurs grow their wealth without sacrificing their lifestyle. He's trained top financial professionals, revived the timeless wealth principles of the Rockefellers, and developed practical frameworks that simplify the money game—so you can build wealth on your terms.In this episode, we break down what Garrett calls The Trifecta—a proven system for becoming financially fit, reaching true independence, and unlocking a level of freedom that's only possible when you change the way you think, not just the way you invest.In this episode, you'll learn: ✅ How to use whole life insurance, trusts, and asset protection to build generational wealth like the Rockefellers.✅ Why true financial independence starts in your mind—not your bank account.✅ Garrett's Trifecta Framework for building wealth, protecting assets, and creating true freedom.Show Notes: LifestyleInvestor.com/234Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people lose money in real estate syndications for one reason: they don't know how to properly vet a deal.In this episode, I sit down with Hans Box to unpack the exact questions savvy investors should ask before wiring funds to a sponsor.Hans is the Co-Founder of Box Wilson Equity, which has invested has invested $95MM+ in equity across various asset classes, including multifamily, self-storage, mobile home parks, distressed debt, office, and preferred equity. And he's personally been involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets.Together, we break down how to assess risk, spot red flags in offering documents, and why alignment, transparency, and track record matter more than hype or projected returns.Whether you're considering your first deal or refining your due diligence process, this conversation will help you make smarter, safer investment decisions in the world of syndications. In this episode, you'll learn: 1.) The #1 reason investors lose money in syndications—and how to avoid it by reverse-engineering a deal's risk through the capital stack, pro forma, loan terms, and sensitivity analysis. 2.) Why “projected returns” are a trap—and what smart investors look at instead, including sponsor alignment, track record, deal structure, and the questions that reveal the truth before you wire a dollar. 3.) The hidden red flags most investors miss inside the fine print, from manager replacement clauses to preferred equity terms—and how reading between the lines of the PPM could save you from disaster.Show Notes: LifestyleInvestor.com/233Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Whole Life Insurance is widely misunderstood, yet for billionaires and family offices, it's a powerful tool for long-term financial security.While most people see life insurance as an expense, the wealthy use Whole Life Insurance as a financial foundation—one that offers liquidity, tax-free growth, and a guaranteed rate of return.In this episode, Caleb Guilliams, founder of BetterWealth, joins me to break down the real benefits of Whole Life Insurance—and how to use it the way the wealthy do.We discuss why most policies are structured incorrectly, the biggest mistakes to avoid, and why banks and billionaires hold massive amounts of Whole Life Insurance as part of their asset allocation strategy. In This Episode, You'll Learn:1.) Why Whole Life Insurance isn't an investment—and how the wealthy use it to build lasting financial security.2.) The truth about Whole Life Insurance—the key benefits, hidden pitfalls, and the biggest misconceptions that trip people up.3.) The costly mistakes people make when setting up a Whole Life policy—and how to structure yours for maximum flexibility and returns.Show Notes: LifestyleInvestor.com/232Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most pro athletes go broke after retiring. Devon Kennard isn't one of them.As an NFL linebacker turned real estate investor, Devon made the rare transition from W-2 income to building an 8-figure real estate portfolio—all while still playing in the league. Seeing how easily athletes could be replaced, he knew he needed a plan for financial independence before his playing days were over. While many players burn through their earnings, Devon took a different approach, learning to invest, creating passive income, and setting himself up for long-term wealth.In this conversation, Devon breaks down how he navigated the world of investing while maintaining a demanding career in professional sports. He shares the biggest financial mistakes athletes (and high-income earners) make, why most people are underestimating their risk of being replaced, and how he built a diversified investment strategy that generates cash flow without requiring his constant attention. Devon also explains the mindset shifts that helped him overcome financial setbacks and why learning from other people's mistakes is the fastest way to accelerate wealth.In this episode, you'll learn: 1.) The biggest money traps that cause pro athletes and high-income earners to go broke, and the simple shifts that can keep you financially free for life.2.) The 4 real estate strategies that helped Devon build an 8-figure portfolio while playing in the NFL—including the red flags to look for when vetting deals. 3.) How Devon escaped the W-2 paycheck cycle and built passive income while still working—and why waiting too long to start could be your biggest financial mistake.Show Notes: LifestyleInvestor.com/231Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

So you've sold your business—what's your next step?Most entrepreneurs spend years building their businesses, but when they finally exit, they struggle to transition from managing staff and emails to all the investing opportunities they now have. In today's episode, I'm sitting down with Dr. Tony Jacob—an entrepreneur who scaled and exited the largest private optometry roll-up in Texas history. After his exit, Tony faced the challenge of shifting from business owner to capital allocator, learning firsthand the risks of rushing into investments, the importance of patience, and how to structure a family office for long-term wealth preservation.We're diving into how to avoid the common pitfalls of post-exit investing, how to build a bulletproof asset allocation strategy, and the growing role of Bitcoin in family office portfolios.If you're an entrepreneur preparing for an exit—or you've already sold and want to make smarter financial decisions—this episode is a must-listen.In this episode, you'll learn:The biggest investing mistakes post-exit entrepreneurs make—and how to avoid them.Why capital preservation is just as important as wealth creation—and how to structure your portfolio to last generations.Why Bitcoin is becoming a strategic asset for family offices and institutional investors.Show Notes: LifestyleInvestor.com/230Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Private credit has been around for centuries, but in recent years, it has surged in popularity—especially among the world's wealthiest investors. Family offices and institutional investors are shifting away from traditional fixed income and embracing private credit for higher returns, stronger downside protection, and better diversification.Today, I'm sitting down with Peter Sack, co-founder and partner at Chicago Atlantic, one of the largest private credit firms in the U.S. Chicago Atlantic has deployed over $2 billion in cannabis private credit alone, with additional investments in venture debt, digital infrastructure, and lower middle-market lending.In this conversation, Peter breaks down why private credit is booming, how it compares to traditional fixed income, and where the best opportunities exist today. If you're looking to diversify your portfolio and invest like the ultra-wealthy, this episode is a must-listen.In this episode, you'll learn:✅ Why family offices are increasing their allocation to private credit.✅ How private credit offers equity-like returns with lower risk.✅ The impact of rising interest rates on private lending—and why banks are failing to keep up.✅ How Chicago Atlantic structures private credit deals, including high-yield lending & equity kickers.Show Notes: LifestyleInvestor.com/229Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Too many business owners wake up the day after selling their company with one regret: 'I could have gotten more.' The difference between an average exit and a life-changing one comes down to strategy—and today, we're diving deep on how to get it right.I'm sitting down with Chad Morissette, an M&A expert who has advised on hundreds of business sales and helped founders maximize their exits. Unlike many advisors, Chad and his entire team have personally built and sold their own companies—meaning they actually understand what it takes to position a business for an optimal sale.In this conversation, Chad breaks down the most common mistakes sellers make, the factors that determine a company's true value, and how to ensure you're not leaving money on the table when it's time to exit.Whether you're years away from selling or already fielding offers, this episode will help you secure the best deal possible.In this episode, you'll learn:✅ The #1 reason most founders regret their exit—and how to avoid it.✅ Why your company is probably worth less than you think—and how to change that.✅ The key factors buyers look for when valuing a business (it's not just revenue).✅ Why working with an M&A advisor can mean millions more in your pocket.Show Notes: LifestyleInvestor.com/228Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you don't have an assistant, you ARE the assistant.That's the reality for most entrepreneurs—stuck handling emails, booking travel, and drowning in admin work instead of focusing on what actually grows the business.In this episode, I'm sitting down with Tricia Sciortino, CEO of BELAY—a staffing agency that specializes in hiring top-tier virtual executive assistants, bookkeepers, and other remote talent to help business owners buy back their time and scale faster.We're talking all about how hiring the right executive assistant isn't an expense—it's the key to unlocking your next level of growth.Tricia started as the first-ever virtual assistant at BELAY and worked her way up to CEO—so she knows firsthand the impact of smart delegation. Before that, she was Michael Hyatt's original EA, playing a key role in helping him scale what is now Full Focus, a multimillion-dollar leadership training company. She's had a front-row seat to how top entrepreneurs leverage assistants to maximize productivity and growth—and today, she's pulling back the curtain to share those insights with us.In this episode, you'll learn:✅ Why NOT hiring an EA is actually costing you more—and how it's limiting your business growth.✅ How AI is transforming the role of executive assistants—and how to use it to streamline operations, boost productivity, and scale faster.✅ A step-by-step framework to start delegating today, so you can focus on high-value activities and stop being your own assistant.Show Notes: LifestyleInvestor.com/227Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you want to build long-term wealth and protect your money from market volatility, today's guest has the tools to show you how to do it by using hard assets and smart investing strategies.Ben Reinberg, is one of the leading experts in commercial real estate and the founder of Alliance Consolidated Group, a firm he built from scratch to become a $500M empire that has managed billions in transactions across medical offices, industrial, and multifamily real estate. In his newest book, Hard Assets and Hard Money for Hard Times, he lays the blueprint for building a hard asset empire.With over 30 years of experience, Ben explains why real estate is the best vehicle for building wealth, how to invest passively by focusing on your niche, and why leveraging relationships is the key to long-term success. Whether you're an experienced investor or just starting out, this episode is packed with invaluable insights that can help you grow and protect your wealth.In this episode, you'll learn:✅ The one real estate asset class that will have the biggest opportunities in 2025—and why most investors are overlooking it.✅ How Ben turned a single deal into a 3X return—and the investing strategy he still swears by today.✅ The 3 most powerful wealth levers you can use to scale your investments faster—with less of your own money.Show Notes: LifestyleInvestor.com/226Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you stuck in the Wall Street mindset and looking for better ways to grow and protect your wealth?In this episode, I'm sitting down with M.C. Laubscher, founder of Cashflow Ninja and author of Get Wealthy for Sure: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. M.C. is an expert in alternative investments, teaching entrepreneurs how to think outside the traditional financial box to create lasting financial freedom.We dive into why alternative investments outperform traditional options, how to shield your wealth from inflation and taxes, and why understanding the difference between saving, investing, speculating, and gambling is critical to your financial success.Whether you're new to alternative investing or a seasoned investor looking to refine your strategy, this conversation is packed with insights to help you thrive in uncertain markets.In this episode, you'll learn: ✅ Why family offices allocate up to 59% of their portfolios to alternative investments✅ How to navigate inflation, market volatility, and tax threats with defensive strategies ✅ The power of inefficient markets and the asymmetric opportunities they offer ✅ How to create a “sleep-well-at-night” cash strategy while still capitalizing on investment opportunitiesShow Notes: LifestyleInvestor.com/225Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Building wealth isn't just about what you do—it's about how you think. And the ultra-wealthy know that financial success starts in the mind.That's exactly what today's guest, Bronson Hill, discovered after interviewing over 2,500 millionaires. Through those conversations, he uncovered the habits, mindsets, and investment strategies that separate everyday earners from those who achieve true financial freedom.A former medical sales professional, Bronson walked away from a high-paying career to pursue passive income, scaling his wealth 20X in just a few years. Bronson is a general partner in 2,500 multifamily units worth over $250M, and has personally raised over $45M for real estate and private equity deals.In this episode, we dive deep into the psychology of wealth, why who you surround yourself with determines your financial future, and the hidden investment strategies the ultra-wealthy use to build lasting fortunes.In this episode, you'll learn:✅ The mindset shift that helped Bronson 20X his net worth—and the surprising reason most people stay broke.✅ How 2,500 millionaires built their wealth—and the biggest investing mistakes to avoid.✅ The investment strategy ultra-wealthy investors use to outperform the stock market.✅ The hidden “Wealth-Worthiness” belief that silently holds most people back from financial freedom.Show Notes: LifestyleInvestor.com/224Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Want to know where the smart money is going in 2025? Over $80 trillion is set to move from Baby Boomers to Millennials in the coming years, creating once-in-a-lifetime opportunities for those ready to capitalize. This week, the tables are turned—I'm the guest on Mike Koenigs' podcast, Capability Amplifier, and we're talking all about the biggest investment trends of 2025.We dive deep into overlooked opportunities like private credit, Web3 gaming, and the transformative potential of Bitcoin and AI. We also explore emerging trends such as border town real estate fueled by on-shoring, minority ownership in pro sports, and the untapped potential of distressed assets.I also share some of my biggest investing mistakes and how those experiences shaped the Lifestyle Investor philosophy that I teach today.If you're looking for high-value investment insights and a fresh perspective on wealth-building, this is an episode you don't want to miss.In this episode, you'll learn: ✅ The biggest investment opportunities for 2025—where smart money is going and how to capitalize on the largest wealth transfer in history.✅ How to spot “invisible deals”—and why the best investments aren't found in the mainstream but through off-market opportunities few people know about.✅ Why Bitcoin, AI, and private credit are reshaping wealth creation—and how to position yourself ahead of the curve before the masses catch on.Show Notes: LifestyleInvestor.com/223Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine having a team of expert researchers, marketers, and strategists at your fingertips—working 24/7 to grow your business. That's the power of AI. And the entrepreneurs who master it will outlearn, outperform, and out-earn everyone else. In this episode, I'm talking with Mike Koenigs—a serial entrepreneur, 19-time bestselling author, pioneer in digital marketing, and AI expert—who is breaking down exactly how smart entrepreneurs are leveraging AI to scale faster, automate success, and build wealth on autopilot.Mike walks us through the exact tools and frameworks he's using to grow businesses, streamline marketing, and uncover new opportunities with AI. He does a lot of screen sharing and demos, so this is definitely an episode you'll want to check out on YouTube.If you're looking to gain an edge in 2025 and beyond, this episode is packed with practical, step-by-step strategies to help you integrate AI into your business and wealth-building strategy.BTW, Mike dives deep with live screen shares and real-time demos, making this a must-watch episode on YouTube.GiveawaysThe AI Accelerator Book + Videos (Free)Learn how to 10x your productivity, clone your smartest employees, and monetize your IP in the new AI economy. Mike's giving away a digital copy of his book, AI Accelerator. To gain access, CLICK HERE. Your Next Act Book + Videos (Free)The 6 growth Accelerators for creating a business you'll love for the rest of your life. To gain access, CLICK HERE. Show Notes: LifestyleInvestor.com/222Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most entrepreneurs believe growth requires sacrificing everything else. Jonathan Goodman proves you can scale a business without giving up your freedom.He's built multiple companies, written 12 books (including The Obvious Choice), and scaled coaching businesses to 7-figures—all while spending half the year living abroad with his family.How? By mastering the art of incentives, knowing when to not scale, and investing in cash-flowing assets that work harder than he does.In today's episode, we break down the wealth-building strategies Jonathan used to scale a business to $35M+ in revenue.We explore why most investments fail to beat the returns generated by a well-run business, a leveraged personal brand, or an asymmetric bet like Bitcoin.Jonathan also shares how he structures his businesses to maximize freedom and avoid the common pitfalls of scaling.If you're looking for a playbook on building wealth, designing a business that doesn't take over your life, and making sure your money works for you—not the other way around—this episode has the answers.In this episode, you'll learn:✅ Jonathan's “whales and minnows” framework for eliminating 80% of your workload—why most entrepreneurs waste time on tasks that don't move the needle, and how Jonathan ensures every hour works for him.✅ The “eight-four rule” of seasonal living—how Jonathan avoids burnout and stays at peak performance by alternating between intense work sprints and extended time off.✅ How to design scalable compensation systems that turn employees into partners—the secret to building a team that's as invested in success as you are, without micromanaging.Show Notes: LifestyleInvestor.com/221Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever feel like the tax system is stacked against you? In this episode, I'm talking with cost segregation expert Wes Mabry to uncover one of the most underutilized and powerful tax strategies available to real estate investors – a proven method to accelerate depreciation, defer taxes, and increase cash flow.Wes is the Founder of 1245 Consulting and one of the country's leading authorities on cost segregation. For over 17 years, Wes and his team have helped investors—from small-time landlords to ultra-high-net-worth individuals—save over $2 billion in taxes.In our conversation, Wes breaks down cost segregation step-by-step: what it is, how it works, why it's so powerful, and the types of properties that benefit the most. He shares insights on everything from accelerating depreciation on assets like flooring and gas lines to why car washes and mobile home parks offer some of the best opportunities.You'll also learn about bonus depreciation, strategies to handle recapture taxes, and smart moves like retroactive studies and 1031 exchanges.In this episode, you'll learn:✅ How cost segregation accelerates depreciation by breaking down property components like landscaping, gas lines, and specialized flooring—helping you offset income without cutting into cash flow.✅ Why asset classes like car washes and mobile home parks are tax goldmines, offering bigger savings than options like condos, self-storage or warehouses.✅ How retroactive cost segregation can help you reclaim missed tax benefits and significantly reduce your taxable income.Show Notes: LifestyleInvestor.com/220Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if you could reclaim hours of your day just by getting digitally organized? In this episode, I'm talking with Shawn Lemon, Founder of The Digital Organizer, to uncover the systems and strategies that help entrepreneurs, executives, and busy professionals regain control of their digital lives.From simplifying email management and file organization to choosing the right project management tools, Shawn reveals how a streamlined digital workspace can lead to less stress, more productivity, and a better quality of life. He shares insights from his time at Apple, lessons learned from working with top-tier clients (including his father-in-law, Michael Hyatt), and his approach to building systems that are easy to manage and scale.Whether you're drowning in emails, struggling to manage passwords, or just tired of wasting time searching for files, this episode is packed with actionable tips and resources to help you create order from chaos.In this episode, you'll learn:✅ The exact tools Shawn recommends for email, password, and project management—and why some popular options should be avoided.✅ How to eliminate the headache of juggling files across platforms like iCloud, Dropbox, and Google Drive by consolidating everything into one organized system—saving you time and stress.✅ How a streamlined digital workspace can free up your time, reduce stress, and improve your productivity.Free GiftGet Shawn's File Organization Guide. Visit LifestyleInvestor.com/219Show Notes: LifestyleInvestor.com/219Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Think your ideas aren't worth protecting? Think again.In this episode, I'm sitting down with Kary Oberbrunner—entrepreneur, bestselling author, and CEO of Instant IP™—to uncover why your Intellectual Property (IP) is your most valuable asset. Kary's helped thousands of entrepreneurs safeguard their ideas and turn them into multiple streams of income using tools like blockchain and smart contracts.His latest book, You Are an IP Company, is a wake-up call for anyone who wants to monetize their creativity, protect their business from competitors, and unlock hidden income streams.Whether you're a creator, entrepreneur, or investor, this conversation will change the way you think about what you've built—and why protecting it is essential for growth and success.In this episode, you'll learn:✅ How some of the biggest brands in the world turn their Intellectual Property into their greatest competitive advantage✅ Why your IP is your most valuable asset—and how failing to protect it could cost you everything.✅ Why it's never been easier (or more affordable) to protect your ideas.Free GiftGet 10% off Kary's Instant IP™ program. As a bonus, you'll also get access to his course, You Are an IP Company, which is valued at over $2,000. Visit LifestyleInvestor.com/218Show Notes: LifestyleInvestor.com/218Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Did you know less than 1% of companies are publicly traded? While most investors obsess over stocks, the ultra-wealthy are quietly building fortunes in the other 99%. Today, we're unlocking their playbook.In this episode, I'm talking with Christopher Zook, Founder of CAZ Investments and co-author of “The Holy Grail of Investing,” which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports ownership, Christopher reveals the strategies they use to create cash flow, reduce risk, and build lasting wealth.We break down why private markets consistently outperform public markets, the power of true diversification beyond stocks and bonds, and how to align your investments for maximum upside with minimal risk. Plus, Christopher shares game-changing insights into new legislation that could make these opportunities accessible to more investors than ever.If you're ready to rethink your approach to investing, this episode is packed with actionable insights.In this episode, you'll learn:✅ How new rules around accredited investors are opening up private markets to more people, including the ability to invest 401(k) and 403(b) plans in private opportunities.✅ Why GP Stakes are one of the hottest private equity trends of the past decade, how he became a first mover in the space, and why this investment offers a stronger risk-reward balance and reliable cash flow.✅ How big family offices and high-net-worth investors think about capital allocation, risk management, and building generational wealth away from the volatility of public markets.✅ How Christopher is entering the rapidly expanding world of sports investments, why it's poised for massive growth, and what it means for investors looking to capitalize on this emerging trend. Free Gift Get Christopher's report, "GP Stakes: A New Path to Private Equity." Visit LifestyleInvestor.com/217Show Notes: LifestyleInvestor.com/217Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever wonder how the wealthiest families invest their money? Spoiler alert: It's nothing like the 60/40 stock-to-bond strategy you've been told to follow.In this episode, Scott Ford pulls back the curtain on how the rich strategically grow and protect their wealth, revealing why 45%-59% of their portfolios are allocated to alternative investments.Not only is Scott a Lifestyle Investor Mastermind member, but he's also the founder of The Way2Wealth, a holistic financial framework that empowers you to protect, grow, and enjoy your wealth. With 30+ years in wealth management, Scott has mastered the art of creating sustainable strategies that work for everyday investors and the ultra-wealthy alike.His mission is to spread education about finances and give people the tools that they need to reach financial independence through financial wisdom.In this episode, Scott shares how the 1% approach wealth differently and how you can apply those same principles to achieve financial freedom for yourself.In this episode, you'll learn:✅ Scott's "All Season Investing" strategy: A simple, actionable framework for navigating market cycles and achieving long-term growth.✅ The infinite banking concept – and how to use it as a strategic tool to store wealth, maintain liquidity, and fund future opportunities.✅ The 2 most important questions you should ask financial advisors before trusting them with your money—and how to avoid common pitfalls in the industry.Free Gift Get Scott's All Seasons Investing whitepaper. Visit LifestyleInvestor.com/216Show Notes: LifestyleInvestor.com/216Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What do you do when the dream life you've worked so hard for starts to feel empty? Christian Ray Flores went from global stardom as a musician to rediscovering purpose through service, family, and faith. His journey isn't just inspiring—it's a roadmap for anyone chasing a life that truly matters.Christian was living the dream—millions of fans, sold-out arenas, and chart-topping hits. But behind the glitz, he felt a void that success couldn't fill. In this episode, Christian shares how he walked away from fame to pursue a more meaningful life. He takes us through his journey of redefining success, investing in holistic growth, and using his experiences to coach high achievers around the world.Whether you're an entrepreneur, investor, or simply seeking a life of greater impact, Christian's story will challenge and inspire you to live life on your terms.In this episode, you'll learn:✅ How Christian became one of Russia's biggest pop stars—and why he walked away.✅ Why so many high achievers feel unfulfilled—and how to break free.✅ Life-changing lessons from coaching Olympic athletes, entrepreneurs, fashion designers, artists, and Russian mafia members.Free Gift Get free access to the Xponential Life Scorecard, visit LifestyleInvestor.com/214Show Notes: LifestyleInvestor.com/214Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week's episode is deeply special to me and many of you who knew or were impacted by the late John Ruhlin. John was not just a master at his craft—he was a master at life, relationships, and giving. His unexpected passing has left a void in the hearts of those who knew him, but his legacy lives on through the countless lives he touched and his revolutionary work in the art of gift giving.This conversation originally aired in May 2021 and remains one of the most important episodes I've ever recorded. John was one of my closest friends—someone I've known since we were 18 years old. Over decades of friendship, he continually lifted me up, connected me with incredible people, and exemplified what it means to lead with a giving heart. His company, Giftology, has transformed businesses and relationships alike, and his book has become a must-read for anyone looking to make a lasting impact.In this tribute episode, you'll hear John's heart, his wisdom, and his genuine perspective on life and relationships. You'll laugh with us, reflect on his insights, and hopefully feel inspired to carry forward his legacy of giving. John's business partner and close friend, Rod, has pledged to continue running Giftology for the next 18 years to support John's wife, Lindsey, and their four beautiful daughters, Reagan, Blakeley, Saylor, and Layton.If you feel moved to honor John's legacy, consider exploring the incredible work his team continues to do at giftologygroup.com. Supporting their work not only carries forward John's mission but directly supports his family. For more details, you can visit giftologygroup.com/rwa.Thank you for listening to this heartfelt tribute. John was truly one of a kind, and I'm honored to share his story, his message, and his legacy with you.PLEASE SUPPORT JOHN'S FAMILYHonor John's legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 14). CLICK HERE to make a donation.REFERRALS WITHOUT ASKINGJohn's mission was to bring greater generosity to the world while lifting up coachable business leaders to places they never thought possible. Whether you're an executive of a Fortune 100 company, an owner, a startup, or a solo-professional conquering your industry – GIFT∙OLOGY changes relationships forever. And relationships take you places that traditional marketing can't. So, if you want to honor john and his work, a great place to start is by checking out Referrals Without Asking – a free resource that will allow you to turn your contacts into endless referral partners. CLICK HERE to get the guide.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine knowing in your 20s what you know now—how much further ahead would you be? That's exactly what today's guests, Nick and Molly Pastermack, are helping ambitious investors under 35 achieve.Nick and Molly are serial entrepreneurs, mentors, and leaders of the Lifestyle Investor Foundations Mastermind—a group we started to equip young adults with the tools, strategies, and connections they need to fast-track their success.From humble beginnings as college cheerleaders to building over two dozen businesses, their story is one of grit, growth, and unwavering vision. They've navigated industries from real estate to wellness, all while raising two incredible children and mentoring hundreds of aspiring leaders. Their mission? To equip young professionals with the skills that truly matter—financial freedom, optimal health, emotional intelligence, and business growth.If you're a parent, this episode provides an inspiring look at what's possible for the next generation. Nick and Molly are creating a ripple effect for families who want to see their children thrive—helping young people make smarter choices, achieve financial independence, and lead meaningful lives.In this episode, you'll learn:✅ How Nick and Molly Pastermack turned early failures into stepping stones for building over two dozen businesses across diverse industries—and the lessons they want young professionals to take away.✅ The 4 pillars of success they teach in the Lifestyle Investor Foundations Mastermind—financial freedom, optimal health, emotional intelligence, and business growth—and why these areas are crucial for achieving lasting success.✅ Actionable strategies parents can use to empower their children to think bigger, act boldly, and make smarter financial decisions, even if they're just starting their wealth-building journey.Free Gift Get the The Lifestyle Investor Foundations Live Event video replay. Visit LifestyleInvestor.com/213Show Notes: LifestyleInvestor.com/213Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does it take to rebound from crushing losses, build multiple successful companies, and turn setbacks into strategic investments? In today's episode, I sit down with Jeremy Delk, founder of Delk Enterprises, who has mastered the art of “failing forward” to build a diverse portfolio of profitable ventures.Starting as a Wall Street trader who earned and lost millions by age 20, Jeremy's journey is nothing short of extraordinary. He shares his path from trading chaos to strategic exits, including the highs and lows of investing in early-stage companies, the lessons learned from losing big on a Ponzi scheme, and how global travel opened his perspective on business and life.In this episode, you'll learn:✅ Jeremy's incredible story of making millions at 19, losing it all in four days, and building a powerhouse VC fund across multiple industries.✅ Strategies for building teams and systems that allow you to lead without micromanaging. ✅ Jeremy's tips for exiting at the perfect time, what makes a company worth betting on, and how to avoid the common traps that catch many entrepreneurs when they try to shift from founder to investor.Free GiftGet The 10 Commandments of a Lifestyle Investor. Visit LifestyleInvestor.com/212Show Notes: LifestyleInvestor.com/212Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if hiring top talent for your business was easier than you thought? Today, I'm talking with my friend and Lifestyle Investor Alum Kasim Aslam, who, after selling his Google Ads agency for 8-figures, set his sights on a new mission: helping entrepreneurs scale by connecting them with top-tier executive assistants from emerging markets. In this episode, he reveals how tapping into international talent has transformed his business—and how it can transform yours, too.He breaks down the process of hiring from countries like Argentina and Colombia, where executive assistants can offer more than just admin support—they can become the backbone of your operations.In This Episode You'll Learn:✅ The Talent Advantage: Why Kasim believes top executive assistants from emerging markets are the secret weapon for small businesses looking to scale sustainably.✅ Beyond Outsourcing: Kasim's unique approach to finding and developing team members who don't just assist but become critical assets to your business.✅ Building Your Talent Pipeline: How to create a hiring system that's designed to grow your business and free up your time—all while making a global impact.Free GiftTo get access to Kasim's full Delegation Library for Entrepreneurs, which includes 80+ task ideas you can delegate to your assistant today! Visit LifestyleInvestor.com/211Show Notes: LifestyleInvestor.com/211Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“We're going to ask the investor community to prove that they deserve the opportunity to invest in your beautiful business.” That's a quote from today's guest, Peter Worrell—a mergers & acquisition expert with over 4 decades of experience helping entrepreneur owner-managers achieve successful capital gain events by maximizing the enterprise value of their businesses. Pete's here today to address one of the biggest challenges that entrepreneurs face... How can you maximize the value of your business and secure the best possible exit? Most entrepreneurs rush into selling and leave millions on the table—without even realizing it. But Pete's approach has helped countless entrepreneurs sell their companies for life-changing wealth—often far beyond what they ever dreamed possible. 00:00 Intro02:00 Why Boosting Enterprise Value is Essential for Every Entrepreneur05:23 The Right Time to Tell Your Team You're Selling Your Business07:45 The Best Time to Start Preparing Your Business for Exit08:50 How to Make Investors Compete for a Stake in Your Business10:25 How to Level the Playing Field in Investor Negotiations13:00 Choosing the Right Advisors to Maximize Your Business Value18:26 Why High Margins, Not Just Revenue, Attract Top Investors24:14 Why Your Company's Future Vision Drives Higher Valuation30:45 Attracting the Right Fit Investors—Not Just Any Buyer 34:00 Take Investor Calls on Your Terms, Not Theirs37:02 The Enterprise Value BookFree GiftTo get a free copy of Peter's book, Enterprise Value: How the Best Owner-Managers Build Their Fortune, Capture Their Company's Gains, and Create Their Legacy, visit LifestyleInvestor.com/210Show Notes: LifestyleInvestor.com/210Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people see the tax code as a maze of restrictions, but what if it's actually a roadmap to wealth? Today's guest, Mark Kohler, known as “America's #1 Small Business Tax Lawyer” reveals how the tax code is packed with hidden opportunities, waiting to be uncovered—if you know where to dig. While most CPAs are simply filing forms, Mark shows you how proactive tax strategy can turn the government into your wealth-building partner. If you're tired of missing out on hidden tax opportunities, this conversation will give you a whole new perspective on how to maximize your wealth.In this episode, you'll learn:✅ The overlooked tax-saving strategies that can free up thousands to reinvest—and why the IRS isn't out to get you. In fact, they can actually be your ally in building wealth.✅ Why most CPAs aren't strategizing for you — and how to find one who will. ✅ Why Mark loves to invest in short-term rentals and industrial properties as his go-tos for cash flow and tax benefits – and how he's using real estate profits to diversify into alt assets like crypto.Free GiftGet Justin's special report, 24 Questions to Ask When Vetting a CPA. Visit LifestyleInvestor.com/209Show Notes: LifestyleInvestor.com/209Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We all chase success. But sometimes, even after achieving everything we set out to, something feels off. I've seen it happen time and again: high-achieving entrepreneurs who look around one day and think, Is this all there is?Today's guest, Erwin McManus, knows exactly how that story goes. Erwin is the founder and lead pastor of Mosaic, an artist, and author with over one million book sales who's worked with everyone from the NFL and the Pentagon, helping them perform at the highest level while living a balanced life. In our conversation, Erwin shares what these elite performers do to rise to the top. But more importantly, he talks about why so many still end up miserable and trapped despite their achievements. And he's sharing his best advice to help you avoid that trap. Plus, he gives a sneak peek into his latest book, Seven Frequencies of Communication, where he breaks down how to become a world-class communicator who leads with influence and intention.In this episode, you'll learn:✅ How Erwin transformed his life from struggling to afford college and living below the poverty line to becoming an internationally renowned speaker and consultant for powerhouse organizations like the NFL and the Pentagon.✅ The habits, mental frameworks, and decision-making strategies that separate the top 1% from everyone else, and how you can apply them to your life and business.✅ Strategies for creating wealth while staying true to your values and purpose and building a life that's financially rewarding but also deeply fulfilling.Free GiftGet Erwin's The Communicator's Tool Kit. Visit LifestyleInvestor.com/208Show Notes: LifestyleInvestor.com/208Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I'm talking with my good friend, Carey Smolensky – an entrepreneur, event producer, musician, author, and someone who truly lives life on his terms. Carey has spent over four decades building a boutique production company, and has worked with high-profile clients like Cutco and Tony Robbins Platinum Partners. What's incredible about Carey is how he's navigated challenges, both personal and professional, while continuing to thrive.When COVID shut down his entire industry for 15 months, Carey pivoted, launching a new business that not only survived but flourished. He took that adversity and turned it into the best financial year his company had ever seen. In our conversation, Carey shares how he did it, and what lessons you can apply to your own life and business.Carey also talks about the importance of family, building meaningful relationships, and living a life of passion and purpose. Whether it's diving with bull sharks or producing global events, Carey's zest for life will inspire you to live more fully and take action toward your own financial freedom.In this episode, you'll learn:✅ How Carey pivoted his business during the pandemic and built a new income stream that led to his best financial year yet.✅ The key to building long-term client relationships, and why Carey treats every client like a VIP.✅ How Carey balances his high-energy work life with family time and why it's important to “do life” with the right people.Free GiftGet Carey's blueprint for Finding Your Passion. Visit LifestyleInvestor.com/207Show Notes: LifestyleInvestor.com/207Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever been told that maxing out your 401(k) and diversifying into stocks and bonds is the safest path to wealth?Today, I'm speaking with Dave Wolcott—entrepreneur, investor, and founder of Pantheon Investments—who breaks down how the wealthiest people really invest. After following the traditional financial advice and feeling stuck, Dave realized there was a better way to build wealth through alternative investments. He has since dedicated his career to helping people unlock the playbook that the top 1% use to grow and preserve their wealth.In our chat, Dave dives into his personal story of leaving corporate America, discovering financial freedom through alternative assets, and creating a strategy that combines mindset, relationships, and investments. He also shares how he's passing these lessons on to his children and clients to help them preserve generational wealth.In this episode, you'll learn:✅ How the wealthiest people invest—and why they only allocate a small percentage to the stock market.✅ Tax-free passive income through smart asset repositioning and alternative real estate investments that outperform typical 401(k)s and Wall Street options.✅ Dave's 5 Phases of Holistic Wealth—a step-by-step strategy to build, protect, and multiply wealth while maintaining a balanced and fulfilling life. You'll discover how to shift from active income to massive passive income streams, allowing you to create financial freedom.Free GiftGet a digital copy of Dave's book, "The Holistic Wealth Strategy – A Framework for Building Legacy Wealth & Unlimited Freedom to Live an Extraordinary Life". Visit LifestyleInvestor.com/206Show Notes: LifestyleInvestor.com/206Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever felt like you're checking all the boxes of success, yet still feel empty inside?Today, I'm speaking with Isaac Stegman—coach, entrepreneur, and intentional father—who shares how he completely redefined his life and business. Despite building a 7-figure company, Isaac felt trapped, disconnected, and stuck on autopilot. It wasn't until he took a hard look at his life and made key shifts that he found true purpose and fulfillment.In our chat, Isaac dives deep into the personal growth and mindset shifts that helped him break free from the relentless hustle. He shares how he learned to silence the urge to constantly push harder—often at the expense of his family and well-being. Now, Isaac has found a way to thrive in business without sacrificing the things that matter most.In this episode, you'll learn:✅ Isaac's four P's: Perspective, Purpose, Principles, and Priorities, and how to use these to maintain clarity, direction, and fulfillment in both your personal and professional and life.✅ Simple exercises to help you identify what's truly important, cut through the noise, and better manage your time and energy.✅ How a single moment with his son completely changed Isaac's understanding of what it means to prioritize family and relationships over business.Free GiftGet Isaac's Redefining Success Resource Guide & Workbook. Visit LifestyleInvestor.com/205Show Notes: LifestyleInvestor.com/205Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm excited to welcome Geoff Woods back on the podcast to talk all about how you can leverage AI to unlock new levels of growth in your business, outpace the competition, and get more done in less time. Last time we had Geoff on the show, he was the Vice President at The ONE Thing, where he coached and advised companies with annual revenues from $10 million to $60 billion. He has since left that role (a decision that wasn't easy) but is now making big waves in the world of AI. He's now the author of The AI-Driven Leader, host of The AI-Driven Leader Podcast and the Founder of AI Leadership, where he empowers leaders to harness AI, escape operational overwhelm, and think strategically to accelerate growth. In this episode, you'll learn:✅ Geoff's incredible journey from exiting his role at The ONE Thing to becoming the Chief Growth Officer at Jindal Steel & Power, where he helped skyrocket the company's market cap from $750 million to over $12 billion in just four years.✅ Why so many people fail to harness AI effectively, dismissing it as a waste of time – and Geoff's proven system to make AI think strategically for you, delivering mind-blowing results for your business. ✅ Real-world case studies showcasing AI's processing power – and how you can harness AI as a strategic partner to tackle your company's biggest challenges and achieve unprecedented levels of success.Free GiftGet Geoff's AI-Driven Leader Crash Course. Visit LifestyleInvestor.com/204Show Notes: LifestyleInvestor.com/204Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Esports is one of the fastest-growing industries today and it's paving the way for the next generation of entertainment and high-return investments. In fact, the Esports market was valued at $2.1 billion in 2023, and is expected to reach $7.5 billion by the end of 2030. That's why I'm excited to be talking with today's guest, Marco Mereu. Marco is the Founder and CEO of M80, a competitive gaming organization he established in 2022. Prior to this, he co-founded XSET in 2020 and served as its COO. His career in Esports also includes a role as Senior Vice President of Content Distribution at Super League Gaming and General Manager of Framerate, a company he founded and later sold. In this episode, you'll learn:✅ The story of how Marco left a stable career as a lawyer to build one of the most successful and popular esports brands in North America in under two years. His story is a testament to the power of following your passion and redefining success on your own terms.✅ Investment opportunities in the booming Esports market, including sponsorships, media rights, digital goods, and more.✅ How Esports is revolutionizing entertainment, turning gameplay into a dynamic, profitable investment frontier with millions of fans and untapped potential.Free GiftGet 50% off M80 merch and a one-page PDF that breaks down the esports industry. Visit LifestyleInvestor.com/203Show Notes: LifestyleInvestor.com/203Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's guest is Sean Kelly, an entrepreneur and founder and host of the Digital Social Hour, a podcast with 11 million followers. In our conversation, Sean takes us through his rise to becoming a millionaire by the age of 24. He gives us a behind-the-scenes look at how he struck gold during the NFT craze, including the jaw-dropping moment he pulled in $2.4 million in just 18 minutes on a single deal. But it's not all smooth sailing. Sean opens up about the highs and lows of building wealth. He shares some hard-hitting stories about how the market crash in crypto nearly wiped him out and how that experience reshaped his approach to diversification, including the different asset classes he's now focusing on to hedge his bets.In this episode, you'll learn:✅ Sean's story of earning $2.4 million in just 18 minutes during the NFT boom and selling his agency for $2.5 million at 60% profit margins. ✅ The importance of knowing your financial freedom number – the amount of money you need to live comfortably without financial worry and how to use this crucial calculation to build the lifestyle you want.✅ How the ultra-wealthy diversify their investments across different asset classes, like real estate, stocks, and crypto, to protect their wealth and weather market fluctuations.Free GiftPodcasting AMA with Sean. Visit LifestyleInvestor.com/202Show Notes: LifestyleInvestor.com/202Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm talking with Nicholas Kusmich. Nicholas is the founder of H2H Media Group, a consulting and META advertising agency which has generated over $600 million in revenue since 2007! Nic helps entrepreneurs predictably scale their revenue and time by easily getting more clients with marketing that doesn't suck. He's known for delivering the highest returns on investment in the industry and is responsible for over 10 billion ad impressions and over 55 million leads. He works with A-List clients including the world's most recognized thought leaders, New York Times best-selling authors, and the top Inc. 500 companies, creating advertising campaigns that actually convert.In this episode, you'll learn:✅ How to eliminate your competition and dominate any industry by creating a “category of ONE” business.✅ The "Contextual Congruence" process that combines direct response marketing with social behavior – and how to use it to transform your marketing efforts and dramatically boost ROI.✅ The #1 reason most entrepreneurs fail to implement ideas – and a simple strategy Nic uses to take action and turn ideas into reality. Free GiftGet a free copy of Nic's book Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI. Visit LifestyleInvestor.com/201Show Notes: LifestyleInvestor.com/201Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm thrilled to be speaking with Will Duke, a successful entrepreneur turned investor and a valued member of the Lifestyle Investor Mastermind. Will shares his incredible journey from running two businesses to selling them for significant exits, all while transitioning into a successful investor. What makes his story unique is his thoughtful and patient approach to investing—focusing on building a solid foundation before diving into deals.We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will's journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.In this episode, you'll learn: ✅ The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.✅ Tax-optimization strategies that have saved Will millions during exits and investment deals. ✅ How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.Show Notes: LifestyleInvestor.com/200Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm excited to welcome Brad Weimert back on the show. In addition to being a long-time friend, Brad is an entrepreneur, real estate investor, adventurer, and the founder of Easy Pay Direct—the go-to merchant account provider for high volume eCommerce companies looking to accept credit cards safely and securely, without interruption. Brad also hosts the “Beyond A Million” podcast, where he interviews 7, 8, and 9-figure entrepreneurs to uncover the tactics and strategies behind their success.In Brad's first appearance on the podcast, we talked a lot about his entrepreneurial journey and scaling Easy Pay Direct. Today, we're diving into real estate investing strategies and how Brad turned a recent real estate venture into a multimillion-dollar exit.In this episode, you'll learn:✅ How Brad is “future-proofing” his real estate investments by leveraging new zoning laws and spotting early trends in the booming Austin market.✅ The strategic advantage of owning your office space — and how Brad's unique approach to real estate can give you flexibility, leverage, and a significant return on investment.✅ Find out how Brad leverages content marketing and turned the “Beyond a Million” podcast into a high-impact client acquisition tool for his business, Easy Pay Direct.Show Notes: LifestyleInvestor.com/199Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's episode is a little different. As many of you know, I'm a member of Front Row Dads – a group started by Jon Vroman, as a way to help men level up as husband's and father's. As a part of their podcast member takeover series, I was asked to interview a Dad of my choosing. I wanted to pick someone I admire and respect in both business and life, so I decided to interview my good friend, Brad Johnson. While this interview will be released on the Front Row Dads podcast, I couldn't help but think our audience would appreciate listening to it as well. For context, Brad is the co-founder of Triad Partners, a business that partners with the top 1% of independent financial advisors, coaching them on how to achieve unlimited growth, freedom, and joy in business and life. Or as they have coined it, “Doing Business. Doing Life.” Brad and I first met years ago at a Front Row Dads event, and he's been a great influence on me both personally and professionally ever since. In fact, he's the reason this podcast exists. He's the guy who talked me into starting The Lifestyle Investor podcast 5 years ago. In this episode, we both get pretty personal as we dive into our non-negotiable core values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and the top lessons we've learned to successfully grow a business without sacrificing family, health, or happiness.In today's episode, you'll learn:✅ How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process! ✅ Work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.✅ Brad's #1 piece of advice to become a better spouse – and why you should do THIS as early as possible in your marriage to avoid falling into a doom loop.Show Notes: LifestyleInvestor.com/198Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm joined by Mark Podolsky, (a.k.a. The Land Geek.) Mark is the author of "Dirt Rich" and the founder of Frontier Properties – a highly successful land investing company. Since 2001, Mark has been a full-time land investor, completing over 6,000 land deals with an impressive average ROI of over 300% on cash flips and more than 1,000% on deals sold with financing terms.Mark is passionate about helping others achieve financial freedom through land investing. He provides valuable insights and actionable strategies through his educational platform, "The Land Geek," where he teaches people how to buy and sell land effectively. His mission is to show that it's possible to build significant wealth while maintaining a balanced, fulfilling life.In this episode, you'll learn:✅ The story behind how Mark turned $3,000 (and zero real estate experience) into $90,000 by buying up raw land for pennies on the dollar and selling it online. This allowed him to quit his job and go all-in on land investing. ✅ Mark's step-by-step strategy for buying land at 25% of its value and selling it for massive profits, even with little upfront capital.✅ The financing model that allows mark to make passive income – without the headaches. No renters, no rehabs, no renovations, no rodents!Free GiftGet a copy of Mark's book, Dirt Rich. Visit LifestyleInvestor.com/197Show Notes: LifestyleInvestor.com/197Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm excited to be talking with Anne Beiler. Anne is the Founder of Auntie Anne's, the world's largest hand-rolled soft pretzel franchise (which she sold in 2005).During today's conversation, Anne shares her personal story and opens up about the series of tragic life events that left her broken, traumatized, and in a deep depression. Leaning on faith and family, she channeled that devastating pain into a bigger purpose that led to the birth of Auntie Anne's, which she grew from a single stand into a beloved international franchise with 900+ locations.You'll also hear how Anne dealt with identity-crisis after selling Auntie Anne's in 2005. A testament to her creativity and resilience, she shifted her focus to inspiring others. She now helps people face their demons and become a force for good in their businesses and communities through her speaking, books, and personal development courses. In today's episode, you'll learn:✅ Anne's journey of growing Auntie Anne's from a single soft-pretzel market stand into an international franchise with stores in all 50 US states.✅ The mindset that helped Anne to overcome devastating pain and trauma, and turn them into foundations for honesty, love, kindness, and a life of service.✅ Auntie Anne's formula of three P's (Purpose, Product, People) for success that any brand or franchise can use to grow their business.Free GiftGet a digital copy of Anne's book, Overcome and Lead. Visit LifestyleInvestor.com/196Show Notes: LifestyleInvestor.com/196Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Adam Jason is a Partner at Legacy Group, an investment firm in Latin America focusing on top-tier businesses and high-net-worth accredited investors seeking exceptional returns. Adam has a background in advising Fortune 500 companies and investment banks and has represented them in public and private offerings exceeding $10 billion.In our conversation, you'll hear Adam's remarkable journey from Big Law to scaling Green Coffee Company to become the #1 coffee producer in Columbia's fiercely competitive market. What's truly remarkable is they have embraced eco-friendly practices and prioritized worker welfare in an industry where this is far from typical. This not only fueled their growth but also helped them create an appealing story that resonates with coffee lovers worldwide. Adam shares the strategies behind developing and scaling the Green Coffee Company brand, which has successfully competed against giants like Starbucks and Nestle. Plus, you'll learn how he leverages coffee and agriculture to diversify income through coffee byproducts. In today's episode, you'll learn:✅ How Green Coffee Company became the largest coffee producer in Columbia with 400 full-time and 2500 part-time workers, and the strategies that allowed them to be profitable for three years straight and attract $80 million in investments.✅ Why the wealthiest are putting part of their portfolios into agriculture, a sector that offers opportunities for diversification and, in some cases, outperforms real estate. ✅ How Adam and GCC are shaking up the coffee industry in Colombia by setting new standards for worker rights, challenging giants like Starbucks with eco-friendly practices, and creating a compelling brand story that resonates with coffee lovers everywhere. Free GiftGet Access to Discount Codes for GCC's First Juan Valdez Coffee. Visit LifestyleInvestor.com/195Show Notes: LifestyleInvestor.com/195Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kip Sowden is the CEO and Chairman of RREAF Holdings who has over 37 years of experience in commercial real estate. Kip has been involved in the financing of over $8 billion in commercial real estate loans and has brokered the sale of over $10 billion in commercial real estate transactions. He has also acquired, developed, and renovated over 5 billion in commercial real estate including retail, office, multi-family, and hospitality throughout the Southwestern and the Southeastern United States. During our conversation, Kip shares the strategic thinking behind RREAF Holdings' approach, which focuses on delivering substantial value to investors while minimizing their risk exposure.We discuss why RREAF specifically targets middle America, a strategy that has proven beneficial in tapping into markets with high growth potential yet often overlooked by major players. Kip also highlights their favorite US markets for building and how RREAF's commitment to vertical integration has significantly boosted the efficiency of their operations. In this episode, you'll learn:✅ How RREAF's focus on challenging development projects and commercial acquisitions has revolutionized the real estate landscape and boosted their assets from $100 million to $4.5 billion. ✅ RREAF's unique approach that allows retail equity investors to participate in temporary sponsor loans to different LLCs, yielding returns over 12% and providing unparalleled value for both investors and institutional partners.✅ Kip's favorite markets for investment and why RREAF targets middle America for residential, leisure, and vacation properties.Free GiftGet Kip's free 2024 Market Overview Report. Visit LifestyleInvestor.com/194Show Notes: LifestyleInvestor.com/194Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm excited to sit down with Ferd Niemann, an attorney by trade who's turned what was a side gig investing in mobile home parks (MHPs) into a thriving business. Ferd was making as much as 50% returns buying and flipping single-family homes, but he soon realized that there was an even bigger opportunity in alternative assets like MHPs. With 24 parks under his belt, Ferd has now become an authority in this niche investment space.In our conversation, we geeked out on the specifics of mobile home park investments including key metrics, tax deferral strategies, financing options, and the strategic advantages this niche market can offer for individual investors operating on a smaller scale.In this episode, you'll learn:✅ How Ferd became a successful mobile home park investor – plus specific strategies you can leverage to start building your own MHP portfolio.✅ Why mobile home parks offer such a unique investment opportunity with far lower expense ratios compared to other real estate assets.✅ The reason wealthy people put over 59% of their net worth in alternative investments like mobile home parks compared to only 15-25% in the stock marketFree GiftGet Ferd's "Real Estate Due Diligence Checklist." Visit LifestyleInvestor.com/193Show Notes: LifestyleInvestor.com/193Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.