Shows
The Lifestyle Investor - Investing, Passive Income, Wealth209: Why Most CPAs Are Failing You: Tax Strategies the Wealthy Use with Mark KohlerMost 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 h...
2024-10-2449 minThe Lifestyle Investor - Investing, Passive Income, Wealth183: Passive Income Strategies for 2024 with Justin DonaldIn today’s episode, we’re flipping the script! If you tuned in to last week’s episode, you would have heard me interviewing my friend, Cal Callahan, where we talked all about the major shift he’s made to his investing strategy, focusing less on building his net-worth, and more on cash-flow and passive income strategies that will allow him to achieve lifestyle freedom. This week, Cal’s interviewing me on his amazing podcast, The Great Unlearn, where we go even deeper into the world of passive income to uncover the strategies that are often overlooked by many inv...
2024-04-251h 05The Lifestyle Investor - Investing, Passive Income, Wealth179: TLI Spotlight: Generational Wealth Through Whole Life Insurance with Brock FortnerToday’s guest, Brock Fortner, is an investor, cash-flow specialist, and the founder of StoneCentury Financial who’s carved a niche for himself by specializing in wealth protection and helping clients understand how they can achieve their financial ambitions. What’s incredible about Brock is that he’s the youngest-ever member of The Lifestyle Investor Mastermind. In our conversation, I wanted him to share the drive and motivation that propelled him into financial prominence at such a young age, alongside the invaluable insights he picked up by rubbing shoulders with some of the best financial minds in the game...
2024-03-2856 minThe Lifestyle Investor - Investing, Passive Income, Wealth178: Jay Abraham | The "$21.7 Billion Dollar Man” on Growing Your Business ExponentiallyToday, I’m talking with the one and only, Jay Abraham – who is known as The “$21.7 Billion Dollar Man” and the highest paid marketing consultant in the world! As Founder and CEO of The Abraham Group, Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of over 10,000 clients in more than 1,000 industries, and over 7,200 sub industries, worldwideIn this episode, Jay draws from his rich, 40+ years of experience, sharing proven strategies and thinking that have generated billions of revenue for his clients. ...
2024-03-2154 minThe Lifestyle Investor - Investing, Passive Income, Wealth177: The Fullback of Finance with Jedidiah CollinsToday, I’m talking with Jedidiah Collins. Jed is a former NFL player turned Certified Financial Planner. The moment he got his first NFL paycheck was the moment he had already spent it! This interaction with money and his perspective of how he saw money woke him up to the reality that he was financially illiterate. Never in school nor in his family had someone explained to him how money works, let alone how to make it work for him.This experience led him to founding Money Vehicle – an education technology company that’s transforming how peo...
2024-03-1442 minThe Lifestyle Investor - Investing, Passive Income, Wealth176: Broke to a $1 Billion Dollar Exit with Bobby CastroToday, I’m speaking with Bobby Castro. Bobby started his entrepreneurial journey with a modest ninth-grade education and a small but significant $1,700 gift from his mother-in-law. This initial capital became the seed for founding Bankers Healthcare Group (BHG) in 2001, a venture that would grow his net worth to over $500 million.Under his guidance, BHG flourished to achieve a billion-dollar exit and sale. Beyond BHG, Castro, alongside his wife Sofi, founded Ortsac Capital Group, LLC. This family office oversees a multifamily real estate portfolio valued at over $700 million, encompassing more than 2,500 units that generate over $500,000 in positive cash fl...
2024-03-0749 minThe Lifestyle Investor - Investing, Passive Income, Wealth175: Scaling a Real Estate Startup From $0 to $20 Million in 3 Years with Alex DayAlex Day is a real estate tech entrepreneur and Founder & CEO of Modus, a venture capital-backed, tech-enabled title insurance and escrow business, which he successfully sold to Compass in October 2020.In today's conversation, Alex shares his vast experience scaling startups. Between 2014 to 2018 he played a pivotal role at Peach – an SMS-based lunch delivery service that predated the mainstream emergence of industry giants like Doordash and Uber Eats.He then leveraged that experience to build Modus. After bringing the idea to a startup hackathon (and winning 1st place), he and his two co-founders decided to go al...
2024-02-2949 minThe Lifestyle Investor - Investing, Passive Income, Wealth173: TLI Member Spotlight: Investing in Industrial Real Estate with Levi BenkertLevi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas. Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he’s going to share the secrets to his success! You’ll learn why he prefers Class B industrial real estate investing to other real estate asset classes, how he acquires properties with minimal risk and big returns, strategies for reducing your taxable income, why it’s still possible to find off-market deals, and so muc...
2024-02-1541 minThe Lifestyle Investor - Investing, Passive Income, Wealth172: Defying the Odds and Building a Fitness Media Empire with Jay and Steph RoseToday’s guests, Jay and Steph Rose, are the powerhouse couple behind Phase SiX, a fitness media brand that’s focused on athletic performance, education, entertainment, and content creation. Fueled by a vision and what little savings they had, two immigrants embarked on a six-month journey across the US, to absorb as much knowledge as they possibly could from leading experts in the world of fitness. This adventure became the foundation for a global multimedia company. At the core of their success lies the Phase SiX: Content Dojo in Austin, Texas—a state-of-the-art multimedia hub that tra...
2024-02-081h 00The Lifestyle Investor - Investing, Passive Income, Wealth171: The Blueprint for Business Growth and Team Unity with Dave DurandDave Durand is the co-founder and Executive Chairman of Best Version Media, a top 20 fastest-growing media company in North America. A best-selling author and professional speaker, Dave has mentored over 150,000 individuals, including entrepreneurs, sales teams, Fortune 500 executives, and CEOs, to grow successful, thriving businesses.Over the years, Dave’s built and sold companies valued in the hundreds of millions and done over a billion dollars worth of sales. Today, I wanted to speak to him about the principles and tactics for creating outstanding leadership teams and exploring how those strategies have been instrumental in building and scaling mu...
2024-02-0159 minThe Lifestyle Investor - Investing, Passive Income, Wealth170: The Benefits of Living In Puerto Rico with Daven MichaelsDaven Michaels is a serial entrepreneur, bestselling author, and founder of 123Employee, known for pioneering remote business solutions and his influential role in the music and digital finance industries.Today, we dive deep into Daven’s incredible journey, starting from his early days working with rock music icons at only 15. His story only escalates from there. He has not only launched and exited multiple businesses, but he also established 123Employee as a leading name in outsourcing.In this episode, Daven pulls back the curtain and shares what it’s like to live in Puerto Rico, incl...
2024-01-2539 minThe Lifestyle Investor - Investing, Passive Income, Wealth169: TLI Member Spotlight: Recession-Resistant Investment Strategies with Ryan WilliamsonToday, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Williamson.In our conversation, Ryan shares his incredible journey from being a NAVY vet and board-certified neurologist to a prolific entrepreneur and investor who’s disrupting the healthcare staffing field.Ryan details his tax and investment strategies that have not only weathered economic downturns but have also produced remarkable returns, the lessons he took from other Lifestyle Investor Mastermind members, and how all these experiences helped him create his dream life. In this episode, you’ll lear...
2024-01-1851 minThe Lifestyle Investor - Investing, Passive Income, Wealth168: A Winning Playbook for Financial Success with NFL LB, Chris BoardToday, I’m talking with Chris Board. Chris is an NFL linebacker who plays for the New England Patriots. But his talents aren’t limited to football. Off the field, Chris channels the same intensity and commitment to his financial planning. As a proud member of The Lifestyle Investor Mastermind, he stands out from the traditional professional athlete mold. During our conversation, he opens up about how he manages his NFL earnings, which often come with complex structures, and how he smartly invests in single-family homes and index funds. He also shares fascinating details on what...
2024-01-1134 minThe Lifestyle Investor - Investing, Passive Income, Wealth167: Tax Strategies to Grow & Protect Your Wealth with Jeff SochaJeff Socha is a financial consultant and Founder of Socha Capital who has helped many entrepreneurs and executives, especially those who earn $1 million annually, navigate the complexities of wealth management and grow and protect their wealth using unique tax strategies.During our conversation, Jeff shares his perspectives on how vital it is for high-earners to protect their wealth from excessive taxation without going against regulation. He emphasizes the significance of having a robust and effective tax strategy, which is often overlooked but crucial for long-term financial security. He also gives valuable advice for those tempted...
2024-01-0448 minThe Lifestyle Investor - Investing, Passive Income, Wealth166: Break Through Operational Bottlenecks & Scale to the Next Level with Jhana LiJhana Li is the founder of Spyglass Ops, a digital startup COO and operations consultant with an impressive track record, including being the COO of two 7-figure startups and serving as an operations consultant to over thirty 7 & 8-figure online businesses.Today, we take a hard look at the greatest bottlenecks founders face in their businesses that prevent them from scaling effectively. Jhana offers her perspective on why operators are crucial to business growth and why founders often struggle to hire the right person for this role. Plus, she's got some great tips for picking the r...
2023-12-2846 minThe Lifestyle Investor - Investing, Passive Income, Wealth165: Investing in Digital Assets and a Blockchain-Centric Future with Mark YuskoToday, I have the pleasure of speaking with Mark W. Yusko, the visionary Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, renowned for his forward-thinking investment strategies and sharp eye for identifying emerging trends.Mark is confident about the big shift toward a blockchain-centric future. You'll hear his thoughts on the future of cryptocurrency and how it's reshaping our views on banking, investments, and personal privacy. Plus, he's got some really insightful tips on navigating the often confusing and fast-paced world of digital asset investments like crypto. In t...
2023-12-211h 04The Lifestyle Investor - Investing, Passive Income, Wealth164: TLI Member Spotlight: Tax-Free Wealth Accumulation with Ryan ThackerToday, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Thacker. In this episode, we're taking a deep dive into Ryan's journey, particularly his impressive rebound after a huge setback during the pandemic. Since joining the Lifestyle Investor Mastermind, Ryan's strategies have really taken off, and we're going to unpack all of that – including structuring deals to maximize tax benefits and his clever use of life insurance, 1031 exchanges, and Roth IRAs to boost investment returns. We're also going to touch on a critical issue: why so many people find them...
2023-12-141h 08The Lifestyle Investor - Investing, Passive Income, Wealth163: Excelling in Venture Capital & Embracing Self-Love with Kamal RavikantToday, I’m talking with Kamal Ravikant – a serial tech entrepreneur and Managing Partner at Evolve VC, an early stage Silicon Valley Venture Capital fund. He’s also the author of the bestselling books, “Love Yourself Like Your Life Depends On It”, “Rebirth”, and “Live Your Truth”.Kamal has been building companies in Silicon Valley since the late 90's. And his experience and relationships over the years have given him access to some of the very best deal flow in tech.In this episode, Kamal’s shares his incredible story, marked by both triumphs and setbacks. He opens u...
2023-12-071h 01The Lifestyle Investor - Investing, Passive Income, Wealth162: TLI Member Spotlight: Investing in Mobile Home Parks with Pasha EsfandiaryToday, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Pasha Esfandiary.Pasha has been a part of our mastermind group for a few years now and has brought a ton of wisdom, experience, and opportunities to our community of investors.In this episode, I wanted to chat with him about his investing journey. You’ll hear how he transitioned from playing professional poker to building a real estate empire with over $250M in transactions across multiple asset classes. These include residential homes, boutique motels, large multifamily properties, mobile home park...
2023-11-3048 minThe Lifestyle Investor - Investing, Passive Income, Wealth161: Revolutionizing Beauty & Empathetic Entrepreneurship with Brooke NicholToday’s guest is my dear friend Brooke Nichol. Brooke is the heart and brains behind Saving Face in Austin, Texas – a full service aesthetics practice specializing in anti-aging injectables and lasers.Brooke went from being an overworked ICU and OR nurse to building Austin's premier spot for feeling and looking fantastic.Trained by world-famous plastic surgeons, Brooke set the bar high in the industry and was named a top 100 Injector by The Best Aesthetic Injectors in America in 2018. In today’s episode, you’ll learn: ✅ Brooke's path from an...
2023-11-2344 minThe Lifestyle Investor - Investing, Passive Income, Wealth160: Helping Brands Publish AI-Powered Email Newsletters that Connect and Convert with Joe StolteToday, I’m talking with Joe Stolte. Joe is a former Inc 500 entrepreneur and 5-time technology founder with three successful exits, including Lottery.com, which went public for $526M, and GrowFlow, which sold for $62.5M. Joe is now the CEO of Daily.ai, an AI company that helps brands and thought leaders publish AI automated email newsletters in less than 5 minutes per week, all without writing a single piece of content. Daily.ai produces AI newsletters for thought leaders such as Peter Diamandis, Joe Polish, JJ Virgin, Cameron Herold, Chris Voss, and 70+ other small brands in 20 different ind...
2023-11-1643 minThe Lifestyle Investor - Investing, Passive Income, Wealth159: Build-to-Rent Strategies & Strong Family Bonds with Jim SheilsToday’s guest, Jim Sheils, is known as the “Crazy Glue” for entrepreneurial families. His celebrated “Family Board Meeting” strategy has empowered thousands of business leaders globally to foster stronger bonds with their families.But beyond that, Jim is also known for his real estate brilliance. Leveraging the “Build-to-Rent” strategy, he grew his real estate portfolio across 14 markets in Florida to a point where they raked in $185 million in sales in just one year.In our discussion, Jim shares his approach and insights on nurturing strong family bonds without missing a beat in business and also pulls bac...
2023-11-0943 minThe Lifestyle Investor - Investing, Passive Income, Wealth158: Franchise Scaling Secrets and The ROI of Mastermind Groups with Ryan CaseyToday on the podcast, I'm talking with one of my closest friends, Ryan Casey. Once a leading figure at Cutco with an impressive 22-year tenure and $40 million in sales, Ryan has since transitioned to the COO of The Lifestyle Investor business.On top of that, he has also carved out a niche as a multi-gym franchise owner with Orangetheory Fitness. His studios consistently rank in the top 10% for performance, even amidst a crowded field of 1500+ Orangetheory locations.After COVID-19 hit, many other Franchise owners expressed needing help training their sales staff. Ryan has since started...
2023-11-0255 minThe Lifestyle Investor - Investing, Passive Income, Wealth157: Shaping the Future of Privacy in Web 3.0 with Ron LynchToday, I’m talking with Ron Lynch all about blockchain technology! We explore the concept of “identity within the blockchain”, and how Ron is making sure we can manage our assets on decentralized platforms without compromising privacy and security. We also discuss the challenges and opportunities of moving away from centralized, government-run blockchains, and the barriers that hold businesses back from reaching greater heights. In this episode, you’ll learn: ✅ The greatest threats to your identity and security in the Blockchain space - and Ron’s game-plan for tackling them.
2023-10-2637 minThe Lifestyle Investor - Investing, Passive Income, Wealth156: Scaling a $40M Midas Franchise with Brian BeersToday, I’m talking with Brian Beers. Brian is an entrepreneur and investor who took over his Dad’s small auto repair business and grew it from just a handful of shops, to a 33 location enterprise that serves the Philadelphia and New Jersey regions. The company – which operates Midas franchises – employs 200+ people, and does $40M in revenue. Brain’s now on a mission to help others build a fortune through franchising. In this episode, you’ll learn: ✅ The creative financing options Brian used to bootstrap and scale a $40M franchise...
2023-10-1936 minThe Lifestyle Investor - Investing, Passive Income, Wealth155: Wealth-Building Principles to Be Richer, Wiser and Happier with William GreenToday, we're joined by William Green, bestselling author of "Richer, Wiser, Happier." Over two decades, he has built relationships with the world’s top investors such as Charlie Munger, Peter Lynch, Bill Ackman, Ray Dalio, and many others. Drawing from the hundreds of hours he spent rubbing shoulders with the world’s greatest minds, William sheds light on how we can emulate their strategies to not only achieve massive financial success, but also find balance in all aspects of life.The endgame? Building a life that's wealthier, smarter, and more fulfilling. In thi...
2023-10-1252 minThe Lifestyle Investor - Investing, Passive Income, Wealth154: Building a Business and Life You Don’t Grow to Hate with Dan MartellToday, I’m talking with Dan Martell – an award-winning entrepreneur, angel investor, thought leader, and highly sought-after coach in the software as a service industry.He founded, scaled, and successfully exited three technology companies within a ten year period. In 2012 he was named Canada’s top angel investor, having invested in more than fifty start-ups, such as Intercom, Udemy, and Unbounce.In 2016 Dan founded the SaaS Academy and grew it to become one of the largest coaching companies in the world. In this episode, you’ll learn: ✅ Dan’s jaw-dr...
2023-10-0546 minThe Lifestyle Investor - Investing, Passive Income, Wealth153: Finding Your Mission & Purpose in Life with Jeremy LockeToday, I’m talking with former special forces military veteran, Jeremy Locke, who nearly took his own life in December of 2020. Thankfully, through the love and support of his wife – Britnie Turner – Jeremy found a renewed purpose.He is now the Co-Founder and Chief of Special Operations for Aerial Recovery, which is an international disaster response non-profit whose mission is to save lives, eliminate confusion, maximize support and accelerate recovery. Jeremy draws from his military background to plan and lead effective responses in the most difficult areas of the world.Aerial Recovery has also es...
2023-09-2847 minThe Lifestyle Investor - Investing, Passive Income, Wealth152: Exiting Scribe, Investing in Hard Assets, and Building a Self-Sufficient Homestead with Tucker MaxToday, I’m talking with Tucker Max. By now, you’ve probably heard his name, but just in case, Tucker became a 4x New York Times bestselling author, who sold over 4.5 million books worldwide. He went on to leverage his success as an author and co-founded Scribe Media, a company that helps you write, publish, and market your book. He’s helped people like David Goggins, Tiffany Haddish, Dan Sullivan, and countless others get their books off the ground. In today’s episode, you’ll learn: ✅ The story of how he bui...
2023-09-2146 minThe Lifestyle Investor - Investing, Passive Income, Wealth151: The Secret Strategies of the Ultra Wealthy with Greg SmithWith a career spanning over five decades, my guest today, Greg Smith, is a master in asset management and strategic planning for ultra-high-net-worth families. His portfolio ranges from M&A in commercial banking to fiduciary responsibilities in tightly regulated sectors like aviation, chemicals, and real estate investment.In our discussion, we explore a wide range of topics - from optimizing debt-to-equity ratios to the nuances of investing leverage and due diligence, from both the buyer's and seller's perspectives.Whether you’re on the buying or selling side of a transaction, seeking to maximize deal flow, or...
2023-09-1450 minThe Lifestyle Investor - Investing, Passive Income, Wealth150: Billion-Dollar Scaling Strategies with Michael AbramsonIn this episode, I’m talking with Michael Abramson. Michael has spent over 20 years in the fitness industry and has successfully scaled multiple fitness franchisees.He spent just under a decade at D1 Training, where he wore a few hats - VP of Development and General Counsel, and eventually climbing the ladder to President. Under his leadership, D1 skyrocketed to the 59th spot on the Entrepreneur’s Top 500 Franchises list in 2018.Post-D1, he stepped into the COO role of Xponential Fitness, the world's premier spot for boutique fitness brands, boasting ten distinct brands and a whop...
2023-09-0743 minThe Lifestyle Investor - Investing, Passive Income, Wealth149: Teaching Kids About Money and Reinventing Financial Education with Scott DonnellToday, I’m talking with Scott Donnell. Scott’s the founder of GravyStack – the world’s first gamified banking platform for kids and teens. His mission with GravyStack is to create 50 million financially competent kids ready to succeed in the real world.Scott’s also the founder of Apex Leadership Co, a school fundraising company focused on teaching leadership and fitness to kids across America. Since 2011, Apex has grown into a national franchise, served more than 6 million students, and has raised over $100M for schools.If that wasn’t impressive enough, he’s the bestselling author of Valu...
2023-08-3147 minThe Lifestyle Investor - Investing, Passive Income, Wealth148: Quit Your 9-5 & Build a Business You Love with Amy PorterfieldToday, I'm really excited to talk with Amy Porterfield, who teaches people how to create digital courses and make money online. Her business has earned more than $82 million in revenue, she has served more than 50,000 students through her online courses, and her podcast, Online Marketing Made Easy, receives over 1 million downloads every month.She's helped hundreds of thousands of entrepreneurs turn in their two weeks’ notice and trade burnout for freedom, income, and impact. In this episode, you’ll learn: ✅ Strategies for turning your knowledge and expertise into multiple revenue...
2023-08-2446 minThe Lifestyle Investor - Investing, Passive Income, Wealth147: Biohacking for Peak Performance & Longevity with Ben GreenfieldToday, I’m super excited to be talking with Ben Greenfield. In case you’re unfamiliar, Ben is a human performance consultant, speaker, and 17-time New York Times bestselling author. He’s also a former collegiate tennis, water polo and volleyball player, bodybuilder, 13-time Ironman triathlete, and professional obstacle course racer. He has been voted by the NSCA as America’s top Personal Trainer and by Greatist as one of the top 100 Most Influential People In Health And Fitness.Ben’s understanding of functional exercise, nutrition, and the delicate balance between performance and health has helped thousands of people...
2023-08-1753 minThe Lifestyle Investor - Investing, Passive Income, Wealth146: Conquer Obstacles and Become Your Own Superhero with Laban DitchburnToday, I’m talking with Laban Ditchburn. Laban is a coach, author, and motivational speaker who has an inspiring story of going from dysfunction, addiction, and poor health to being able to overcome his addictions, replace 60 pounds of fat with 30 pounds of muscle, and cure his “incurable” auto-immune disease. Called “The World’s Best Courage Coach,” Laban is the author of “Bet On You,” he hosts his “Become Your Own Superhero” podcast and teaches other people how to confront their fear and achieve all their goals. In this episode, you’ll learn:✅ Mindset...
2023-08-1046 minThe Lifestyle Investor - Investing, Passive Income, Wealth145: The Science Behind Sleep Optimization with Meeta Singh, MDOver the years, I’ve met a lot of hard-charging entrepreneurs who struggle to quiet their minds, leading to poor quality sleep and a decline in performance across all aspects of their lives. The relentless pursuit of success often takes a toll on their well-being, leaving them drained, overwhelmed, and unable to function at their best.I too have experienced issues sleeping. Ultimately, I ended up hiring Dr. Meeta Singh to help me uncover what was leading to my restless nights and how to resolve them. Dr. Meeta Singh is a psychiatrist specializing in sleep sci...
2023-08-0344 minThe Lifestyle Investor - Investing, Passive Income, Wealth144: Do The Impossible with Jason DreesMany people grapple with limiting beliefs around their potential. They play small. They let fear hold them back from what’s truly possible. Today’s guest, Jason Drees, is an expert who shows entrepreneurs how to shatter those invisible barriers, paving the way for them to 10x their businesses – all by shifting their mindset.Jason is a performance coach and CEO of Jason Drees Coaching, who’s dedicated his career to helping entrepreneurs and high-net-worth individuals overcome mental obstacles to success. With a track record spanning 23 years and over 10,000 coaching sessions, Jason's influence has been a consistent beacon o...
2023-07-2737 minThe Lifestyle Investor - Investing, Passive Income, Wealth143: Tell Your Signature Story in a Way that Connects & Converts with Colin BoydIn today's market, standing out is more than just having a unique product or service; it's about connecting with your audience on a deeper level.And today’s guest, Colin Boyd, has mastered the art of translating brand values and company vision into engaging narratives that strike a chord with consumers.Colin is a Certified Speaking Professional and one of the most compelling storytellers I’ve ever met. Not only has he advised major global brands, such as Coca-Cola, Suncorp, and Fuji Xerox, but he’s coached thousands of online experts like Amy Porterfield, James Wedmor...
2023-07-2040 minThe Lifestyle Investor - Investing, Passive Income, Wealth142: Trusts, Taxes, and Wealth Preservation Secrets with Andrew L. HowellBuilding wealth is one thing, but taking steps to protect it and create a lasting legacy is an entirely different challenge many entrepreneurs fail to consider. Imagine not setting up a trust and having your hard-earned wealth stuck in probate – not a pretty picture. And remember, if you're not taking control of this process, someone else will.That’s why I'm excited to be talking with Andrew L. Howell, an expert in estate planning and wealth transfer.Andrew is the Co-Founder and Managing Partner of the law firm York Howell, one of Utah’s 100 Fastest Growin...
2023-07-131h 00The Lifestyle Investor - Investing, Passive Income, Wealth141: Building a Wealthy Mindset and a Winning Portfolio with Brian Preston“What should I do with my money?” – That’s a question that causes headaches for everyone from starting investors to seasoned entrepreneurs, especially in today’s economy. Enter today’s guest, Brian Preston. Brian is the Founder and Managing Partner of Abound Wealth, through which he helps people maximize the potential of their hard-earned wealth, instead of seeing it shrink in the hands of banking institutions. That way, they can be truly financially free, and focus on the things that make them fulfilled and happy. Brian’s also the founder and host of The Money Guy Show, whic...
2023-07-0643 minThe Lifestyle Investor - Investing, Passive Income, Wealth140: Building Wealth Without Wall Street with Russ MorganAre you sick of playing Wall Streets’ rigged game? Fed up letting faceless banks and government entities play dice with your cash? You’re not alone.Millions of people are getting tired of staking their financial future on the success of the failing banking system. And today’s guest is helping them do something about it. Russ Morgan is the Co-founder of Wealth Without Wall Street and leading the charge of declaring independence from traditional financial institutions.Wealth Without Wall Street is an online community that re-educates business owners and families on how money truly works...
2023-06-2949 minThe Lifestyle Investor - Investing, Passive Income, Wealth139: Bootstrapping LadyBoss into a $43M/Year eCommerce Giant with Kaelin PoulinKaelin Poulin and her husband Brandon used their last $1,000 in savings to launch LadyBoss – a women’s weight loss brand that they scaled into a $43M eCommerce giant. The business became the 4th fastest growing privately held company in America in 2019 and was eventually acquired by Russel Brunson, founder of ClickFunnels.After selling LadyBoss, the couple decided to launch Enterprise CEO, which helps 7 and 8-Figure founder-led businesses operate more efficiently, boost profits, and scale without breaking or burnout. The pair have personally built marketing, sales, service, support, IT, HR, and finance teams that have generated over...
2023-06-2253 minThe Lifestyle Investor - Investing, Passive Income, Wealth138: Uncorking Wealth & Making Fine Wine Investing Easy with Vinovest’s Anthony ZhangThe world of wine investment is often seen as an exclusive realm accessible only to the affluent and connoisseurs. However, this perception is gradually changing, thanks in part to today’s guest, Anthony Zhang. Anthony is the Co-Founder and CEO of Vinovest, a revolutionary platform committed to democratizing wine investment by significantly reducing cost and complexity for the average investor. But here's the real beauty of it all: Vinovest not only empowers you to tap into the world of wine investment but also allows you to savor the taste of exquisite fine wines while turning a...
2023-06-1553 minThe Lifestyle Investor - Investing, Passive Income, Wealth137: Putting People First and Redefining Philanthropy with David GreenHow do you transform a $600 startup into a thriving multi-billion dollar business that not only endures, but flourishes for decades? This remarkable feat is achieved by only a select few, and our guest on today's episode, David Green, is one of those exceptional individuals.David is the Founder and CEO of Hobby Lobby, the world’s largest privately owned arts and crafts retailer. Since founding it in 1972, he grew his company from its modest beginnings to an astonishing $8 billion empire, employing nearly 50,000 individuals across 970 stores nationwide.David’s business model places paramount importance on th...
2023-06-0853 minThe Lifestyle Investor - Investing, Passive Income, Wealth136: Reclaim Your Time and Unleash the Power of Virtual Assistant Services with Bryan MilesHere’s a powerful question to ask yourself. Do you own your business, or does your business own you?Countless entrepreneurs start off dreaming big, but somehow end up trapped in a never-ending grind. Instead of building a successful company, they unintentionally create a job for themselves—sacrificing time in exchange for a paycheck.Today’s guest, Bryan Miles, learned early on that you only own your business once it can operate without you. Alongside his wife Shannon, Bryan Co-Founded BELAY—a top-tier virtual services company with a remote workforce of over 2,000 people. What’s more impre...
2023-06-0146 minThe Lifestyle Investor - Investing, Passive Income, Wealth135: Creating a Family Brand and Reinventing Company Culture with Chris SmithCulture is the glue that holds everything together and defines who we are as a family, community, or business. We can intentionally craft this culture or let external factors unintentionally shape it.Chris Smith is a testament to this understanding of culture. He embodies the belief that culture is not just what we say or believe, but it's what we do, how we do it, and how consistently we align our actions with our stated values. This is the true essence of a thriving culture; one that echoes in the corridors of a home, or an office.
2023-05-2542 minThe Lifestyle Investor - Investing, Passive Income, Wealth134: Mind Your Mindset with Michael HyattMichael Hyatt is the visionary founder and chairman of Full Focus, a performance coaching company that’s helped over 970 business owners excel in business and life.Throughout his remarkable career, Michael has scaled multiple companies, including a $250M publishing powerhouse with 700+ employees. Under his leadership, Full Focus has grown 60% annually for the past 4 years and has been featured in the Inc. 5000 list of fastest-growing companies in America for 3 years in a row.His new book, Mind Your Mindset, draws upon the latest insights in performance psychology, neuroscience, and cognitive science, and will help you combat li...
2023-05-1855 minThe Lifestyle Investor - Investing, Passive Income, Wealth133: Investing in Real Estate Syndications – Exclusive Webinar ReplayThis week on the podcast, I’m doing something a little different. Instead of the usual guest interview, I’m releasing the real estate syndication webinar that I co-hosted with Erik Van Horn, exclusively for our private mastermind group. Not only is Erik a highly successful entrepreneur, but he’s a good friend and over the years, we’ve done a bunch of successful deals together. This webinar is chock-full of helpful advice for investing in real estate syndication deals and covers the good, the bad, and the ugly! You’ll learn: ...
2023-05-111h 28The Lifestyle Investor - Investing, Passive Income, Wealth132: Rewriting the Rules of Wealth Building with Charles SchwartzFor entrepreneurs, the cost of success can be high. Most people subscribe to the “more work = more money” mentality, and unfortunately, they lose the plot in the process. I mean what’s the point of making more money, if you’ve got no time to spend it and nobody to spend it with? The good news is, you don’t have to sacrifice your family, your health, or your freedom in order to succeed. You don’t have to grind for 80+ hours per week in order to earn passive income and live a life by design—and t...
2023-05-0447 minThe Lifestyle Investor - Investing, Passive Income, Wealth131: Unlock the Secrets to Optimal Health & Longevity with Regan ArchibaldEntrepreneurship is not for the faint of heart. It requires a relentless drive to succeed, which can take a toll on both your mental and physical health.But what if you didn’t have to sacrifice your health in order to succeed? Even better, what if there was a way to supercharge your stamina and optimize your health for peak performance and longevity?In this episode, I’m speaking with the “Peptide Expert,” Dr. Regan Archibald, one of the leading peptide specialists and functional medicine practitioners in the country. As the founder of East West Health...
2023-04-2738 minThe Lifestyle Investor - Investing, Passive Income, Wealth129: Using Seller Financing to Build a Real Estate Empire with Gabriel HamelGabriel Hamel is the CEO of Hamel Investments and an absolute powerhouse in the world of real estate investing, boasting a portfolio of over 170 units worth over $40 million.The real estate mogul's secret? Seller financing. And let me tell you, Gabriel has developed some seriously creative ways of structuring and refinancing these deals to ensure maximum cash flow and maximum savings for sellers.In this episode, you’ll learn: ✅ Unique strategies for negotiating better real estate deals with no money down.✅ Why seller financing is superior even when bank l...
2023-04-1347 minThe Lifestyle Investor - Investing, Passive Income, Wealth121: Operating at Peak Performance with Justin RoethlingshoeferMost entrepreneurs I speak to are very intentional about building a high performing business that scales. But oftentimes, it comes at the cost of their physical and mental wellbeing. Today’s guest, Justin Roethlingshoefer, is on a mission to close that gap. Justin is a performance coach to over 500 elite athletes and the co-founder of Own It, a multiple 7-figure coaching company with clients ranging from NHL stars to Fortune 500 executives to entrepreneurs looking to take that next step and level up. If you want to learn the strategies for developing the mindset and habits to...
2023-02-1651 minThe Lifestyle Investor - Investing, Passive Income, Wealth118: Leveraging Relationships to 10X Your Business with Cameron HeroldCameron Herold, a.k.a. The “CEO Whisperer,” had 15 businesses by the time he was eighteen and is the mastermind behind 1-800-GOT-JUNK?’s spectacular growth from $2 Million to $106 Million in revenue in just six years. Cameron is a living embodiment of a person crushing it in business while leading a life full of joy and fulfillment. Eighteen months ago, he and his wife decided to sell all their possessions and travel the world. That not only didn’t harm his financial success, but it also bolstered it even further. During all this t...
2023-01-2646 minThe Lifestyle Investor - Investing, Passive Income, Wealth104: Accelerating Growth with Tax-Free Profits and Investing in Relationships with Scott RyanToday, I’m speaking with Scott Ryan. Scott is the Managing Partner for Terra Rossa Investments, which is an active investor in fixed income, debt products, real estate, blockchain, VC, and later-stage tech. Scott oversees deal origination, due diligence, acquisition, and liquidity for the company. Additionally, he is the fundraising manager for Lotus Domaine Fund 3.In this episode, Scott shares his early beginnings as an entrepreneur, going from making 6-figures as a tennis coach to starting, scaling, and selling 3 tech-based companies—one of which landed him an 8-figure exit! In ou...
2022-10-1944 minThe Lifestyle Investor - Investing, Passive Income, Wealth097: Getting Paid to Speak & Creating a Life by Design with Grant BaldwinToday, Grant Baldwin joins the podcast to talk about how he started and scaled a 7-figure speaking business, which allowed him to create life by design. You’ll learn how to find and book paid speaking gigs of your own, the power of surrounding yourself with the right people, and his approach to building true wealth & freedom. Free GiftGrant Baldwin is giving you a free copy of his book, The Successful Speaker. In this book, Grant outlines the exact system he used to build his 7-figure speaking career. His system has helped thou...
2022-09-0151 minThe Lifestyle Investor - Investing, Passive Income, Wealth095: Finding Freedom in an Unfree World with Kevin KoskellaAre you free? It seems like a simple question, but the answer isn’t always obvious.Most people live with the illusion of freedom. They have a stable job, nice house, and if they’re lucky, 2-4 weeks vacation. But is that really freedom?This question is one that today’s guest has dedicated his life to answering. I’m talking with Kevin Koskella—lifelong adventurer, free-thinker, entrepreneur, and author of The Rebel's Guide to Freedom.Kevin used to feel stuck in the corporate world, slaving away for money and repeating the same day for we...
2022-08-1855 minThe Lifestyle Investor - Investing, Passive Income, Wealth094: Landing an Eight Figure Exit With Cole HumphusImagine growing your side hustle to a $1 million business in a single year. That's exactly what Cole Humphus did with his online wedding photography business.He continued to grow that company to a total of $13.6M while making sales on auto-pilot without having to becoming an online influencer.Eventually, Cole landed an 8-figure exit deal, allowing him to spend more time with family and live life on his terms.Cole is also the Founder of Rapid Scale Group, a company that has helped over 200,000 customers build a 7-figure per year business without sacrificing...
2022-08-1152 minThe Lifestyle Investor - Investing, Passive Income, Wealth091: Building Recession-Proof Businesses with David LawverThe slow-moving real estate market allows you plenty of time to make adjustments when you notice a downturn coming. It’s hard to time the market, but a crisis will surely come.That’s why you want to surround yourself with the right people, ask the right questions, and learn to position yourself to capitalize on the next downturn.Today’s guest, David Lawver, did just that.David is an expert in building wealth in all aspects of life. He jumped into the mortgage business after his first year of university. After making $50,000 over t...
2022-07-2151 minThe Lifestyle Investor - Investing, Passive Income, Wealth087: Tai Lopez on Secrets to Building Wealth & Creating an eCommerce EmpireIn an extremely volatile market and business environment, it’s easy to think that success would be hard to reach. However, crisis situations can be the gateway to massive wealth if you play your cards right.That’s why I’m talking to today’s guest, Tai Lopez. Tai is a man who spent his teenage years in a mobile home park, lived with the Amish for 2.5 years, became a self-made millionaire in his 20s, authored several bestselling books and still finds time to excel at jiu-jitsu.Today, he rubs shoulders with the world’s most succe...
2022-06-231h 50The Lifestyle Investor - Investing, Passive Income, Wealth085: Billion Dollar Exit Strategies with Coran WoodmassToday, I’m talking with Coran Woodmass, founder of Billion Dollar Exits.Despite not finishing high school, Coran became dedicated to self-education and entrepreneurship. After decades of mastering sales and negotiating dozens of exits, he discovered a unique ability to reverse engineer billion-dollar deals.Now he helps clients negotiate creative deals when exiting their companies, raising capital, and rapidly acquiring millions in EBITDA at a discount using other people's money.According to Coran, successful exit planning is both an art and a science. It requires the right strategy, the right people, and aligned ag...
2022-06-0951 minThe Lifestyle Investor - Investing, Passive Income, Wealth084: Leveraging Quiz Funnels to Generate Leads and Sell at Scale with Ryan LevesqueImagine for a moment that your website could have hundreds or even thousands of sales conversations on autopilot every single week—24hrs a day, 365 days of the year.And by doing so, you could uncover your ideal client's exact wants and needs to serve them at the highest possible level.What kind of impact would that have on your business?Today, I'm talking with Ryan Levesque—entrepreneur, investor, bestselling author, and Founder of The ASK Method®.Using the power of Quiz Funnels, Ryan has built an email list of over 4.1M peopl...
2022-06-021h 08The Lifestyle Investor - Investing, Passive Income, Wealth082: Self-Storage, RV Parks, and Major Exit Deals with Ian BurnsteinToday, I’m talking with Ian Burnstein, an entrepreneur and investor with an extraordinary real estate track record, specializing in acquisitions, development, management, and more.He is the co-founder and principal at SPM Advisors LLC., which invests in multi-family, RV parks, self-storage, cannabis dispensary sale-leasebacks, and other sectors. They have been a part of more than $500M in transactions since 2015.He’s also the co-founder and COO of Storage Pros Management LLC, the co-founder and President of the Storage Business Owners Alliance, and has been an active principal in more than $2B of real estate inve...
2022-05-1951 minThe Lifestyle Investor - Investing, Passive Income, Wealth081: Building an 8-Figure Mushroom Empire with Four Sigmatic Founder, Tero IsokauppilaToday, I’m talking with Tero Isokauppila, a self-proclaimed Finnish nomad turned into a fungi lovin' foodpreneur, who built an 8-figure mushroom empire!Tero capitalized on a time when the health and wellness industry was booming, marrying his family’s farming background with a market opportunity. And with that, Four Sigmatic was born.As a 13th-generation family farmer, Tero’s exposure to mushrooms started a lot earlier than other kids. And throughout his life, mushrooms just kept popping up. Realizing some of their health benefits, Tero grew obsessed, experimenting and concocting herbs and natural products.T...
2022-05-1252 minThe Lifestyle Investor - Investing, Passive Income, Wealth077: Bootstrapping vs. Raising Money with Chris & Rob TaylorToday, I’m speaking with the powerhouse brother duo, Chris and Rob Taylor.Here’s a bit of context…Chris founded a company called Square Root in 2006 which helps automotive OEM field managers understand and act on unique data patterns and opportunities for retailers in their markets. The company was acquired by CDK Global, where Chris continues his journey as Vice President and General Manager.His brother Rob Taylor is co-founder of Austin-based Convey, which was acquired for $255 million by project44. Convey powers direct-to-consumer delivery experiences for more than 2,000 of the world’s largest...
2022-04-1458 minThe Lifestyle Investor - Investing, Passive Income, Wealth076: Sam Parr on Bootstrapping a Multimillion Dollar CompanySam Parr is the Founder of The Hustle, a fast-growing media company that serves up important business news to over 1.5 million people daily.He bootstrapped the company from his kitchen table back in 2014, and by 2021 it was valued at $27 million and acquired by HubSpot for an undisclosed amount.At 30 years old, Sam was set for life… Though it hasn’t stopped him from creating or starting new ventures.Sam has built and sold multiple companies and is always looking to buy undervalued assets or invest in cool startups.He also co-hosts My F...
2022-04-0755 minThe Lifestyle Investor - Investing, Passive Income, Wealth075: Russell Gray on Protecting Your Wealth with Cash Flow Real EstateToday, I’m speaking with Russell Gray. Russ is a financial and business strategist, real estate investor, and co-host of The Real Estate Guys™ Radio and TV Shows, which has been broadcasting weekly since 1997.The podcast version of the show has thousands of episodes and has been downloaded over 15 million times.Russ is an expert on the subjects of investment strategy, finance and real estate investment planning, and has consulted with hundreds of investors on their personal financial strategies.He’s also the co-author of Equity Happens: Building Lifelong Wealth with Real Estate.I...
2022-03-3153 minThe Lifestyle Investor - Investing, Passive Income, Wealth073: Ryan Moran on Helping Entrepreneurs Build 7-Figure Businesses that They Can SellToday, I’m speaking with Ryan Moran. Ryan is a serial entrepreneur, speaker, author, and investor who has successfully built, operated, sold, and invested in multi-million dollar e-commerce brands.As the founder of Capitalism.com, he teaches entrepreneurs to build businesses and invest the profits. He has helped over 300 new entrepreneurs build 7-figure companies without requiring big teams or 100-hour workweeks.More than that, he helps empower entrepreneurs to create the individualized change they want to see. That means creating a life they want, discovering the passions they possess and participating in causes they want to...
2022-03-1749 minThe Lifestyle Investor - Investing, Passive Income, Wealth067: Build, Grow, and Protect Your Financial and Personal Sovereignty with Mark MossToday, I’m talking to Mark Moss. Mark is an Investor and Entrepreneur with a passion for helping others avoid the same mistakes he made, so they too can live a life by design, not by default.Mark has founded 7 companies, each of which have scaled beyond 7-figures within the first year. One of those companies became a Fortune 500 Exit to the biggest medical equipment company in the world.Mark has also fixed, flipped and developed over $25M in real estate, invested in private business, gold mines, oil fields, and new technologies.In ou...
2022-02-041h 05The Lifestyle Investor - Investing, Passive Income, Wealth066: Chris Pronger on Investing, Business, and Life Outside of HockeyToday, I’m talking to Chris Pronger. And yes, I’m referring to the NHL Hall of Fame Hockey Player! Chris had an absolute legendary career as a defenceman. He got to the Stanley cup finals with three different teams, won the cup with the Anaheim Ducks in 2007, won the Hart Memorial Trophy as the NHL’s most valuable player for the 1999-2000 season, won Olympic gold medals at the 2002 and 2010 Winter Olympics, and was named one of the "100 Greatest NHL Players" in history.While Chris is considered a major success in the world of hockey, it’s not th...
2022-01-2753 minThe Lifestyle Investor - Investing, Passive Income, Wealth064: Leveraging Video To Close More Deals With Todd HartleyToday, I’m speaking with Todd Hartley, known as the rockstar of remote selling, video marketing, and sales optimization. He’s one of Tony Robbins’ Business Mastery faculty speakers, trained each of Tony’s 74 businesses how to sell remotely, and delivers high-octane keynotes all over the world.Todd’s tactics as CEO earned WireBuzz, (his ROI Focused Video, Marketing & Sales Optimization Agency) a spot on the Inc5000 list as one of the fastest growing privately held businesses in America in 2020.His track record for being years ahead of his industry is why billion dollar companies, celebritie...
2022-01-1445 minThe Lifestyle Investor - Investing, Passive Income, Wealth045: Creating Passive Income with Residential Real Estate with Marco SantarelliWhen you have your mind set on achieving financial freedom, it’s easy to get impatient. But you can’t start generating wealth-building passive income overnight.Marco Santarelli is the CEO and founder of Norada Real Estate, and host of the Passive Real Estate Investing podcast. He bought his first property at 18, laying the foundation for what became his ticket to long-term wealth: residential real estate.Marco sums up the story of his journey to financial freedom with the word “tenacity.” It took decades for him to achieve his goals — but he needed that time to learn t...
2021-09-0251 minThe Lifestyle Investor - Investing, Passive Income, Wealth043: Geoff Woods on The ONE Thing that Creates Extraordinary Results in Every Area of LifeMost people wake up, see their to-do list, and tell themselves that they have to get as many things done as possible. This is what today’s guest, Geoff Woods, calls The Lie of Productivity; the idea that everything matters equally. If you want to win at investing (or any area of life), you need to focus on what matters most, not on everything.Geoff is the Co-Founder & President of ProduKtive®, the training company behind The ONE Thing and the host of The ONE Thing podcast, which is in the top 5% of all podcasts in the...
2021-08-1952 minThe Lifestyle Investor - Investing, Passive Income, Wealth042: Mike Michalowicz on How to Profit First and Successfully Scale Any BusinessBy his 35th birthday Mike Michalowicz had founded and sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor. But to his surprise, what he thought he knew about building a successful company, was all wrong — which led to him losing his entire fortune. He lost his house, his cars, and even had to tell his 9 year old daughter that her horse riding lessons were no longer affordable. Driven to find better ways to grow healthy, strong companies, he created the Profit First system — which is now...
2021-08-1234 minThe Lifestyle Investor - Investing, Passive Income, Wealth037: Khalil Rafati on How to Develop a Millionaire MindsetIn this episode, I’m speaking with Khalil Rafati. Khalil is a high school dropout, convicted felon, and former heroin and crack addict who wound up homeless by the age of 33.With nowhere to go but up, he decided it was time to get sober — and that’s exactly what he did!Fast forward to today, Khalil is a bestselling author, speaker, and health and wellness entrepreneur. He is the founder and owner of SunLife Organics, a rapidly growing chain of health food cafés with locations in California, Texas, and Arizona.In our con...
2021-07-081h 03The Lifestyle Investor - Investing, Passive Income, Wealth032: Robert Glazer on How to Build & Scale a Top Performing Virtual TeamToday, I’m talking to Robert Glazer. Robert is the founder and CEO of Acceleration Partners — a $20 million business that has won over 30 awards for its company culture. The company employs over 200 people worldwide, and despite being fully remote, is recognized as a best place to work by Inc, Fortune, Forbes, Entrepreneur, the Boston Globe and Glassdoor. He’s also ranked as the #2 small-business CEO in America by Glassdoor, hosts his own podcast, is a bestselling author, and his Friday Forward newsletter reaches over 200,000 readers each week.On top of all that, he’s just released a...
2021-06-0451 minThe Lifestyle Investor - Investing, Passive Income, Wealth031: Craig Kessler on The Dad Advice Project and Building a Powerful LegacyToday, I’m speaking with my friend Craig Kessler. Craig is the COO of a multimillion dollar company, Topgolf, which is one of the fastest growing sports and entertainment companies in the world with over 60 venues across the US and nearly 20,000 associates. Before he joined Topgolf, Craig cultivated extensive experience in the world of private equity, which helped him prepare to serve as one of the youngest C-suite executives in the country.Craig’s also just released The Dad Advice Project — a book of real-life stories and advice written by more than forty dads from all wal...
2021-06-0146 minThe Lifestyle Investor - Investing, Passive Income, Wealth030: John Ruhlin on The Art of Gift Giving and Building Great RelationshipsToday, I’m speaking with my good friend John Ruhlin. John is a master networker, keynote speaker, sales and marketing expert, and entrepreneur who has built an entire business around the art of gift giving.It all began when he created the Corporate Gift Program at Cutco - which he still owns to this day - and now he’s creating gift packages for some of the largest companies and pro sports teams in the world!His book Giftology, has ignited a movement that is helping other businesses level up their gifting game and increase thei...
2021-05-2756 minThe Lifestyle Investor - Investing, Passive Income, Wealth023: Achieving the Yield of Dreams with Charlie EpsteinToday, I’m talking to Charlie Epstein. Charlie is the Desirement Coach and the author of Paychecks for Life and Save America, Save! He’s coached over 10,000 financial advisors around the country and helped thousands of working Americans create paychecks for life, ensuring they can do all the things they desire to do.He’s on a mission to make the word retirement disappear. He aspires to change the mindset of working Americans so that they do all of the things they desire to do today - not sometime in the future. In our conversation, Charlie...
2021-04-0854 minThe Lifestyle Investor - Investing, Passive Income, Wealth022: Your Passport to Freedom, Opportunity, and Prosperity with James HickmanToday, I’m talking to James Hickman. James is an international entrepreneur, investor, and prolific traveler who has visited over 120 countries on all seven continents. He has started or acquired businesses all over the world, including his own private bank, a prominent retail brand in Australia, and an organic, self-sufficient farm in Chile, just to name a few! He holds multiple foreign passports and offshore bank accounts, stores gold in different vaults around the world, and grows his money using off-the-radar investments that pay way above normal yields.James is also the founder of Sovereign Man...
2021-04-0159 minThe Lifestyle Investor - Investing, Passive Income, Wealth021: The Blueprint to Scaling a High Growth Business with Don WennerToday, I’m talking to Don Wenner, who is a master of scaling high growth, high profit entrepreneurial companies.Don is the Founder & CEO of DLP Real Estate Capital, a leader in the residential real estate sectors of investment management, lending, asset management, property management, construction, home building, and brokerage.Using the Elite Execution System, Don led the DLP Real Estate Capital family of companies to over $1 billion in assets under management and over $100 million in annual revenues in less than 10 years. He has been teaching this system to a select group of private clients wh...
2021-03-2558 minThe Lifestyle Investor - Investing, Passive Income, Wealth020: Leveraging The Enneagram to Become a Better Investor with Susan DrummToday, I’m speaking with Susan Drumm. Susan is a CEO Advisor and Leadership Coach with over 20 years of experience helping C-suite teams and senior executives develop their leadership skills so they can take their business to the next level. Her consulting firm, Meritage Leadership has worked with organizations such as KPMG, Oracle, Viacom, Microsoft, L’Oreal, A&E Networks, Cisco, Merrill Lynch, MTV Networks and many more! Susan also just launched The Enlightened Executive, a podcast that spotlights ground-breaking techniques and strategies to help executives and entrepreneurs get an edge when it comes to their...
2021-03-1849 minThe Lifestyle Investor - Investing, Passive Income, Wealth019: How Failure Makes Us Better Investors, Leaders, and Parents with Aaron AmuchasteguiToday, I’m speaking with Aaron Amuchastegui. Over the last 10 years, Aaron has built multiple companies and websites, bought and sold over 700 houses across the United States, and helped take all sorts of ventures from broke to blessed.I love Aaron because in addition to having a ton of successes, he’s had his fair share of failures, and he’s always been humble enough to talk openly about them. It makes him an amazing leader and a really captivating speaker, as well as a very honest investor who’s built a killer lifestyle for his family.In...
2021-03-1156 minThe Lifestyle Investor - Investing, Passive Income, Wealth018: The Psychology of Wealth with Mike DillardToday, I’m speaking with my friend Mike Dillard. Mike is an entrepreneur, online marketer, business coach, investor, author, and host of The Mike Dillard Show, which has been downloaded over 7 million times, and has been listed as one of the top 10 “must-listen” personal development podcasts in the world. Combined, his businesses have produced more than $50 Million in revenue without any outside funding!While Mike has achieved enormous success, his life took a drastic turn at the age of 40. He experienced an unexpected brain injury and couldn’t work for two and a half years. During this time, he...
2021-03-041h 04The Lifestyle Investor - Investing, Passive Income, Wealth017: Financially Free & Living a Life by Design with Arman AssadiIn this episode, I’m speaking with Arman Assadi. Arman helps leaders and creatives find their flow. He is the host of the FLOW podcast, co-founder and CEO of Project EVO, founder and CEO of Assadi Ventures, and co-founder of Steno, a stealth startup.Arman is also the co-creator of the EVO Planner™ (the most funded planner of all time), and has also been the chief strategist and copywriter behind 13 different 7-figure launches. Fortune 500 companies, Silicon Valley startups, celebrity thought leaders, and New York Times bestselling authors have consulted Arman and generated tens of millions of dollars with...
2021-02-2459 minThe Lifestyle Investor - Investing, Passive Income, Wealth016: The Power of Collaborative Investing with Dinesh GaubaIn this episode, I’m catching up with my good friend Dinesh Gauba. Dinesh and I have done countless deals together where we’ve had the opportunity to leverage and share our networks, our resources, and our knowledge of different spaces. What makes Dinesh a uniquely great investor is his incredible sense of deal flow. Though he got started in real estate, he also has extensive experience as an angel investor. He sees opportunities everywhere, knows the ins and outs of private deals, and is one of my favorite people to bounce ideas off of.Today...
2021-02-181h 02The Lifestyle Investor - Investing, Passive Income, Wealth015: The Contrarian Investor Mindset with Codie SanchezIn this episode, I’m speaking with Codie Sanchez. Codie is Managing Director and Partner at Entourage Effect Capital, a private equity firm focused on the legal cannabis industry. Since 2014, EEC has deployed $100+ million into over 65 companies. Before that, she built out Vanguard’s ETF business and led global teams at Goldman Sachs, SSGA, and First Trust. Codie is also the author of the Contrarian Thinking Newsletter, where she hits on how to make diversified income through side hustles, investing, and startup building. She’s appeared on CNBC, Fox, and CNN, written for Forbes, Entrepreneur, and Fortune, and spo...
2021-02-1154 minThe Lifestyle Investor - Investing, Passive Income, Wealth014: The Core Value Equation with Darius MirshahzadehIn this episode, I’m speaking with Darius Mirshahzadeh. Darius is a high growth CEO, serial entrepreneur, and culture building mad scientist who was ranked #9 on Glassdoor's list of Top CEOs of Small and Medium Companies in the US. He's led organizations that have won numerous Stevie awards, been named "#3 Best Place to Work" by San Francisco Business Times, and have landed at #40 on the Inc. 500 list of fastest-growing companies. He has been recognized in the New York Times and Inc. Magazine for innovation in corporate culture, and his business insights and thought leadership have been published in...
2021-02-0452 minThe Lifestyle Investor - Investing, Passive Income, Wealth013: The Power of Lifestyle Entrepreneurship with John Lee DumasToday’s guest is John Lee Dumas. John is the founder and host of Entrepreneurs on Fire, one of the earliest and most groundbreaking podcasts on the subject of entrepreneurship. John has interviewed over 2,700 entrepreneurs, including Tony Robbins, Seth Godin, Gary Vaynerchuk, Barbara Corcoran, and Tim Ferriss - many of whom he now considers dear friends. He has achieved over 100 million listens and has generated over $18 million in revenue since 2012. In his new book, The Common Path to Uncommon Success: A Roadmap to Financial Freedom and Fulfillment, he takes what he learned from his interviews and lays out...
2021-01-2846 minThe Lifestyle Investor - Investing, Passive Income, Wealth012: Building Wealth by Impacting the World with Hal ElrodToday’s guest is my good friend Hal Elrod, whose mission is to elevate the consciousness of humanity, one person, and one morning at a time. Hal is a father, husband, entrepreneur, investor, public speaker, podcaster, producer, personal development coach, and international bestselling author of The Miracle Morning book series — which has been translated into 37 languages and has sold over 2.5 million copies. In this episode, Hal and I are talking all about how positively impacting others has a direct effect on the wealth that we generate. We discuss the importance of creating multiple streams of income...
2021-01-2157 minThe Lifestyle Investor - Investing, Passive Income, Wealth011: Structuring Deals & Minimizing Risk with Hans BoxAs investors, it’s our goal to find opportunities to turn a passive investment into a major return. But when things go wrong, what can we do to ensure that we aren’t positioned to take a major loss? In 2009, Hans Box took a leap of faith, quit his job at PriceWaterhouseCooper, and bought a handful of rental properties. Under a client’s mentorship, he invested a substantial amount of his net worth into a deal overseeing 800 units of multifamily housing. When things started to go wrong, Hans’s partners voted for him and his current business partner t...
2021-01-1450 minThe Lifestyle Investor - Investing, Passive Income, Wealth010: Franchising for the Lifestyle Investor with Erik Van HornMany lifestyle investors don’t just want to live life on their terms - they want to use their skills and knowledge to help others do the same. It’s why so many of us use our time to focus on building incredible networks, launch masterminds, and work to become better spouses, parents, and friends. It’s also what naturally leads some lifestyle investors into the world of franchising. Today’s guest, Erik Van Horn, understands this well. He’s founded the Franchise Tribe, a mastermind for franchise owners, as well as the host of the Franchise Secrets pod...
2021-01-0753 minThe Lifestyle Investor - Investing, Passive Income, Wealth009: An Entrepreneur’s Guide to Investing with Robert BrookerMany entrepreneurs believe asset management will be a lot like running a business. However, this doesn’t always prove to be the case, and many business owners experience real shocks as they transition into being passive or semi-passive investors. My guest, Robert Brooker, is someone who navigated this transition beautifully. Robert built a successful business, removed himself, and set off on a new course as a lifestyle investor, and today we’re exploring how he did it! We discuss the unique perspective on investing he inherited from his family and how he’s passing it on to his kid...
2020-12-3148 minThe Lifestyle Investor - Investing, Passive Income, Wealth008: How to Build a Company (and Life) in Service of Your Values and Priorities with Shawn SparksToday, I’m speaking with Shawn Sparks, who is a financial coach to the top 1% of Independent Financial Advisors. Over the course of the last decade, he’s helped financial services leaders market, sell, and run better businesses, and he shared the lessons and wisdom from these experiences in his book, The Advisor Breakthrough.More recently, Shawn decided to leave his high paying job to work for himself, not because he needed to make more money, but to live in greater alignment with his priorities - and today, we’re talking all about it!In this c...
2020-12-2448 min
The Lifestyle Investor - Investing, Passive Income, WealthBuying Your Time Back with Real Estate Investor, Getu BToday, I’m speaking with my friend, Getu B. Getu started investing as a junior in college. After a few summers working on Wall Street and an intense internship at a major investment bank, he knew he wanted to better understand the deals he had a part in, and set off on an incredible entrepreneurial journey. Getu is one of the smartest investors I’ve ever met. He truly understands how to structure deals, protect downsides, and create great returns. Today, Getu and I are talking about the power of going beyond surface-level, what makes his process so e...
2020-12-1744 minThe Lifestyle Investor - Investing, Passive Income, Wealth006: The Unexpected Gift of Financial Success with David OsbornToday, I’m speaking with David Osborn. At the age of 26, David returned home from travelling the world, broke and unemployed. Within 10 years, he built one of the top real estate brokerages in the world with more than 4,500 agents and annual sales volume exceeding $10 billion per year.In addition to being a world traveler and real-estate investor, David is a serial entrepreneur (who’s founded 50+ companies), speaker, wealth building mentor, and the author of several books, including Tribe of Millionaires and Wealth Can’t Wait.Yet, more than anything else, the inherent freedom derived from his su...
2020-12-101h 00The Lifestyle Investor - Investing, Passive Income, Wealth005: Cash-Flow Investing Secrets with Serial Entrepreneur, Mike KoenigsToday, I’m speaking with Mike Koenigs. Mike is the CEO and founder of the Superpower Accelerator, a serial entrepreneur, VC, angel investor, podcaster, and 13-time bestselling author. He helps experts create competition-proof, “category of one” brands to help them achieve freedom, simplicity, and elegance in their lives.Mike’s also the guy who helped me dream up and create the concept for The Lifestyle Investor. As someone who’s had 4 business exits and a deep understanding for how to accelerate growth through the power of teamwork, his wisdom has been invaluable.In this conversation, we explore...
2020-12-0357 minThe Lifestyle Investor - Investing, Passive Income, Wealth004: Passive Real Estate Investing with Josh CantwellJosh Cantwell is the founder of Freeland Ventures, where he manages $40 million in capital and $240 million in assets. He uses this to offer investors passive real estate opportunities to diversify their portfolios, including 401(k)s, retirement roll over funds, and self-directed IRAs.Josh is deeply knowledgeable about his field. He has extensive experience as both someone who empowers lifestyle investors and as a lifestyle investor himself, and he uses his freedom to show up for his family when they’ve needed him the most.In today’s podcast, we dive into the world of passive real...
2020-11-2741 minThe Lifestyle Investor - Investing, Passive Income, Wealth003: How to Create a ‘Job Optional’ Life with Casey WeadeIn today’s episode, I’m speaking with my friend Casey Weade. Casey is the CEO and Chief Visionary Officer of Howard Bailey Financial, as well as a firm believer in developing retirement plans that are driven by meaning and purpose. He’s also the host of the Retire With Purpose podcast, radio, and TV shows, where he helps people maximize their financial confidence and overall financial well-being.Casey is someone I have the utmost respect for as an entrepreneur, husband, and parent. We talk about his strategies for success across different aspects of life, what lifestyle and pu...
2020-11-1951 minThe Lifestyle Investor - Investing, Passive Income, Wealth002: The Meaning of Wealth with Brad JohnsonIn today’s episode, I’m speaking with my friend Brad Johnson. Brad is the host of The Elite Advisor Blueprint® podcast and coach to elite level independent financial advisors. As the former VP of Advisor Development at Advisors Excel, Brad coached a group of independent advisors managing over $1billion of assets annually.Brad has recently chosen to leave a 10+ year career to build a company of his own. We talk about this major life change and how he knew he was ready to leave, the key philosophical difference between money and wealth, and why now is the t...
2020-11-191h 02The Lifestyle Investor - Investing, Passive Income, Wealth001: Welcome to The Lifestyle Investor - A Conversation with Ryan LevesqueLifestyle investors have the power to live the lifestyle they want, stay in their zone of genius all the time, and still provide for themselves and their families. Anyone can become a lifestyle investor, but it requires focus, action, and education.If anyone embodies what it means to be a lifestyle investor, it’s Justin Donald. Entrepreneur has called Justin the next Warren Buffett. Justin made a conscious decision to become a lifestyle investor. Now, he's ready to help share savvy investors’ success stories, his philosophies when it comes to deals and investments, and how to stop wast...
2020-11-1853 min