The Lifestyle Investor - Investing, Passive Income, Wealth

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 Colombia’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 Colombia 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.

In today’s episode, I’m talking with Stephanie Postles, the CEO & founder of Mission, an award-winning podcast network designed to create, publish, and market meaningful experiences that influence the hardest-to-reach executives in the world. Before launching Mission, Stephanie worked at Fannie Mae and later at Google, where she managed a $1 billion PnL for the Geo business unit and led a $500M+ divestment. Seeking to start her own venture, Stephanie began blogging on Medium, which eventually led to the creation of Mission.The company transitioned into podcasting and went on to launch more than 35 shows – using proven storytelling techniques to create custom media experiences for their clients. But the ingenious part of it all is how Stephanie leverages her podcast network to drive revenue. Unlike most podcast owners, who focus primarily on selling ad space, Stephanie came up with a clever approach to teaming up with enterprise level companies, like Salesforce, Twillo, UPS, Dell, and many more – a strategic partnership model that creates a win/win for all involved. In this episode, you’ll learn:✅ What Stephanie has discovered about the fickle nature of platform algorithms from producing 35+ shows and hosting 800+ interviews. ✅ How to handle the tricky relationship between show hosts and sponsors — and why selling ads might not be the best monetization strategy for your podcast.✅ How to value and sell a digital asset like a podcast for a 3x revenue multiple.Free GiftGet Stephanie's "The Top 10 Pitfalls That Most Podcasters Make". Visit LifestyleInvestor.com/192Show Notes: LifestyleInvestor.com/192Tax 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.

Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment and financial services firm dedicated to building thriving communities. Since founding DLP Capital in 2006, Don has led the company through significant growth. The firm earned a spot on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 consecutive years and generated 50% revenue growth for 18 years straight – an incredibly rare achievement. Today, DLP manages over $5 billion in assets.In our conversation, Don highlights the main obstacles founders face in scaling their businesses, such as failing to raise capital, inconsistent leadership, and over-reliance on bank loans. He explains how his Elite Execution System fills in those gaps, helping entrepreneurs structure their businesses for high growth.We also get into the tactics and strategies Don uses to keep DLP at the top, making it a powerhouse in single- and multi-family brokerage, investment management, asset management, property management, construction, and private lending. In this episode, you’ll learn:✅ Don’s journey in real estate, leading to over 30,000 real estate transactions totaling over $10 billion and overseeing the acquisition of 25,000+ homes and apartments.✅ Insights into Don’s Elite Execution System, which has helped DLP secure a spot on the Inc. 5000 for 11 years running, and what businesses can adopt from their approach. ✅ The 3 biggest opportunities that Don is creating for real estate investors who want to earn big returns, while minimizing risk – regardless of market conditions and cycles.Free GiftGet Don's eBook, "Building an Elite Organization: The Blueprint to Scaling a High-Growth, High-Profit Business". Visit LifestyleInvestor.com/191Show Notes: LifestyleInvestor.com/191Tax 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 Ivan Brescic, a standout in Australian real estate. With nearly two decades of experience, Ivan has coached and mentored many of Sydney's top real estate agents, helping them advance their careers significantly. Over his career, Ivan has logged over 60,000 hours in real estate, selling more than 2,000 properties and listing over 2,500.In our conversation, Ivan shares his journey to the top of the real estate industry and how he started his successful career right after high school. More intriguing is his shift from selling real estate to mentoring the next generation of real estate leaders through his business, Brescic Coaching.Ivan also emphasizes the importance of health, a key element of his success and longevity in the business. At 46, he’s as fit as ever and committed to his well-being, which he credits with giving him the energy to focus on what truly matters – shaping the next generation of real estate leaders and spending more time with his family.In this episode, you’ll learn:✅ How Ivan jumped into real estate at 18 and grew his first company, BrescicWhitney, from 3 to over 150 employees, making it one of Sydney's top brokerage firms.✅ Why he shifted from a 7-figure real estate career to focus on coaching, and his top lessons from 20 years in the industry.✅ The routines and tactics Ivan uses to stay in top physical and mental shape.Show Notes: LifestyleInvestor.com/190Tax 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, Nick Bradley, is a world-renowned author, speaker, and business growth expert. Over the last 15+ years, Nick has completed over 100 acquisitions, 26 exits, and has created $5 billion in value for Private Equity Firms.Today, he helps entrepreneurs and owners build super successful businesses that scale and sell beyond 8 and 9-figures. In our conversation, Nick shares insights from both sides of the negotiation table and uncovers the secret playbook of Private Equity – exactly how P.E. firms operate and the sneaky strategies they use during acquisitions to get the absolute best deal. By learning their tactics, you can better position your company and set yourself up for a much bigger exit. In this episode, you’ll learn:✅ The moves that maximize your returns during an exit, the benefits of a rollover vs. an earnout, and how to best position yourself in exit negotiations with private equity firms that want to squeeze the most out of the deal.✅ Nick's three-component Scale to Sale strategy that transforms your business into an optimized, efficient, and exit-ready enterprise.✅ The blueprint for perfecting your exit plan and driving the value of your business to a point where you won’t need to search for buyers - they’ll be knocking at your door!Free GiftGet free access to Nick's "The Exit for Millions Blueprint!". Visit LifestyleInvestor.com/189Show Notes: LifestyleInvestor.com/189Tax 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.

Ivan Barratt is a 20-year veteran of the real estate industry who currently serves as founder and CEO of The BAM Companies. Since 2015, he’s raised nearly $400M in equity, acquired over 6,300 units, and amassed a staggering $1 billion in assets under management. Under his leadership, The BAM Companies became a three-time Inc 5000 Best in Series private equity and management firm. In today’s conversation, Ivan shares his experience working in real estate for over two decades, highlighting the lessons learned by losing everything during the 2008 financial crisis and his remarkable comeback that transformed BAM into a real estate powerhouse. In this episode, you’ll learn:✅ How Ivan went from the brink of bankruptcy to managing over 1$ billion in assets.✅ Ivan’s three key principles for finding a trustworthy real estate sponsor that’ll help you make informed and secure investments.✅ The optimal loan structures and strategies for launching a successful multifamily real estate business.Show Notes: LifestyleInvestor.com/188Tax 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 today’s rapidly changing world, it’s important to have a plan B for yourself and your family – one that offers a safer place to live in times of crisis, while also providing you with greater access to global business and lifestyle opportunities.That’s why I’m excited to be speaking with Dominic Volek, Group Head of Private Clients at Henley & Partners – the global leader in residence and citizenship by investment. The company has over 55 offices worldwide and has helped over 25,000 entrepreneurs and international investors secure global citizenship.In our conversation, we discuss why now is the ideal time for entrepreneurs to diversify their portfolios by obtaining additional residency and citizenship. Dominic explains how this approach opens doors to expanded travel freedom, new investment opportunities, better education, and a more versatile lifestyle. Citizenship can even be passed down through generations, so it’s a great way to set your family up for future success.In this episode, you’ll learn:✅ How ultra-wealthy families use domicile diversification to protect their wealth from potential political, economic, and environmental risks.✅ Strategies for getting a fast-track to a second passport without needing to relocate and change your current lifestyle and base of operations.✅ The biggest misconceptions about residence vs citizenship and how to choose the most tax-efficient option that aligns with your long-term personal goals and financial strategy.Free GiftGet free access to Dominic's guide to "Top Residency & Citizenship Programs" plus, 10% off Henley & Partners Services. Visit LifestyleInvestor.com/187Show Notes: LifestyleInvestor.com/187Tax 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 my friend, and one of the original members of The Lifestyle Investor Mastermind group, Asim Hafeez. Asim is also the owner and president of Empower Energy Solutions – a solar panel business that’s brought in over $200 million in revenue to date. While that’s definitely impressive, his success didn’t come without having to overcome some major setbacks as an entrepreneur. But as you’ll come to hear in our conversation, his stick-to-itiveness and selfless leadership allowed him to persevere. You’re also going to hear us talk about how he got started as a Lifestyle Investor and why seemingly small wins – like covering the cost of Netflix – meant so much in the beginning. Nowadays, Asim’s passive income covers much more than that, and allows him to live life on his terms. In this episode, you’ll learn:✅ The lifetime value of one coaching call – and why Asim believes that the ROI of the Lifestyle Investor Mastermind is infinite.✅ The story of how Asim saved a failing solar company – and why he’s helping his employees create a job optional life.  ✅ Asim’s strategies for creating passive income – and the steps anyone can take to cover their monthly expenses (even the smallest obligations), so they can start to build a life on their terms.Show Notes: LifestyleInvestor.com/186Tax 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 to Jim Dew, who is the CEO and Founder of Dew Wealth Management – a firm that builds virtual family offices, specifically for entrepreneurs.You may be wondering, what exactly is a virtual family office? Well, entrepreneurs and investors typically have a number of professionals in their corner to help manage their wealth – attorneys, accountants, insurance agents, bankers, and more. The problem is, these specialists don’t always communicate with one another. And if there’s no coordination or united vision, it can really hurt how the wealth gets managed.Traditional family offices fix this by assembling a dedicated team offering personalized financial services. But they're costly, usually reserved for those with over $200M.That’s where the virtual family office comes in. By offering services virtually, operating costs are drastically cut, allowing entrepreneurs to access expert advice previously exclusive to the super-rich.THIS is what today’s episode is all about. Jim’s going to share insights from nearly 30 years of experience building virtual family offices. You’ll learn what to look for when hiring a team and unique strategies to protect, manage, and grow your wealth! In this episode, you’ll learn: ✅ The asset protection playbook for every stage of your business, including insights into different practical tax scenarios.✅ The criteria for evaluating top-tier tax and wealth advisors and why having “A players” on your team is non-negotiable for managing wealth.✅ Strategies for smartly applying the Augusta Rule, the tax advantages of HSAs, and the strategic benefits of employing your children.Free GiftGet free access to Jim's "Augusta Rule & Tax Reference" guide. Visit LifestyleInvestor.com/185Show Notes: LifestyleInvestor.com/185Tax 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 speaking with Nick Najjar, an investor, entrepreneur, and the CEO of ACS Communities and Elephant Capital Partners. His company manages five mobile home parks with over 270 lots across Missouri and Illinois. They specialize in securing excellent deals for clients while streamlining the process, saving them significant time and effort.In today’s conversation, Nick shares the tax-free strategies he used to secure his first mobile home park acquisition, and how that set the stage for a series of successful ventures allowing him to create multiple streams of passive income. He also shares some of his lessons learned through direct mobile home park ownership along with his top tips for those looking to invest in this sector. Plus, Nick also discusses the transformative experience of being a member of the TLI Mastermind and how it reshaped his thinking around investing and passive income strategies. In this episode, you’ll learn:✅ Nick’s preferred tax-free bank replacement investing strategies for freeing up wealth and generating multiple passive income streams.  ✅ The benefits of seller-financing over traditional lending options with fluctuating rates and short-term debt.✅ The strategic advantage of assignments for both novice and seasoned real estate investors and how they help investors take advantage of market fluctuations.Free GiftGet free access to Nick's "Mobile Home Park Overview Capture' Spreadsheet."  Visit LifestyleInvestor.com/184Show Notes: LifestyleInvestor.com/184Tax 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 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 investors too eager to make a quick buck rather than focusing on substantial, long-term rewards.In this episode, you’ll learn:✅ Alternative investing strategies such as leveraging debt, tapping into private equity, and exploring industrial outdoor storage spaces.✅ The largely untapped potential in mobile home parks and industrial real estate, especially with zoning laws becoming more accommodating - making these sectors highly promising for future investments.✅ The massive impending wealth transfer projected to exceed $100 trillion and strategies for capitalizing on this shift through savvy cash flow management and off-market deals.You’re also going to hear how maximizing my health & fitness AND what’s in store for the expanded edition of The Lifestyle Investor book. Free GiftGet free access to "The 10 Commandments of a Lifestyle Investor." Visit LifestyleInvestor.com/183Show Notes: LifestyleInvestor.com/183Tax 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 Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning. In today’s episode, Cal and I explore the ups and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to manage his money effectively amidst a lot of confusing advice.We also dive into practical investing strategies that won’t leave you cash-poor despite being asset-rich and how to avoid the common wealth-management mistakes that so many entrepreneurs make after they exit their business. In this episode, you’ll learn:✅ Cash flow and passive income strategies for slow and steady wealth accumulation rather than risking your capital on volatile ventures hoping for quick 5 to 10x returns. ✅ How to overcome the challenges of investing in private equity, stocks, and bonds, and identify deals and assets that offer tax advantages and steady returns.✅ How to leverage Qualified Opportunity Zones and Asset Depreciation to mitigate huge tax liabilities on significant capital gains.Free GiftGet Cal's free report "How to Cut the BS and Find Your True Path". Visit LifestyleInvestor.com/182Show Notes: LifestyleInvestor.com/182Tax 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 Charles Gaudet, founder of Predictable Profits and recognized as the go-to business coach for 7 and 8-figure entrepreneurs. Charles’ strategies for creating company growth and building scalability are regularly featured in publications such as Inc., Forbes, Success, Entrepreneur, and International Business Times. His distinctive concepts and processes are often credited for getting his clients recognized among America’s fastest-growing companies. In this episode, we dive into Charles's remarkable entrepreneurial journey. He’s been an entrepreneur since the age of 4, created his first multi-million dollar business at 24, and has helped others generate millions with his strategies.Despite his numerous successes, Charles has also encountered his fair share of challenges along the way. You'll hear firsthand about how a failing business led to hitting rock bottom and the steps he took to overcome his biggest sticking points as an entrepreneur.In this episode, you’ll learn:✅ The $250k advice Charles received from Tony Robbins that allowed him to overcome his toughest business obstacles and become the go-to coach for 7 and 8-figure entrepreneurs.✅ How Charles sparked his son’s entrepreneurial spirit by guiding him through a lemonade stand business, showing him the value of working for yourself and the rewards of hard work. ✅ The difference between owning a business and working in it – and how to shape your business to fit your ideal lifestyle.Free GiftGet a free copy of Charles' book "The Predictable Profits Playbook: The Entrepreneur’s Guide to Dominating Any Market and Staying on Top". Visit LifestyleInvestor.com/181Show Notes: LifestyleInvestor.com/181Tax 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 talking with Ann Hiatt – a seasoned Silicon Valley veteran boasting 15 years of invaluable experience serving as the right hand to some of the tech world's most prominent figures – including Google’s Eric Schmidt, Yahoo!’s Marissa Mayer, and Amazon’s Jeff Bezos. Ann now consults with executives and companies around the world, helping them to grow, scale, and innovate to increase revenue, attract the right investors, hire competitive talent, and align internal growth strategies. She also shows them how she reinvented her role at Google three times during 12 years and how any employee can act as an Intrapreneur and create opportunities for professional growth and advancement regardless of their current title or seniority.Ann also authored the bestselling book, “Bet on Yourself: Recognize, Own, and Implement Breakthrough Opportunities” which uncovers the daily habits and long-game strategies she learned working side-by-side for decades with the giants of technology at Amazon and Google.In this episode, you’ll learn:✅ How Ann pivoted from pursuing a career as a professor to becoming Jeff Bezos’ Executive Business Partner – and the story of how she nearly killed him!✅ The character traits that set unicorn founders apart and the strategies that enable them to build iconic companies.✅ The leadership and mindset lessons Ann picked up from working alongside Marissa Mayer, Jeff Bezos, and Eric Schmidt.Free GiftGet access to Ann's resource library for entrepreneurs! Visit LifestyleInvestor.com/180Show Notes: LifestyleInvestor.com/180Tax 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, 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. Brock also takes us through his top investing strategies, shedding light on how he maximizes the potential of whole life insurance for accumulating wealth, offering liquidity and flexibility in tax-free investment choices, all the while securing a financial foundation that strengthens over time. In this episode, you’ll learn:✅ The benefits of choosing whole life insurance over term insurance.✅ How to leverage whole life insurance as collateral for investment or property acquisition.  ✅ The potential of whole life insurance to generate substantial wealth under any market condition, with the added benefit of tax-free growth.Show Notes: LifestyleInvestor.com/179Tax 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 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. You’ll also learn:✅ How to crush self-doubt and unlock your full potential in both business and life. ✅ Jay’s techniques for seeing overlooked opportunities, hidden assets, and underperforming areas of a business that no one else recognizes.✅ Jay’s playbook for exponentially growing your business, increasing profits, and minimizing risks – including the fascinating stories of brands transformed by his expertise, such as Icy Hot, Entrepreneur Magazine, a Chinese candy company that Hershey’s bought for half a billion, and Wesley Financial, the world’s leading timeshare cancellation company. Free GiftGet 4 of Jay's Best Book! Visit LifestyleInvestor.com/178Show Notes: LifestyleInvestor.com/178Tax 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 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 people think about money and whose financial literacy curriculum has been used in 23 schools across the US.In this episode, you’ll learn: ✅ Jed’s journey from being an NFL player to building an innovative education company that’s disrupting the way kids learn about money. ✅ How Jed transformed financial theories into practical money-making strategies, addressing the widespread lack of financial education.✅ Principles for wisely managing your finances and effectively growing your wealth. Whether you’re trying to figure out what to do with your first BIG paycheck, or hunting down strategies on how to take your hard-earned wealth to the next level, these principles are foundational to success.Free GiftGet a free 1-hour digital course: "Money Vehicle". Visit LifestyleInvestor.com/177Show Notes: LifestyleInvestor.com/177Tax 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.