DiscoverThe Lifestyle Investor - Investing, Passive Income, Wealth
The Lifestyle Investor - Investing, Passive Income, Wealth
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The Lifestyle Investor - Investing, Passive Income, Wealth

Author: Justin Donald

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Entrepreneur Magazine calls Justin Donald “The Warren Buffett of Lifestyle Investing.”

Imagine being able to earn passive income, long-term equity, and achieve financial freedom while gaining total freedom from your business or a job. That’s what Lifestyle Investing is all about.

Justin Donald has mastered the low-risk cash flow investment principles he shares with entrepreneurs around the world. His alternative investing principles center on creating passive income and significant wealth while liberating yourself from a day-to-day job so you never run out of money.

His innovative mindset principles and 10 commandments of Lifestyle Investing have released scores of entrepreneurs from the “golden handcuffs” that came with running life-consuming enterprises.

This show focuses on showing today’s entrepreneurs and business executives how to think and invest to limit risk, maximize repeatable returns, and achieve retirement goals through his proven passive income cash flow strategies.

Justin’s principles enable you to move from an “earned income” career to support your lifestyle with passive cash flow investments including real estate, operating companies, debt, equity, and franchises that give you the absolute freedom to live the life you truly desire.

Interviews with top thought leaders, such as, John Lee Dumas, Ryan Levesque, Hal Elrod, Jon Vroman, Mike Koenigs, Phillip Stutts, Rob Dial, John Ruhlin, Brad Johnson, Robert Glazer, Mike Michalowicz, Geoff Woods, Steve Sims, and many more!

For more information, visit https://justindonald.com


173 Episodes
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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.
Today, 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 flow monthly. In this episode, you’ll learn:✅ Bobby's transformation from a waiter grappling with financial difficulties to the architect of a billion-dollar business empire. ✅ How Bobby shifted from a quitters mindset to an unstoppable force fueled by focus and dedication.✅ How the super-rich think about money – and why most people NEVER achieve true wealth and freedom.Free GiftGet a digital copy of "UPSIDERS" + join the Upsiders Community Visit LifestyleInvestor.com/176Show Notes: LifestyleInvestor.com/176Tax 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.
Alex 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 all-in. In a remarkable span of three years, Modus experienced rapid growth, scaled to ~$20 million in annual revenue, and expanded its operations to Washington, Florida, and Texas, employing a dedicated team of more than 150 full-time employees at its peak.In October 2020, a significant milestone in Alex's career was the acquisition of Modus by Compass, in a notable high 8-figure deal.In this episode, you’ll learn:✅ Alex's motivational journey from startup to $20 million in revenue in three years, scaling up to 150 employees, and achieving a high 8-figure exit within the same timeframe, all amidst the challenges of COVID.✅ Strategies for managing and leveraging wealth after an exit to fuel further successes, embark on new ventures, and make a positive impact on the community.✅ An in-depth account of all the rewarding as well as excruciating details founders face during the exit process.Show Notes: LifestyleInvestor.com/175Tax 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 Noah Kagan. Noah’s an entrepreneur, author, and the founder and CEO of AppSumo. His journey in the tech industry began with roles at Intel, Facebook (where he was the 30th employee), and Mint.com, but it was his entrepreneurial ventures that truly defined his career. Despite some initial setbacks and ventures that didn't pan out, Noah's persistence led to the creation of AppSumo in 2010, aiming to democratize access to software for entrepreneurs. Today, he's not just the guy behind AppSumo, but also an influential figure in the startup community, sharing his knowledge through his podcast, YouTube channel, and the OKdork blog. In this episode, Noah shares insights from his new book, Million Dollar Weekend: The Surprisingly Simple Way to Launch a 7-Figure Business in 48 Hours – and provides a step-by-step guide for anyone looking to test the waters with their idea.Noah’s big on that first step - which is almost always the most difficult one, yet the most rewarding. He dives into practical tips on how to find your first customer and why talent is not required to be a successful entrepreneur. Instead, it’s about rolling up your sleeves, learning from bumps along the way, and getting better as you go.In this episode, you’ll learn:✅ Why playing it safe and is riskier than you think.✅ Noah’s inspiring journey from being fired from Facebook and Mint.com to building one of the top software marketplaces in the world. ✅ Why every BIG business starts with a single customer – and practical tips for identifying and validating your business idea and attracting your first customer in 48 hours. Free GiftGet Noah's The Ultimate Million Dollar Weekend Resource Guide! Visit LifestyleInvestor.com/174Show Notes: LifestyleInvestor.com/174Tax 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.
Levi 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 much more!In this episode, you’ll learn:✅ The strategic value of accepting leasing risks over construction risks, why Levi prefers Class B industrial assets in the Texas market, and how he secures high return, minimal risk deals for clients.✅ The critical role of transparency with investors and why honesty in difficult situations fosters trust and supports long-term relationships. ✅ How to take advantage of accelerated depreciation in order to reduce net taxable income. Free GiftGet Levi's free guide on Investing in Industrial Real Estate! Visit LifestyleInvestor.com/173Show Notes: LifestyleInvestor.com/173Tax 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 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 transcends traditional fitness spaces and gym models, merging cinematic quality content with social media engagement and the home for many fitness creators.In today’s episode, you’ll learn:✅ Jay and Steph’s inspiring entrepreneurial story and how they built global fitness media brand with over 2 million followers.✅ The common pitfalls that lead most businesses to failure.✅ The secret to building a strong relationship that stands the test of time – including how Jay & Steph both empowered each other to create a business and life that they love.Free GiftGet Jay and Steph's 5 free Health & Fitness eBooks! Visit LifestyleInvestor.com/172Show Notes: LifestyleInvestor.com/172Tax 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.
Dave 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 multiple successful companies.He also shares his decision-making formula that’s helped him to build thriving businesses without ever losing track of what really matters to him: making memories with friends and loved ones. In this episode, you’ll learn:✅ Dave’s top tips for building and cultivating an amazing leadership team that will take your business to new heights.✅ The three-step decision-making formula that’s helped Dave build and exit multiple companies without sacrificing personal fulfillment and time spent with loved ones.✅ The keys to building a great culture in your organization that brings everyone together under a singular mission.Free GiftGet 4 free modules for Dave's Leading Giants Masterclass! Visit LifestyleInvestor.com/171Show Notes: LifestyleInvestor.com/171Tax 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.
Daven 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, including the opportunities he’s creating and the incredible tax saving and wealth building advantages to living there. In today’s episode, you’ll learn:✅ Daven's extraordinary journey, from his early days in the music industry to founding and exiting several lucrative businesses and shaping 123Employee into a top outsourcing powerhouse.✅ Insights into the extensive tax advantages available in Puerto Rico for U.S. citizens and how to effectively leverage them.✅ How to leverage “opportunity zones” to maximize tax savings when investing in Puerto Rican real estate as a non-resident.Free GiftGet Daven's 10-hour free Premium Virtual Assistant! Visit LifestyleInvestor.com/170Show Notes: LifestyleInvestor.com/170Tax 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, 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 learn: ✅ The tax strategies that Ryan uses to add an additional 6-figures to his annual income.✅ Ryan’s recession-proof investing strategies that consistently yield high returns.✅ The story of how serving in the NAVY and working in medicine motivated Ryan to build a locum tenens healthcare staffing agency.Free GiftGet Ryan's Healthy Brain Cheat Sheet! Visit LifestyleInvestor.com/169Show Notes: LifestyleInvestor.com/169Free Strategy 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 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 it’s like to be coached by the legendary Bill Belichick and his appreciation for the lessons and opportunities he’s gained from being a part of the TLI Mastermind. In this episode, you’ll learn: ✅ Why so many professional athletes go broke, and the strategies that allow Chris to steer clear from their mistakes.✅ Chris’s personal journey of going into real estate investing as an NFL athlete and the financial lessons he picked up from mentors and the TLI Mastermind.✅ An inside look into the unique payment structures NFL athletes are facing.Show Notes: LifestyleInvestor.com/168Free Strategy 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.
Jeff 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 by seemingly attractive yet risky tax strategies and the warning signs to watch out for when consulting financial advisors.  In this episode, you’ll learn:  ✅ Unique strategies to generate significant tax returns - whether it's on your income, capital gains sale, investment portfolio, or estate planning. ✅ The critical differences between CPAs and tax strategists and why people often get them confused. ✅ The most common tax-saving mistakes Jeff sees all the time and the most overlooked tax strategies you should be considering.Free GiftGet Jeff's free PDF titled 23 Overlooked Tax Strategies for Entrepreneurs. Visit LifestyleInvestor.com/167Show Notes: LifestyleInvestor.com/167Free Strategy 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.
Jhana 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 right operator for any business and the warning signs to watch for when bringing one on board.In this episode, you’ll learn:✅ The distinction between an ops manager, CEO, and COO and how to determine the right role for your business.✅ Common pitfalls to avoid when hiring an operator and the most widespread misconceptions about the role of operators.✅ Strategies for pinpointing operational bottlenecks that are hindering your business’s ability to scale effectively.Free GiftGet Jhana's Bottleneck Breakthrough Detector resource. Visit LifestyleInvestor.com/166Show Notes: LifestyleInvestor.com/166Free Strategy 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 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 this episode, you’ll learn: ✅ Strategies for future-proofing your investment portfolio, especially against the weakening dollar and fluctuating market conditions. ✅ Mark’s take on why Web3 will generate an astonishing $15-20 trillion in value and what that means for investors.✅ A deep dive into the incredible world of cryptocurrency – why it might just eclipse traditional assets like the dollar and gold, and how it's set to shake up the financial world.Free GiftGet Mark's free research paper "The Quantitative Investment Case for Blockchain Technology in Institutional Portfolios." Visit LifestyleInvestor.com/165Show Notes: LifestyleInvestor.com/165Free Strategy 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, 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 themselves absolutely unprepared for retirement and how Ryan addresses that problem through his INC. 5000 company, B.O.S.S. Retirement Solutions.  In today’s episode, you’ll learn: ✅ The major problems with 401k plans – and why 1 in 10 Americans will not have enough money to survive their retirement. ✅ The secret tool the rich use to build tax-free wealth.✅ The major benefits Ryan’s gotten from being a part of the Lifestyle Investor Mastermind community.  Show Notes: LifestyleInvestor.com/164Free Strategy 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 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 up about the failed entrepreneurial venture that left him deeply depressed – and the silver lining of developing remarkable mental resilience, which later fueled his success. You’ll also learn… ✅ The biggest mistakes angel investors should avoid.✅ The specific attributes that set legendary founders apart from the rest.✅ What it was like growing up with his brother Naval Ravikant, who is recognized as one of the most legendary figures in the investing world – and the best lessons he’s learned from him. Free GiftGet Kamal's book Live Your Truth for free! (limited time only). Visit LifestyleInvestor.com/163Show Notes: LifestyleInvestor.com/163Free Strategy 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, 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 parks, and more.You’re going to hear why he decided to double down on mobile home parks, how he syndicates deals for investors, his process for managing operations for his real estate business, and the benefits he’s gotten from being a part of our mastermind group.Show Notes: LifestyleInvestor.com/162Free Strategy 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 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 overworked ICU nurse on the verge of bankruptcy to a leading aesthetic expert with a team of 23.✅ Strategies for building a business that not only succeeds but makes a real difference in people's lives.✅ How couples can leverage their unique strengths to build a thriving business together without sacrificing intimacy.Free GiftGet 10% off your first treatment at Saving Face. Visit LifestyleInvestor.com/161Show Notes: LifestyleInvestor.com/161Free Strategy 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 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 industries.In this episode, you’ll learn:✅ Joe’s entrepreneurial journey to starting, scaling, and exiting multiple 7, 8, and 9-figure businesses. ✅ How to get 40%-60% open rates with AI-powered newsletters.✅ How I use Daily.ai to power my own newsletter – it’s amazing how this tool scours over 350,000 different sources to find the content that resonates the most with my audience – all on autopilot!Free GiftGet Joe's Webinar, Audience Engagement on Autopilot with AI. Visit LifestyleInvestor.com/160Show Notes: LifestyleInvestor.com/160Free Strategy 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, 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 back the curtain on the mindset that drives his winning real estate strategies. In this episode, you’ll learn: ✅ Strategies for deepening the bond with your spouse and children.✅ Tactics to amplify your business productivity, sharpen your focus, and accelerate growth.✅ The 'Build-to-Rent' blueprint that skyrocketed Jim's real estate portfolio to a staggering $185 million in sales within a single year.Free GiftGet 3 free chapters of the Passive Income Playbook. Visit LifestyleInvestor.com/159Show Notes: LifestyleInvestor.com/159Free Strategy 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 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 sharing his methods to help small business owners prepare their salespeople and managers. In this episode, you’ll learn: ✅ Ryan's scaling strategies that propelled his Orangetheory gyms to the top, even in the face of Covid.✅ A deep dive into the real-world financial gains and personal growth opportunities that come from active participation in a mastermind group.✅ The crucial role that top-tier talent plays in the success and sustainability of any organization.Free GiftGet the 1st module of the Real Sales Training Course. Visit LifestyleInvestor.com/158Show Notes: LifestyleInvestor.com/158Free Strategy 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.
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Comments (1)

Tyler Mizelle

Love the podcast. Topic Request = Trusts Trusts for asset protection, tax deferral, tax strategy. Non Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trust is of high interest. This podcast provides much legitimacy aiding my wealth centric decisions. A discussion on trusts would be highly valued from me and other listeners, as well.

Nov 11th
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