Afleveringen
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Want to know where the smart money is going in 2025? Over $80 trillion is set to move from Baby Boomers to Millennials in the coming years, creating once-in-a-lifetime opportunities for those ready to capitalize.
This week, the tables are turnedâIâm the guest on Mike Koenigsâ podcast, Capability Amplifier, and weâre talking all about the biggest investment trends of 2025.
We dive deep into overlooked opportunities like private credit, Web3 gaming, and the transformative potential of Bitcoin and AI. We also explore emerging trends such as border town real estate fueled by on-shoring, minority ownership in pro sports, and the untapped potential of distressed assets.
I also share some of my biggest investing mistakes and how those experiences shaped the Lifestyle Investor philosophy that I teach today.
If you're looking for high-value investment insights and a fresh perspective on wealth-building, this is an episode you donât want to miss.
In this episode, youâll learn:
â The biggest investment opportunities for 2025âwhere smart money is going and how to capitalize on the largest wealth transfer in history.
â How to spot âinvisible dealsââand why the best investments arenât found in the mainstream but through off-market opportunities few people know about.
â Why Bitcoin, AI, and private credit are reshaping wealth creationâand how to position yourself ahead of the curve before the masses catch on.
Show Notes: LifestyleInvestor.com/223
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Imagine having a team of expert researchers, marketers, and strategists at your fingertipsâworking 24/7 to grow your business. Thatâs the power of AI. And the entrepreneurs who master it will outlearn, outperform, and out-earn everyone else.
In this episode, Iâm talking with Mike Koenigsâa serial entrepreneur, 19-time bestselling author, pioneer in digital marketing, and AI expertâwho is breaking down exactly how smart entrepreneurs are leveraging AI to scale faster, automate success, and build wealth on autopilot.
Mike walks us through the exact tools and frameworks heâs using to grow businesses, streamline marketing, and uncover new opportunities with AI. He does a lot of screen sharing and demos, so this is definitely an episode youâll want to check out on YouTube.
If youâre looking to gain an edge in 2025 and beyond, this episode is packed with practical, step-by-step strategies to help you integrate AI into your business and wealth-building strategy.
BTW, Mike dives deep with live screen shares and real-time demos, making this a must-watch episode on YouTube.
Giveaways
The AI Accelerator Book + Videos (Free)
Learn how to 10x your productivity, clone your smartest employees, and monetize your IP in the new AI economy. Mikeâs giving away a digital copy of his book, AI Accelerator. To gain access, CLICK HERE.
Your Next Act Book + Videos (Free)
The 6 growth Accelerators for creating a business you'll love for the rest of your life. To gain access, CLICK HERE.
Show Notes: LifestyleInvestor.com/222
Connect with Justin Donald
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Zijn er afleveringen die ontbreken?
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Most entrepreneurs believe growth requires sacrificing everything else. Jonathan Goodman proves you can scale a business without giving up your freedom.
Heâs built multiple companies, written 12 books (including The Obvious Choice), and scaled coaching businesses to 7-figuresâall while spending half the year living abroad with his family.
How? By mastering the art of incentives, knowing when to not scale, and investing in cash-flowing assets that work harder than he does.
In todayâs episode, we break down the wealth-building strategies Jonathan used to scale a business to $35M+ in revenue.
We explore why most investments fail to beat the returns generated by a well-run business, a leveraged personal brand, or an asymmetric bet like Bitcoin.
Jonathan also shares how he structures his businesses to maximize freedom and avoid the common pitfalls of scaling.
If youâre looking for a playbook on building wealth, designing a business that doesnât take over your life, and making sure your money works for youânot the other way aroundâthis episode has the answers.
In this episode, youâll learn:
â Jonathanâs âwhales and minnowsâ framework for eliminating 80% of your workloadâwhy most entrepreneurs waste time on tasks that donât move the needle, and how Jonathan ensures every hour works for him.
â The âeight-four ruleâ of seasonal livingâhow Jonathan avoids burnout and stays at peak performance by alternating between intense work sprints and extended time off.
â How to design scalable compensation systems that turn employees into partnersâthe secret to building a team thatâs as invested in success as you are, without micromanaging.
Show Notes: LifestyleInvestor.com/221
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Ever feel like the tax system is stacked against you? In this episode, Iâm talking with cost segregation expert Wes Mabry to uncover one of the most underutilized and powerful tax strategies available to real estate investors â a proven method to accelerate depreciation, defer taxes, and increase cash flow.
Wes is the Founder of 1245 Consulting and one of the countryâs leading authorities on cost segregation. For over 17 years, Wes and his team have helped investorsâfrom small-time landlords to ultra-high-net-worth individualsâsave over $2 billion in taxes.
In our conversation, Wes breaks down cost segregation step-by-step: what it is, how it works, why itâs so powerful, and the types of properties that benefit the most. He shares insights on everything from accelerating depreciation on assets like flooring and gas lines to why car washes and mobile home parks offer some of the best opportunities.
Youâll also learn about bonus depreciation, strategies to handle recapture taxes, and smart moves like retroactive studies and 1031 exchanges.
In this episode, youâll learn:
â How cost segregation accelerates depreciation by breaking down property components like landscaping, gas lines, and specialized flooringâhelping you offset income without cutting into cash flow.
â Why asset classes like car washes and mobile home parks are tax goldmines, offering bigger savings than options like condos, self-storage or warehouses.
â How retroactive cost segregation can help you reclaim missed tax benefits and significantly reduce your taxable income.
Show Notes: LifestyleInvestor.com/220
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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What if you could reclaim hours of your day just by getting digitally organized? In this episode, Iâm talking with Shawn Lemon, Founder of The Digital Organizer, to uncover the systems and strategies that help entrepreneurs, executives, and busy professionals regain control of their digital lives.
From simplifying email management and file organization to choosing the right project management tools, Shawn reveals how a streamlined digital workspace can lead to less stress, more productivity, and a better quality of life. He shares insights from his time at Apple, lessons learned from working with top-tier clients (including his father-in-law, Michael Hyatt), and his approach to building systems that are easy to manage and scale.
Whether youâre drowning in emails, struggling to manage passwords, or just tired of wasting time searching for files, this episode is packed with actionable tips and resources to help you create order from chaos.
In this episode, youâll learn:
â The exact tools Shawn recommends for email, password, and project managementâand why some popular options should be avoided.
â How to eliminate the headache of juggling files across platforms like iCloud, Dropbox, and Google Drive by consolidating everything into one organized systemâsaving you time and stress.
â How a streamlined digital workspace can free up your time, reduce stress, and improve your productivity.
Free Gift
Get Shawn's File Organization Guide. Visit LifestyleInvestor.com/219
Show Notes: LifestyleInvestor.com/219
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Think your ideas arenât worth protecting? Think again.
In this episode, Iâm sitting down with Kary Oberbrunnerâentrepreneur, bestselling author, and CEO of Instant IPâąâto uncover why your Intellectual Property (IP) is your most valuable asset. Karyâs helped thousands of entrepreneurs safeguard their ideas and turn them into multiple streams of income using tools like blockchain and smart contracts.
His latest book, You Are an IP Company, is a wake-up call for anyone who wants to monetize their creativity, protect their business from competitors, and unlock hidden income streams.
Whether youâre a creator, entrepreneur, or investor, this conversation will change the way you think about what youâve builtâand why protecting it is essential for growth and success.
In this episode, youâll learn:
â How some of the biggest brands in the world turn their Intellectual Property into their greatest competitive advantage
â Why your IP is your most valuable assetâand how failing to protect it could cost you everything.
â Why itâs never been easier (or more affordable) to protect your ideas.
Free Gift
Get 10% off Kary's Instant IPâą program. As a bonus, you'll also get access to his course, You Are an IP Company, which is valued at over $2,000. Visit LifestyleInvestor.com/218
Show Notes: LifestyleInvestor.com/218
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Did you know less than 1% of companies are publicly traded? While most investors obsess over stocks, the ultra-wealthy are quietly building fortunes in the other 99%. Today, weâre unlocking their playbook.
In this episode, Iâm talking with Christopher Zook, Founder of CAZ Investments and co-author of âThe Holy Grail of Investing,â which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports ownership, Christopher reveals the strategies they use to create cash flow, reduce risk, and build lasting wealth.
We break down why private markets consistently outperform public markets, the power of true diversification beyond stocks and bonds, and how to align your investments for maximum upside with minimal risk. Plus, Christopher shares game-changing insights into new legislation that could make these opportunities accessible to more investors than ever.
If youâre ready to rethink your approach to investing, this episode is packed with actionable insights.
In this episode, youâll learn:
â How new rules around accredited investors are opening up private markets to more people, including the ability to invest 401(k) and 403(b) plans in private opportunities.
â Why GP Stakes are one of the hottest private equity trends of the past decade, how he became a first mover in the space, and why this investment offers a stronger risk-reward balance and reliable cash flow.
â How big family offices and high-net-worth investors think about capital allocation, risk management, and building generational wealth away from the volatility of public markets.
â How Christopher is entering the rapidly expanding world of sports investments, why itâs poised for massive growth, and what it means for investors looking to capitalize on this emerging trend.
Free Gift
Get Christopher's report, "GP Stakes: A New Path to Private Equity." Visit LifestyleInvestor.com/217
Show Notes: LifestyleInvestor.com/217
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Ever wonder how the wealthiest families invest their money? Spoiler alert: Itâs nothing like the 60/40 stock-to-bond strategy youâve been told to follow.
In this episode, Scott Ford pulls back the curtain on how the rich strategically grow and protect their wealth, revealing why 45%-59% of their portfolios are allocated to alternative investments.
Not only is Scott a Lifestyle Investor Mastermind member, but heâs also the founder of The Way2Wealth, a holistic financial framework that empowers you to protect, grow, and enjoy your wealth. With 30+ years in wealth management, Scott has mastered the art of creating sustainable strategies that work for everyday investors and the ultra-wealthy alike.
His mission is to spread education about finances and give people the tools that they need to reach financial independence through financial wisdom.
In this episode, Scott shares how the 1% approach wealth differently and how you can apply those same principles to achieve financial freedom for yourself.
In this episode, youâll learn:
â Scottâs "All Season Investing" strategy: A simple, actionable framework for navigating market cycles and achieving long-term growth.
â The infinite banking concept â and how to use it as a strategic tool to store wealth, maintain liquidity, and fund future opportunities.
â The 2 most important questions you should ask financial advisors before trusting them with your moneyâand how to avoid common pitfalls in the industry.
Free Gift
Get Scott's All Seasons Investing whitepaper. Visit LifestyleInvestor.com/216
Show Notes: LifestyleInvestor.com/216
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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What do you do when the dream life youâve worked so hard for starts to feel empty? Christian Ray Flores went from global stardom as a musician to rediscovering purpose through service, family, and faith. His journey isnât just inspiringâitâs a roadmap for anyone chasing a life that truly matters.
Christian was living the dreamâmillions of fans, sold-out arenas, and chart-topping hits. But behind the glitz, he felt a void that success couldnât fill. In this episode, Christian shares how he walked away from fame to pursue a more meaningful life. He takes us through his journey of redefining success, investing in holistic growth, and using his experiences to coach high achievers around the world.
Whether you're an entrepreneur, investor, or simply seeking a life of greater impact, Christianâs story will challenge and inspire you to live life on your terms.
In this episode, youâll learn:
â How Christian became one of Russiaâs biggest pop starsâand why he walked away.
â Why so many high achievers feel unfulfilledâand how to break free.
â Life-changing lessons from coaching Olympic athletes, entrepreneurs, fashion designers, artists, and Russian mafia members.
Free Gift
Get free access to the Xponential Life Scorecard, visit LifestyleInvestor.com/214
Show Notes: LifestyleInvestor.com/214
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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This weekâs episode is deeply special to me and many of you who knew or were impacted by the late John Ruhlin. John was not just a master at his craftâhe was a master at life, relationships, and giving. His unexpected passing has left a void in the hearts of those who knew him, but his legacy lives on through the countless lives he touched and his revolutionary work in the art of gift giving.
This conversation originally aired in May 2021 and remains one of the most important episodes Iâve ever recorded. John was one of my closest friendsâsomeone Iâve known since we were 18 years old. Over decades of friendship, he continually lifted me up, connected me with incredible people, and exemplified what it means to lead with a giving heart. His company, Giftology, has transformed businesses and relationships alike, and his book has become a must-read for anyone looking to make a lasting impact.
In this tribute episode, youâll hear Johnâs heart, his wisdom, and his genuine perspective on life and relationships. Youâll laugh with us, reflect on his insights, and hopefully feel inspired to carry forward his legacy of giving. Johnâs business partner and close friend, Rod, has pledged to continue running Giftology for the next 18 years to support Johnâs wife, Lindsey, and their four beautiful daughters, Reagan, Blakeley, Saylor, and Layton.
If you feel moved to honor Johnâs legacy, consider exploring the incredible work his team continues to do at giftologygroup.com. Supporting their work not only carries forward Johnâs mission but directly supports his family. For more details, you can visit giftologygroup.com/rwa.
Thank you for listening to this heartfelt tribute. John was truly one of a kind, and Iâm honored to share his story, his message, and his legacy with you.
PLEASE SUPPORT JOHN'S FAMILY
Honor Johnâs legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton â age 4 to 14). CLICK HERE to make a donation.
REFERRALS WITHOUT ASKING
Johnâs mission was to bring greater generosity to the world while lifting up coachable business leaders to places they never thought possible. Whether youâre an executive of a Fortune 100 company, an owner, a startup, or a solo-professional conquering your industry â GIFTâOLOGY changes relationships forever. And relationships take you places that traditional marketing canât. So, if you want to honor john and his work, a great place to start is by checking out Referrals Without Asking â a free resource that will allow you to turn your contacts into endless referral partners. CLICK HERE to get the guide.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Imagine knowing in your 20s what you know nowâhow much further ahead would you be? Thatâs exactly what todayâs guests, Nick and Molly Pastermack, are helping ambitious investors under 35 achieve.
Nick and Molly are serial entrepreneurs, mentors, and leaders of the Lifestyle Investor Foundations Mastermindâa group we started to equip young adults with the tools, strategies, and connections they need to fast-track their success.
From humble beginnings as college cheerleaders to building over two dozen businesses, their story is one of grit, growth, and unwavering vision. Theyâve navigated industries from real estate to wellness, all while raising two incredible children and mentoring hundreds of aspiring leaders. Their mission? To equip young professionals with the skills that truly matterâfinancial freedom, optimal health, emotional intelligence, and business growth.
If youâre a parent, this episode provides an inspiring look at whatâs possible for the next generation. Nick and Molly are creating a ripple effect for families who want to see their children thriveâhelping young people make smarter choices, achieve financial independence, and lead meaningful lives.
In this episode, youâll learn:
â How Nick and Molly Pastermack turned early failures into stepping stones for building over two dozen businesses across diverse industriesâand the lessons they want young professionals to take away.
â The 4 pillars of success they teach in the Lifestyle Investor Foundations Mastermindâfinancial freedom, optimal health, emotional intelligence, and business growthâand why these areas are crucial for achieving lasting success.
â Actionable strategies parents can use to empower their children to think bigger, act boldly, and make smarter financial decisions, even if theyâre just starting their wealth-building journey.
Free Gift
To get the The Lifestyle Investor Foundations Live Event video replay, visit https://lifestyleinvestor.com/foundations
Show Notes: LifestyleInvestor.com/213
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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What does it take to rebound from crushing losses, build multiple successful companies, and turn setbacks into strategic investments?
In todayâs episode, I sit down with Jeremy Delk, founder of Delk Enterprises, who has mastered the art of âfailing forwardâ to build a diverse portfolio of profitable ventures.
Starting as a Wall Street trader who earned and lost millions by age 20, Jeremyâs journey is nothing short of extraordinary. He shares his path from trading chaos to strategic exits, including the highs and lows of investing in early-stage companies, the lessons learned from losing big on a Ponzi scheme, and how global travel opened his perspective on business and life.
In this episode, youâll learn:
â Jeremyâs incredible story of making millions at 19, losing it all in four days, and building a powerhouse VC fund across multiple industries.
â Strategies for building teams and systems that allow you to lead without micromanaging.
â Jeremyâs tips for exiting at the perfect time, what makes a company worth betting on, and how to avoid the common traps that catch many entrepreneurs when they try to shift from founder to investor.
Free Gift
Get The 10 Commandments of a Lifestyle Investor. Visit LifestyleInvestor.com/212
Show Notes: LifestyleInvestor.com/212
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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What if hiring top talent for your business was easier than you thought?
Today, I'm talking with my friend and Lifestyle Investor Alum Kasim Aslam, who, after selling his Google Ads agency for 8-figures, set his sights on a new mission: helping entrepreneurs scale by connecting them with top-tier executive assistants from emerging markets.
In this episode, he reveals how tapping into international talent has transformed his businessâand how it can transform yours, too.
He breaks down the process of hiring from countries like Argentina and Colombia, where executive assistants can offer more than just admin supportâthey can become the backbone of your operations.
In This Episode Youâll Learn:
â The Talent Advantage: Why Kasim believes top executive assistants from emerging markets are the secret weapon for small businesses looking to scale sustainably.
â Beyond Outsourcing: Kasimâs unique approach to finding and developing team members who donât just assist but become critical assets to your business.
â Building Your Talent Pipeline: How to create a hiring system thatâs designed to grow your business and free up your timeâall while making a global impact.
Free Gift
To get access to Kasim's full Delegation Library for Entrepreneurs, which includes 80+ task ideas you can delegate to your assistant today! Visit LifestyleInvestor.com/211
Show Notes: LifestyleInvestor.com/211
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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âWe're going to ask the investor community to prove that they deserve the opportunity to invest in your beautiful business.â
Thatâs a quote from todayâs guest, Peter Worrellâa mergers & acquisition expert with over 4 decades of experience helping entrepreneur owner-managers achieve successful capital gain events by maximizing the enterprise value of their businesses.
Peteâs here today to address one of the biggest challenges that entrepreneurs face...
How can you maximize the value of your business and secure the best possible exit?
Most entrepreneurs rush into selling and leave millions on the tableâwithout even realizing it. But Pete's approach has helped countless entrepreneurs sell their companies for life-changing wealthâoften far beyond what they ever dreamed possible.
00:00 Intro
02:00 Why Boosting Enterprise Value is Essential for Every Entrepreneur
05:23 The Right Time to Tell Your Team Youâre Selling Your Business
07:45 The Best Time to Start Preparing Your Business for Exit
08:50 How to Make Investors Compete for a Stake in Your Business
10:25 How to Level the Playing Field in Investor Negotiations
13:00 Choosing the Right Advisors to Maximize Your Business Value
18:26 Why High Margins, Not Just Revenue, Attract Top Investors
24:14 Why Your Companyâs Future Vision Drives Higher Valuation
30:45 Attracting the Right Fit InvestorsâNot Just Any Buyer
34:00 Take Investor Calls on Your Terms, Not Theirs
37:02 The Enterprise Value Book
Free Gift
To get a free copy of Peter's book, Enterprise Value: How the Best Owner-Managers Build Their Fortune, Capture Their Company's Gains, and Create Their Legacy, visit LifestyleInvestor.com/210
Show Notes: LifestyleInvestor.com/210
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Most people see the tax code as a maze of restrictions, but what if itâs actually a roadmap to wealth?
Todayâs guest, Mark Kohler, known as âAmericaâs #1 Small Business Tax Lawyerâ reveals how the tax code is packed with hidden opportunities, waiting to be uncoveredâif you know where to dig.
While most CPAs are simply filing forms, Mark shows you how proactive tax strategy can turn the government into your wealth-building partner. If youâre tired of missing out on hidden tax opportunities, this conversation will give you a whole new perspective on how to maximize your wealth.
In this episode, youâll learn:
â The overlooked tax-saving strategies that can free up thousands to reinvestâand why the IRS isnât out to get you. In fact, they can actually be your ally in building wealth.
â Why most CPAs arenât strategizing for you â and how to find one who will.
â Why Mark loves to invest in short-term rentals and industrial properties as his go-tos for cash flow and tax benefits â and how heâs using real estate profits to diversify into alt assets like crypto.
Free Gift
Get Justin's special report, 24 Questions to Ask When Vetting a CPA. Visit LifestyleInvestor.com/209
Show Notes: LifestyleInvestor.com/209
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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We all chase success. But sometimes, even after achieving everything we set out to, something feels off. Iâve seen it happen time and again: high-achieving entrepreneurs who look around one day and think, Is this all there is?
Todayâs guest, Erwin McManus, knows exactly how that story goes. Erwin is the founder and lead pastor of Mosaic, an artist, and author with over one million book sales whoâs worked with everyone from the NFL and the Pentagon, helping them perform at the highest level while living a balanced life.
In our conversation, Erwin shares what these elite performers do to rise to the top. But more importantly, he talks about why so many still end up miserable and trapped despite their achievements. And heâs sharing his best advice to help you avoid that trap.
Plus, he gives a sneak peek into his latest book, Seven Frequencies of Communication, where he breaks down how to become a world-class communicator who leads with influence and intention.
In this episode, youâll learn:
â How Erwin transformed his life from struggling to afford college and living below the poverty line to becoming an internationally renowned speaker and consultant for powerhouse organizations like the NFL and the Pentagon.
â The habits, mental frameworks, and decision-making strategies that separate the top 1% from everyone else, and how you can apply them to your life and business.
â Strategies for creating wealth while staying true to your values and purpose and building a life thatâs financially rewarding but also deeply fulfilling.
Free Gift
Get Erwin's The Communicator's Tool Kit. Visit LifestyleInvestor.com/208
Show Notes: LifestyleInvestor.com/208
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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In this episode, Iâm talking with my good friend, Carey Smolensky â an entrepreneur, event producer, musician, author, and someone who truly lives life on his terms. Carey has spent over four decades building a boutique production company, and has worked with high-profile clients like Cutco and Tony Robbins Platinum Partners. Whatâs incredible about Carey is how heâs navigated challenges, both personal and professional, while continuing to thrive.
When COVID shut down his entire industry for 15 months, Carey pivoted, launching a new business that not only survived but flourished. He took that adversity and turned it into the best financial year his company had ever seen. In our conversation, Carey shares how he did it, and what lessons you can apply to your own life and business.
Carey also talks about the importance of family, building meaningful relationships, and living a life of passion and purpose.
Whether itâs diving with bull sharks or producing global events, Careyâs zest for life will inspire you to live more fully and take action toward your own financial freedom.
In this episode, youâll learn:
â How Carey pivoted his business during the pandemic and built a new income stream that led to his best financial year yet.
â The key to building long-term client relationships, and why Carey treats every client like a VIP.
â How Carey balances his high-energy work life with family time and why itâs important to âdo lifeâ with the right people.
Free Gift
Get Carey's blueprint for Finding Your Passion. Visit LifestyleInvestor.com/207
Show Notes: LifestyleInvestor.com/207
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Have you ever been told that maxing out your 401(k) and diversifying into stocks and bonds is the safest path to wealth?
Today, Iâm speaking with Dave Wolcottâentrepreneur, investor, and founder of Pantheon Investmentsâwho breaks down how the wealthiest people really invest. After following the traditional financial advice and feeling stuck, Dave realized there was a better way to build wealth through alternative investments. He has since dedicated his career to helping people unlock the playbook that the top 1% use to grow and preserve their wealth.
In our chat, Dave dives into his personal story of leaving corporate America, discovering financial freedom through alternative assets, and creating a strategy that combines mindset, relationships, and investments. He also shares how heâs passing these lessons on to his children and clients to help them preserve generational wealth.
In this episode, youâll learn:
â How the wealthiest people investâand why they only allocate a small percentage to the stock market.
â Tax-free passive income through smart asset repositioning and alternative real estate investments that outperform typical 401(k)s and Wall Street options.
â Daveâs 5 Phases of Holistic Wealthâa step-by-step strategy to build, protect, and multiply wealth while maintaining a balanced and fulfilling life. You'll discover how to shift from active income to massive passive income streams, allowing you to create financial freedom.
Free Gift
Get a digital copy of Dave's book, "The Holistic Wealth Strategy â A Framework for Building Legacy Wealth & Unlimited Freedom to Live an Extraordinary Life". Visit LifestyleInvestor.com/206
Show Notes: LifestyleInvestor.com/206
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Have you ever felt like you're checking all the boxes of success, yet still feel empty inside?
Today, Iâm speaking with Isaac Stegmanâcoach, entrepreneur, and intentional fatherâwho shares how he completely redefined his life and business. Despite building a 7-figure company, Isaac felt trapped, disconnected, and stuck on autopilot. It wasnât until he took a hard look at his life and made key shifts that he found true purpose and fulfillment.
In our chat, Isaac dives deep into the personal growth and mindset shifts that helped him break free from the relentless hustle. He shares how he learned to silence the urge to constantly push harderâoften at the expense of his family and well-being. Now, Isaac has found a way to thrive in business without sacrificing the things that matter most.
In this episode, youâll learn:
â Isaacâs four Pâs: Perspective, Purpose, Principles, and Priorities, and how to use these to maintain clarity, direction, and fulfillment in both your personal and professional and life.
â Simple exercises to help you identify what's truly important, cut through the noise, and better manage your time and energy.
â How a single moment with his son completely changed Isaacâs understanding of what it means to prioritize family and relationships over business.
Free Gift
Get Isaac's Redefining Success Resource Guide & Workbook. Visit LifestyleInvestor.com/205
Show Notes: LifestyleInvestor.com/205
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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Today, Iâm excited to welcome Geoff Woods back on the podcast to talk all about how you can leverage AI to unlock new levels of growth in your business, outpace the competition, and get more done in less time.
Last time we had Geoff on the show, he was the Vice President at The ONE Thing, where he coached and advised companies with annual revenues from $10 million to $60 billion. He has since left that role (a decision that wasnât easy) but is now making big waves in the world of AI.
Heâs now the author of The AI-Driven Leader, host of The AI-Driven Leader Podcast and the Founder of AI Leadership, where he empowers leaders to harness AI, escape operational overwhelm, and think strategically to accelerate growth.
In this episode, youâll learn:
â Geoffâs incredible journey from exiting his role at The ONE Thing to becoming the Chief Growth Officer at Jindal Steel & Power, where he helped skyrocket the company's market cap from $750 million to over $12 billion in just four years.
â Why so many people fail to harness AI effectively, dismissing it as a waste of time â and Geoffâs proven system to make AI think strategically for you, delivering mind-blowing results for your business.
â Real-world case studies showcasing AI's processing power â and how you can harness AI as a strategic partner to tackle your companyâs biggest challenges and achieve unprecedented levels of success.
Free Gift
Get Geoff's AI-Driven Leader Crash Course. Visit LifestyleInvestor.com/204
Show Notes: LifestyleInvestor.com/204
Tax Strategy Masterclass
If 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/tax
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/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed todayâs 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 Donald
FacebookYouTubeInstagramLinkedInTwitterSee 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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