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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, we’re unlocking their playbook.
In this episode, I’m talking with Christopher Zook, Founder of CAZ Investments and co-author of “The Holy Grail of Investing,” which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports ownership, Christopher reveals the strategies they use to create cash flow, reduce risk, and build lasting wealth.
We break down why private markets consistently outperform public markets, the power of true diversification beyond stocks and bonds, and how to align your investments for maximum upside with minimal risk. Plus, Christopher shares game-changing insights into new legislation that could make these opportunities accessible to more investors than ever.
If you’re ready to rethink your approach to investing, this episode is packed with actionable insights.
In this episode, you’ll learn:
✅ How new rules around accredited investors are opening up private markets to more people, including the ability to invest 401(k) and 403(b) plans in private opportunities.
✅ Why GP Stakes are one of the hottest private equity trends of the past decade, how he became a first mover in the space, and why this investment offers a stronger risk-reward balance and reliable cash flow.
✅ How big family offices and high-net-worth investors think about capital allocation, risk management, and building generational wealth away from the volatility of public markets.
✅ How Christopher is entering the rapidly expanding world of sports investments, why it’s poised for massive growth, and what it means for investors looking to capitalize on this emerging trend.
Free Gift
Get Christopher's report, "GP Stakes: A New Path to Private Equity." Visit LifestyleInvestor.com/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
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Ever wonder how the wealthiest families invest their money? Spoiler alert: It’s nothing like the 60/40 stock-to-bond strategy you’ve been told to follow.
In this episode, Scott Ford pulls back the curtain on how the rich strategically grow and protect their wealth, revealing why 45%-59% of their portfolios are allocated to alternative investments.
Not only is Scott a Lifestyle Investor Mastermind member, but he’s also the founder of The Way2Wealth, a holistic financial framework that empowers you to protect, grow, and enjoy your wealth. With 30+ years in wealth management, Scott has mastered the art of creating sustainable strategies that work for everyday investors and the ultra-wealthy alike.
His mission is to spread education about finances and give people the tools that they need to reach financial independence through financial wisdom.
In this episode, Scott shares how the 1% approach wealth differently and how you can apply those same principles to achieve financial freedom for yourself.
In this episode, you’ll learn:
✅ Scott’s "All Season Investing" strategy: A simple, actionable framework for navigating market cycles and achieving long-term growth.
✅ The infinite banking concept – and how to use it as a strategic tool to store wealth, maintain liquidity, and fund future opportunities.
✅ The 2 most important questions you should ask financial advisors before trusting them with your money—and how to avoid common pitfalls in the industry.
Free Gift
Get Scott's All Seasons Investing whitepaper. Visit LifestyleInvestor.com/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 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 Donald
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エピソードを見逃しましたか？
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What do you do when the dream life you’ve worked so hard for starts to feel empty? Christian Ray Flores went from global stardom as a musician to rediscovering purpose through service, family, and faith. His journey isn’t just inspiring—it’s a roadmap for anyone chasing a life that truly matters.
Christian was living the dream—millions of fans, sold-out arenas, and chart-topping hits. But behind the glitz, he felt a void that success couldn’t fill. In this episode, Christian shares how he walked away from fame to pursue a more meaningful life. He takes us through his journey of redefining success, investing in holistic growth, and using his experiences to coach high achievers around the world.
Whether you're an entrepreneur, investor, or simply seeking a life of greater impact, Christian’s story will challenge and inspire you to live life on your terms.
In this episode, you’ll learn:
✅ How Christian became one of Russia’s biggest pop stars—and why he walked away.
✅ Why so many high achievers feel unfulfilled—and how to break free.
✅ Life-changing lessons from coaching Olympic athletes, entrepreneurs, fashion designers, artists, and Russian mafia members.
Free Gift
Get free access to the Xponential Life Scorecard, visit LifestyleInvestor.com/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 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 Donald
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This week’s episode is deeply special to me and many of you who knew or were impacted by the late John Ruhlin. John was not just a master at his craft—he was a master at life, relationships, and giving. His unexpected passing has left a void in the hearts of those who knew him, but his legacy lives on through the countless lives he touched and his revolutionary work in the art of gift giving.
This conversation originally aired in May 2021 and remains one of the most important episodes I’ve ever recorded. John was one of my closest friends—someone I’ve known since we were 18 years old. Over decades of friendship, he continually lifted me up, connected me with incredible people, and exemplified what it means to lead with a giving heart. His company, Giftology, has transformed businesses and relationships alike, and his book has become a must-read for anyone looking to make a lasting impact.
In this tribute episode, you’ll hear John’s heart, his wisdom, and his genuine perspective on life and relationships. You’ll laugh with us, reflect on his insights, and hopefully feel inspired to carry forward his legacy of giving. John’s business partner and close friend, Rod, has pledged to continue running Giftology for the next 18 years to support John’s wife, Lindsey, and their four beautiful daughters, Reagan, Blakeley, Saylor, and Layton.
If you feel moved to honor John’s legacy, consider exploring the incredible work his team continues to do at giftologygroup.com. Supporting their work not only carries forward John’s mission but directly supports his family. For more details, you can visit giftologygroup.com/rwa.
Thank you for listening to this heartfelt tribute. John was truly one of a kind, and I’m honored to share his story, his message, and his legacy with you.
PLEASE SUPPORT JOHN'S FAMILY
Honor John’s legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 14). CLICK HERE to make a donation.
REFERRALS WITHOUT ASKING
John’s mission was to bring greater generosity to the world while lifting up coachable business leaders to places they never thought possible. Whether you’re an executive of a Fortune 100 company, an owner, a startup, or a solo-professional conquering your industry – GIFT∙OLOGY changes relationships forever. And relationships take you places that traditional marketing can’t. So, if you want to honor john and his work, a great place to start is by checking out Referrals Without Asking – a free resource that will allow you to turn your contacts into endless referral partners. CLICK HERE to get the guide.
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Imagine knowing in your 20s what you know now—how much further ahead would you be? That’s exactly what today’s guests, Nick and Molly Pastermack, are helping ambitious investors under 35 achieve.
Nick and Molly are serial entrepreneurs, mentors, and leaders of the Lifestyle Investor Foundations Mastermind—a group we started to equip young adults with the tools, strategies, and connections they need to fast-track their success.
From humble beginnings as college cheerleaders to building over two dozen businesses, their story is one of grit, growth, and unwavering vision. They’ve navigated industries from real estate to wellness, all while raising two incredible children and mentoring hundreds of aspiring leaders. Their mission? To equip young professionals with the skills that truly matter—financial freedom, optimal health, emotional intelligence, and business growth.
If you’re a parent, this episode provides an inspiring look at what’s possible for the next generation. Nick and Molly are creating a ripple effect for families who want to see their children thrive—helping young people make smarter choices, achieve financial independence, and lead meaningful lives.
In this episode, you’ll learn:
✅ How Nick and Molly Pastermack turned early failures into stepping stones for building over two dozen businesses across diverse industries—and the lessons they want young professionals to take away.
✅ The 4 pillars of success they teach in the Lifestyle Investor Foundations Mastermind—financial freedom, optimal health, emotional intelligence, and business growth—and why these areas are crucial for achieving lasting success.
✅ Actionable strategies parents can use to empower their children to think bigger, act boldly, and make smarter financial decisions, even if they’re just starting their wealth-building journey.
Free Gift
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 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 Donald
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What does it take to rebound from crushing losses, build multiple successful companies, and turn setbacks into strategic investments?
In today’s episode, I sit down with Jeremy Delk, founder of Delk Enterprises, who has mastered the art of “failing forward” to build a diverse portfolio of profitable ventures.
Starting as a Wall Street trader who earned and lost millions by age 20, Jeremy’s journey is nothing short of extraordinary. He shares his path from trading chaos to strategic exits, including the highs and lows of investing in early-stage companies, the lessons learned from losing big on a Ponzi scheme, and how global travel opened his perspective on business and life.
In this episode, you’ll learn:
✅ Jeremy’s incredible story of making millions at 19, losing it all in four days, and building a powerhouse VC fund across multiple industries.
✅ Strategies for building teams and systems that allow you to lead without micromanaging.
✅ Jeremy’s tips for exiting at the perfect time, what makes a company worth betting on, and how to avoid the common traps that catch many entrepreneurs when they try to shift from founder to investor.
Free 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 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 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 business—and how it can transform yours, too.
He breaks down the process of hiring from countries like Argentina and Colombia, where executive assistants can offer more than just admin support—they can become the backbone of your operations.
In This Episode You’ll Learn:
✅ The Talent Advantage: Why Kasim believes top executive assistants from emerging markets are the secret weapon for small businesses looking to scale sustainably.
✅ Beyond Outsourcing: Kasim’s unique approach to finding and developing team members who don’t just assist but become critical assets to your business.
✅ Building Your Talent Pipeline: How to create a hiring system that’s designed to grow your business and free up your time—all while making a global impact.
Free 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 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 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're going to ask the investor community to prove that they deserve the opportunity to invest in your beautiful business.”
That’s a quote from today’s guest, Peter Worrell—a mergers & acquisition expert with over 4 decades of experience helping entrepreneur owner-managers achieve successful capital gain events by maximizing the enterprise value of their businesses.
Pete’s here today to address one of the biggest challenges that entrepreneurs face...
How can you maximize the value of your business and secure the best possible exit?
Most entrepreneurs rush into selling and leave millions on the table—without even realizing it. But Pete's approach has helped countless entrepreneurs sell their companies for life-changing wealth—often far beyond what they ever dreamed possible.
00:00 Intro
02:00 Why Boosting Enterprise Value is Essential for Every Entrepreneur
05:23 The Right Time to Tell Your Team You’re 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 Company’s Future Vision Drives Higher Valuation
30:45 Attracting the Right Fit Investors—Not 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 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 Donald
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Most people see the tax code as a maze of restrictions, but what if it’s actually a roadmap to wealth?
Today’s guest, Mark Kohler, known as “America’s #1 Small Business Tax Lawyer” reveals how the tax code is packed with hidden opportunities, waiting to be uncovered—if you know where to dig.
While most CPAs are simply filing forms, Mark shows you how proactive tax strategy can turn the government into your wealth-building partner. If you’re tired of missing out on hidden tax opportunities, this conversation will give you a whole new perspective on how to maximize your wealth.
In this episode, you’ll learn:
✅ The overlooked tax-saving strategies that can free up thousands to reinvest—and why the IRS isn’t out to get you. In fact, they can actually be your ally in building wealth.
✅ Why most CPAs aren’t strategizing for you — and how to find one who will.
✅ Why Mark loves to invest in short-term rentals and industrial properties as his go-tos for cash flow and tax benefits – and how he’s using real estate profits to diversify into alt assets like crypto.
Free 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 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 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. I’ve seen it happen time and again: high-achieving entrepreneurs who look around one day and think, Is this all there is?
Today’s guest, Erwin McManus, knows exactly how that story goes. Erwin is the founder and lead pastor of Mosaic, an artist, and author with over one million book sales who’s worked with everyone from the NFL and the Pentagon, helping them perform at the highest level while living a balanced life.
In our conversation, Erwin shares what these elite performers do to rise to the top. But more importantly, he talks about why so many still end up miserable and trapped despite their achievements. And he’s sharing his best advice to help you avoid that trap.
Plus, he gives a sneak peek into his latest book, Seven Frequencies of Communication, where he breaks down how to become a world-class communicator who leads with influence and intention.
In this episode, you’ll learn:
✅ How Erwin transformed his life from struggling to afford college and living below the poverty line to becoming an internationally renowned speaker and consultant for powerhouse organizations like the NFL and the Pentagon.
✅ The habits, mental frameworks, and decision-making strategies that separate the top 1% from everyone else, and how you can apply them to your life and business.
✅ Strategies for creating wealth while staying true to your values and purpose and building a life that’s financially rewarding but also deeply fulfilling.
Free 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 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 Donald
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In this episode, I’m talking with my good friend, Carey Smolensky – an entrepreneur, event producer, musician, author, and someone who truly lives life on his terms. Carey has spent over four decades building a boutique production company, and has worked with high-profile clients like Cutco and Tony Robbins Platinum Partners. What’s incredible about Carey is how he’s navigated challenges, both personal and professional, while continuing to thrive.
When COVID shut down his entire industry for 15 months, Carey pivoted, launching a new business that not only survived but flourished. He took that adversity and turned it into the best financial year his company had ever seen. In our conversation, Carey shares how he did it, and what lessons you can apply to your own life and business.
Carey also talks about the importance of family, building meaningful relationships, and living a life of passion and purpose.
Whether it’s diving with bull sharks or producing global events, Carey’s zest for life will inspire you to live more fully and take action toward your own financial freedom.
In this episode, you’ll learn:
✅ How Carey pivoted his business during the pandemic and built a new income stream that led to his best financial year yet.
✅ The key to building long-term client relationships, and why Carey treats every client like a VIP.
✅ How Carey balances his high-energy work life with family time and why it’s important to “do life” with the right people.
Free 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 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 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, I’m speaking with Dave Wolcott—entrepreneur, investor, and founder of Pantheon Investments—who breaks down how the wealthiest people really invest. After following the traditional financial advice and feeling stuck, Dave realized there was a better way to build wealth through alternative investments. He has since dedicated his career to helping people unlock the playbook that the top 1% use to grow and preserve their wealth.
In our chat, Dave dives into his personal story of leaving corporate America, discovering financial freedom through alternative assets, and creating a strategy that combines mindset, relationships, and investments. He also shares how he’s passing these lessons on to his children and clients to help them preserve generational wealth.
In this episode, you’ll learn:
✅ How the wealthiest people invest—and why they only allocate a small percentage to the stock market.
✅ Tax-free passive income through smart asset repositioning and alternative real estate investments that outperform typical 401(k)s and Wall Street options.
✅ Dave’s 5 Phases of Holistic Wealth—a step-by-step strategy to build, protect, and multiply wealth while maintaining a balanced and fulfilling life. You'll discover how to shift from active income to massive passive income streams, allowing you to create financial freedom.
Free Gift
Get a digital copy of Dave's book, "The Holistic Wealth Strategy – A Framework for Building Legacy Wealth & Unlimited Freedom to Live an Extraordinary Life". Visit LifestyleInvestor.com/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 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 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, I’m speaking with Isaac Stegman—coach, entrepreneur, and intentional father—who shares how he completely redefined his life and business. Despite building a 7-figure company, Isaac felt trapped, disconnected, and stuck on autopilot. It wasn’t until he took a hard look at his life and made key shifts that he found true purpose and fulfillment.
In our chat, Isaac dives deep into the personal growth and mindset shifts that helped him break free from the relentless hustle. He shares how he learned to silence the urge to constantly push harder—often at the expense of his family and well-being. Now, Isaac has found a way to thrive in business without sacrificing the things that matter most.
In this episode, you’ll learn:
✅ Isaac’s four P’s: Perspective, Purpose, Principles, and Priorities, and how to use these to maintain clarity, direction, and fulfillment in both your personal and professional and life.
✅ Simple exercises to help you identify what's truly important, cut through the noise, and better manage your time and energy.
✅ How a single moment with his son completely changed Isaac’s understanding of what it means to prioritize family and relationships over business.
Free 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 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 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, I’m excited to welcome Geoff Woods back on the podcast to talk all about how you can leverage AI to unlock new levels of growth in your business, outpace the competition, and get more done in less time.
Last time we had Geoff on the show, he was the Vice President at The ONE Thing, where he coached and advised companies with annual revenues from $10 million to $60 billion. He has since left that role (a decision that wasn’t easy) but is now making big waves in the world of AI.
He’s now the author of The AI-Driven Leader, host of The AI-Driven Leader Podcast and the Founder of AI Leadership, where he empowers leaders to harness AI, escape operational overwhelm, and think strategically to accelerate growth.
In this episode, you’ll learn:
✅ Geoff’s incredible journey from exiting his role at The ONE Thing to becoming the Chief Growth Officer at Jindal Steel & Power, where he helped skyrocket the company's market cap from $750 million to over $12 billion in just four years.
✅ Why so many people fail to harness AI effectively, dismissing it as a waste of time – and Geoff’s proven system to make AI think strategically for you, delivering mind-blowing results for your business.
✅ Real-world case studies showcasing AI's processing power – and how you can harness AI as a strategic partner to tackle your company’s biggest challenges and achieve unprecedented levels of success.
Free 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 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 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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Esports is one of the fastest-growing industries today and it's paving the way for the next generation of entertainment and high-return investments.
In fact, the Esports market was valued at $2.1 billion in 2023, and is expected to reach $7.5 billion by the end of 2030.
That’s why I’m excited to be talking with today’s guest, Marco Mereu. Marco is the Founder and CEO of M80, a competitive gaming organization he established in 2022. Prior to this, he co-founded XSET in 2020 and served as its COO. His career in Esports also includes a role as Senior Vice President of Content Distribution at Super League Gaming and General Manager of Framerate, a company he founded and later sold.
In this episode, you’ll learn:
✅ The story of how Marco left a stable career as a lawyer to build one of the most successful and popular esports brands in North America in under two years. His story is a testament to the power of following your passion and redefining success on your own terms.
✅ Investment opportunities in the booming Esports market, including sponsorships, media rights, digital goods, and more.
✅ How Esports is revolutionizing entertainment, turning gameplay into a dynamic, profitable investment frontier with millions of fans and untapped potential.
Free Gift
Get 50% off M80 merch and a one-page PDF that breaks down the esports industry. Visit LifestyleInvestor.com/203
Show Notes: LifestyleInvestor.com/203
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 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 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’s guest is Sean Kelly, an entrepreneur and founder and host of the Digital Social Hour, a podcast with 11 million followers.
In our conversation, Sean takes us through his rise to becoming a millionaire by the age of 24. He gives us a behind-the-scenes look at how he struck gold during the NFT craze, including the jaw-dropping moment he pulled in $2.4 million in just 18 minutes on a single deal.
But it’s not all smooth sailing. Sean opens up about the highs and lows of building wealth. He shares some hard-hitting stories about how the market crash in crypto nearly wiped him out and how that experience reshaped his approach to diversification, including the different asset classes he’s now focusing on to hedge his bets.
In this episode, you’ll learn:
✅ Sean’s story of earning $2.4 million in just 18 minutes during the NFT boom and selling his agency for $2.5 million at 60% profit margins.
✅ The importance of knowing your financial freedom number – the amount of money you need to live comfortably without financial worry and how to use this crucial calculation to build the lifestyle you want.
✅ How the ultra-wealthy diversify their investments across different asset classes, like real estate, stocks, and crypto, to protect their wealth and weather market fluctuations.
Free Gift
Podcasting AMA with Sean. Visit LifestyleInvestor.com/202
Show Notes: LifestyleInvestor.com/202
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 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 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, I’m talking with Nicholas Kusmich. Nicholas is the founder of H2H Media Group, a consulting and META advertising agency which has generated over $600 million in revenue since 2007!
Nic helps entrepreneurs predictably scale their revenue and time by easily getting more clients with marketing that doesn't suck. He’s known for delivering the highest returns on investment in the industry and is responsible for over 10 billion ad impressions and over 55 million leads.
He works with A-List clients including the world’s most recognized thought leaders, New York Times best-selling authors, and the top Inc. 500 companies, creating advertising campaigns that actually convert.
In this episode, you’ll learn:
✅ How to eliminate your competition and dominate any industry by creating a “category of ONE” business.
✅ The "Contextual Congruence" process that combines direct response marketing with social behavior – and how to use it to transform your marketing efforts and dramatically boost ROI.
✅ The #1 reason most entrepreneurs fail to implement ideas – and a simple strategy Nic uses to take action and turn ideas into reality.
Free Gift
Get a free copy of Nic's book Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI. Visit LifestyleInvestor.com/201
Show Notes: LifestyleInvestor.com/201
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 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 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, I’m thrilled to be speaking with Will Duke, a successful entrepreneur turned investor and a valued member of the Lifestyle Investor Mastermind. Will shares his incredible journey from running two businesses to selling them for significant exits, all while transitioning into a successful investor. What makes his story unique is his thoughtful and patient approach to investing—focusing on building a solid foundation before diving into deals.
We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will’s journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.
In this episode, you’ll learn:
✅ The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.
✅ Tax-optimization strategies that have saved Will millions during exits and investment deals.
✅ How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.
Show Notes: LifestyleInvestor.com/200
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 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 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, I’m excited to welcome Brad Weimert back on the show. In addition to being a long-time friend, Brad is an entrepreneur, real estate investor, adventurer, and the founder of Easy Pay Direct—the go-to merchant account provider for high volume eCommerce companies looking to accept credit cards safely and securely, without interruption.
Brad also hosts the “Beyond A Million” podcast, where he interviews 7, 8, and 9-figure entrepreneurs to uncover the tactics and strategies behind their success.
In Brad’s first appearance on the podcast, we talked a lot about his entrepreneurial journey and scaling Easy Pay Direct. Today, we’re diving into real estate investing strategies and how Brad turned a recent real estate venture into a multimillion-dollar exit.
In this episode, you’ll learn:
✅ How Brad is “future-proofing” his real estate investments by leveraging new zoning laws and spotting early trends in the booming Austin market.
✅ The strategic advantage of owning your office space — and how Brad's unique approach to real estate can give you flexibility, leverage, and a significant return on investment.
✅ Find out how Brad leverages content marketing and turned the “Beyond a Million” podcast into a high-impact client acquisition tool for his business, Easy Pay Direct.
Show Notes: LifestyleInvestor.com/199
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 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 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’s episode is a little different. As many of you know, I’m a member of Front Row Dads – a group started by Jon Vroman, as a way to help men level up as husband’s and father’s. As a part of their podcast member takeover series, I was asked to interview a Dad of my choosing. I wanted to pick someone I admire and respect in both business and life, so I decided to interview my good friend, Brad Johnson. While this interview will be released on the Front Row Dads podcast, I couldn’t help but think our audience would appreciate listening to it as well.
For context, Brad is the co-founder of Triad Partners, a business that partners with the top 1% of independent financial advisors, coaching them on how to achieve unlimited growth, freedom, and joy in business and life. Or as they have coined it, “Doing Business. Doing Life.”
Brad and I first met years ago at a Front Row Dads event, and he’s been a great influence on me both personally and professionally ever since. In fact, he’s the reason this podcast exists. He’s the guy who talked me into starting The Lifestyle Investor podcast 5 years ago.
In this episode, we both get pretty personal as we dive into our non-negotiable core values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and the top lessons we’ve learned to successfully grow a business without sacrificing family, health, or happiness.
In today’s episode, you’ll learn:
✅ How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process!
✅ Work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.
✅ Brad’s #1 piece of advice to become a better spouse – and why you should do THIS as early as possible in your marriage to avoid falling into a doom loop.
Show Notes: LifestyleInvestor.com/198
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 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 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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