The Lifestyle Investor - Investing, Passive Income, Wealth

Today, I’m speaking with Rachel Richards. Rachel and I have taken similar paths in life; she did very well selling Cutco, then took the leap to write a bestselling book and build a business buying real estate rentals. By the age of 27, she had quit her full-time job and successfully created over $15,000 a month in passive income. At Money Honey Rachel , she provides resources to help female millen...

Today, I’m talking to Charlie Epstein. Charlie is the Desirement Coach and the author of Paychecks for Life and Save America, Save! He’s coached over 10,000 financial advisors around the country and helped thousands of working Americans create paychecks for life, ensuring they can do all the things they desire to do. He’s on a mission to make the word retirement disappear. He aspires to change the...

Today, I’m talking to James Hickman. James is an international entrepreneur, investor, and prolific traveler who has visited over 120 countries on all seven continents. He has started or acquired businesses all over the world, including his own private bank, a prominent retail brand in Australia, and an organic, self-sufficient farm in Chile, just to name a few!  He holds multiple foreign pas...

Today, I’m talking to Don Wenner, who is a master of scaling high growth, high profit entrepreneurial companies. Don is the Founder & CEO of DLP Real Estate Capital, a leader in the residential real estate sectors of investment management, lending, asset management, property management, construction, home building, and brokerage. Using the Elite Execution System, Don led the DLP Real Estate Ca...

Today, I’m speaking with Susan Drumm. Susan is a CEO Advisor and Leadership Coach with over 20 years of experience helping C-suite teams and senior executives develop their leadership skills so they can take their business to the next level.  Her consulting firm, Meritage Leadership has worked with organizations such as KPMG, Oracle, Viacom, Microsoft, L’Oreal, A&E Networks, Cisco, Merril...

Today, I’m speaking with Aaron Amuchastegui. Over the last 10 years, Aaron has built multiple companies and websites, bought and sold over 700 houses across the United States, and helped take all sorts of ventures from broke to blessed. I love Aaron because in addition to having a ton of successes, he’s had his fair share of failures, and he’s always been humble enough to talk openly about them. I...

Today, I’m speaking with my friend Mike Dillard. Mike is an entrepreneur, online marketer, business coach, investor, author, and host of The Mike Dillard Show , which has been downloaded over 7 million times, and has been listed as one of the top 10 “must-listen” personal development podcasts in the world. Combined, his businesses have produced more than $50 Million in revenue without any outside...

In this episode, I’m speaking with Arman Assadi. Arman helps leaders and creatives find their flow. He is the host of the FLOW podcast, co-founder and CEO of Project EVO, founder and CEO of Assadi Ventures, and co-founder of Steno, a stealth startup. Arman is also the co-creator of the EVO Planner™ (the most funded planner of all time), and has also been the chief strategist and copywriter behind...

In this episode, I’m catching up with my good friend Dinesh Gauba. Dinesh and I have done countless deals together where we’ve had the opportunity to leverage and share our networks, our resources, and our knowledge of different spaces.  What makes Dinesh a uniquely great investor is his incredible sense of deal flow. Though he got started in real estate, he also has extensive experience as a...

In this episode, I’m speaking with Codie Sanchez. Codie is Managing Director and Partner at Entourage Effect Capital, a private equity firm focused on the legal cannabis industry. Since 2014, EEC has deployed $100+ million into over 65 companies. Before that, she built out Vanguard’s ETF business and led global teams at Goldman Sachs, SSGA, and First Trust.  Codie is also the author of the Co...

In this episode, I’m speaking with Darius Mirshahzadeh. Darius is a high growth CEO, serial entrepreneur, and culture building mad scientist who was ranked #9 on Glassdoor's list of Top CEOs of Small and Medium Companies in the US. He's led organizations that have won numerous Stevie awards, been named "#3 Best Place to Work" by San Francisco Business Times , and have landed at #40 on the Inc. 500...

Today’s guest is John Lee Dumas. John is the founder and host of Entrepreneurs on Fire, one of the earliest and most groundbreaking podcasts on the subject of entrepreneurship.  John has interviewed over 2,700 entrepreneurs, including Tony Robbins, Seth Godin, Gary Vaynerchuk, Barbara Corcoran, and Tim Ferriss - many of whom he now considers dear friends. He has achieved over 100 million list...

Today’s guest is my good friend Hal Elrod, whose mission is to elevate the consciousness of humanity, one person, and one morning at a time.  Hal is a father, husband, entrepreneur, investor, public speaker, podcaster, producer, personal development coach, and international bestselling author of The Miracle Morning book series — which has been translated into 37 languages and has sold over 2....

As investors, it’s our goal to find opportunities to turn a passive investment into a major return. But when things go wrong, what can we do to ensure that we aren’t positioned to take a major loss?  In 2009, Hans Box took a leap of faith, quit his job at PriceWaterhouseCooper, and bought a handful of rental properties. Under a client’s mentorship, he invested a substantial amount of his net...

Many lifestyle investors don’t just want to live life on their terms - they want to use their skills and knowledge to help others do the same. It’s why so many of us use our time to focus on building incredible networks, launch masterminds, and work to become better spouses, parents, and friends. It’s also what naturally leads some lifestyle investors into the world of franchising.  Today’s g...

Today, I’m speaking with Shawn Sparks, who is a financial coach to the top 1% of Independent Financial Advisors. Over the course of the last decade, he’s helped financial services leaders market, sell, and run better businesses, and he shared the lessons and wisdom from these experiences in his book, The Advisor Breakthrough . More recently, Shawn decided to leave his high paying job to work for h...

Today, I’m speaking with David Osborn. At the age of 26, David returned home from travelling the world, broke and unemployed. Within 10 years, he built one of the top real estate brokerages in the world with more than 4,500 agents and annual sales volume exceeding $10 billion per year. In addition to being a world traveler and real-estate investor, David is a serial entrepreneur (who’s founded 50+...

Today, I’m speaking with Mike Koenigs. Mike is the CEO and founder of the Superpower Accelerator, a serial entrepreneur, VC, angel investor, podcaster, and 13-time bestselling author. He helps experts create competition-proof, “category of one” brands to help them achieve freedom, simplicity, and elegance in their lives. Mike’s also the guy who helped me dream up and create the concept for The Lif...

Josh Cantwell is the founder of Freeland Ventures, where he manages $40 million in capital and $240 million in assets. He uses this to offer investors passive real estate opportunities to diversify their portfolios, including 401(k)s, retirement roll over funds, and self-directed IRAs. Josh is deeply knowledgeable about his field. He has extensive experience as both someone who empowers lifestyle...

In today’s episode, I’m speaking with my friend Casey Weade. Casey is the CEO and Chief Visionary Officer of Howard Bailey Financial, as well as a firm believer in developing retirement plans that are driven by meaning and purpose. He’s also the host of the Retire With Purpose podcast, radio, and TV shows, where he helps people maximize their financial confidence and overall financial well-being....

In today’s episode, I’m speaking with my friend Brad Johnson. Brad is the host of The Elite Advisor Blueprint® podcast and coach to elite level independent financial advisors. As the former VP of Advisor Development at Advisors Excel, Brad coached a group of independent advisors managing over $1billion of assets annually. Brad has recently chosen to leave a 10+ year career to build a company of hi...

Lifestyle investors have the power to live the lifestyle they want, stay in their zone of genius all the time, and still provide for themselves and their families. Anyone can become a lifestyle investor, but it requires focus, action, and education. If anyone embodies what it means to be a lifestyle investor, it’s Justin Donald. Entrepreneur has called Justin the next Warren Buffett. Justin made a...