The Lifestyle Investor - Investing, Passive Income, Wealth

The strongest and most successful businesses are built on strong and meaningful relationships. And when life delivers unexpected loss, the strength of those relationships becomes an asset that is more valuable than you could ever imagine.  Rod Neuenschwander is the longtime business partner of the late John Ruhlin and the operational force behind Giftology . After losing his best friend and c...

Businesses are implementing AI faster than most entrepreneurs realize. But the best opportunities aren’t always in cutting-edge startups. In many cases, the best returns are in legacy businesses that haven’t kept pace with the innovation curve. Understanding that gap—and how to close it—has defined the career of today’s guest. Bill Tyndall is the founder of Tynrose, a holding company focused on mo...

Most entrepreneurs believe once they achieve financial success or have the big exit, freedom, fulfillment, and happiness will follow. It’s a trap. And today’s guest learned that the hard way. On today's pod, I'm talking with Pablo Della, an 8-figure founder who went from growing up poor in Argentina to scaling his business into a major consumer brand. From the outside, it looked like he had won. B...

Believe it or not, income taxes can become the biggest expense for entrepreneurs. Yet most people approach tax planning reactively, missing powerful opportunities hiding in plain sight. Today’s guest helps investors get ahead of the game by treating tax strategy not as compliance, but as one of the most important wealth-building tools available. Karlton Dennis is one of the leading tax strategists...

For many professionals, the traditional path of investing in 401(k)s and IRAs and waiting until their retirement date, while trading time for money, eventually raises a difficult question: Is there a better way? Today’s guests discovered that by leveraging real estate and strategic relationships, they could build passive income while enjoying the perks of their 9-5 jobs and now teach others to do...

For many entrepreneurs and investors, financial success often feels harder than it should. Despite tireless work and long hours spent chasing income, they still end up owing a business that runs them rather than the other way around. Today’s guest has spent decades helping people break that cycle by shifting how they think about money, assets, and financial freedom itself. Sharon Lechter is a glob...

Building lasting wealth isn’t just about making money—it’s about designing a system that creates freedom, flexibility, and long-term security. And today’s guest is a real estate entrepreneur who has mastered the art of turning land deals into a powerful cash-generating engine that fuels both lifestyle and legacy. Jack Bosch is a seasoned real estate investor who has flipped over 4,000 land deals a...

Building wealth and time freedom isn’t just about working harder or finding the next opportunity; it’s about surrounding yourself with the right people and designing systems that create leverage over time. And today’s guest has mastered both sides of that equation. Thanh Pham is the founder of Asian Efficiency and host of The Productivity Show, where he has spent more than a decade helping entrepr...

Every entrepreneur wants a business that generates consistent, predictable cash flow. But most end up pouring time and money into typical marketing strategies, only to be left with frustration and inconsistent results instead of passive income and revenue. But today’s guest has unlocked a cheat code that has generated millions in revenue without using paid ads and typical marketing strategies. Ped...

For any entrepreneur, the most valuable currency to buy back is time. Yet many remain trapped, losing time with family and struggling to break free from the business. But today's guest has become the embodiment of building freedom through creativity, community, and leveraging advisory opportunities. Pat Flynn is the creator of Smart Passive Income, bestselling author of Will It Fly? and Superfans...

Scaling a business is slow and unpredictable. Many entrepreneurs don’t make it to year five, and even fewer figure out how to scale. But what if the key to unlocking exponential growth was to multiply your efforts through strategic acquisitions? Tom Shipley is the co-founder of Atlantic Coast Brands, founder of Queen City Media, and co-founder of DealCon, one of the fastest-growing M&A ecosyst...

Experts say that word of mouth is one of the most powerful marketing channels—but in today’s world, publishing a book uniquely establishes credibility and authority by showcasing your expertise. A book can work for you 24/7, build trust before you ever meet someone, and open doors that would otherwise remain closed. Yet most entrepreneurs delay writing one because they think they don’t have the ti...

Many aspiring investors believe that only significant capital and experience build wealth in real estate. Today’s guests show that with work ethic, resourcefulness, mentorship, and determination, anyone can create extraordinary results. I’m thrilled to be joined by Dedric and Krystal Polite, a husband and wife team and co-founders of Be Polite Properties. Dedric and Krystal are real estate investo...

Experts tell us that every 60 seconds, over one million plastic bottles are sold worldwide. Sadly, most of them will end up in landfills or the ocean, polluting the very thing that all living beings need to sustain life.  It’s no secret that the continued use of single-use plastic bottles is unsustainable for our planet and health. Few have made it their mission to solve this issue. But that’...

One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients. Imagine financial advice and strategies that truly align your wealth with value-aligned guidance. Most investors expect traditional wealt...

Far too many entrepreneurs equate growth with complexity and remain hyper-focused on offering more products on more platforms, spending countless hours for minimal profit.  This mindset often results in burnout, wasted spending, and a business that owns them instead of a business that runs without you. But it doesn’t have to be that way. And today’s guest is here to show you how. Allan Dib ha...

Far too many investors seek out advice and chase ROI without realizing how much bias and hidden costs are influencing their decisions. Pay-to-play is very common in the mastermind space, but there is one community that has a different set of rules. I’ve been a member of many mastermind groups over the years, and that’s why I want to highlight what sets the Lifestyle Investor communities apart from...

What if you could spend just one day sharing your product or service with an irresistible offer—and turn that one event into a multimillion-dollar business by harnessing the power of a single presentation? Most entrepreneurs spend years trying to grow their business through endless marketing tactics, but few realize they could be just one presentation away from the breakthrough they’ve been chasin...

Many high achievers chase success at the expense of their health—believing burnout is just part of the price you pay for greatness.  But what if the opposite were true? Today, I’m sitting down with Lauren Pronger —entrepreneur, author, certified holistic health expert, and founder of SuperWell Living and Well Inspired Travels —to reveal how peak performers can achieve wealth and wellness with...

When your values aren’t clear, it’s easy to chase the wrong deals, hire the wrong people, and build a life and business that drains you. Today, I sit down with Robert Glazer—entrepreneur, bestselling author, and founder of Acceleration Partners—to explore how defining your personal core values can transform the way you lead, invest, and live. Robert built a $35M global company serving brands like...

For most entrepreneurs, consuming alcohol is a normalized social ritual. From networking, entertaining clients, and celebrating successes to relaxing with our friends and family. But as you’ll hear from today’s guest, alcohol is really just “attractively packaged poison” for our bodies. Even one or two drinks a night can slowly erode productivity, focus, and decision-making, costing millions of do...

Too many professionals pursue prestige and big paydays, only to feel trapped in exhausting, unfulfilling careers. Nowhere is that more obvious than in Big Law, where young attorneys trade passion for paychecks—often at the cost of burnout, depression, and a life they never wanted. Bill Reid broke that mold. As a nationally recognized trial lawyer and co-founder of Reid Collins, he’s spent decades...

College tuition is one of the biggest financial burdens families face. Sticker prices are outrageous, financial aid feels confusing, and many parents resign themselves to paying full price—or worse, watching their kids drown in student debt. What if you could legally and strategically cut tens of thousands of dollars off your child’s tuition bill every single year? That’s exactly what Seth Greene...

Entrepreneurs are often caught in a nonstop race—chasing revenue, scaling businesses, and pushing harder every year. The result? Burnout, strained relationships, and the feeling that freedom is always out of reach. Pete Vargas knows that cycle firsthand. He’s built multiple 7- and 8-figure companies, filled arenas with his “stages” model, and partnered with names like Grant Cardone and Tony Robbin...

Today, I’m joined by Chris Van Dusen—serial entrepreneur turned Senior Equity Partner at SoCo Capital. Chris built and sold multiple companies, including one of the world’s largest CBD brands, before stepping into the world of private equity and alternative investments. We break down the critical differences between building businesses and investing in them, why luck and timing matter more than pe...