The Lifestyle Investor - Investing, Passive Income, Wealth

Private credit has been around for centuries, but in recent years, it has surged in popularity—especially among the world’s wealthiest investors. Family offices and institutional investors are shifting away from traditional fixed income and embracing private credit for higher returns, stronger downside protection, and better diversification. Today, I’m sitting down with Peter Sack, co-founder and...

Too many business owners wake up the day after selling their company with one regret: 'I could have gotten more.' The difference between an average exit and a life-changing one comes down to strategy—and today, we’re diving deep on how to get it right. I’m sitting down with Chad Morissette, an M&A expert who has advised on hundreds of business sales and helped founders maximize their exits. Un...

If you don’t have an assistant, you ARE the assistant. That’s the reality for most entrepreneurs—stuck handling emails, booking travel, and drowning in admin work instead of focusing on what actually grows the business. In this episode, I’m sitting down with Tricia Sciortino, CEO of BELAY—a staffing agency that specializes in hiring top-tier virtual executive assistants, bookkeepers, and other rem...

If you want to build long-term wealth and protect your money from market volatility, today’s guest has the tools to show you how to do it by using hard assets and smart investing strategies. Ben Reinberg, is one of the leading experts in commercial real estate and the founder of Alliance Consolidated Group , a firm he built from scratch to become a $500M empire that has managed billions in transac...

Are you stuck in the Wall Street mindset and looking for better ways to grow and protect your wealth? In this episode, I’m sitting down with M.C. Laubscher, founder of Cashflow Ninja and author of Get Wealthy for Sure: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. M.C. is an expert in alternative investments, teaching entrepreneurs how to think outside the tradition...

Building wealth isn’t just about what you do—it’s about how you think. And the ultra-wealthy know that financial success starts in the mind. That’s exactly what today’s guest, Bronson Hill, discovered after interviewing over 2,500 millionaires. Through those conversations, he uncovered the habits, mindsets, and investment strategies that separate everyday earners from those who achieve true financ...

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 turned—I’m the guest on Mike Koenigs’ podcast, Capability Amplifier , and we’re talking all about the biggest investment trends of 2025. We dive deep into...

Imagine having a team of expert researchers, marketers, and strategists at your fingertips—working 24/7 to grow your business. That’s the power of AI. And the entrepreneurs who master it will outlearn, outperform, and out-earn everyone else.  In this episode, I’m talking with Mike Koenigs—a serial entrepreneur, 19-time bestselling author, pioneer in digital marketing, and AI expert—who is bre...

Most entrepreneurs believe growth requires sacrificing everything else. Jonathan Goodman proves you can scale a business without giving up your freedom. He’s built multiple companies, written 12 books (including The Obvious Choice ), and scaled coaching businesses to 7-figures—all while spending half the year living abroad with his family. How? By mastering the art of incentives, knowing when to n...

Ever feel like the tax system is stacked against you? In this episode, I’m talking with cost segregation expert Wes Mabry to uncover one of the most underutilized and powerful tax strategies available to real estate investors – a proven method to accelerate depreciation, defer taxes, and increase cash flow. Wes is the Founder of 1245 Consulting and one of the country’s leading authorities on cost...

What if you could reclaim hours of your day just by getting digitally organized? In this episode, I’m 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 tool...

Think your ideas aren’t worth protecting? Think again. In this episode, I’m sitting down with Kary Oberbrunner—entrepreneur, bestselling author, and CEO of Instant IP™—to uncover why your Intellectual Property (IP) is your most valuable asset. Kary’s helped thousands of entrepreneurs safeguard their ideas and turn them into multiple streams of income using tools like blockchain and smart contracts...

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 wealthie...

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...

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 t...

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...

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 ne...

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 j...

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 i...

“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 to...

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...

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...

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 per...

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 thr...

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 shif...