The Lifestyle Investor - Investing, Passive Income, Wealth

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 sinc...

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 competit...

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 si...

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...

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 bui...

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, wher...

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 J...

Today, I’m joined by Mark Podolsky, (a.k.a. The Land Geek.) Mark is the author of " Dirt Rich " and the founder of Frontier Properties – a highly successful land investing company.  Since 2001, Mark has been a full-time land investor, completing over 6,000 land deals with an impressive average ROI of over 300% on cash flips and more than 1,000% on deals sold with financing terms. Mark is pass...

Today, I’m excited to be talking with Anne Beiler. Anne is the Founder of Auntie Anne’s, the world’s largest hand-rolled soft pretzel franchise (which she sold in 2005). During today’s conversation, Anne shares her personal story and opens up about the series of tragic life events that left her broken, traumatized, and in a deep depression. Leaning on faith and family, she channeled that devastati...

Adam Jason is a Partner at Legacy Group, an investment firm in Latin America focusing on top-tier businesses and high-net-worth accredited investors seeking exceptional returns. Adam has a background in advising Fortune 500 companies and investment banks and has represented them in public and private offerings exceeding $10 billion. In our conversation, you’ll hear Adam’s remarkable journey from B...

Kip Sowden is the CEO and Chairman of RREAF Holdings who has over 37 years of experience in commercial real estate. Kip has been involved in the financing of over $8 billion in commercial real estate loans and has brokered the sale of over $10 billion in commercial real estate transactions.  He has also acquired, developed, and renovated over 5 billion in commercial real estate including reta...

Today, I’m excited to sit down with Ferd Niemann, an attorney by trade who’s turned what was a side gig investing in mobile home parks (MHPs) into a thriving business.  Ferd was making as much as 50% returns buying and flipping single-family homes, but he soon realized that there was an even bigger opportunity in alternative assets like MHPs. With 24 parks under his belt, Ferd has now become...

In today’s episode, I’m talking with Stephanie Postles, the CEO & founder of Mission, an award-winning podcast network designed to create, publish, and market meaningful experiences that influence the hardest-to-reach executives in the world.  Before launching Mission, Stephanie worked at Fannie Mae and later at Google, where she managed a $1 billion PnL for the Geo business unit and led...

Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment and financial services firm dedicated to building thriving communities. Since founding DLP Capital in 2006, Don has led the company through significant growth.  The firm earned a spot on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 consecutive years and generated 50% revenue growt...

Today's guest is Ivan Brescic, a standout in Australian real estate. With nearly two decades of experience, Ivan has coached and mentored many of Sydney's top real estate agents, helping them advance their careers significantly. Over his career, Ivan has logged over 60,000 hours in real estate, selling more than 2,000 properties and listing over 2,500. In our conversation, Ivan shares his journey...

Today’s guest, Nick Bradley, is a world-renowned author, speaker, and business growth expert. Over the last 15+ years, Nick has completed over 100 acquisitions, 26 exits, and has created $5 billion in value for Private Equity Firms. Today, he helps entrepreneurs and owners build super successful businesses that scale and sell beyond 8 and 9-figures.  In our conversation, Nick shares insights...

Ivan Barratt is a 20-year veteran of the real estate industry who currently serves as founder and CEO of The BAM Companies. Since 2015, he’s raised nearly $400M in equity, acquired over 6,300 units, and amassed a staggering $1 billion in assets under management. Under his leadership, The BAM Companies became a three-time Inc 5000 Best in Series private equity and management firm.  In today’s...

In today’s rapidly changing world, it’s important to have a plan B for yourself and your family – one that offers a safer place to live in times of crisis, while also providing you with greater access to global business and lifestyle opportunities. That’s why I’m excited to be speaking with Dominic Volek, Group Head of Private Clients at Henley & Partners – the global leader in residence and c...

Today, I’m talking with my friend, and one of the original members of The Lifestyle Investor Mastermind group, Asim Hafeez.  Asim is also the owner and president of Empower Energy Solutions – a solar panel business that’s brought in over $200 million in revenue to date.  While that’s definitely impressive, his success didn’t come without having to overcome some major setbacks as an entre...

Today, I’m talking to Jim Dew, who is the CEO and Founder of Dew Wealth Management – a firm that builds virtual family offices, specifically for entrepreneurs. You may be wondering, what exactly is a virtual family office? Well, entrepreneurs and investors typically have a number of professionals in their corner to help manage their wealth – attorneys, accountants, insurance agents, bankers, and m...

Today, I'm speaking with Nick Najjar, an investor, entrepreneur, and the CEO of ACS Communities and Elephant Capital Partners. His company manages five mobile home parks with over 270 lots across Missouri and Illinois. They specialize in securing excellent deals for clients while streamlining the process, saving them significant time and effort. In today’s conversation, Nick shares the tax-free st...

In today’s episode, we’re flipping the script! If you tuned in to last week’s episode , you would have heard me interviewing my friend, Cal Callahan, where we talked all about the major shift he’s made to his investing strategy, focusing less on building his net-worth, and more on cash-flow and passive income strategies that will allow him to achieve lifestyle freedom.  This week, Cal’s inter...

Today’s guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning.  In today’s episode, Cal and I explore the ups...

Today, I’m talking with Charles Gaudet, founder of Predictable Profits and recognized as the go-to business coach for 7 and 8-figure entrepreneurs. Charles’ strategies for creating company growth and building scalability are regularly featured in publications such as Inc., Forbes, Success, Entrepreneur, and International Business Times. His distinctive concepts and processes are often credited for...

Today, I'm thrilled to be talking with Ann Hiatt – a seasoned Silicon Valley veteran boasting 15 years of invaluable experience serving as the right hand to some of the tech world's most prominent figures – including Google’s Eric Schmidt, Yahoo!’s Marissa Mayer, and Amazon’s Jeff Bezos.  Ann now consults with executives and companies around the world, helping them to grow, scale, and innovat...