The Lifestyle Investor - Investing, Passive Income, Wealth

Today’s guest, Brock Fortner, is an investor, cash-flow specialist, and the founder of StoneCentury Financial who’s carved a niche for himself by specializing in wealth protection and helping clients understand how they can achieve their financial ambitions.  What’s incredible about Brock is that he’s the youngest-ever member of The Lifestyle Investor Mastermind. In our conversation, I wanted...

Today, I’m talking with the one and only, Jay Abraham – who is known as The “ $21.7 Billion Dollar Man ” and the highest paid marketing consultant in the world!  As Founder and CEO of The Abraham Group, Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of over 10,000 clients in more than 1,000 indust...

Today, I’m talking with Jedidiah Collins. Jed is a former NFL player turned Certified Financial Planner.  The moment he got his first NFL paycheck was the moment he had already spent it! This interaction with money and his perspective of how he saw money woke him up to the reality that he was financially illiterate. Never in school nor in his family had someone explained to him how money work...

Today, I’m speaking with Bobby Castro. Bobby started his entrepreneurial journey with a modest ninth-grade education and a small but significant $1,700 gift from his mother-in-law. This initial capital became the seed for founding Bankers Healthcare Group (BHG) in 2001, a venture that would grow his net worth to over $500 million. Under his guidance, BHG flourished to achieve a billion-dollar exit...

Alex Day is a real estate tech entrepreneur and Founder & CEO of Modus, a venture capital-backed, tech-enabled title insurance and escrow business, which he successfully sold to Compass in October 2020. In today's conversation, Alex shares his vast experience scaling startups. Between 2014 to 2018 he played a pivotal role at Peach – an SMS-based lunch delivery service that predated the mainstr...

Today, I’m talking with Noah Kagan. Noah’s an entrepreneur, author, and the founder and CEO of AppSumo. His journey in the tech industry began with roles at Intel, Facebook (where he was the 30th employee), and Mint.com, but it was his entrepreneurial ventures that truly defined his career. Despite some initial setbacks and ventures that didn't pan out, Noah's persistence led to the creation of Ap...

Levi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas.  Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he’s going to share the secrets to his success!  You’ll learn why he prefers Class B industrial real estate investing to other real es...

Today’s guests, Jay and Steph Rose, are the powerhouse couple behind Phase SiX , a fitness media brand that’s focused on athletic performance, education, entertainment, and content creation.  Fueled by a vision and what little savings they had, two immigrants embarked on a six-month journey across the US, to absorb as much knowledge as they possibly could from leading experts in the world of...

Dave Durand is the co-founder and Executive Chairman of Best Version Media, a top 20 fastest-growing media company in North America. A best-selling author and professional speaker, Dave has mentored over 150,000 individuals, including entrepreneurs, sales teams, Fortune 500 executives, and CEOs, to grow successful, thriving businesses. Over the years, Dave’s built and sold companies valued in the...

Daven Michaels is a serial entrepreneur, bestselling author, and founder of 123Employee, known for pioneering remote business solutions and his influential role in the music and digital finance industries. Today, we dive deep into Daven’s incredible journey, starting from his early days working with rock music icons at only 15. His story only escalates from there. He has not only launched and exit...

Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Williamson. In our conversation, Ryan shares his incredible journey from being a NAVY vet and board-certified neurologist to a prolific entrepreneur and investor who’s disrupting the healthcare staffing field. Ryan details his tax and investment strategies that have not only weathered economic downturns but...

Today, I’m talking with Chris Board. Chris is an NFL linebacker who plays for the New England Patriots. But his talents aren’t limited to football. Off the field, Chris channels the same intensity and commitment to his financial planning. As a proud member of The Lifestyle Investor Mastermind, he stands out from the traditional professional athlete mold. During our conversation, he opens up about...

Jeff Socha is a financial consultant and Founder of Socha Capital who has helped many entrepreneurs and executives, especially those who earn $1 million annually, navigate the complexities of wealth management and grow and protect their wealth using unique tax strategies. During our conversation, Jeff shares his perspectives on how vital it is for high-earners to protect their wealth from excessiv...

Jhana Li is the founder of Spyglass Ops , a digital startup COO and operations consultant with an impressive track record, including being the COO of two 7-figure startups and serving as an operations consultant to over thirty 7 & 8-figure online businesses. Today, we take a hard look at the greatest bottlenecks founders face in their businesses that prevent them from scaling effectively. Jhan...

Today, I have the pleasure of speaking with Mark W. Yusko, the visionary Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, renowned for his forward-thinking investment strategies and sharp eye for identifying emerging trends. Mark is confident about the big shift toward a blockchain-centric future. You'll hear his thoughts on the future of cryptocurrency and how it's r...

Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Thacker. In this episode, we're taking a deep dive into Ryan's journey, particularly his impressive rebound after a huge setback during the pandemic. Since joining the Lifestyle Investor Mastermind, Ryan's strategies have really taken off, and we're going to unpack all of that – including structuring deals t...

Today, I’m talking with Kamal Ravikant – a serial tech entrepreneur and Managing Partner at Evolve VC, an early stage Silicon Valley Venture Capital fund. He’s also the author of the bestselling books, “ Love Yourself Like Your Life Depends On It ” , “ Rebirth ”, and “ Live Your Truth ”. Kamal has been building companies in Silicon Valley since the late 90's. And his experience and relationships o...

Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Pasha Esfandiary. Pasha has been a part of our mastermind group for a few years now and has brought a ton of wisdom, experience, and opportunities to our community of investors. In this episode, I wanted to chat with him about his investing journey. You’ll hear how he transitioned from playing professional poker...

Today’s guest is my dear friend Brooke Nichol. Brooke is the heart and brains behind Saving Face in Austin, Texas – a full service aesthetics practice specializing in anti-aging injectables and lasers. Brooke went from being an overworked ICU and OR nurse to building Austin's premier spot for feeling and looking fantastic. Trained by world-famous plastic surgeons, Brooke set the bar high in the in...

Today, I’m talking with Joe Stolte. Joe is a former Inc 500 entrepreneur and 5-time technology founder with three successful exits, including Lottery.com, which went public for $526M, and GrowFlow, which sold for $62.5M.  Joe is now the CEO of Daily.ai, an AI company that helps brands and thought leaders publish AI automated email newsletters in less than 5 minutes per week, all without writi...

Today’s guest, Jim Sheils, is known as the “Crazy Glue” for entrepreneurial families. His celebrated “Family Board Meeting” strategy has empowered thousands of business leaders globally to foster stronger bonds with their families. But beyond that, Jim is also known for his real estate brilliance. Leveraging the “Build-to-Rent” strategy, he grew his real estate portfolio across 14 markets in Flori...

Today on the podcast, I'm talking with one of my closest friends, Ryan Casey. Once a leading figure at Cutco with an impressive 22-year tenure and $40 million in sales, Ryan has since transitioned to the COO of The Lifestyle Investor business. On top of that, he has also carved out a niche as a multi-gym franchise owner with Orangetheory Fitness. His studios consistently rank in the top 10% for pe...

Today, I’m talking with Ron Lynch all about blockchain technology!  We explore the concept of “identity within the blockchain”, and how Ron is making sure we can manage our assets on decentralized platforms without compromising privacy and security.    We also discuss the challenges and opportunities of moving away from centralized, government-run blockchains, and the barriers...

Today, I’m talking with Brian Beers. Brian is an entrepreneur and investor who took over his Dad’s small auto repair business and grew it from just a handful of shops, to a 33 location enterprise that serves the Philadelphia and New Jersey regions. The company – which operates Midas franchises – employs 200+ people, and does $40M in revenue. Brain’s now on a mission to help others build a fortune...

Today, we're joined by William Green, bestselling author of " Richer, Wiser, Happier ." Over two decades, he has built relationships with the world’s top investors such as Charlie Munger, Peter Lynch, Bill Ackman, Ray Dalio, and many others.  Drawing from the hundreds of hours he spent rubbing shoulders with the world’s greatest minds, William sheds light on how we can emulate their strategie...