The Lifestyle Investor - Investing, Passive Income, Wealth

Latest Episodes:

202: Lessons in Building Wealth with Sean Kelly Sep 05, 2024

Show notes

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 single deal.

But it’s not all smooth sailing. Sean opens up about the highs and lows of building wealth. He shares some hard-hitting stories about how the market crash in crypto nearly wiped him out and how that experience reshaped his approach to diversification, including the different asset classes he’s now focusing on to hedge his bets.

In this episode, you’ll learn:

✅ Sean’s story of earning $2.4 million in just 18 minutes during the NFT boom and selling his agency for $2.5 million at 60% profit margins.

✅ The importance of knowing your financial freedom number – the amount of money you need to live comfortably without financial worry and how to use this crucial calculation to build the lifestyle you want.

✅ How the ultra-wealthy diversify their investments across different asset classes, like real estate, stocks, and crypto, to protect their wealth and weather market fluctuations.

Free Gift

Podcasting AMA with Sean. Visit LifestyleInvestor.com/202

Show Notes:LifestyleInvestor.com/202

Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax

Strategy Session

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

201: Becoming a Category of ONE & Generating Over $600 Million in Revenue with Nicholas Kusmich Aug 29, 2024

Show notes

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 and is responsible for over 10 billion ad impressions and over 55 million leads.

He works with A-List clients including the world’s most recognized thought leaders, New York Times best-selling authors, and the top Inc. 500 companies, creating advertising campaigns that actually convert.

In this episode, you’ll learn:

✅ How to eliminate your competition and dominate any industry by creating a “category of ONE” business.

✅ The "Contextual Congruence" process that combines direct response marketing with social behavior – and how to use it to transform your marketing efforts and dramatically boost ROI.

✅ The #1 reason most entrepreneurs fail to implement ideas – and a simple strategy Nic uses to take action and turn ideas into reality.

Free Gift

Get a free copy of Nic's book Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI. Visit LifestyleInvestor.com/201

Show Notes:LifestyleInvestor.com/201

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

200: Member Spotlight – The Fundamentals of Wealth: How to Build and Protect Your Financial Legacy with Will Duke Aug 22, 2024

Show notes

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 building a solid foundation before diving into deals.

We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will’s journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.

In this episode, you’ll learn:

✅ The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.

✅ Tax-optimization strategies that have saved Will millions during exits and investment deals.

✅ How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.

Show Notes:LifestyleInvestor.com/200

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

199: Real Estate Exit Strategies & Wealth Secrets with Brad Weimert Aug 15, 2024

Show notes

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, where he interviews 7, 8, and 9-figure entrepreneurs to uncover the tactics and strategies behind their success.

In Brad’s first appearance on the podcast, we talked a lot about his entrepreneurial journey and scaling Easy Pay Direct. Today, we’re diving into real estate investing strategies and how Brad turned a recent real estate venture into a multimillion-dollar exit.

In this episode, you’ll learn:

✅ How Brad is “future-proofing” his real estate investments by leveraging new zoning laws and spotting early trends in the booming Austin market.

✅ The strategic advantage of owning your office space — and how Brad's unique approach to real estate can give you flexibility, leverage, and a significant return on investment.

✅ Find out how Brad leverages content marketing and turned the “Beyond a Million” podcast into a high-impact client acquisition tool for his business, Easy Pay Direct.

Show Notes:LifestyleInvestor.com/199

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

198: Core Values, Work-Life Integration & Putting Family First with Brad Johnson [Front Row Dads Member Takeover] Aug 08, 2024

Show notes

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 Johnson. While this interview will be released on the Front Row Dads podcast, I couldn’t help but think our audience would appreciate listening to it as well.

For context, Brad is the co-founder of Triad Partners, a business that partners with the top 1% of independent financial advisors, coaching them on how to achieve unlimited growth, freedom, and joy in business and life. Or as they have coined it, “Doing Business. Doing Life.”

Brad and I first met years ago at a Front Row Dads event, and he’s been a great influence on me both personally and professionally ever since. In fact, he’s the reason this podcast exists. He’s the guy who talked me into starting The Lifestyle Investor podcast 5 years ago.

In this episode, we both get pretty personal as we dive into our non-negotiable core values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and the top lessons we’ve learned to successfully grow a business without sacrificing family, health, or happiness.

In today’s episode, you’ll learn:

✅ How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process!

✅ Work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.

✅ Brad’s #1 piece of advice to become a better spouse – and why you should do THIS as early as possible in your marriage to avoid falling into a doom loop.

Show Notes:LifestyleInvestor.com/198

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

197: Flipping Raw Land for Passive Income with Mark Podolsky Aug 01, 2024

Show notes

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 passionate about helping others achieve financial freedom through land investing. He provides valuable insights and actionable strategies through his educational platform, "The Land Geek," where he teaches people how to buy and sell land effectively. His mission is to show that it’s possible to build significant wealth while maintaining a balanced, fulfilling life.

In this episode, you’ll learn:

✅ The story behind how Mark turned $3,000 (and zero real estate experience) into $90,000 by buying up raw land for pennies on the dollar and selling it online. This allowed him to quit his job and go all-in on land investing.

✅ Mark’s step-by-step strategy for buying land at 25% of its value and selling it for massive profits, even with little upfront capital.

✅ The financing model that allows mark to make passive income – without the headaches. No renters, no rehabs, no renovations, no rodents!

Free Gift

Get a copy of Mark's book, Dirt Rich. Visit LifestyleInvestor.com/197

Show Notes: LifestyleInvestor.com/197

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

196: Franchise Secrets: Scaling Auntie Anne's from 1 to 900 Locations Jul 25, 2024

Show notes

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 devastating pain into a bigger purpose that led to the birth of Auntie Anne’s, which she grew from a single stand into a beloved international franchise with 900+ locations.

You’ll also hear how Anne dealt with identity-crisis after selling Auntie Anne’s in 2005. A testament to her creativity and resilience, she shifted her focus to inspiring others. She now helps people face their demons and become a force for good in their businesses and communities through her speaking, books, and personal development courses.

In today’s episode, you’ll learn:

✅ Anne’s journey of growing Auntie Anne’s from a single soft-pretzel market stand into an international franchise with stores in all 50 US states.

✅ The mindset that helped Anne to overcome devastating pain and trauma, and turn them into foundations for honesty, love, kindness, and a life of service.

✅ Auntie Anne’s formula of three P’s (Purpose, Product, People) for success that any brand or franchise can use to grow their business.

Free Gift

Get a digital copy of Anne's book, Overcome and Lead. Visit LifestyleInvestor.com/196

Show Notes: LifestyleInvestor.com/196

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

195: Disrupting the Colombian Coffee Market with Adam Jason Jul 18, 2024

Show notes

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 Big Law to scaling Green Coffee Company to become the #1 coffee producer in Colombia’s fiercely competitive market. What’s truly remarkable is they have embraced eco-friendly practices and prioritized worker welfare in an industry where this is far from typical. This not only fueled their growth but also helped them create an appealing story that resonates with coffee lovers worldwide.

Adam shares the strategies behind developing and scaling the Green Coffee Company brand, which has successfully competed against giants like Starbucks and Nestle. Plus, you’ll learn how he leverages coffee and agriculture to diversify income through coffee byproducts.

In today’s episode, you’ll learn:

✅ How Green Coffee Company became the largest coffee producer in Colombia with 400 full-time and 2500 part-time workers, and the strategies that allowed them to be profitable for three years straight and attract $80 million in investments.

✅ Why the wealthiest are putting part of their portfolios into agriculture, a sector that offers opportunities for diversification and, in some cases, outperforms real estate.

✅ How Adam and GCC are shaking up the coffee industry in Colombia by setting new standards for worker rights, challenging giants like Starbucks with eco-friendly practices, and creating a compelling brand story that resonates with coffee lovers everywhere.

Free Gift

Get Access to Discount Codes for GCC's First Juan Valdez Coffee. Visit LifestyleInvestor.com/195

Show Notes: LifestyleInvestor.com/195

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

194: Over $5 Billion in Commercial Real Estate with Kip Sowden Jul 11, 2024

Show notes

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 retail, office, multi-family, and hospitality throughout the Southwestern and the Southeastern United States. During our conversation, Kip shares the strategic thinking behind RREAF Holdings' approach, which focuses on delivering substantial value to investors while minimizing their risk exposure.

We discuss why RREAF specifically targets middle America, a strategy that has proven beneficial in tapping into markets with high growth potential yet often overlooked by major players. Kip also highlights their favorite US markets for building and how RREAF’s commitment to vertical integration has significantly boosted the efficiency of their operations.

In this episode, you’ll learn:

✅ How RREAF's focus on challenging development projects and commercial acquisitions has revolutionized the real estate landscape and boosted their assets from $100 million to $4.5 billion.

✅ RREAF's unique approach that allows retail equity investors to participate in temporary sponsor loans to different LLCs, yielding returns over 12% and providing unparalleled value for both investors and institutional partners.

✅ Kip's favorite markets for investment and why RREAF targets middle America for residential, leisure, and vacation properties.

Free Gift

Get Kip's free 2024 Market Overview Report. Visit LifestyleInvestor.com/194

Show Notes: LifestyleInvestor.com/194

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

193: Mastering Mobile Home Park Investing with Ferd Niemann Jul 04, 2024

Show notes

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 an authority in this niche investment space.

In our conversation, we geeked out on the specifics of mobile home park investments including key metrics, tax deferral strategies, financing options, and the strategic advantages this niche market can offer for individual investors operating on a smaller scale.

In this episode, you’ll learn:

✅ How Ferd became a successful mobile home park investor – plus specific strategies you can leverage to start building your own MHP portfolio.

✅ Why mobile home parks offer such a unique investment opportunity with far lower expense ratios compared to other real estate assets.

✅ The reason wealthy people put over 59% of their net worth in alternative investments like mobile home parks compared to only 15-25% in the stock market

Free Gift

Get Ferd's "Real Estate Due Diligence Checklist." Visit LifestyleInvestor.com/193

Show Notes: LifestyleInvestor.com/193

Tax Strategy Masterclass

Strategy Session

The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider

Rate & Review

Connect with Justin Donald

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Lifestyle Investor – Investing, Passive Income, Wealth

Related Podcasts

Links

Stay Connected