The Lifestyle Investor - Investing, Passive Income, Wealth

Latest Episodes:

192: Disrupting the Podcast Monetization Model with Stephanie Postles Jun 27, 2024

Show notes

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 a $500M+ divestment. Seeking to start her own venture, Stephanie began blogging on Medium, which eventually led to the creation of Mission.

The company transitioned into podcasting and went on to launch more than 35 shows – using proven storytelling techniques to create custom media experiences for their clients.

But the ingenious part of it all is how Stephanie leverages her podcast network to drive revenue. Unlike most podcast owners, who focus primarily on selling ad space, Stephanie came up with a clever approach to teaming up with enterprise level companies, like Salesforce, Twillo, UPS, Dell, and many more – a strategic partnership model that creates a win/win for all involved.

In this episode, you’ll learn:

✅ What Stephanie has discovered about the fickle nature of platform algorithms from producing 35+ shows and hosting 800+ interviews.

✅ How to handle the tricky relationship between show hosts and sponsors — and why selling ads might not be the best monetization strategy for your podcast.

✅ How to value and sell a digital asset like a podcast for a 3x revenue multiple.

Free Gift

Get Stephanie's "The Top 10 Pitfalls That Most Podcasters Make". Visit LifestyleInvestor.com/192

Show Notes: LifestyleInvestor.com/192

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.

191: Bridging the Gap & Funding $5B+ in Real Estate Loans with Don Wenner Jun 20, 2024

Show notes

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 growth for 18 years straight – an incredibly rare achievement. Today, DLP manages over $5 billion in assets.

In our conversation, Don highlights the main obstacles founders face in scaling their businesses, such as failing to raise capital, inconsistent leadership, and over-reliance on bank loans. He explains how his Elite Execution System fills in those gaps, helping entrepreneurs structure their businesses for high growth.

We also get into the tactics and strategies Don uses to keep DLP at the top, making it a powerhouse in single- and multi-family brokerage, investment management, asset management, property management, construction, and private lending.

In this episode, you’ll learn:

✅ Don’s journey in real estate, leading to over 30,000 real estate transactions totaling over $10 billion and overseeing the acquisition of 25,000+ homes and apartments.

✅ Insights into Don’s Elite Execution System, which has helped DLP secure a spot on the Inc. 5000 for 11 years running, and what businesses can adopt from their approach.

✅ The 3 biggest opportunities that Don is creating for real estate investors who want to earn big returns, while minimizing risk – regardless of market conditions and cycles.

Free Gift

Get Don's eBook, "Building an Elite Organization: The Blueprint to Scaling a High-Growth, High-Profit Business". Visit LifestyleInvestor.com/191

Show Notes: LifestyleInvestor.com/191

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.

190: Australia’s Most Accomplished Real Estate Coach with Ivan Brescic Jun 13, 2024

Show notes

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 to the top of the real estate industry and how he started his successful career right after high school. More intriguing is his shift from selling real estate to mentoring the next generation of real estate leaders through his business, Brescic Coaching.

Ivan also emphasizes the importance of health, a key element of his success and longevity in the business. At 46, he’s as fit as ever and committed to his well-being, which he credits with giving him the energy to focus on what truly matters – shaping the next generation of real estate leaders and spending more time with his family.

In this episode, you’ll learn:

✅ How Ivan jumped into real estate at 18 and grew his first company, BrescicWhitney, from 3 to over 150 employees, making it one of Sydney's top brokerage firms.

✅ Why he shifted from a 7-figure real estate career to focus on coaching, and his top lessons from 20 years in the industry.

✅ The routines and tactics Ivan uses to stay in top physical and mental shape.

Show Notes: LifestyleInvestor.com/190

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.

189: Building, Scaling & Exiting High-Value Businesses with Nick Bradley Jun 06, 2024

Show notes

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 from both sides of the negotiation table and uncovers the secret playbook of Private Equity – exactly how P.E. firms operate and the sneaky strategies they use during acquisitions to get the absolute best deal. By learning their tactics, you can better position your company and set yourself up for a much bigger exit.

In this episode, you’ll learn:

✅ The moves that maximize your returns during an exit, the benefits of a rollover vs. an earnout, and how to best position yourself in exit negotiations with private equity firms that want to squeeze the most out of the deal.

✅ Nick's three-component Scale to Sale strategy that transforms your business into an optimized, efficient, and exit-ready enterprise.

✅ The blueprint for perfecting your exit plan and driving the value of your business to a point where you won’t need to search for buyers - they’ll be knocking at your door!

Free Gift

Get free access to Nick's "The Exit for Millions Blueprint!". Visit LifestyleInvestor.com/189

Show Notes: LifestyleInvestor.com/189

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.

188: Secrets to Multifamily Investing with Ivan Barratt May 30, 2024

Show notes

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 conversation, Ivan shares his experience working in real estate for over two decades, highlighting the lessons learned by losing everything during the 2008 financial crisis and his remarkable comeback that transformed BAM into a real estate powerhouse.

In this episode, you’ll learn:

✅ How Ivan went from the brink of bankruptcy to managing over 1$ billion in assets.

✅ Ivan’s three key principles for finding a trustworthy real estate sponsor that’ll help you make informed and secure investments.

✅ The optimal loan structures and strategies for launching a successful multifamily real estate business.

Show Notes: LifestyleInvestor.com/188

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.

187: A Guide To Becoming A Global Citizen with Dominic Volek May 23, 2024

Show notes

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 citizenship by investment.

The company has over 55 offices worldwide and has helped over 25,000 entrepreneurs and international investors secure global citizenship.

In our conversation, we discuss why now is the ideal time for entrepreneurs to diversify their portfolios by obtaining additional residency and citizenship. Dominic explains how this approach opens doors to expanded travel freedom, new investment opportunities, better education, and a more versatile lifestyle. Citizenship can even be passed down through generations, so it’s a great way to set your family up for future success.

In this episode, you’ll learn:

✅ How ultra-wealthy families use domicile diversification to protect their wealth from potential political, economic, and environmental risks.

✅ Strategies for getting a fast-track to a second passport without needing to relocate and change your current lifestyle and base of operations.

✅ The biggest misconceptions about residence vs citizenship and how to choose the most tax-efficient option that aligns with your long-term personal goals and financial strategy.

Free Gift

Get free access to Dominic's guide to "Top Residency & Citizenship Programs" plus, 10% off Henley & Partners Services. Visit LifestyleInvestor.com/187

Show Notes: LifestyleInvestor.com/187

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.

186: TLI Member Spotlight: Unlocking Passive Income by Starting Small with Asim Hafeez May 16, 2024

Show notes

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 entrepreneur. But as you’ll come to hear in our conversation, his stick-to-itiveness and selfless leadership allowed him to persevere.

You’re also going to hear us talk about how he got started as a Lifestyle Investor and why seemingly small wins – like covering the cost of Netflix – meant so much in the beginning. Nowadays, Asim’s passive income covers much more than that, and allows him to live life on his terms.

In this episode, you’ll learn:

✅ The lifetime value of one coaching call – and why Asim believes that the ROI of the Lifestyle Investor Mastermind is infinite.

✅ The story of how Asim saved a failing solar company – and why he’s helping his employees create a job optional life.

✅ Asim’s strategies for creating passive income – and the steps anyone can take to cover their monthly expenses (even the smallest obligations), so they can start to build a life on their terms.

Show Notes: LifestyleInvestor.com/186

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.

185: Maximize & Manage Your Money Like a Billionaire with Jim Dew May 09, 2024

Show notes

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 more. The problem is, these specialists don’t always communicate with one another. And if there’s no coordination or united vision, it can really hurt how the wealth gets managed.

Traditional family offices fix this by assembling a dedicated team offering personalized financial services. But they're costly, usually reserved for those with over $200M.

That’s where the virtual family office comes in. By offering services virtually, operating costs are drastically cut, allowing entrepreneurs to access expert advice previously exclusive to the super-rich.

THIS is what today’s episode is all about. Jim’s going to share insights from nearly 30 years of experience building virtual family offices. You’ll learn what to look for when hiring a team and unique strategies to protect, manage, and grow your wealth!

In this episode, you’ll learn:

✅ The asset protection playbook for every stage of your business, including insights into different practical tax scenarios.

✅ The criteria for evaluating top-tier tax and wealth advisors and why having “A players” on your team is non-negotiable for managing wealth.

✅ Strategies for smartly applying the Augusta Rule, the tax advantages of HSAs, and the strategic benefits of employing your children.

Free Gift

Get free access to Jim's "Augusta Rule & Tax Reference" guide. Visit LifestyleInvestor.com/185

Show Notes: LifestyleInvestor.com/185

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.

184: Member Spotlight: Tax-Free Investing Strategies with Nick Najjar May 02, 2024

Show notes

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 strategies he used to secure his first mobile home park acquisition, and how that set the stage for a series of successful ventures allowing him to create multiple streams of passive income. He also shares some of his lessons learned through direct mobile home park ownership along with his top tips for those looking to invest in this sector.

Plus, Nick also discusses the transformative experience of being a member of the TLI Mastermind and how it reshaped his thinking around investing and passive income strategies.

In this episode, you’ll learn:

✅ Nick’s preferred tax-free bank replacement investing strategies for freeing up wealth and generating multiple passive income streams.

✅ The benefits of seller-financing over traditional lending options with fluctuating rates and short-term debt.

✅ The strategic advantage of assignments for both novice and seasoned real estate investors and how they help investors take advantage of market fluctuations.

Free Gift

Get free access to Nick's "Mobile Home Park Overview Capture' Spreadsheet." Visit LifestyleInvestor.com/184

Show Notes: LifestyleInvestor.com/184

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.

183: Passive Income Strategies for 2024 with Justin Donald Apr 25, 2024

Show notes

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 interviewing me on his amazing podcast, The Great Unlearn, where we go even deeper into the world of passive income to uncover the strategies that are often overlooked by many investors too eager to make a quick buck rather than focusing on substantial, long-term rewards.

In this episode, you’ll learn:

✅ Alternative investing strategies such as leveraging debt, tapping into private equity, and exploring industrial outdoor storage spaces.

✅ The largely untapped potential in mobile home parks and industrial real estate, especially with zoning laws becoming more accommodating - making these sectors highly promising for future investments.

✅ The massive impending wealth transfer projected to exceed $100 trillion and strategies for capitalizing on this shift through savvy cash flow management and off-market deals.

You’re also going to hear how maximizing my health & fitness AND what’s in store for the expanded edition of The Lifestyle Investor book.

Free Gift

Get free access to "The 10 Commandments of a Lifestyle Investor." Visit LifestyleInvestor.com/183

Show Notes: LifestyleInvestor.com/183

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