The Lifestyle Investor - Investing, Passive Income, Wealth

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272: The Power of Hosting Epic Events to Curate Relationships & Accelerate Wealth with Thanh Pham Jan 08, 2026

Show notes

Building wealth and time freedom isn’t just about working harder or finding the next opportunity; it’s about surrounding yourself with the right people and designing systems that create leverage over time. And today’s guest has mastered both sides of that equation.

Thanh Pham is the founder of Asian Efficiency and host of The Productivity Show, where he has spent more than a decade helping entrepreneurs and executives work smarter, not longer. From hosting 50 magnificently curated Jeffersonian-style dinners to building thriving communities and events in Austin, Thanh has mastered the art of creating relationship capital.

Thanh shares how curating meaningful relationships not only accelerated his personal growth but also his business opportunities and his lifestyle freedom. He explains why hosting experiences is one of the fastest ways to build trust and credibility and how positioning yourself as a connector opens doors that money can’t.

You definitely won’t want to miss the end of our conversation, where Thanh explains how he’s now leveraging AI and automation, using AI agents to handle entire workflows and reclaim dozens of hours of his time each week. Rather than replacing human connection, Thanh shows how technology can amplify it and free up your time for what matters most.

In this episode, you’ll learn:

✅ How hosting intentionally curated events positions you as a connector and builds trust, develops opportunities and accelerates long-term wealth.

✅ How Thanh curates relationship capital to grow his business without sacrificing freedom or burning out.

✅ The AI agents Thanh uses to automate various aspects of his business and the system that saved him 83 hours in a single week.

Show Notes:LifestyleInvestor.com/272

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271: How Live Challenges Created Predictable Cash Flow and $100M+ in Revenue with Pedro Adao Jan 01, 2026

Show notes

Every entrepreneur wants a business that generates consistent, predictable cash flow. But most end up pouring time and money into typical marketing strategies, only to be left with frustration and inconsistent results instead of passive income and revenue.

But today’s guest has unlocked a cheat code that has generated millions in revenue without using paid ads and typical marketing strategies.

Pedro Adao is an 8-figure Kingdom Entrepreneur, best-selling author, and founder of multiple ventures who has pioneered a highly effective business model centered on free & paid challenges that has generated over $100 million in revenue for himself and his clients.

His expertise has impacted tens of thousands of entrepreneurs worldwide and helped countless individuals achieve levels of success they could only have dreamed of. Pedro has worked with many industry icons, including Russell Brunson, Dean Graziosi, and Daymond John (to name a few), who recognized this approach as a game-changer for entrepreneurs.

In our conversation, Pedro shares how he built his challenge framework, why his “taste and see” marketing approach outperforms traditional marketing funnels, and how challenges create low-risk, high-leverage cash flow for entrepreneurs and businesses of all sizes.

P.S. Pedro is kicking off the new year with a 31 Day Wisdom Challenge starting on January 1st, 2026. It’s completely free to join, you’ll hear from some amazing guests on a daily journey that over 350,000 people from over 100 countries have experienced. You can sign up by clicking here.

In this episode, you’ll learn:

✅ Why live challenges are so effective at creating predictable cash flow with minimal overhead.

✅ How Pedro lost everything after the 2008 crisis and how his faith helped him rebuild from rock bottom to the leading expert he is today.

✅ How traditional wealth management and investing in the stock market could mean taking on more risk than ever in the year ahead.

Show Notes:LifestyleInvestor.com/271

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270: A Fresh Perspective for Vetting New Business Deals with Pat Flynn Dec 25, 2025

Show notes

For any entrepreneur, the most valuable currency to buy back is time. Yet many remain trapped, losing time with family and struggling to break free from the business.

But today's guest has become the embodiment of building freedom through creativity, community, and leveraging advisory opportunities.

Pat Flynn is the creator of Smart Passive Income, bestselling author of Will It Fly? and Superfans, advisor to top tech companies such as Teachable, Circle, SquadCast, and Riverside, and one of the most respected voices in online business.

Since being laid off as an architect in 2008, he’s built multiple 7-figure businesses, generating millions of podcast downloads, and launching a wildly successful Pokémon YouTube channel with almost 2 million subscribers.

In this episode, Pat shares how he identifies winning opportunities, his Airport Test framework for evaluating business ideas, how advisory shares became one of his highest-ROI wealth builders, and how he’s intentionally designed his life so that work supports family—not the other way around.

In this episode, you’ll learn:

1.) How Pat turned a layoff into a launchpad for building multiple passive income businesses.

2.) A simple framework to evaluate business ideas before investing time or money.

3.) Why advisory shares became one of his highest-leverage income streams—and the criteria he uses to decide which companies to work with.

Show Notes:LifestyleInvestor.com/270

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269: Scaling Through Acquisitions: The Playbook for Explosive Growth Through M&A with Tom Shipley Dec 18, 2025

Show notes

Scaling a business is slow and unpredictable. Many entrepreneurs don’t make it to year five, and even fewer figure out how to scale.

But what if the key to unlocking exponential growth was to multiply your efforts through strategic acquisitions?

Tom Shipley is the co-founder of Atlantic Coast Brands, founder of Queen City Media, and co-founder of DealCon, one of the fastest-growing M&A ecosystems for entrepreneurs. Tom has built, scaled, and acquired companies across beauty and skin care brands like Hydroxatone, Amazon FBA, media, and ecommerce, generating well over $1B in revenue over his career.

In our conversation, Tom shares how acquisitions saved his company during a crisis, the mindset that helped him rebuild after losing millions in revenue overnight, and the frameworks you can use to turn stagnation into exponential growth—all while designing a life and business with intention and time freedom.

In this episode, you’ll learn:

1.) How programmatic acquisitions can solve cash flow issues, save struggling companies, and 10x enterprise value faster than organic growth alone.

2.) Tom’s “Add a Zero” philosophy to think bigger which helps to recruit better talent, attract better capital, and unlock strategic breakthroughs.

3.) Why masterminds and peer groups are the ultimate force multiplier for entrepreneurs—and how vulnerability can produce life-changing business insights.

Show Notes:LifestyleInvestor.com/269

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268: How Writing a Book Can Add Revenue Streams and Millions to Your Business with Chandler Bolt Dec 11, 2025

Show notes

Experts say that word of mouth is one of the most powerful marketing channels—but in today’s world, publishing a book uniquely establishes credibility and authority by showcasing your expertise.

A book can work for you 24/7, build trust before you ever meet someone, and open doors that would otherwise remain closed. Yet most entrepreneurs delay writing one because they think they don’t have the time, clarity, or expertise. Today’s guest is an expert in eliminating those excuses and will show you why writing a book may be the highest-ROI move you can make for your business.

Chandler Bolt is the founder & CEO of Self-Publishing School and SelfPublishing.com, one of the fastest-growing companies in the Inc. 5000. He’s helped publish over 7,000 books, has become a multi-seven-figure entrepreneur, and built his entire business by helping people turn their ideas into authority-building books that generate leads, sales, and long-term assets.

In our conversation, Chandler explains why a book can be the #1 leverage tool for entrepreneurs and investors, how self-publishing gives you all the upside and the freedom to release updated versions, and the biggest mistakes people make when marketing their book.

In this episode, you’ll learn:

1.) Why writing a book is the #1 authority-builder for entrepreneurs and investors—and how it can generate leads, sales, referrals, and high-quality deal flow on autopilot.

2.) How Chandler scaled SelfPublishing.com into an eight-figure company and his framework for helping busy founders publish a high-impact book faster than they thought possible.

3.) The hard money investing lessons Chandler learned, both wins and losses, that every entrepreneur should hear before partnering on deals and deploying capital.

Show Notes:LifestyleInvestor.com/268

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267: Creative Real Estate Strategies to Build Generational Wealth with Dedric & Krystal Polite Dec 04, 2025

Show notes

Many aspiring investors believe that only significant capital and experience build wealth in real estate. Today’s guests show that with work ethic, resourcefulness, mentorship, and determination, anyone can create extraordinary results.

I’m thrilled to be joined by Dedric and Krystal Polite, a husband and wife team and co-founders of Be Polite Properties. Dedric and Krystal are real estate investors, serial entrepreneurs, and stars of the TV series 50/50 Flip on Hulu and A&E.

Their journey began in 2012 with listing Krystal’s apartment on Airbnb, which then led to wholesaling and renovating properties, building a real estate education company, and expanding into Sky Zone trampoline park franchises.

You’ll hear how creative financing became the springboard for building generational wealth in real estate, the benefits of joining mastermind communities, and how sharing their journey on social media attracted more deals and helped them get discovered by a hit TV show.

Together, they’re helping aspiring real investors fulfill their dreams through their coaching and education programs. Whether you’re early in your investing journey or looking for help to grow your real estate portfolio, their story will inspire you to take the next step in your entrepreneurial journey.

In this episode, you’ll learn:

1.) How Dedric & Krystal left their corporate jobs and how a single Airbnb led to them flipping over 100 properties and eventually starring in a hit TV series on A&E.

2.) Why creative financing and seller financing became their breakthrough strategy—and how these methods can help anyone scale without large amounts of cash.

3.) The importance of mentorship, mastermind communities, and surrounding yourself with people who’ve had success at a higher level.

Show Notes:LifestyleInvestor.com/267

Tax Strategy Masterclass

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266: Redefining Sustainability and Eliminating Single-Use Plastic Bottles in a $350B Industry with Shadi Bakour Nov 27, 2025

Show notes

Experts tell us that every 60 seconds, over one million plastic bottles are sold worldwide. Sadly, most of them will end up in landfills or the ocean, polluting the very thing that all living beings need to sustain life.

It’s no secret that the continued use of single-use plastic bottles is unsustainable for our planet and health. Few have made it their mission to solve this issue. But that’s exactly what today’s guest has been doing for almost a decade, and they’ve already eliminated over 500 million plastic bottles so far.

Shadi Bakour is the co-founder and CEO of PATH, the world’s first 100% refillable, recyclable bottled water brand. What started as an idea in a CVS parking lot has grown into a purpose-driven company. The mission: eliminate single-use plastics while offering consumers a premium, health-conscious option and eliminate 10 billion plastic bottles in the next few years.

In this episode, we explore what it takes to scale a purpose-led company, how sustainability is not just a trend but a permanent shift in consumer behavior, and why aligning profit with purpose might unlock the biggest investment opportunities in the years ahead.

In this episode, you’ll learn:

1.) How Shadi turned an idea into a movement that’s eliminated over 500 million plastic bottles from oceans and landfills.

2.) Why purpose-led businesses outperform competitors and attract top talent, partners, and investors.

3.) The powerful shift toward a refillable economy—and what it reveals about the future of consumer behavior.

Show Notes:LifestyleInvestor.com/266

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265: How Prime Quadrant Is Solving the Biggest Problem in Financial Services with Mo Lidsky Nov 20, 2025

Show notes

One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.

Imagine financial advice and strategies that truly align your wealth with value-aligned guidance. Most investors expect traditional wealth managers and RIAs to act in their best interests. Today’s guest will reveal how the financial industry actually operates—and how they are disrupting the status quo.

That’s why I’m thrilled to welcome Mo Lidsky to the podcast. Mo is CEO and Partner at Prime Quadrant, one of North America’s leading multi-family offices. With $26B+ in AUC (Assets Under Consultation™) and over 400 years of combined experience, they’ve cracked the code on providing financial services that aren’t focused on selling products, and empower families to make better financial decisions.

They believe that typical family offices with 7-figure net worth should have the same access to institutional-quality options that are enjoyed by billion-dollar corporations, offering aligned interests, a diversity of opportunities, exceptional planning, and predictable outcomes.

In our conversation, Mo shares how Prime Quadrant designed a cost-effective family office model that bridges the gap between retail investors and institutions, giving clients access to institutional opportunities and advice tailored solely to their needs. We’ll also discuss how their fee-only structure creates transparency and how focusing on your real goals leads to genuinely personalized financial advice.

In this episode, you’ll learn:

1.) How to identify misaligned incentives in traditional wealth management and avoid paying for biased advice.

2.) How Prime Quadrant’s family office model delivers institutional-quality access and advice for affluent families.

3.) How to clarify what you truly want—and build your financial life around purpose, freedom, and alignment.

Show Notes:LifestyleInvestor.com/265

Tax Strategy Masterclass

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264: Why Most Entrepreneurs Overcomplicate Marketing (and How to Fix It) with Allan Dib Nov 13, 2025

Show notes

Far too many entrepreneurs equate growth with complexity and remain hyper-focused on offering more products on more platforms, spending countless hours for minimal profit.

This mindset often results in burnout, wasted spending, and a business that owns them instead of a business that runs without you.

But it doesn’t have to be that way. And today’s guest is here to show you how.

Allan Dib has built and scaled multiple companies by simplifying the complex. As the bestselling author of The 1-Page Marketing Plan and Lean Marketing, he’s helped millions of business owners cut through the noise, strip away what isn’t working, and create marketing systems that scale and generate profit. His mission is simple: turn chaos into clarity and help leaders reclaim their time freedom while still making a profit.

In our conversation, Allan and I explore what it really means to build a “lifestyle empire”—a business that not only runs efficiently, but one that generates wealth and fuels your life without sacrificing everything you love.

In this episode, you’ll learn:

1.) How subtraction leads to exponential growth and why simplicity—not more tactics—is the ultimate growth strategy in marketing and business.

2.) How to focus on your “Genius Zone” by building a business that allows you to focus your time on where it matters most.

3.) The biggest expense for most entrepreneurs and why hiring a tax strategist is a gamechanger to preserve your wealth.

Show Notes:LifestyleInvestor.com/264

Tax Strategy Masterclass

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The Lifestyle Investor Insider

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263: The Investor Community That Teaches You How to Build Wealth & Freedom with Ryan Casey Nov 06, 2025

Show notes

Far too many investors seek out advice and chase ROI without realizing how much bias and hidden costs are influencing their decisions. Pay-to-play is very common in the mastermind space, but there is one community that has a different set of rules.

I’ve been a member of many mastermind groups over the years, and that’s why I want to highlight what sets the Lifestyle Investor communities apart from the rest. What started as a handful of friends talking shop and sharing deals over a glass of wine has become one of the fastest-growing investment communities in the world.

Today, I’m joined by Ryan Casey, Chief Operating Officer of The Lifestyle Investor, to pull back the curtain on how our communities have evolved into a global ecosystem with world-class due diligence, exclusive deal flow, and unforgettable live event experiences around the world.

You’ll hear how we’ve redefined the way people build wealth. From eliminating bias in investing and spending upwards of $300k/year on vetting and due diligence, to creating programs like our Foundations group for young adults, the Open Community for new investors, and even a financial literacy book for kids.

Whether you’re just starting your wealth journey or scaling into financial freedom, this episode shows how to build a life designed around freedom, purpose, and the people you love.

In this episode, you’ll learn:

1.) How we’ve built an investment ecosystem that is the opposite of a “pay-to-play” group and helps our members avoid costly mistakes with industry leading experts and strategies.

2.) The difference between our four communities—Lifestyle Investor, Tribe of Investors, Foundations, and the Open Community—and how to know which one’s right for you.

3.) How we’re empowering families to build wealth across generations through mentorship, education, and actionable investment frameworks.

Show Notes:LifestyleInvestor.com/263

Tax Strategy Masterclass

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The Lifestyle Investor Insider

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

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