Episodes

  • 188: Secrets to Multifamily Investing with Ivan Barratt

    188: Secrets to Multifamily Investing with Ivan Barratt
    May 30 2024
    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/188Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    41 mins
  • 187: A Guide To Becoming A Global Citizen with Dominic Volek

    187: A Guide To Becoming A Global Citizen with Dominic Volek
    May 23 2024
    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 GiftGet free access to Dominic's guide to "Top Residency & Citizenship Programs" plus, 10% off Henley & Partners Services. Visit LifestyleInvestor.com/187Show Notes: LifestyleInvestor.com/187Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    47 mins
  • 186: TLI Member Spotlight: Unlocking Passive Income by Starting Small with Asim Hafeez

    186: TLI Member Spotlight: Unlocking Passive Income by Starting Small with Asim Hafeez
    May 16 2024
    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/186Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    57 mins
  • 185: Maximize & Manage Your Money Like a Billionaire with Jim Dew

    185: Maximize & Manage Your Money Like a Billionaire with Jim Dew
    May 9 2024
    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 GiftGet free access to Jim's "Augusta Rule & Tax Reference" guide. Visit LifestyleInvestor.com/185Show Notes: LifestyleInvestor.com/185Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    1 hr and 7 mins
  • 184: Member Spotlight: Tax-Free Investing Strategies with Nick Najjar

    184: Member Spotlight: Tax-Free Investing Strategies with Nick Najjar
    May 2 2024
    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 GiftGet free access to Nick's "Mobile Home Park Overview Capture' Spreadsheet." Visit LifestyleInvestor.com/184Show Notes: LifestyleInvestor.com/184Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    36 mins
  • 183: Passive Income Strategies for 2024 with Justin Donald

    183: Passive Income Strategies for 2024 with Justin Donald
    Apr 25 2024
    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 GiftGet free access to "The 10 Commandments of a Lifestyle Investor." Visit LifestyleInvestor.com/183Show Notes: LifestyleInvestor.com/183Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    1 hr and 5 mins
  • 182: TLI Member Spotlight: Cash Flow Mastery with Cal Callahan

    182: TLI Member Spotlight: Cash Flow Mastery with Cal Callahan
    Apr 18 2024
    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 and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to manage his money effectively amidst a lot of confusing advice.We also dive into practical investing strategies that won’t leave you cash-poor despite being asset-rich and how to avoid the common wealth-management mistakes that so many entrepreneurs make after they exit their business. In this episode, you’ll learn:✅ Cash flow and passive income strategies for slow and steady wealth accumulation rather than risking your capital on volatile ventures hoping for quick 5 to 10x returns. ✅ How to overcome the challenges of investing in private equity, stocks, and bonds, and identify deals and assets that offer tax advantages and steady returns.✅ How to leverage Qualified Opportunity Zones and Asset Depreciation to mitigate huge tax liabilities on significant capital gains.Free GiftGet Cal's free report "How to Cut the BS and Find Your True Path". Visit LifestyleInvestor.com/182Show Notes: LifestyleInvestor.com/182Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    57 mins
  • 181: Secrets to Predictable Profits & Growing Beyond 7-Figures with Charles Gaudet

    181: Secrets to Predictable Profits & Growing Beyond 7-Figures with Charles Gaudet
    Apr 11 2024
    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 getting his clients recognized among America’s fastest-growing companies. In this episode, we dive into Charles's remarkable entrepreneurial journey. He’s been an entrepreneur since the age of 4, created his first multi-million dollar business at 24, and has helped others generate millions with his strategies.Despite his numerous successes, Charles has also encountered his fair share of challenges along the way. You'll hear firsthand about how a failing business led to hitting rock bottom and the steps he took to overcome his biggest sticking points as an entrepreneur.In this episode, you’ll learn:✅ The $250k advice Charles received from Tony Robbins that allowed him to overcome his toughest business obstacles and become the go-to coach for 7 and 8-figure entrepreneurs.✅ How Charles sparked his son’s entrepreneurial spirit by guiding him through a lemonade stand business, showing him the value of working for yourself and the rewards of hard work. ✅ The difference between owning a business and working in it – and how to shape your business to fit your ideal lifestyle.Free GiftGet a free copy of Charles' book "The Predictable Profits Playbook: The Entrepreneur’s Guide to Dominating Any Market and Staying on Top". Visit LifestyleInvestor.com/181Show Notes: LifestyleInvestor.com/181Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee 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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    37 mins