The Lifestyle Investor - Investing, Passive Income, Wealth

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

Nov 6, 2025
Ryan Casey, Chief Operating Officer of The Lifestyle Investor, shares insights on the unique investment community he helps lead. He reveals how they’ve redefined wealth-building by eliminating biases and focusing on extensive due diligence, with a striking budget of up to $300,000 annually. Ryan also discusses the importance of community experiences, from curated investment trips to a financial literacy book for kids. Listeners will learn practical strategies to avoid common investing mistakes while discovering the transformative impact of a supportive network.
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ADVICE

Build Your Personal Investment Criteria First

  • Pause before investing and build a personal investment criteria first.
  • Review allocation, set goals, and avoid writing checks in your first 60–90 days.
INSIGHT

Institutional-Grade Due Diligence At Scale

  • The community spends ~$250k–$300k annually on institutional-grade due diligence.
  • That spend gives members access to top-tier sponsors at lower minimums and reduced fees.
INSIGHT

No Pay-To-Play Means Cleaner Deal Flow

  • The group deliberately rejects a pay-to-play model to remove sponsor bias.
  • Income comes from annual fees so recommendations stay aligned with members' interests.
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