In this conversation with Shawn Lemon, the founder of The Digital Organizer, listeners discover transformative strategies for digital organization. Shawn, with his experience from Apple, reveals essential tools for email and password management while highlighting the importance of consolidating cloud storage. He shares insights on avoiding digital chaos through project management platforms, emphasizing thoughtful system choices. With actionable tips, Shawn empowers busy professionals to reclaim valuable time and enhance productivity in their daily lives.

In this enlightening discussion, Kary Oberbrunner, bestselling author and CEO of Instant IP™, reveals the critical need for intellectual property (IP) protection. He dives into how blockchain technology simplifies and secures this process, making it more accessible for entrepreneurs. Kary emphasizes that your IP is not just an asset but the cornerstone of your business's success. Listeners will discover strategies to monetize their creativity and safeguard their ideas, transforming their perspective on value and protection.

Did you know less than 1% of companies are publicly traded? While most investors obsess over stocks, the ultra-wealthy are quietly building fortunes in the other 99%. Today, we’re unlocking their playbook.In this episode, I’m talking with Christopher Zook, Founder of CAZ Investments and co-author of “The Holy Grail of Investing,” which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports ownership, Christopher reveals the strategies they use to create cash flow, reduce risk, and build lasting wealth.We break down why private markets consistently outperform public markets, the power of true diversification beyond stocks and bonds, and how to align your investments for maximum upside with minimal risk. Plus, Christopher shares game-changing insights into new legislation that could make these opportunities accessible to more investors than ever.If you’re ready to rethink your approach to investing, this episode is packed with actionable insights.In this episode, you’ll learn:✅ How new rules around accredited investors are opening up private markets to more people, including the ability to invest 401(k) and 403(b) plans in private opportunities.✅ Why GP Stakes are one of the hottest private equity trends of the past decade, how he became a first mover in the space, and why this investment offers a stronger risk-reward balance and reliable cash flow.✅ How big family offices and high-net-worth investors think about capital allocation, risk management, and building generational wealth away from the volatility of public markets.✅ How Christopher is entering the rapidly expanding world of sports investments, why it’s poised for massive growth, and what it means for investors looking to capitalize on this emerging trend. Free Gift Get Christopher's report, "GP Stakes: A New Path to Private Equity." Visit LifestyleInvestor.com/217Show Notes: LifestyleInvestor.com/217Tax 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.

Ever wonder how the wealthiest families invest their money? Spoiler alert: It’s nothing like the 60/40 stock-to-bond strategy you’ve been told to follow.In this episode, Scott Ford pulls back the curtain on how the rich strategically grow and protect their wealth, revealing why 45%-59% of their portfolios are allocated to alternative investments.Not only is Scott a Lifestyle Investor Mastermind member, but he’s also the founder of The Way2Wealth, a holistic financial framework that empowers you to protect, grow, and enjoy your wealth. With 30+ years in wealth management, Scott has mastered the art of creating sustainable strategies that work for everyday investors and the ultra-wealthy alike.His mission is to spread education about finances and give people the tools that they need to reach financial independence through financial wisdom.In this episode, Scott shares how the 1% approach wealth differently and how you can apply those same principles to achieve financial freedom for yourself.In this episode, you’ll learn:✅ Scott’s "All Season Investing" strategy: A simple, actionable framework for navigating market cycles and achieving long-term growth.✅ The infinite banking concept – and how to use it as a strategic tool to store wealth, maintain liquidity, and fund future opportunities.✅ The 2 most important questions you should ask financial advisors before trusting them with your money—and how to avoid common pitfalls in the industry.Free Gift Get Scott's All Seasons Investing whitepaper. Visit LifestyleInvestor.com/216Show Notes: LifestyleInvestor.com/216Tax 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.

What do you do when the dream life you’ve worked so hard for starts to feel empty? Christian Ray Flores went from global stardom as a musician to rediscovering purpose through service, family, and faith. His journey isn’t just inspiring—it’s a roadmap for anyone chasing a life that truly matters.Christian was living the dream—millions of fans, sold-out arenas, and chart-topping hits. But behind the glitz, he felt a void that success couldn’t fill. In this episode, Christian shares how he walked away from fame to pursue a more meaningful life. He takes us through his journey of redefining success, investing in holistic growth, and using his experiences to coach high achievers around the world.Whether you're an entrepreneur, investor, or simply seeking a life of greater impact, Christian’s story will challenge and inspire you to live life on your terms.In this episode, you’ll learn:✅ How Christian became one of Russia’s biggest pop stars—and why he walked away.✅ Why so many high achievers feel unfulfilled—and how to break free.✅ Life-changing lessons from coaching Olympic athletes, entrepreneurs, fashion designers, artists, and Russian mafia members.Free Gift Get free access to the Xponential Life Scorecard, visit LifestyleInvestor.com/214Show Notes: LifestyleInvestor.com/214Tax 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.

Join John Ruhlin, a master of relationship-building and founder of Giftology, in this heartfelt tribute honoring his legacy. He discusses the transformative power of thoughtful gifting in strengthening both personal and professional connections. John shares anecdotes about how genuine appreciation can elevate relationships, emphasizing the importance of personalization. Reflecting on his life, listeners are encouraged to embrace generosity and community, leaving a lasting impact just as he did. This conversation is a celebration of friendship and the enduring influence of giving.

Nick and Molly Pastermack, serial entrepreneurs and mentors, are dedicated to empowering young investors. They share their entrepreneurial journey, from college cheerleaders to leading multiple businesses. The couple emphasizes financial literacy and personal development as vital tools for success. They discuss the importance of peer-to-peer learning and mentorship in financial education, along with the role of community in fostering growth. Their mission is to help the next generation achieve independence and meaningful lives through smarter financial choices.

Jeremy Delk, founder of Delk Enterprises and former Wall Street trader, shares his remarkable journey from earning millions to facing crushing losses before rebounding into a successful venture capitalist. He discusses the concept of 'failing forward' and offers insights into investing in early-stage companies. Jeremy explains how global travel shaped his business perspective, emphasizes the importance of high-performing teams, and shares strategies for making timely exits from investments. Tune in for an inspiring tale of resilience and strategic thinking!

Kasim Aslam, founder of a thriving Google Ads agency, now dedicates his efforts to helping entrepreneurs scale by connecting them with exceptional executive assistants from emerging markets. He discusses the transformative power of international talent, particularly from countries like Argentina and Colombia, highlighting how these assistants can greatly enhance operations. Kasim offers insights on creating an effective hiring system and emphasizes the importance of strategic delegation, enabling businesses to grow sustainably while making a global impact.

“We're going to ask the investor community to prove that they deserve the opportunity to invest in your beautiful business.” That’s a quote from today’s guest, Peter Worrell—a mergers & acquisition expert with over 4 decades of experience helping entrepreneur owner-managers achieve successful capital gain events by maximizing the enterprise value of their businesses. Pete’s here today to address one of the biggest challenges that entrepreneurs face... How can you maximize the value of your business and secure the best possible exit? Most entrepreneurs rush into selling and leave millions on the table—without even realizing it. But Pete's approach has helped countless entrepreneurs sell their companies for life-changing wealth—often far beyond what they ever dreamed possible. 00:00 Intro02:00 Why Boosting Enterprise Value is Essential for Every Entrepreneur05:23 The Right Time to Tell Your Team You’re Selling Your Business07:45 The Best Time to Start Preparing Your Business for Exit08:50 How to Make Investors Compete for a Stake in Your Business10:25 How to Level the Playing Field in Investor Negotiations13:00 Choosing the Right Advisors to Maximize Your Business Value18:26 Why High Margins, Not Just Revenue, Attract Top Investors24:14 Why Your Company’s Future Vision Drives Higher Valuation30:45 Attracting the Right Fit Investors—Not Just Any Buyer 34:00 Take Investor Calls on Your Terms, Not Theirs37:02 The Enterprise Value BookFree GiftTo get a free copy of Peter's book, Enterprise Value: How the Best Owner-Managers Build Their Fortune, Capture Their Company's Gains, and Create Their Legacy, visit LifestyleInvestor.com/210Show Notes: LifestyleInvestor.com/210Tax 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.