The Lifestyle Investor - Investing, Passive Income, Wealth

Many people grapple with limiting beliefs around their potential. They play small. They let fear hold them back from what’s truly possible. Today’s guest, Jason Drees, is an expert who shows entrepreneurs how to shatter those invisible barriers, paving the way for them to 10x their businesses – all by shifting their mindset.Jason is a performance coach and CEO of Jason Drees Coaching, who’s dedicated his career to helping entrepreneurs and high-net-worth individuals overcome mental obstacles to success. With a track record spanning 23 years and over 10,000 coaching sessions, Jason's influence has been a consistent beacon of transformation and motivation in the lives of individuals and companies he encounters. In this episode, you’ll learn: ✅ Why most people fail to hit their goals – and how to get in alignment with your target, take action, and succeed faster than ever! ✅ The BIGGEST reasons people play small – and how to overcome the limiting beliefs holding you back from unlocking your full potential.✅ How to teach your kids the value of money and empower them with a strong financial mindset.Free GiftGet Jason's Do The Impossible Quick Guide plus a free coaching call. Visit LifestyleInvestor.com/144Show Notes: LifestyleInvestor.com/144Free 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/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.

In today's market, standing out is more than just having a unique product or service; it's about connecting with your audience on a deeper level.And today’s guest, Colin Boyd, has mastered the art of translating brand values and company vision into engaging narratives that strike a chord with consumers.Colin is a Certified Speaking Professional and one of the most compelling storytellers I’ve ever met. Not only has he advised major global brands, such as Coca-Cola, Suncorp, and Fuji Xerox, but he’s coached thousands of online experts like Amy Porterfield, James Wedmore, and Carrie Green, on how to craft stories that convert and sell from the stage, without being pushy or sales-y.By putting his advice into action, you can transform your company from just another name in the crowd into a memorable brand that your audience can relate to and ultimately choose over the competition. In our conversation, you’ll learn: ✅ How to use storytelling to attract clients and supercharge your business growth.✅ Strategies for mastering your emotional state and exuding confidence when speaking on any stage.✅ How to transform your passion into a thriving business without burning out.Free GiftGet Colin's The Sell with Story Guide. Visit LifestyleInvestor.com/143Show Notes: LifestyleInvestor.com/143Free 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/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.

Building wealth is one thing, but taking steps to protect it and create a lasting legacy is an entirely different challenge many entrepreneurs fail to consider. Imagine not setting up a trust and having your hard-earned wealth stuck in probate – not a pretty picture. And remember, if you're not taking control of this process, someone else will.That’s why I'm excited to be talking with Andrew L. Howell, an expert in estate planning and wealth transfer.Andrew is the Co-Founder and Managing Partner of the law firm York Howell, one of Utah’s 100 Fastest Growing Companies and the only law firm in Utah to receive this award. He has over 21 years of experience assisting ultra-high-net-worth clients in creating tailored estate plans, focusing on helping families increase harmony and purpose in their family planning. A focal point of our discussion is the pivotal role of trusts in building wealth legacies. We unpack how a well-structured trust can serve as a robust vehicle for wealth transfer, aiding in the creation and preservation of generational wealth. Andrew shares his knowledge and insights on how trusts can shape a legacy that's about more than just financial riches. It's about nurturing harmony, purpose, and a sense of stewardship within families.In this episode, you’ll learn: ✅ Tax-efficient strategies for estate planning and asset protection.✅ Smart strategies for avoiding the mess of asset-related lawsuits.✅ Techniques to facilitate a smooth multi-generational wealth transfer.Free GiftGet Andrew's COREnology Reporting System. Visit LifestyleInvestor.com/142Show Notes: LifestyleInvestor.com/142Free 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/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 should I do with my money?” – That’s a question that causes headaches for everyone from starting investors to seasoned entrepreneurs, especially in today’s economy. Enter today’s guest, Brian Preston. Brian is the Founder and Managing Partner of Abound Wealth, through which he helps people maximize the potential of their hard-earned wealth, instead of seeing it shrink in the hands of banking institutions. That way, they can be truly financially free, and focus on the things that make them fulfilled and happy. Brian’s also the founder and host of The Money Guy Show, which has been helping people be more financially literate since 2006. Whether you’re contemplating how to manage your paycheck or looking for simple strategies for multiplying the wealth you’ve earned over the years, you’ll get a lot from this episode.  In our conversation, you’ll learn: ✅ Brian’s 3-step strategy for recession-proof and low-interest wealth building.✅ The biggest roadblocks that prevent people from being financially free.✅ The fundamental (and often overlooked) steps to generating wealth - and keeping it.Free GiftGet Brian's Financial Resources for Managing Money . Visit LifestyleInvestor.com/141Show Notes: LifestyleInvestor.com/141Free 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/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.

Are you sick of playing Wall Streets’ rigged game? Fed up letting faceless banks and government entities play dice with your cash? You’re not alone.Millions of people are getting tired of staking their financial future on the success of the failing banking system. And today’s guest is helping them do something about it. Russ Morgan is the Co-founder of Wealth Without Wall Street and leading the charge of declaring independence from traditional financial institutions.Wealth Without Wall Street is an online community that re-educates business owners and families on how money truly works. Their goal is to teach people how to enhance savings, increase cash flow and create passive income, all without the help of Wall Street. In this episode, you’ll learn: ✅ Unique wealth-building strategies that don’t involve Wall Street.✅ How to build a recession-proof passive income portfolio without breaking the bank.✅ How to maximize cash flow and avoid the clutches of the traditional banking system.Free GiftGet Russ Financial Freedom Analyzer tool . Visit LifestyleInvestor.com/140Show Notes: LifestyleInvestor.com/140Free 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/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.

Kaelin Poulin and her husband Brandon used their last $1,000 in savings to launch LadyBoss – a women’s weight loss brand that they scaled into a $43M eCommerce giant. The business became the 4th fastest growing privately held company in America in 2019 and was eventually acquired by Russel Brunson, founder of ClickFunnels.After selling LadyBoss, the couple decided to launch Enterprise CEO, which helps 7 and 8-Figure founder-led businesses operate more efficiently, boost profits, and scale without breaking or burnout. The pair have personally built marketing, sales, service, support, IT, HR, and finance teams that have generated over $200M in combined revenue through multiple D2C verticals and channels including consumer packaged goods, high ticket coaching, apparel & accessories, digital products, webinars, courses, live events, and book sales. In this episode, you’ll learn: ✅ The story of how Kaelin and Brandon went from not being able to afford groceries to starting and scaling LadyBoss from their living room into an 8-figure per year eCommerce brand.✅ How to shift your mindset, build confidence in yourself, and will into existence unimaginable goals. ✅ The process for getting acquired, including the non-negotiable terms that Kaelin put in place to make sure she was able to live life on her terms. Free GiftGet Kaelin's 360° Business Audit. Visit LifestyleInvestor.com/139Show Notes: LifestyleInvestor.com/139Free 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/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.

The world of wine investment is often seen as an exclusive realm accessible only to the affluent and connoisseurs. However, this perception is gradually changing, thanks in part to today’s guest, Anthony Zhang. Anthony is the Co-Founder and CEO of Vinovest, a revolutionary platform committed to democratizing wine investment by significantly reducing cost and complexity for the average investor. But here's the real beauty of it all: Vinovest not only empowers you to tap into the world of wine investment but also allows you to savor the taste of exquisite fine wines while turning a profit. Imagine sipping on a delicious Bordeaux or Burgundy, watching your portfolio grow.At 21, Anthony suffered a devastating injury that left him paralyzed from the neck down. Rather than succumbing to despair, he displayed remarkable grit, steering his first business from the confines of a hospital room. Against all odds, he scaled and ultimately transitioned out of that company, a monumental achievement considering the circumstances.He used that same mindset to build Vinovest, and his story serves as a reminder that one can overcome any obstacle with the right mindset. In this episode, you'll learn: ✅ Anthony's incredible story from paralysis to running a start-up from a hospital and building seven-figure businesses by age 22.✅ What makes wine an unrivaled alternative asset and an effective hedge against inflation.✅ Tactics for constructing a profitable wine investment portfolio and getting outstanding returns without the need for physical storage.Free GiftGet Anthony's Vinovest's Guide to Investing in Annual Whiskey. Visit LifestyleInvestor.com/138Show Notes: LifestyleInvestor.com/138Free 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/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.

How do you transform a $600 startup into a thriving multi-billion dollar business that not only endures, but flourishes for decades? This remarkable feat is achieved by only a select few, and our guest on today's episode, David Green, is one of those exceptional individuals.David is the Founder and CEO of Hobby Lobby, the world’s largest privately owned arts and crafts retailer. Since founding it in 1972, he grew his company from its modest beginnings to an astonishing $8 billion empire, employing nearly 50,000 individuals across 970 stores nationwide.David’s business model places paramount importance on the well-being of his employees, guided by his unwavering faith and a purpose that extends beyond mere profits. It is this unconventional approach that David attributes to the enduring success of Hobby Lobby.A tangible manifestation of this philosophy is evident in the fact that all Hobby Lobby stores close their doors on Sundays, allowing employees to dedicate time to their faith, family, and well-being. Moreover, Hobby Lobby's commitment to giving back is truly remarkable. The company generously donates over half of its annual profits to charity, all while maintaining a strong and sustainable financial standing. These decisions not only align with David's core values but also serve as a testament to the fact that a business can thrive while remaining dedicated to its higher purpose. In this episode, you’ll learn:✅ The story of how David built the most profitable private retail chain store in the country on a $600 loan. ✅ How David, despite being a billionaire, maintains a humble outlook and does not associate wealth with personal value.✅ The compelling reasons behind David's decision to give away his multi-billion dollar company.Free GiftGet the 10 Commandments of a Lifestyle Investor. Visit LifestyleInvestor.com/137Show Notes: LifestyleInvestor.com/137Free 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/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.

Here’s a powerful question to ask yourself. Do you own your business, or does your business own you?Countless entrepreneurs start off dreaming big, but somehow end up trapped in a never-ending grind. Instead of building a successful company, they unintentionally create a job for themselves—sacrificing time in exchange for a paycheck.Today’s guest, Bryan Miles, learned early on that you only own your business once it can operate without you. Alongside his wife Shannon, Bryan Co-Founded BELAY—a top-tier virtual services company with a remote workforce of over 2,000 people. What’s more impressive, is that the company has won major culture and business awards despite the fact that not a single one of their team members shares an office.Through BELAY, Bryan and his wife have helped thousands of entrepreneurs in over 30 industries shed hours of “busy” and unproductive time, so that they could build a business and life on their terms. In this episode, you’ll learn: ✅ The story of how Bryan and his wife left their 6-figure salaries, built BELAY into a company that’s generated over $100M in revenue, and landed a 9-figure exit. ✅ How to unlock the power of virtual assistants to reclaim your time, work smarter, and pursue activities that ignite your passion and fulfillment.✅ How to build a remote workforce that can 10X your business without you at the helm.Free GiftGet the Lifestyle Investor Freedom Formula Exercise. Visit LifestyleInvestor.com/136Show Notes: LifestyleInvestor.com/136Free 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/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.

Culture is the glue that holds everything together and defines who we are as a family, community, or business. We can intentionally craft this culture or let external factors unintentionally shape it.Chris Smith is a testament to this understanding of culture. He embodies the belief that culture is not just what we say or believe, but it's what we do, how we do it, and how consistently we align our actions with our stated values. This is the true essence of a thriving culture; one that echoes in the corridors of a home, or an office. Chris is the mastermind behind The Campfire Effect, a framework that helps entrepreneurs and brands tell their stories effectively. Alongside his wife Melissa, he also created the Family Brand, a powerful resource that empowers individuals to become better parents and spouses and ultimately build stronger families.Whether you’re a business owner looking to strengthen your company culture or a parent striving to build a healthy family dynamic, this episode is packed with value. In our conversation, you’ll learn:✅ The three-pillar framework for building an amazing family and company culture. ✅ How to discover your true calling and stop living from a place of “should.”✅ Practical tips on being more intentional in business and in life.Free GiftGet Justin's worksheet, Family Brand Belonging & Culture. Visit LifestyleInvestor.com/135Show Notes: LifestyleInvestor.com/135Free 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/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.