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The Lifestyle Investor - Investing, Passive Income, Wealth

Latest episodes

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Dec 1, 2022 • 43min

110: Scaling Philanthropy to End Human Trafficking with Ryan Sobey

Over 50 million people are trapped in the world of human trafficking, and today’s guest is doing something about it. Ryan Sobey is the VP of Anti-trafficking at Love Justice International, an organization that has helped over 34,000 people worldwide escape human trafficking, find freedom, and reconnect with loved ones. They’re a testament to the fact that with the right people and mindset, any organization can be financially successful while also providing value to society. Love Justice currently operates in 22 countries, and Ryan has been an integral part of the efforts that helped them contribute to over 1,200 arrests worldwide with an over 35% conviction rate. While Ryan and his team are on the front lines stopping vulnerable people from becoming victims, they also help traffickers find a better life for themselves, stop trafficking and deter others from following their path. In today’s conversation, we discuss why real human trafficking is much more brutal than what we see in the movies, Love Justice’s scalable business model that they’re helping other human rights organizations replicate, and the importance of using your passion for being of service to others.Free GiftRyan’s team put together an eye-opening report titled, The Truth Behind Human Trafficking: 10 Common Myths Debunked. It’s a short, but powerful read. To get access to this gift, visit LifestyleInvestor.com/110Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/110Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Nov 24, 2022 • 48min

109: Scaling to $100 Million By Reinventing Philanthropy With Scott Harrison

Scott Harrison is an entrepreneur, philanthropist, and bestselling author on a mission to bring clean drinking water to every person on Earth who needs it.  And he's not just talking about it; he's actually doing it. Scott is the Founder and CEO of charity: water, one of the fastest-growing nonprofits in history with more than 1 million supporters worldwide that raised over $700 million and funded over 111,000 water projects in 29 countries. Scott has provided over 15.5 million people with clean, safe drinking water through his charity.  After a decade of pure indulgence as a nightclub promoter, Scott fell apart physically and emotionally. He spent two years volunteering as a photojournalist on a hospital ship off the coast of Liberia and came back to NYC on a mission to bring clean drinking water to people worldwide.  He details his incredible journey in his bestseller, THIRST: A Story of Redemption, Compassion, and a Mission to Bring Clean Water to the World. In our conversation, we go over his journey from being attached to materialism to devoting his life to serving others, his innovative business model for scaling nonprofits that other organizations fail to use, and his vision for where charity: water is headed in the future.Free GiftScott's sharing his documentary The Spring, which tells the full story of how he set out to solve the water crisis. Today, there are more than one million people who have joined him on his mission. To get access to this gift, visit LifestyleInvestor.com/109Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/109Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Nov 16, 2022 • 48min

108: Investing in Alternatives, Capitalizing on Inflation, and Building Recession-Proof Businesses with Ben Fraser

Ben Fraser is the Managing Director at Aspen Funds, a private fund that operates real estate funds for investors. He has raised over $100M in the past several years. Before Aspen Funds, Ben worked as a commercial banker and underwriter in boutique assets management. He’s also a contributor to the Forbes Finance Council and a co-host of the Invest Like a Billionaire podcast. Ben’s experience in real estate and banking taught him that even though successfully navigating a recession and rising interest rates can be challenging, the best opportunities appear when the economic landscape is shifting.  In today’s conversation, he reveals why ultra-wealthy individuals and organizations allocate significant portions of their investment portfolios outside the stock market and in alternatives—like real estate, private equity and hedge funds—while the average investor mainly works with stocks and bonds. We also go over his strategies for successfully navigating recessions, why he likes multifamily and self-storage, and his thoughts on the future of the US economy.Free GiftNick’s giving away the first 5 chapters of his book, The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings. The book is designed to show you how throwing small parties in a strategic way can be the easiest method to building your network. To get access to this gift, visit LifestyleInvestor.com/108Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/108Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Nov 10, 2022 • 48min

107: Scaling Businesses, Exit Deals, and the 2-Hour Cocktail Party with Nick Gray

Nick Gray is an investor, entrepreneur, and author who has started, scaled and sold multiple businesses.  One of his most successful ventures was Museum Hack, which was his unique approach to offering museum tours for people who hate museum tours. It got into the Inc 5000 as one of the fastest-growing companies in the country. Eventually he struck a 7-figure exit deal, and continues to own 15% of the company. While Nick could have enjoyed an early retirement, he decided to follow another passion: connecting with people and helping others build personal and professional relationships. After hosting hundreds of parties, he authored The 2-Hour Cocktail Party, which teaches anyone how to build relationships by hosting small gatherings. New York Magazine has described him as “the host of culturally significant parties.” In this conversation, we go over the lessons he learned from bootstrapping and exiting multiple businesses, why entrepreneurs struggle to find meaning after securing nine-figure exits, and why hosting events is the best way to build your professional network. Free GiftNick’s giving away the first 5 chapters of his book, The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings. The book is designed to show you how throwing small parties in a strategic way can be the easiest method to building your network. To get access to this gift, visit LifestyleInvestor.com/107Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/107Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Nov 3, 2022 • 50min

106: Using Leveraged Buyouts to Scale and Secure 9-Figure Exits with C.L. Turner

C.L. Turner is the Founder and Managing Partner of Crescendo Capital. He has invested in 50+ companies and closed 13 platform acquisitions with multiple eight and nine-figure exits.  Through Crescendo, C.L. primarily focuses on low-to-middle-market businesses valued from $20M to $150M, and takes them to the next level by providing capital, operational expertise, and a hands-on collaborative approach to enable their organic and acquisitive growth. What differentiates C.L.’s approach with Crescendo from that of countless other companies is that when they invest and acquire companies, they prioritize the cultural and personal fit of the acquisition with the founders and key employees in the company.  In our conversation, we dig into using leveraged buyouts for scaling and exiting, the importance of collaborating with founders and employees when acquiring companies, and C.L’s strategy for investing that he used to land 8 and 9-figure exits for his clients.Free GiftI’m sharing a detailed list of all the books I’ve read related to money, investing, lifestyle, and personal development. I average 70 to150 books per year, so the list is pretty extensive. Not only that, but you’re going to get a PDF that outlines the top twenty-five books that I recommend every Lifestyle Investor listen to or read.To get access to this gift, visit LifestyleInvestor.com/106Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/106Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Oct 26, 2022 • 43min

105: Let Go of the Past & Overcome Your Trauma with Stefanos Sifandos

If you want to live a rich life, one of the most important assets to invest in is yourself. You can have all the money in the world, but if you don't have your health, the money is pointless. While today’s episode doesn’t cover the usual investing strategies our guests normally speak on, it does offer valuable insight into how someone with a difficult past can face their fear, let go of the past, and completely turn their life around for the better.  I’m talking with Stefanos Sifandos. Stefanos is a behavioral scientist and relationship expert who has worked with Elite Special Forces soldiers, Olympic Gold Medalists, high-performing CEOs, entrepreneurs, world champion fighters, and everyday people, helping them to move past their trauma and step into freedom. Before Stefanos could help all those people, he needed to help himself first. He grew up in a low-income family with an abusive father, and the trauma he went through as a child wreaked havoc on his life as an adult. He became addicted to food, porn, sex, and abusive relationships. After years of struggle, he decided to stop the past from influencing his present. He explored his deep-seated pain and saw the man he could be if he didn’t allow those demons to define him. Today, he no longer fears his insecurities and isn’t afraid to share them with those he loves.  In our conversation, we dig into the importance of facing and working through difficult emotions and past traumas, and surrounding yourself with people who believe in you. We also go over Stefanos’ strategies for doing the inner work he used to overcome years of depression and feelings of self-worth, so he could build a thriving business and freedom lifestyle.Free GiftStefanos and his wife want to share their experiential Sacred Union process with you, which is their framework for building an epic relationship with your partner. To get access to this gift, visit LifestyleInvestor.com/105Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/105Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Oct 19, 2022 • 44min

104: Accelerating Growth with Tax-Free Profits and Investing in Relationships with Scott Ryan

Today, I’m speaking with Scott Ryan. Scott is the Managing Partner for Terra Rossa Investments, which is an active investor in fixed income, debt products, real estate, blockchain, VC, and later-stage tech. Scott oversees deal origination, due diligence, acquisition, and liquidity for the company. Additionally, he is the fundraising manager for Lotus Domaine Fund 3.In this episode, Scott shares his early beginnings as an entrepreneur, going from making 6-figures as a tennis coach to starting, scaling, and selling 3 tech-based companies—one of which landed him an 8-figure exit! In our discussion, you’ll learn the biggest investing mistakes Scott made after his big exit (and how to avoid them), the power of relationships, and the strategies Scott leverages to earn more, while avoiding long-term capital gains tax.Free GiftGet Scott's curated list of some of the best wines in the world! This is an excellent selection of wines that will help you elevate your palette and explore the world of wine with a whole new level of appreciation.To get access to this gift, visit LifestyleInvestor.com/104Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/104Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Oct 12, 2022 • 1h 6min

103: Retiring Early, Buying Companies With No Money Down, and Scaling Smarter with Roland Frasier

You’ll be hard-pressed to find someone who knows more about buying, scaling, and exiting companies than today’s guest, Roland Frasier, one of the most creative and intelligent minds in business.Roland is the co-founder and/or principal of 5 different Inc. Magazine’s fastest-growing companies, and a serial entrepreneur who has built or sold over 24 businesses with adjusted sales ranging from $3 million to just under $4 billion. Roland also advises business owners on leveraging, growing, scaling, and exiting their companies. He specializes in creative deal structuring and low and no money down acquisitions. Roland is a master in adding value, growing, scaling, and selling the businesses he acquires for as much as 200 times his initial investment. In our conversation, we go over his strategies for acquiring companies with no money out of pocket, why relationships are the most important currency, and how to leverage debt to buy and scale any business to a multi-million dollar value.Key Takeaways with Roland FrasierHow Roland got inspired to get into real estate at just 16 and the steps he made to be financially free before he turned 20.How Roland first learned about leveraged buyouts and how he used those skills to generate an extra $1.8 million in profits in his first deal.The importance of having gratitude for what you already have and finding the work you GET to do, not work that you HAVE to do.Surround yourself with people that are ahead of you and soak up the knowledge. Roland is part of nine (!) Masterminds that provide members with the opportunity to uplevel their businesses in every way.Learn Roland‘s impressive networking strategy that got him into business with Daymond John and William Shatner.How Roland leverages debt to acquire companies and his strategy for scaling them and paying out those debts.  Why multi-billion dollar companies rely on strategy, and businesses that fail rely on tactics. You need both for long-term success!The strategies (“five-buys”) that Roland uses to acquire businesses with no money down that he applied to over two dozen companies valued between $3M and $4B.Free GiftGet access to Roland's 5 Day EPIC Challenge, which is valued at $997. EPIC, standing for Ethical Profits In Crisis. The challenge is built to show you the EXACT strategy Roland used to found, acquire, scale, or sell over two dozen businesses with sales ranging from $3 million to just under $4 billion. The Next 'EPIC' Challenge starts October 20th, 2022, so definitely don’t wait to sign up. To get access to this gift, visit LifestyleInvestor.com/103Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/103Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Oct 6, 2022 • 1h 4min

102: Leveraging Life Insurance to Build Tax-Free Wealth with Will Duffy

You can’t put a dollar value on your family. But you can make sure their financial future is taken care of in case of unexpected events. Nowadays, we’re sold on the idea that banks are our best bet to do this.That’s simply not true. Banks only have their interests in mind. And, contrary to popular belief, they’re not bulletproof and can go under. Luckily, there are ways in which you can take care of the financial security of your family and create wealth at the same time. That’s why you have to listen to today’s episode with my guest, Will Duffy. Will is a Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Enrolled Agent (EA) who became a millionaire at age 33 by following the same contrarian wealth-building and tax-saving strategies he teaches his clients. His proven roadmap helps clients realize their financial goals and secure the future of their families.  In this episode, you’ll learn how the wealthiest people in the world leverage life insurance to build tax-free wealth, the major mistakes to avoid when using life insurance as an investment vehicle, and the bank replacement strategy with much better returns.Key Takeaways with Will DuffyWhy the wealthiest people in the world are the largest purchasers of life insurance. Why the “infinite banking” and “bank on yourself” strategies don’t work, and better alternatives you can use instead.Will’s bank replacement strategy that will get you guaranteed returns on investment regardless of recessions, stock market crashes, and depressions. The #1 mistake to avoid when using life insurance to invest. The strategy that life insurance companies don’t want you to know about that helped Justin save millions of dollars on his life insurance policy. Why do the size and investment portfolio of life insurance companies influence the dividend you’re earning with their policies? The benefits of life insurance that aren’t activated only by death.Nobody’s promised tomorrow. Why it’s always better to get life insurance as soon as possible.Free GiftGet Will's free book, Roths for the Rich: How To Fund Your Roth With Over $100,000 Each Year. The book will show you how to accumulate the most money possible while paying the least amount possible to UncleSam — using the Roth IRA. You’ll be amazed how much you can sock away tax-free by making the tax laws work for you!To get access to this gift, visit LifestyleInvestor.com/102Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/101Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & ReviewIf you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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Sep 22, 2022 • 1h 1min

100: Starting & Scaling a $650M Real Estate Empire with Brandon Turner

Today is a major milestone for the podcast, as we’ve reached 100 episodes. And to celebrate, I’m speaking to the one and only Brandon Turner. Brandon Turner is widely regarded as one of the top authorities in the world on real estate investing. He’s the bestselling author of several real estate books, with over 1 million copies sold, and is the former host of BiggerPockets, the #1 real estate investing podcast with over 100 million downloads.Brandon is also the founder and managing member of Open Door Capital, a private real estate investment firm that helps clients achieve superior risk-adjusted returns through the acquisition of value-add assets nationwide.In this episode, Brandon shares how he got started as a real estate investor and went from buying his first single-family home to building a real estate empire comprising 7,400 units and $650M AUM. We discuss the process for buying real estate with no money down, how to leverage the power of who, not how to scale your business, why Brandon made the difficult decision to leave BiggerPockets, and the most powerful question you can ask to achieve extraordinary levels of success in business and life. Free GiftHe’s giving away his e-book, "How the Rich Pay No Income Tax” which outlines several tax strategies you can legally use, to reduce or even eliminate your tax bill.To get access to this gift, visit LifestyleInvestor.com/100Want the Full Show Notes?To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit LifestyleInvestor.com/100Get the Lifestyle Investor Book!To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit LifestyleInvestor.com/bookRate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, Stitcher, Castbox, Google Podcasts, iHeart Radio, or wherever you listen, so future episodes are automatically downloaded directly to your device.You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU!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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