The Lifestyle Investor - Investing, Passive Income, Wealth

In today’s episode, I’m talking with Stephanie Postles, the CEO & founder of Mission, an award-winning podcast network designed to create, publish, and market meaningful experiences that influence the hardest-to-reach executives in the world. Before launching Mission, Stephanie worked at Fannie Mae and later at Google, where she managed a $1 billion PnL for the Geo business unit and led a $500M+ divestment. Seeking to start her own venture, Stephanie began blogging on Medium, which eventually led to the creation of Mission.The company transitioned into podcasting and went on to launch more than 35 shows – using proven storytelling techniques to create custom media experiences for their clients. But the ingenious part of it all is how Stephanie leverages her podcast network to drive revenue. Unlike most podcast owners, who focus primarily on selling ad space, Stephanie came up with a clever approach to teaming up with enterprise level companies, like Salesforce, Twillo, UPS, Dell, and many more – a strategic partnership model that creates a win/win for all involved. In this episode, you’ll learn:✅ What Stephanie has discovered about the fickle nature of platform algorithms from producing 35+ shows and hosting 800+ interviews. ✅ How to handle the tricky relationship between show hosts and sponsors — and why selling ads might not be the best monetization strategy for your podcast.✅ How to value and sell a digital asset like a podcast for a 3x revenue multiple.Free GiftGet Stephanie's "The Top 10 Pitfalls That Most Podcasters Make". Visit LifestyleInvestor.com/192Show Notes: LifestyleInvestor.com/192Tax 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.

Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment and financial services firm dedicated to building thriving communities. Since founding DLP Capital in 2006, Don has led the company through significant growth. The firm earned a spot on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 consecutive years and generated 50% revenue growth for 18 years straight – an incredibly rare achievement. Today, DLP manages over $5 billion in assets.In our conversation, Don highlights the main obstacles founders face in scaling their businesses, such as failing to raise capital, inconsistent leadership, and over-reliance on bank loans. He explains how his Elite Execution System fills in those gaps, helping entrepreneurs structure their businesses for high growth.We also get into the tactics and strategies Don uses to keep DLP at the top, making it a powerhouse in single- and multi-family brokerage, investment management, asset management, property management, construction, and private lending. In this episode, you’ll learn:✅ Don’s journey in real estate, leading to over 30,000 real estate transactions totaling over $10 billion and overseeing the acquisition of 25,000+ homes and apartments.✅ Insights into Don’s Elite Execution System, which has helped DLP secure a spot on the Inc. 5000 for 11 years running, and what businesses can adopt from their approach. ✅ The 3 biggest opportunities that Don is creating for real estate investors who want to earn big returns, while minimizing risk – regardless of market conditions and cycles.Free GiftGet Don's eBook, "Building an Elite Organization: The Blueprint to Scaling a High-Growth, High-Profit Business". Visit LifestyleInvestor.com/191Show Notes: LifestyleInvestor.com/191Tax 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.

Today's guest is Ivan Brescic, a standout in Australian real estate. With nearly two decades of experience, Ivan has coached and mentored many of Sydney's top real estate agents, helping them advance their careers significantly. Over his career, Ivan has logged over 60,000 hours in real estate, selling more than 2,000 properties and listing over 2,500.In our conversation, Ivan shares his journey to the top of the real estate industry and how he started his successful career right after high school. More intriguing is his shift from selling real estate to mentoring the next generation of real estate leaders through his business, Brescic Coaching.Ivan also emphasizes the importance of health, a key element of his success and longevity in the business. At 46, he’s as fit as ever and committed to his well-being, which he credits with giving him the energy to focus on what truly matters – shaping the next generation of real estate leaders and spending more time with his family.In this episode, you’ll learn:✅ How Ivan jumped into real estate at 18 and grew his first company, BrescicWhitney, from 3 to over 150 employees, making it one of Sydney's top brokerage firms.✅ Why he shifted from a 7-figure real estate career to focus on coaching, and his top lessons from 20 years in the industry.✅ The routines and tactics Ivan uses to stay in top physical and mental shape.Show Notes: LifestyleInvestor.com/190Tax 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.

Today’s guest, Nick Bradley, is a world-renowned author, speaker, and business growth expert. Over the last 15+ years, Nick has completed over 100 acquisitions, 26 exits, and has created $5 billion in value for Private Equity Firms.Today, he helps entrepreneurs and owners build super successful businesses that scale and sell beyond 8 and 9-figures. In our conversation, Nick shares insights from both sides of the negotiation table and uncovers the secret playbook of Private Equity – exactly how P.E. firms operate and the sneaky strategies they use during acquisitions to get the absolute best deal. By learning their tactics, you can better position your company and set yourself up for a much bigger exit. In this episode, you’ll learn:✅ The moves that maximize your returns during an exit, the benefits of a rollover vs. an earnout, and how to best position yourself in exit negotiations with private equity firms that want to squeeze the most out of the deal.✅ Nick's three-component Scale to Sale strategy that transforms your business into an optimized, efficient, and exit-ready enterprise.✅ The blueprint for perfecting your exit plan and driving the value of your business to a point where you won’t need to search for buyers - they’ll be knocking at your door!Free GiftGet free access to Nick's "The Exit for Millions Blueprint!". Visit LifestyleInvestor.com/189Show Notes: LifestyleInvestor.com/189Tax 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.

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.

Dominic Volek, from Henley & Partners, discusses the benefits of global citizenship and residency for entrepreneurs. He explains how obtaining additional citizenship opens doors to travel freedom, investment opportunities, and a versatile lifestyle. The podcast explores strategies for acquiring a second passport quickly, domicile diversification for wealth protection, and insights on investment migration programs in Europe and the Caribbean.

Asim Hafeez, owner of a successful solar panel business, shares his journey as a Lifestyle Investor, emphasizing the importance of starting small to build passive income. He discusses saving a failing company, empowering employees for a job optional life, and the impact of small wins. The episode highlights personal finance strategies, creating passive income, and transitioning to a successful business mindset. Asim's story showcases the value of community, coaching, and cherishing experiences over material possessions.

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.

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.

Passive income expert Justin Donald dives into alternative investing strategies like leveraging debt, mobile home parks, and industrial real estate. He shares insights on the coming wealth transfer and maximizing health & fitness. The episode covers off-market deals, cash flow management, and the expanded edition of The Lifestyle Investor book.