The Lifestyle Investor - Investing, Passive Income, Wealth

Today’s guest, Jim Sheils, is known as the “Crazy Glue” for entrepreneurial families. His celebrated “Family Board Meeting” strategy has empowered thousands of business leaders globally to foster stronger bonds with their families.But beyond that, Jim is also known for his real estate brilliance. Leveraging the “Build-to-Rent” strategy, he grew his real estate portfolio across 14 markets in Florida to a point where they raked in $185 million in sales in just one year.In our discussion, Jim shares his approach and insights on nurturing strong family bonds without missing a beat in business and also pulls back the curtain on the mindset that drives his winning real estate strategies. In this episode, you’ll learn: ✅ Strategies for deepening the bond with your spouse and children.✅ Tactics to amplify your business productivity, sharpen your focus, and accelerate growth.✅ The 'Build-to-Rent' blueprint that skyrocketed Jim's real estate portfolio to a staggering $185 million in sales within a single year.Free GiftGet 3 free chapters of the Passive Income Playbook. Visit LifestyleInvestor.com/159Show Notes: LifestyleInvestor.com/159Free 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.

Today on the podcast, I'm talking with one of my closest friends, Ryan Casey. Once a leading figure at Cutco with an impressive 22-year tenure and $40 million in sales, Ryan has since transitioned to the COO of The Lifestyle Investor business.On top of that, he has also carved out a niche as a multi-gym franchise owner with Orangetheory Fitness. His studios consistently rank in the top 10% for performance, even amidst a crowded field of 1500+ Orangetheory locations.After COVID-19 hit, many other Franchise owners expressed needing help training their sales staff. Ryan has since started sharing his methods to help small business owners prepare their salespeople and managers. In this episode, you’ll learn: ✅ Ryan's scaling strategies that propelled his Orangetheory gyms to the top, even in the face of Covid.✅ A deep dive into the real-world financial gains and personal growth opportunities that come from active participation in a mastermind group.✅ The crucial role that top-tier talent plays in the success and sustainability of any organization.Free GiftGet the 1st module of the Real Sales Training Course. Visit LifestyleInvestor.com/158Show Notes: LifestyleInvestor.com/158Free 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.

Today, I’m talking with Ron Lynch all about blockchain technology! We explore the concept of “identity within the blockchain”, and how Ron is making sure we can manage our assets on decentralized platforms without compromising privacy and security.   We also discuss the challenges and opportunities of moving away from centralized, government-run blockchains, and the barriers that hold businesses back from reaching greater heights.  In this episode, you’ll learn: ✅ The greatest threats to your identity and security in the Blockchain space - and Ron’s game-plan for tackling them.✅ The one big mistake companies make when trying to scale.✅ Ron’s wild ride from a grocery store worker to a Hollywood actor/writer, and ultimately a multimillionaire infomercial mogul.Free GiftVisit LifestyleInvestor.com/157Show Notes: LifestyleInvestor.com/157Free 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.

Today, I’m talking with Brian Beers. Brian is an entrepreneur and investor who took over his Dad’s small auto repair business and grew it from just a handful of shops, to a 33 location enterprise that serves the Philadelphia and New Jersey regions. The company – which operates Midas franchises – employs 200+ people, and does $40M in revenue. Brain’s now on a mission to help others build a fortune through franchising. In this episode, you’ll learn: ✅ The creative financing options Brian used to bootstrap and scale a $40M franchise – and how he did it despite having little to no experience. ✅ How to transition out of your 9-5 and start a franchise that leads to long-term wealth – including some of the top franchising opportunities to consider. ✅ How to replace yourself and recruit a trusted operator who can oversee daily operations, so you can gain freedom and live life on your terms. Free GiftVisit LifestyleInvestor.com/156Show Notes: LifestyleInvestor.com/156Free 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.

Join William Green, bestselling author of 'Richer, Wiser, Happier', as he shares key investing and life lessons from legendary investors like Charlie Munger and Ray Dalio. Discover mindset principles for wealth-building during economic disruptions. Reflect on the challenges and rewards of writing a book. Explore the value of simplicity in various aspects of life. Dive into William Green's book and podcast, and take a step towards financial freedom.

Dan Martell, an award-winning entrepreneur and angel investor, talks about his comeback story from life behind bars to becoming a multi-millionaire. He discusses the power of hiring a great coach to avoid costly mistakes and combat 'time assassins'. The podcast explores topics such as building an empire, the value of coaching and personal growth, entrepreneurial ventures, stepping out of the comfort zone, CEO responsibilities, and the concept of 'time assassins'.

Former special forces military veteran, Jeremy Locke shares his unbelievable journey from military service to finding his purpose and living a meaningful life. He discusses the importance of vulnerability, using business for good, and highlights Aerial Recovery's mission to save lives. The chapter explores the challenges faced by veterans in overcoming mental health issues and the importance of creating a healing space for them. Jeremy's inspiring story proves that anyone can find purpose and help others.

Today, I’m talking with Tucker Max. By now, you’ve probably heard his name, but just in case, Tucker became a 4x New York Times bestselling author, who sold over 4.5 million books worldwide. He went on to leverage his success as an author and co-founded Scribe Media, a company that helps you write, publish, and market your book. He’s helped people like David Goggins, Tiffany Haddish, Dan Sullivan, and countless others get their books off the ground. In today’s episode, you’ll learn: ✅ The story of how he built Scribe into a $21M company before exiting in 2021 – including the hard lessons learned when it comes to structuring a deal with favorable terms.✅ The value of investing in hard, productive assets – and how Tucker turned a 45 acre ranch into a self-sufficient homestead. ✅ Why money is not the only metric to measure success.Free GiftGet The 10 Commandments of a Lifestyle Investor. Visit LifestyleInvestor.com/152Show Notes: LifestyleInvestor.com/152Free 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.

With a career spanning over five decades, my guest today, Greg Smith, is a master in asset management and strategic planning for ultra-high-net-worth families. His portfolio ranges from M&A in commercial banking to fiduciary responsibilities in tightly regulated sectors like aviation, chemicals, and real estate investment.In our discussion, we explore a wide range of topics - from optimizing debt-to-equity ratios to the nuances of investing leverage and due diligence, from both the buyer's and seller's perspectives.Whether you’re on the buying or selling side of a transaction, seeking to maximize deal flow, or aiming to refine your wealth management strategies, this episode is a must-listen. In this episode, you’ll learn:✅ How the ultra-wealthy strategically maximize cash flow, reduce risk, minimize taxes, apply leverage, and build long-term wealth. ✅ Best practices for engaging investment bankers for deal structuring, negotiations, property acquisitions, raising capital, and tax-efficient business exits.✅ Tactical due diligence checklists for buyers and sellers to ensure you're covering all bases.Free GiftGet a digital copy of Greg's book, No Locked Doors!: Master the Keys to Transform Problems into Possibilities. Visit LifestyleInvestor.com/151Show Notes: LifestyleInvestor.com/151Free 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 this episode, I’m talking with Michael Abramson. Michael has spent over 20 years in the fitness industry and has successfully scaled multiple fitness franchisees.He spent just under a decade at D1 Training, where he wore a few hats - VP of Development and General Counsel, and eventually climbing the ladder to President. Under his leadership, D1 skyrocketed to the 59th spot on the Entrepreneur’s Top 500 Franchises list in 2018.Post-D1, he stepped into the COO role of Xponential Fitness, the world's premier spot for boutique fitness brands, boasting ten distinct brands and a whopping 2,500+ locations. Michael played a key role in getting the company to a $1 billion IPO valuation.Today, he is the President of Stark – a fast-growing network of high-performance health solutions which integrate concierge medicine with nutrition, training and mobility. In this episode, you’ll learn: ✅ Michael's fascinating journey from powerlifting and music production to becoming a mastermind of scaling businesses.✅ A blueprint on how to set growth goals for every stage of your business.✅ A behind-the-scenes look at what it feels like to ring the bell at the NYSE for a billion dollar IPO!Free GiftGet Michael's Report The 5 Keys to Franchising. Visit LifestyleInvestor.com/150You can also get some one-on-one time with Michael. He's offering a 15-min complimentary call to all Lifestyle Investor listeners. CLICK HERE to book your session today!Show Notes: LifestyleInvestor.com/150Free 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.