The Lifestyle Investor - Investing, Passive Income, Wealth

Believe it or not, income taxes can become the biggest expense for entrepreneurs. Yet most people approach tax planning reactively, missing powerful opportunities hiding in plain sight.

Today’s guest helps investors get ahead of the game by treating tax strategy not as compliance, but as one of the most important wealth-building tools available.

Karlton Dennis is one of the leading tax strategists in the country and the foun...

For many professionals, the traditional path of investing in 401(k)s and IRAs and waiting until their retirement date, while trading time for money, eventually raises a difficult question: Is there a better way?

Today’s guests discovered that by leveraging real estate and strategic relationships, they could build passive income while enjoying the perks of their 9-5 jobs and now teach others to do the same. Rather than chasi...

For many entrepreneurs and investors, financial success often feels harder than it should. Despite tireless work and long hours spent chasing income, they still end up owing a business that runs them rather than the other way around.

Today’s guest has spent decades helping people break that cycle by shifting how they think about money, assets, and financial freedom itself.

Sharon Lechter is a globally recognized financial li...

Building lasting wealth isn’t just about making money—it’s about designing a system that creates freedom, flexibility, and long-term security. And today’s guest is a real estate entrepreneur who has mastered the art of turning land deals into a powerful cash-generating engine that fuels both lifestyle and legacy.

Jack Bosch is a seasoned real estate investor who has flipped over 4,000 land deals and helped hundreds of entre...

Building wealth and time freedom isn’t just about working harder or finding the next opportunity; it’s about surrounding yourself with the right people and designing systems that create leverage over time. And today’s guest has mastered both sides of that equation.

Thanh Pham is the founder of Asian Efficiency and host of The Productivity Show, where he has spent more than a decade helping entrepreneurs and executives work ...

Every entrepreneur wants a business that generates consistent, predictable cash flow. But most end up pouring time and money into typical marketing strategies, only to be left with frustration and inconsistent results instead of passive income and revenue.

But today’s guest has unlocked a cheat code that has generated millions in revenue without using paid ads and typical marketing strategies.

Pedro Adao is an 8-figure Kingd...

For any entrepreneur, the most valuable currency to buy back is time. Yet many remain trapped, losing time with family and struggling to break free from the business.

But today's guest has become the embodiment of building freedom through creativity, community, and leveraging advisory opportunities.

Pat Flynn is the creator of Smart Passive Income, bestselling author of Will It Fly? and Superfans, advisor to top tech compani...

Scaling a business is slow and unpredictable. Many entrepreneurs don’t make it to year five, and even fewer figure out how to scale.

But what if the key to unlocking exponential growth was to multiply your efforts through strategic acquisitions?

Tom Shipley is the co-founder of Atlantic Coast Brands, founder of Queen City Media, and co-founder of DealCon, one of the fastest-growing M&A ecosystems for entrepreneurs. Tom h...

Experts say that word of mouth is one of the most powerful marketing channels—but in today’s world, publishing a book uniquely establishes credibility and authority by showcasing your expertise.

A book can work for you 24/7, build trust before you ever meet someone, and open doors that would otherwise remain closed. Yet most entrepreneurs delay writing one because they think they don’t have the time, clarity, or expertise. ...

Many aspiring investors believe that only significant capital and experience build wealth in real estate. Today’s guests show that with work ethic, resourcefulness, mentorship, and determination, anyone can create extraordinary results.

I’m thrilled to be joined by Dedric and Krystal Polite, a husband and wife team and co-founders of Be Polite Properties. Dedric and Krystal are real estate investors, serial entrepreneurs, a...

Experts tell us that every 60 seconds, over one million plastic bottles are sold worldwide. Sadly, most of them will end up in landfills or the ocean, polluting the very thing that all living beings need to sustain life. 

It’s no secret that the continued use of single-use plastic bottles is unsustainable for our planet and health. Few have made it their mission to solve this issue. But that’s exactly what today’s gues...

One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.

Imagine financial advice and strategies that truly align your wealth with conflict-free guidance. Most investors expect traditional wealth managers and RIAs to act ...

Far too many entrepreneurs equate growth with complexity and remain hyper-focused on offering more products on more platforms, spending countless hours for minimal profit. 

This mindset often results in burnout, wasted spending, and a business that owns them instead of a business that runs without you.

But it doesn’t have to be that way. And today’s guest is here to show you how.

Allan Dib has built and scaled multiple c...

Far too many investors seek out advice and chase ROI without realizing how much bias and hidden costs are influencing their decisions. Pay-to-play is very common in the mastermind space, but there is one community that has a different set of rules.

I’ve been a member of many mastermind groups over the years, and that’s why I want to highlight what sets the Lifestyle Investor communities apart from the rest. What started as ...

What if you could spend just one day sharing your product or service with an irresistible offer—and turn that one event into a multimillion-dollar business by harnessing the power of a single presentation?

Most entrepreneurs spend years trying to grow their business through endless marketing tactics, but few realize they could be just one presentation away from the breakthrough they’ve been chasing. Whether it’s on a stage ...

Many high achievers chase success at the expense of their health—believing burnout is just part of the price you pay for greatness. 

But what if the opposite were true?

Today, I’m sitting down with Lauren Pronger—entrepreneur, author, certified holistic health expert, and founder of SuperWell Living and Well Inspired Travels—to reveal how peak performers can achieve wealth and wellness without burning out in the process...

When your values aren’t clear, it’s easy to chase the wrong deals, hire the wrong people, and build a life and business that drains you.

Today, I sit down with Robert Glazer—entrepreneur, bestselling author, and founder of Acceleration Partners—to explore how defining your personal core values can transform the way you lead, invest, and live.

Robert built a $35M global company serving brands like Airbnb, Uber, and Adidas, bu...

For most entrepreneurs, consuming alcohol is a normalized social ritual. From networking, entertaining clients, and celebrating successes to relaxing with our friends and family. But as you’ll hear from today’s guest, alcohol is really just “attractively packaged poison” for our bodies. Even one or two drinks a night can slowly erode productivity, focus, and decision-making, costing millions of dollars over an entrepreneur...

Too many professionals pursue prestige and big paydays, only to feel trapped in exhausting, unfulfilling careers. Nowhere is that more obvious than in Big Law, where young attorneys trade passion for paychecks—often at the cost of burnout, depression, and a life they never wanted.

Bill Reid broke that mold. As a nationally recognized trial lawyer and co-founder of Reid Collins, he’s spent decades taking on corporate giants—...