The Lifestyle Investor - Investing, Passive Income, Wealth

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—...

College tuition is one of the biggest financial burdens families face. Sticker prices are outrageous, financial aid feels confusing, and many parents resign themselves to paying full price—or worse, watching their kids drown in student debt.

What if you could legally and strategically cut tens of thousands of dollars off your child’s tuition bill every single year?

That’s exactly what Seth Greene helps parents do. Seth is th...

Entrepreneurs are often caught in a nonstop race—chasing revenue, scaling businesses, and pushing harder every year. The result? Burnout, strained relationships, and the feeling that freedom is always out of reach.

Pete Vargas knows that cycle firsthand. He’s built multiple 7- and 8-figure companies, filled arenas with his “stages” model, and partnered with names like Grant Cardone and Tony Robbins. But the constant hustle ...

Today, I’m joined by Chris Van Dusen—serial entrepreneur turned Senior Equity Partner at SoCo Capital. Chris built and sold multiple companies, including one of the world’s largest CBD brands, before stepping into the world of private equity and alternative investments.

We break down the critical differences between building businesses and investing in them, why luck and timing matter more than people are willing to admit, ...

Every entrepreneur dreams of the big exit, yet for many, the American Dream can quickly turn into the American Nightmare.

Within five years, Alex Bean went from startup founder to selling Divvy for $2.5 billion to Bill.com—making enough money to never work another day in his life.

But instead of fulfillment, he was blindsided by loneliness, loss of identity, strained relationships, and new family challenges money couldn’t fi...

Success in business and investing often gets framed as tactics, strategy, or sheer hustle. But according to David Bayer—renowned mindset and performance coach, transformational speaker, and founder of the Powerful Living Experience—the real driver isn’t what you do, it’s the state of mind you operate from.

David has guided thousands of entrepreneurs and leaders through his coaching programs, live events, and his book A Chan...

Building and selling a company is hard—but managing wealth afterward is a completely different challenge.

Jay Jacobs knows this firsthand. An OG member of The Lifestyle Investor Mastermind, and my very first Private Client, Jay founded RAPID Manufacturing in 2001 and grew it over 17 years into the world’s largest prototype sheet metal manufacturer and the second-largest prototype CNC machining business. RAPID’s success was ...

He was dying. They thought he wouldn’t survive. So they stole his $1B company.

Adel Sayegh built a billion-dollar business from nothing—pioneering security tag technology, facial recognition, and GPS tracking. But while he lay on his deathbed battling pancreatic cancer, the people he trusted most betrayed him.

They drained his accounts, forged documents, and used his assets to rack up debt. The result? A complete collapse of...