182: TLI Member Spotlight: Cash Flow Mastery with Cal Callahan
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
6d ago
Today’s guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning.  In today’s episode, Cal and I explore the ups and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to manage his money effectivel ..read more
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181: Secrets to Predictable Profits & Growing Beyond 7-Figures with Charles Gaudet
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
1w ago
Today, I’m talking with Charles Gaudet, founder of Predictable Profits and recognized as the go-to business coach for 7 and 8-figure entrepreneurs. Charles’ strategies for creating company growth and building scalability are regularly featured in publications such as Inc., Forbes, Success, Entrepreneur, and International Business Times. His distinctive concepts and processes are often credited for getting his clients recognized among America’s fastest-growing companies.  In this episode, we dive into Charles's remarkable entrepreneurial journey. He’s been an entrepreneur since the age of ..read more
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180: The DNA of Unicorn Leaders with Ann Hiatt
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
3w ago
Today, I'm thrilled to be talking with Ann Hiatt – a seasoned Silicon Valley veteran boasting 15 years of invaluable experience serving as the right hand to some of the tech world's most prominent figures – including Google’s Eric Schmidt, Yahoo!’s Marissa Mayer, and Amazon’s Jeff Bezos.  Ann now consults with executives and companies around the world, helping them to grow, scale, and innovate to increase revenue, attract the right investors, hire competitive talent, and align internal growth strategies. She also shows them how she reinvented her role at Google three times during 12 years ..read more
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179: TLI Spotlight: Generational Wealth Through Whole Life Insurance with Brock Fortner
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
3w ago
Today’s guest, Brock Fortner, is an investor, cash-flow specialist, and the founder of StoneCentury Financial who’s carved a niche for himself by specializing in wealth protection and helping clients understand how they can achieve their financial ambitions.  What’s incredible about Brock is that he’s the youngest-ever member of The Lifestyle Investor Mastermind. In our conversation, I wanted him to share the drive and motivation that propelled him into financial prominence at such a young age, alongside the invaluable insights he picked up by rubbing shoulders with some of the best finan ..read more
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178: Jay Abraham | The "$21.7 Billion Dollar Man” on Growing Your Business Exponentially
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
1M ago
Today, I’m talking with the one and only, Jay Abraham – who is known as The “$21.7 Billion Dollar Man” and the highest paid marketing consultant in the world!  As Founder and CEO of The Abraham Group, Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of over 10,000 clients in more than 1,000 industries, and over 7,200 sub industries, worldwide In this episode, Jay draws from his rich, 40+ years of experience, sharing proven strategies and thinking that have generated billions of revenue for his c ..read more
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177: The Fullback of Finance with Jedidiah Collins
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
1M ago
Today, I’m talking with Jedidiah Collins. Jed is a former NFL player turned Certified Financial Planner.  The moment he got his first NFL paycheck was the moment he had already spent it! This interaction with money and his perspective of how he saw money woke him up to the reality that he was financially illiterate. Never in school nor in his family had someone explained to him how money works, let alone how to make it work for him. This experience led him to founding Money Vehicle – an education technology company that’s transforming how people think about money and whose financial liter ..read more
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176: Broke to a $1 Billion Dollar Exit with Bobby Castro
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
1M ago
Today, I’m speaking with Bobby Castro. Bobby started his entrepreneurial journey with a modest ninth-grade education and a small but significant $1,700 gift from his mother-in-law. This initial capital became the seed for founding Bankers Healthcare Group (BHG) in 2001, a venture that would grow his net worth to over $500 million. Under his guidance, BHG flourished to achieve a billion-dollar exit and sale. Beyond BHG, Castro, alongside his wife Sofi, founded Ortsac Capital Group, LLC. This family office oversees a multifamily real estate portfolio valued at over $700 million, encompassing mor ..read more
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175: Scaling a Real Estate Startup From $0 to $20 Million in 3 Years with Alex Day
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
1M ago
Alex Day is a real estate tech entrepreneur and Founder & CEO of Modus, a venture capital-backed, tech-enabled title insurance and escrow business, which he successfully sold to Compass in October 2020. In today's conversation, Alex shares his vast experience scaling startups. Between 2014 to 2018 he played a pivotal role at Peach – an SMS-based lunch delivery service that predated the mainstream emergence of industry giants like Doordash and Uber Eats. He then leveraged that experience to build Modus. After bringing the idea to a startup hackathon (and winning 1st place), he and his two c ..read more
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174: Million Dollar Weekend with Noah Kagan
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
2M ago
Today, I’m talking with Noah Kagan. Noah’s an entrepreneur, author, and the founder and CEO of AppSumo. His journey in the tech industry began with roles at Intel, Facebook (where he was the 30th employee), and Mint.com, but it was his entrepreneurial ventures that truly defined his career. Despite some initial setbacks and ventures that didn't pan out, Noah's persistence led to the creation of AppSumo in 2010, aiming to democratize access to software for entrepreneurs. Today, he's not just the guy behind AppSumo, but also an influential figure in the startup community, sharing his knowledge t ..read more
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173: TLI Member Spotlight: Investing in Industrial Real Estate with Levi Benkert
The Lifestyle Investor - investing, passive income, wealth
by Justin Donald
2M ago
Levi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas.  Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he’s going to share the secrets to his success!  You’ll learn why he prefers Class B industrial real estate investing to other real estate asset classes, how he acquires properties with minimal risk and big returns, strategies for reducing your taxable income, why it’s still possible to find off-market deals, and so much more! In t ..read more
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