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 Gift

Get a digital copy of Greg's book, No Locked Doors!: Master the Keys to Transform Problems into Possibilities. Visit LifestyleInvestor.com/151




Show Notes: LifestyleInvestor.com/151




Free 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/consultation




The Lifestyle Investor Insider

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151: The Secret Strategies of the Ultra Wealthy with Greg Smith

Entrepreneur Magazine calls Justin Donald “The Warren Buffett of Lifestyle Investing.” Imagine being able to earn passive income, long-term equity, and achieve financial freedom while gaining total freedom from your business or a job. That’s what Lifestyle Investing is all about. Justin Donald has mastered the low-risk cash flow investment principles he shares with entrepreneurs around the world. His alternative investing principles center on creating passive income and significant wealth while liberating yourself from a day-to-day job so you never run out of money. His innovative mindset principles and 10 commandments of Lifestyle Investing have released scores of entrepreneurs from the “golden handcuffs” that came with running life-consuming enterprises. This show focuses on showing today’s entrepreneurs and business executives how to think and invest to limit risk, maximize repeatable returns, and achieve retirement goals through his proven passive income cash flow strategies. Justin’s principles enable you to move from an “earned income” career to support your lifestyle with passive cash flow investments including real estate, operating companies, debt, equity, and franchises that give you the absolute freedom to live the life you truly desire. Interviews with top thought leaders, such as, John Lee Dumas, Ryan Levesque, Hal Elrod, Jon Vroman, Mike Koenigs, Phillip Stutts, Rob Dial, John Ruhlin, Brad Johnson, Robert Glazer, Mike Michalowicz, Geoff Woods, Steve Sims, and many more! For more information, visit https://justindonald.com 


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In today’s rapidly changing world, it’s important to have a plan B for yourself and your family – one that offers a safer place to live in times of crisis, while also providing you with greater access to global business and lifestyle opportunities.

That’s why I’m excited to be speaking with Dominic Volek, Group Head of Private Clients at Henley & Partners – the global leader in residence and citizenship by investment. 

The company has over 55 offices worldwide and has helped over 25,000 entrepreneurs and international investors secure global citizenship.

In our conversation, we discuss why now is the ideal time for entrepreneurs to diversify their portfolios by obtaining additional residency and citizenship. Dominic explains how this approach opens doors to expanded travel freedom, new investment opportunities, better education, and a more versatile lifestyle. Citizenship can even be passed down through generations, so it’s a great way to set your family up for future success.




In this episode, you’ll learn:




✅ How ultra-wealthy families use domicile diversification to protect their wealth from potential political, economic, and environmental risks.

✅ Strategies for getting a fast-track to a second passport without needing to relocate and change your current lifestyle and base of operations.

✅ The biggest misconceptions about residence vs citizenship and how to choose the most tax-efficient option that aligns with your long-term personal goals and financial strategy.




Free Gift

Get free access to Dominic's guide to "Top Residency & Citizenship Programs" plus, 10% off Henley & Partners Services. Visit LifestyleInvestor.com/187




Show Notes: LifestyleInvestor.com/187




Tax Strategy Masterclass

If 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/tax




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/consultation




The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider




Rate & Review

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187: A Guide To Becoming A Global Citizen with Dominic Volek

Today, I’m talking with my friend, and one of the original members of The Lifestyle Investor Mastermind group, Asim Hafeez. 

Asim is also the owner and president of Empower Energy Solutions – a solar panel business that’s brought in over $200 million in revenue to date. 

While that’s definitely impressive, his success didn’t come without having to overcome some major setbacks as an entrepreneur. But as you’ll come to hear in our conversation, his stick-to-itiveness and selfless leadership allowed him to persevere. 

You’re also going to hear us talk about how he got started as a Lifestyle Investor and why seemingly small wins – like covering the cost of Netflix – meant so much in the beginning. Nowadays, Asim’s passive income covers much more than that, and allows him to live life on his terms. 




In this episode, you’ll learn:




✅ The lifetime value of one coaching call – and why Asim believes that the ROI of the Lifestyle Investor Mastermind is infinite.

✅ The story of how Asim saved a failing solar company – and why he’s helping his employees create a job optional life.  

✅ Asim’s strategies for creating passive income – and the steps anyone can take to cover their monthly expenses (even the smallest obligations), so they can start to build a life on their terms.




Show Notes: LifestyleInvestor.com/186




Tax Strategy Masterclass

If 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/tax




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/consultation




The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider




Rate & Review

If 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.




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186: TLI Member Spotlight: Unlocking Passive Income by Starting Small with Asim Hafeez

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 Gift

Get free access to Jim's "Augusta Rule & Tax Reference" guide. Visit LifestyleInvestor.com/185




Show Notes: LifestyleInvestor.com/185




Tax Strategy Masterclass

If 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/tax




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/consultation




The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider




Rate & Review

If 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.




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185: Maximize & Manage Your Money Like a Billionaire with Jim Dew

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 Gift

Get free access to Nick's "Mobile Home Park Overview Capture' Spreadsheet."  Visit LifestyleInvestor.com/184




Show Notes: LifestyleInvestor.com/184




Tax Strategy Masterclass

If 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/tax




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/consultation




The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider




Rate & Review

If 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.




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184: Member Spotlight: Tax-Free Investing Strategies with Nick Najjar

In today’s episode, we’re flipping the script! If you tuned in to last week’s episode, you would have heard me interviewing my friend, Cal Callahan, where we talked all about the major shift he’s made to his investing strategy, focusing less on building his net-worth, and more on cash-flow and passive income strategies that will allow him to achieve lifestyle freedom. 

This week, Cal’s interviewing me on his amazing podcast, The Great Unlearn, where we go even deeper into the world of passive income to uncover the strategies that are often overlooked by many investors too eager to make a quick buck rather than focusing on substantial, long-term rewards.




In this episode, you’ll learn:




✅ Alternative investing strategies such as leveraging debt, tapping into private equity, and exploring industrial outdoor storage spaces.

✅ The largely untapped potential in mobile home parks and industrial real estate, especially with zoning laws becoming more accommodating - making these sectors highly promising for future investments.

✅ The massive impending wealth transfer projected to exceed $100 trillion and strategies for capitalizing on this shift through savvy cash flow management and off-market deals.

You’re also going to hear how maximizing my health & fitness AND what’s in store for the expanded edition of The Lifestyle Investor book. 




Free Gift

Get free access to "The 10 Commandments of a Lifestyle Investor." Visit LifestyleInvestor.com/183




Show Notes: LifestyleInvestor.com/183




Tax Strategy Masterclass

If 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/tax




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/consultation




The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider




Rate & Review

If 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 DonaldFacebookYouTubeInstagramLinkedInTwitter


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

151: The Secret Strategies of the Ultra Wealthy with Greg Smith

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