Did you know less than 1% of companies are publicly traded? While most investors obsess over stocks, the ultra-wealthy are quietly building fortunes in the other 99%. Today, we’re unlocking their playbook.

In this episode, I’m talking with Christopher Zook, Founder of CAZ Investments and co-author of “The Holy Grail of Investing,” which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports ownership, Christopher reveals the strategies they use to create cash flow, reduce risk, and build lasting wealth.

We break down why private markets consistently outperform public markets, the power of true diversification beyond stocks and bonds, and how to align your investments for maximum upside with minimal risk. Plus, Christopher shares game-changing insights into new legislation that could make these opportunities accessible to more investors than ever.

If you’re ready to rethink your approach to investing, this episode is packed with actionable insights.

In this episode, you’ll learn:

✅ How new rules around accredited investors are opening up private markets to more people, including the ability to invest 401(k) and 403(b) plans in private opportunities.

✅ Why GP Stakes are one of the hottest private equity trends of the past decade, how he became a first mover in the space, and why this investment offers a stronger risk-reward balance and reliable cash flow.

✅ How big family offices and high-net-worth investors think about capital allocation, risk management, and building generational wealth away from the volatility of public markets.

✅ How Christopher is entering the rapidly expanding world of sports investments, why it’s poised for massive growth, and what it means for investors looking to capitalize on this emerging trend. 

Free Gift

 Get Christopher's report, "GP Stakes: A New Path to Private Equity." Visit LifestyleInvestor.com/217

Show Notes: LifestyleInvestor.com/217

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

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