The Lifestyle Investor - Investing, Passive Income, Wealth

254: Why a $2.5B Exit Didn’t Lead to Happiness with Alex Bean


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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 fix. He realized what many successful entrepreneurs eventually face: wealth can be a blessing or a curse, depending on how you handle it.

Out of this season came Alex’s mission-driven venture, Factory for Good—a company designed to help entrepreneurs and families use money as a force for good, protect their most important relationships, and build lasting wealth that doesn’t destroy the next generation.


In this episode, you’ll learn: 


1.) Why financial freedom without purpose often leads to loneliness, loss of identity, and broken relationships—and how to avoid it.


2.) The Factory for Good framework for turning money, time, and energy into a legacy of impact rather than destruction.


3.) Practical strategies Alex uses with his own family—like the “Happiness Audit,” the “Bank of Mom & Dad,” and relationship frameworks—that will change the way you think about wealth, parenting, and purpose.


Show Notes: LifestyleInvestor.com/254


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


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The Lifestyle Investor - Investing, Passive Income, WealthBy Justin Donald

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