Most business owners, investors, and high-income earners are losing money—not because they're bad at making it, but because they're bad at keeping it.

In this episode, Jim sits down with tax strategist Chris Shockowitz of deferTax.com, a guy who walked away from corporate America, saved seven figures in taxes himself, and now helps entrepreneurs slash tax bills the legal, intelligent way.

If you've ever wondered why the wealthy pay less tax, how they use the code instead of getting crushed by it, or how to stop being at the mercy of your CPA once a year…this conversation is your wake-up call. Owners don't play defense—they plan..

What You'll Learn

• Why does tax preparation cost you money, but tax planning saves you money

• The difference between a CPA who reports history vs. a strategist who shapes your future

• How high-income earners legally cut taxes by up to 50%

• How to use trusts and smart structuring to sell crypto, real estate, or a business with zero tax

• Why the tax code rewards investors, owners, and producers—and how to start thinking like one

Here's the shift Chris drove home: Tax preparation reports history. Tax planning changes your future.

Your CPA can tell you what you owe. A strategist tells you what's possible.

And most high-income earners are leaving six figures (or more) on the table simply because nobody ever showed them the legal, proven tools built into the tax code for people who invest, own, and think differently.

Chris's Shared Wisdom

"Most people don't know what they don't know. The tax code isn't built to punish you—it's built to reward the people who invest in America. When you understand it, it changes everything."

Connect with Chris: Website: www.DeferTax.comLinkedin: www.linkedin.com/in/christopher-shockowitz/

In this episode of Breakaway Wealth, Jim breaks down 10 universal success habits every top performer uses—whether they realize it or not. From structured mornings to time blocking, from health optimization to rapid-fire execution, these habits create predictable momentum. And when paired with Infinite Banking, they become a wealth engine on purpose.

Jim also answers a pressing IBC question from the community: Can you run all of your W-2 income through your own banking system?

Yes—but there's a smarter way to approach it if your goal is velocity, not theory.

It's not motivation that builds wealth—it's structure, reflection, and action. This episode hands you all three.

What You'll Learn:

• The IBC Question: Can you run all your W-2 income through your bank?

• The 10 Habits of Highly Productive People

• Decide → Act → Adjust.

• Stop waiting for the perfect system. Build it.

Action Steps

• Build your Ideal Week and compare it to your real one.

• Write your top goal 25 times daily for one week.

• Track your circle: Who gives energy—and who drains it?

Jim's Words That Matter

"You don't need more motivation—you need a system. Win Monday, and the week takes care of itself."

In this episode of Breakaway Wealth, Jim Oliver sits down with leadership coach Adrian Koehler—a former pastor and prison leadership trainer who now coaches founders and "type A dickheads" who feel the weight of responsibility and the loneliness at the top.

Adrian and Jim dig into why "not having a vision" isn't an accident, it's a strategy. They unpack how confusion is actually a chosen vision, why high-performers secretly love being "stuck," and how most leaders waste energy being frustrated that others aren't like them instead of learning to translate their own genius.

What You'll Learn

• Confusion Is a Vision: Why "I don't know what I want" isn't a neutral statement—it's a chosen vision of confusion with payoffs and prices.

• The Real Work of High Performers: How founders create the loneliness at the top—and what shifts when you actually want truth more than comfort.

• Vision as a Future Worth Having: How Adrian reframes faith, calling, and vision—away from protectivism and toward adventure.

Action Steps

1. Expose Your "Confusion Strategy" Write out: "Why do I love being confused about my vision?" List every payoff and every price. Awareness kills the racket.

2. Translate Your Genius for Your Team Take one intuitive thing you do well and break down the principles behind it. That's how you scale your thinking.

3. Re-Anchor Money to Mission Ask: "If I had a billion dollars today, where would it go this week?" Compare that to your current spending and adjust.

Adrian Koehler's Powerful Word "Everybody has a vision—every second of their life. If you're 'stuck' or 'confused,' that's still a vision. If we don't get to now, we can't get to next."

Connect with Adrian Koehler: Youtube: www.youtube.com/channel/UC3c7kMcC7nah-QdxffV2NXA

LinkedIn: www.linkedin.com/in/adriankoehler

Instagram: www.instagram.com/adrian.k/?hl=en

In this solo episode of Breakaway Wealth, Jim Oliver dismantles one of the biggest lies in finance: that income equals wealth. He shares hard-earned lessons from his early career in financial planning, where assets measured success under management—not freedom. Jim reveals how even six-, seven-, and eight-figure earners often remain financially enslaved.

If your wealth disappears when your income stops, you don't own your wealth; you lease it. Jim explains how to reclaim ownership by shifting your focus from income to control, and how he applies this mindset in building companies, creating equity for others, and multiplying freedom.

• The Big Lie: Why "making more money" doesn't make you free.

• Control Over Income: How to stop leasing your wealth and start owning it.

• The Paycheck Trap: Your paycheck isn't your ticket to success, or freedom.

• Freedom Through Ownership: How to structure your business so you—and your team—win.

• The Wealth Game Plan: How to design assets that serve your life, not consume it.

1. Audit Your Wealth Ask: If my income stopped today, what part of my wealth would still work for me?

2. Redefine Your Scoreboard Measure success by control and freedom, not income or net worth.

3. Build Equity for Others Give your team ownership opportunities—shared growth creates shared freedom.

"Freedom isn't about how much you make—it's about how much you own and control. If your wealth disappears when your income stops, you don't have wealth. You have a job with a logo."

In this episode of Breakaway Wealth, Jim Oliver sits down with Dr. Erin Wilson, a powerhouse in leadership development and the creator of the "NAP Framework" for strategic rest. Together, they unpack relationship intelligence—the "million-dollar skill" that separates effective leaders from forgettable ones—and why rest is not a reward, but a strategy.

Dr. Wilson shares how leaders can use relationship intelligence to connect, communicate, and collaborate at a higher level by understanding what truly motivates people. She also discusses her framework for strategic rest, how to use it to unlock creativity and performance, and why most of us get motivation wrong.

What You'll Learn:

1. Rest is a performance tool. The NAP Framework turns rest into a scheduled advantage that improves clarity, creativity, and leadership capacity.

2. RI vs. EI: Emotional intelligence is internal awareness. Relationship intelligence operationalizes it so you actually get results with people.

3. SDI in practice: People are primarily motivated by People, Process, or Performance (usually a blend). Speak to their driver and watch resistance drop.

4. Common leadership mistakes:

   • Assuming others are motivated like you.

   • Confusing silence with agreement.

   • Forcing everyone to play by your rulebook.

5. Manager playbook: Hire experts → clear roadblocks → tailor comms → measure results.

1. Map motives: List your top 5 direct reports; tag their likely primary driver (People / Process / Performance).

2. Schedule rest as strategy: Book two 30-minute regeneration blocks (think sauna, walk, prayer, meditation). Protect them.

3. Adopt the NAP Framework: Nurture, Assess, Prioritize rest as a leadership advantage—not an afterthought.

Dr. Erin's Powerful words: "Rest isn't what takes you out of the game—it's what makes you play smarter." — Dr. Erin Wilson

Connect with Dr. Erin Wilson:

Instagram: @dr.erinwilson

Youtube: www.youtube.com/@PowerNAPLive

LinkedIn: www.linkedin.com/in/drerinwilson/

Facebook: www.facebook.com/DrErinW

Design Ideal Consulting: www.designidealconsulting.com/

Copy Strategic Rest in Leadership: https://shorturl.at/EyxV7

Signed Copy of SR in Leadership: www.designidealconsulting.com/category/all-products

(Amazon) Copy Strategic Rest in Leadership: https://a.co/d/gPoTVTP

Strategic Rest Summit: www.thestrategicrest.com/

In this episode of Breakaway Wealth, host Jim Oliver sits down with Dr. John Oberg, founder of Priscina Health, a behavior expert, and a healthcare innovator, to explore the direct link between health and wealth. Dr. Oberg's mission is to help people take back control — of their bodies, their decisions, and their outcomes — through a philosophy he calls "radical incrementalism."

Together, they unpack how small, sustainable habits compound into life-changing results — in fitness, finances, and freedom. From reversing Type 2 diabetes to understanding your "why," Dr. Oberg's approach blends data, behavior science, and compassion to help people get healthy for good.

• Why "radical incrementalism" works: how small, consistent changes beat massive, unsustainable overhauls.

• The health-wealth parallel: why both require discipline, patience, and a personal "why."

• How to find your right mountain: stop climbing the wrong goals — in business, health, and life.

• The hidden cost of being unhealthy: why illness drains both your bank account and your purpose.

• Building trust through small wins: how one patient lowered blood sugar 100 points by just changing ice cream.

1. Start smaller than you think. Change one thing — one habit, one food, one thought — and let momentum build. 2. Find your "why." Your reason must be bigger than your resistance. Write it down. Revisit it weekly. 3. Move more, move right. Wherever you are, do a little more. Choose real food over processed. Repeat.

"You can't fix the system overnight — but you can fix your habits today. Don't wait for perfect conditions. Take one radically small step toward the life you actually want."

Connect with John Oberg:

LinkedIn: www.linkedin.com/in/johnoberg/

Website: www.johnoberg.com/

Jim sits down with Tim Rexius — Omaha entrepreneur, fitness pro, and founder of Rexius Nutrition and Omaha Protein Popcorn — to talk about scaling life without losing your soul. From bodybuilding stages to global brands in 14 countries, Tim's story is proof that discipline, faith, and energy compound across every area of life. He's a father of six, a business owner of five, and a living example of legacy over luxury. Together, Jim and Tim unpack how health drives wealth, how mentorship multiplies impact, and how faith anchors it all.

What You'll Learn:

• The mindset shift: Balance isn't found—it's built through intentional structure.

• The personal breakthrough: When your family sees your mission, they stop saying "Dad's gone" and start saying "Dad's out building."

• The Strategy: How Tim Uses Seven Synced Calendars and Daily Restoration Routines (Training, Fasting, Sauna) to Stay Sharp in Business and at Home.

• The story: From bodybuilding and bankruptcy to owning global nutrition brands and mentoring his former employees into partners.

• The energy principle: Why taking care of your health is the most profitable business decision you'll ever make.

Action Steps: 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional.

2. Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry.

3. Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

Tom Dunkle's Final Word "Little, consistent decisions compound. Pick your horizon, partner with the right 'who,' and let time and cash flow do the heavy lifting."

Connect with Tim Rexius:

Instagram: www.instagram.com/timothy_d_rexius

Linkedin: www.linkedin.com/in/timothy-rexius-2968422b/

Website: rexiusnutrition.com

In this episode, Jim brings on Tom Dunkel, founder of Eagle Capital Investments, co-founder of U.S. Mortgage Resolution (11k+ loans transacted), real-estate investor, and author of The Wealth Builders Playbook. Tom left the "corporate penitentiary," got bloodied in '08, then built durable wealth across distressed mortgage debt, self-storage, STRs, and a fund-of-funds platform.

They break down why "now" is always the right time if your horizon is long, how to own the paper when bricks are a pain, and how to evaluate deals with his SAFE method so you compound without blowing up.

What You'll Learn

• Why headlines aren't a strategy: time horizon and cashflow beat "perfect timing"

• Distressed mortgage debt 101: how banks offload non-accrual loans—and how pros work them out

• The SAFE due-diligence method (Sponsor, Asset, Financials, Exit) you can apply to any alt deal

• Active vs passive: "who, not how" for busy owners who want diversification without a second job

• How tax advantages (depreciation, cost seg) and steady cashflow protect high earners

Action Steps 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional.

2. Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry.

3. Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

🔥 Tom Dunkel's Final Word "Little, consistent decisions compound. Pick your horizon, partner with the right 'who,' and let time and cashflow do the heavy lifting."

Connect with Tom Dunkel:

Linkedin: www.linkedin.com/in/tomdunkel/

Website: eaglecapitalinvestments.com

In this solo episode, Jim Oliver breaks down the single mindset shift that separates the herd from the wealthy: move from trading time for money to owning the system. Drawing on his journey from poverty and a casket factory to acquiring 30+ companies, Jim shows why most retirement advice is just slavery with better branding—and how Infinite Banking, cash-flowing assets, and velocity turn your money into a perpetual Wealth Engine.

What You'll Learn

• Why chasing a 401(k) balance is "poverty with a brochure" (and how averages hide risk)

• The 3D view of money: cash flow, tax flow, and debt flow—and why banks win using all three

• The owner's formula: Other People's Money + Other People's Time = freedom

• Infinite Banking, step-by-step: capitalize, collateralize, acquire, recapture, repeat

• How to measure the gain (not the gap) so progress fuels momentum, not perfectionism

Action Steps 1. Audit Your Money List where every dollar sits today. Is it compounding for you—or for a bank or Wall Street?

2. Make the Shift Replace accumulation targets with monthly cash-flow targets. Define your "work-optional" number.

3. Build the Engine Set up a high-cash-value whole life policy (mutual company). Borrow against it to buy one cash-flowing asset every 12–18 months. Use the cash flow to repay the policy loan and repeat.

Jim's Final Word "Retirement isn't about age—it's about cash flow. Stop being the cow. Become the rancher. Own the bank, buy assets, and let velocity do the heavy lifting."

Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the "Build It to Billions" and "Capital Gains Tax Solutions" podcasts.

Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility.

What You'll Learn:

• Why most CPAs "report the score" and how a true tax strategist changes outcomes

• Tax flow vs. cashflow: deferring cap gains to compound what would've gone to the IRS

• A "2.0" exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning

• When 1031s become a "shotgun wedding"—and smarter blends (partial 1031 + DST + cost seg)

• How to define and build TPI (truly passive income) so your time, not the asset, drives your life

Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI.

2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma.

3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals.

Brett Swarts' Final Word "Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound."

Connect with Brett Swarts:

Website: https://capitalgainstaxsolutions.com/

Website https://brettswarts.com/

YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions