Today, I’m talking with former special forces military veteran, Jeremy Locke, who nearly took his own life in December of 2020. 

Thankfully, through the love and support of his wife – Britnie Turner – Jeremy found a renewed purpose.

He is now the Co-Founder and Chief of Special Operations for Aerial Recovery, which is an international disaster response non-profit whose mission is to save lives, eliminate confusion, maximize support and accelerate recovery. Jeremy draws from his military background to plan and lead effective responses in the most difficult areas of the world.

Aerial Recovery has also established the Heal the Heroes Initiative which helps to heal and repurpose over 100 veterans per year to be able to utilize their skills in meaningful life-saving work in areas that need it most. 

In this episode, you’ll learn about:

 

✅ Jeremy’s unbelievable story from military service to battling inner demons to finding his purpose and living a meaningful life.

✅ Why vulnerability is not weakness, but a sign of strength, and is a critical component to healing past trauma.

✅ How business can be used as a force for good – and why donating to causes like Aeriel Recovery are a critical component to making the world a better place.  




Free Gift

Get Jeremy's “Green Beret Mindset” handout. Visit LifestyleInvestor.com/153




Show Notes: LifestyleInvestor.com/153




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




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153: Finding Your Mission & Purpose in Life with Jeremy Locke

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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Ivan Barratt is a 20-year veteran of the real estate industry who currently serves as founder and CEO of The BAM Companies. Since 2015, he’s raised nearly $400M in equity, acquired over 6,300 units, and amassed a staggering $1 billion in assets under management. Under his leadership, The BAM Companies became a three-time Inc 5000 Best in Series private equity and management firm. 

In today’s conversation, Ivan shares his experience working in real estate for over two decades, highlighting the lessons learned by losing everything during the 2008 financial crisis and his remarkable comeback that transformed BAM into a real estate powerhouse. 




In this episode, you’ll learn:




✅ How Ivan went from the brink of bankruptcy to managing over 1$ billion in assets.

✅ Ivan’s three key principles for finding a trustworthy real estate sponsor that’ll help you make informed and secure investments.

✅ The optimal loan structures and strategies for launching a successful multifamily real estate business.




Show Notes: LifestyleInvestor.com/188




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

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188: Secrets to Multifamily Investing with Ivan Barratt

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

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

153: Finding Your Mission & Purpose in Life with Jeremy Locke

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