The Lifestyle Investor - Investing, Passive Income, Wealth

Today, I’m talking with Brian Beers. Brian is an entrepreneur and investor who took over his Dad’s small auto repair business and grew it from just a handful of shops, to a 33 location enterprise that serves the Philadelphia and New Jersey regions.

The company – which operates Midas franchises – employs 200+ people, and does $40M in revenue.

Brain’s now on a mission to help others build a fortune through franchising.

In this episode, you’ll learn:

✅ The creative financing options Brian used to bootstrap and scale a $40M franchise – and how he did it despite having little to no experience.

✅ How to transition out of your 9-5 and start a franchise that leads to long-term wealth – including some of the top franchising opportunities to consider.

✅ How to replace yourself and recruit a trusted operator who can oversee daily operations, so you can gain freedom and live life on your terms.

Free Gift

Visit LifestyleInvestor.com/156

Show Notes: LifestyleInvestor.com/156

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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Today, we're joined by William Green, bestselling author of "Richer, Wiser, Happier." Over two decades, he has built relationships with the world’s top investors such as Charlie Munger, Peter Lynch, Bill Ackman, Ray Dalio, and many others. 

Drawing from the hundreds of hours he spent rubbing shoulders with the world’s greatest minds, William sheds light on how we can emulate their strategies to not only achieve massive financial success, but also find balance in all aspects of life.

The endgame? Building a life that's wealthier, smarter, and more fulfilling.

In this episode, you’ll learn:

✅ The key investing and life lessons William learned from Charlie Munger, Ray Dalio, and other investing greats.

✅ Mindset principles for wealth-building during major economic disruptions.

✅ The story of how William found himself in company of the most iconic figures in the world of investing and entrepreneurship.

Free Gift

Visit LifestyleInvestor.com/155

Show Notes: LifestyleInvestor.com/155

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

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.

Today, I’m talking with Dan Martell – an award-winning entrepreneur, angel investor, thought leader, and highly sought-after coach in the software as a service industry.

He founded, scaled, and successfully exited three technology companies within a ten year period. In 2012 he was named Canada’s top angel investor, having invested in more than fifty start-ups, such as Intercom, Udemy, and Unbounce.

In 2016 Dan founded the SaaS Academy and grew it to become one of the largest coaching companies in the world.

In this episode, you’ll learn:

✅ Dan’s jaw-dropping comeback story, from life behind bars to becoming a multi-millionaire and leader of one of the world’s premier SaaS coaching businesses.

✅ The power of hiring a great coach – and how it can help you avoid costly mistakes… or what Dan calls “stupid tax.”

✅ How to combat “time assassins”, buy back your time, and build a business you don’t grow to hate.

Free Gift

Get Dan's executive assistant playbook. Visit LifestyleInvestor.com/154

Show Notes: LifestyleInvestor.com/154

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

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.

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

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.

Today, I’m talking with Tucker Max. By now, you’ve probably heard his name, but just in case, Tucker became a 4x New York Times bestselling author, who sold over 4.5 million books worldwide.

He went on to leverage his success as an author and co-founded Scribe Media, a company that helps you write, publish, and market your book. He’s helped people like David Goggins, Tiffany Haddish, Dan Sullivan, and countless others get their books off the ground.

In today’s episode, you’ll learn:

✅ The story of how he built Scribe into a $21M company before exiting in 2021 – including the hard lessons learned when it comes to structuring a deal with favorable terms.

✅ The value of investing in hard, productive assets – and how Tucker turned a 45 acre ranch into a self-sufficient homestead. 

✅ Why money is not the only metric to measure success.

Free Gift

Get The 10 Commandments of a Lifestyle Investor. Visit LifestyleInvestor.com/152

Show Notes: LifestyleInvestor.com/152

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

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.

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

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.

In this episode, I’m talking with Michael Abramson. Michael has spent over 20 years in the fitness industry and has successfully scaled multiple fitness franchisees.

He spent just under a decade at D1 Training, where he wore a few hats - VP of Development and General Counsel, and eventually climbing the ladder to President. Under his leadership, D1 skyrocketed to the 59th spot on the Entrepreneur’s Top 500 Franchises list in 2018.

Post-D1, he stepped into the COO role of Xponential Fitness, the world's premier spot for boutique fitness brands, boasting ten distinct brands and a whopping 2,500+ locations. Michael played a key role in getting the company to a $1 billion IPO valuation.

Today, he is the President of Stark – a fast-growing network of high-performance health solutions which integrate concierge medicine with nutrition, training and mobility.

In this episode, you’ll learn:

✅ Michael's fascinating journey from powerlifting and music production to becoming a mastermind of scaling businesses.

✅ A blueprint on how to set growth goals for every stage of your business.

✅ A behind-the-scenes look at what it feels like to ring the bell at the NYSE for a billion dollar IPO!

Free Gift

Get Michael's Report The 5 Keys to Franchising. Visit LifestyleInvestor.com/150

You can also get some one-on-one time with Michael. He's offering a 15-min complimentary call to all Lifestyle Investor listeners. CLICK HERE to book your session today!

Show Notes: LifestyleInvestor.com/150

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

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.

Today, I’m talking with Scott Donnell. Scott’s the founder of GravyStack – the world’s first gamified banking platform for kids and teens. His mission with GravyStack is to create 50 million financially competent kids ready to succeed in the real world.

Scott’s also the founder of Apex Leadership Co, a school fundraising company focused on teaching leadership and fitness to kids across America. Since 2011, Apex has grown into a national franchise, served more than 6 million students, and has raised over $100M for schools.

If that wasn’t impressive enough, he’s the bestselling author of Value Creation Kid, host of the Smart Money Parenting podcast, and has exited multiplied companies ranging from a few million dollars to well into eight figures.

In today’s episode, you’ll learn:

✅ The story of how Scott built the largest school fundraising franchise in the US and transformed the lives of millions of kids through his companies.

✅ Strategies for making financial education fun and engaging for your kids.

✅ The value creation model that allowed Scott to buy back his time and exit one of his companies for 30x earnings!

Free Gift

Get Scott's one-month free access to GravyStack. Visit LifestyleInvestor.com/149

Show Notes: LifestyleInvestor.com/149

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

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.

Today, I'm really excited to talk with Amy Porterfield, who teaches people how to create digital courses and make money online. Her business has earned more than $82 million in revenue, she has served more than 50,000 students through her online courses, and her podcast, Online Marketing Made Easy, receives over 1 million downloads every month.

She's helped hundreds of thousands of entrepreneurs turn in their two weeks’ notice and trade burnout for freedom, income, and impact.

In this episode, you’ll learn:

✅ Strategies for turning your knowledge and expertise into multiple revenue streams.

✅ Amy’s incredible story of leaving a toxic business partnership to scale her company–and how this decision allowed her to grow from $5M to $16M in only 18 months!

✅ How to gain the courage to quit your 9-5 and build a business that buys back your time and allows you to live life on your terms!

Free Gift

Get Amy's On-The-Run Personalized Business Building Playlist. Visit LifestyleInvestor.com/148

Show Notes: LifestyleInvestor.com/148

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

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 Donald

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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.

Today, I’m super excited to be talking with Ben Greenfield. In case you’re unfamiliar, Ben is a human performance consultant, speaker, and 17-time New York Times bestselling author. He’s also a former collegiate tennis, water polo and volleyball player, bodybuilder, 13-time Ironman triathlete, and professional obstacle course racer. He has been voted by the NSCA as America’s top Personal Trainer and by Greatist as one of the top 100 Most Influential People In Health And Fitness.

Ben’s understanding of functional exercise, nutrition, and the delicate balance between performance and health has helped thousands of people around the world.

In this episode, we’re talking all about biohacking, longevity, and living an adventurous and fulfilling life.

In this episode, you’ll learn:

✅ The tools, gadgets, and strategies Ben uses to optimize his health – and his tips for eliminating the sneaky stressors in your bedroom and workplace that ruin your sleep, focus, and energy.

✅ How to sniff out signs of life-threatening illnesses before they strike – and where most biohacking facilities fall short.

✅ Alternative health hacks that will allow you to defy aging and live a healthy, limitless life. 

Free Gift

Get Ben's free chapter of Boundless Parenting: Tools, Tactics, and & Habits of Great Parents. Visit LifestyleInvestor.com/147

Show Notes: LifestyleInvestor.com/147

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

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 Donald

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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.