The Lifestyle Investor - Investing, Passive Income, Wealth

Experts tell us that every 60 seconds, over one million plastic bottles are sold worldwide. Sadly, most of them will end up in landfills or the ocean, polluting the very thing that all living beings need to sustain life. 

It’s no secret that the continued use of single-use plastic bottles is unsustainable for our planet and health. Few have made it their mission to solve this issue. But that’s exactly what today’s guest has been doing for almost a decade, and they’ve already eliminated over 500 million plastic bottles so far.

Shadi Bakour is the co-founder and CEO of PATH, the world’s first 100% refillable, recyclable bottled water brand. What started as an idea in a CVS parking lot has grown into a purpose-driven company. The mission: eliminate single-use plastics while offering consumers a premium, health-conscious option and eliminate 10 billion plastic bottles in the next few years.

In this episode, we explore what it takes to scale a purpose-led company, how sustainability is not just a trend but a permanent shift in consumer behavior, and why aligning profit with purpose might unlock the biggest investment opportunities in the years ahead.

In this episode, you’ll learn: 

1.) How Shadi turned an idea into a movement that’s eliminated over 500 million plastic bottles from oceans and landfills.

2.) Why purpose-led businesses outperform competitors and attract top talent, partners, and investors.

3.) The powerful shift toward a refillable economy—and what it reveals about the future of consumer behavior.

Show Notes: LifestyleInvestor.com/266

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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One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.

Imagine financial advice and strategies that truly align your wealth with value-aligned guidance. Most investors expect traditional wealth managers and RIAs to act in their best interests. Today’s guest will reveal how the financial industry actually operates—and how they are disrupting the status quo.

That’s why I’m thrilled to welcome Mo Lidsky to the podcast. Mo is CEO and Partner at Prime Quadrant, one of North America’s leading multi-family offices. With $26B+ in AUC (Assets Under Consultation™) and over 400 years of combined experience, they’ve cracked the code on providing financial services that aren’t focused on selling products, and empower families to make better financial decisions.

They believe that typical family offices with 7-figure net worth should have the same access to institutional-quality options that are enjoyed by billion-dollar corporations, offering aligned interests, a diversity of opportunities, exceptional planning, and predictable outcomes. 

In our conversation, Mo shares how Prime Quadrant designed a cost-effective family office model that bridges the gap between retail investors and institutions, giving clients access to institutional opportunities and advice tailored solely to their needs. We’ll also discuss how their fee-only structure creates transparency and how focusing on your real goals leads to genuinely personalized financial advice.

In this episode, you’ll learn: 

1.) How to identify misaligned incentives in traditional wealth management and avoid paying for biased advice.

2.) How Prime Quadrant’s family office model delivers institutional-quality access and advice for affluent families.

3.) How to clarify what you truly want—and build your financial life around purpose, freedom, and alignment.

Show Notes: LifestyleInvestor.com/265

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.

Far too many entrepreneurs equate growth with complexity and remain hyper-focused on offering more products on more platforms, spending countless hours for minimal profit. 

This mindset often results in burnout, wasted spending, and a business that owns them instead of a business that runs without you.

But it doesn’t have to be that way. And today’s guest is here to show you how.

Allan Dib has built and scaled multiple companies by simplifying the complex. As the bestselling author of The 1-Page Marketing Plan and Lean Marketing, he’s helped millions of business owners cut through the noise, strip away what isn’t working, and create marketing systems that scale and generate profit. His mission is simple: turn chaos into clarity and help leaders reclaim their time freedom while still making a profit.

In our conversation, Allan and I explore what it really means to build a “lifestyle empire”—a business that not only runs efficiently, but one that generates wealth and fuels your life without sacrificing everything you love. 

In this episode, you’ll learn: 

1.) How subtraction leads to exponential growth and why simplicity—not more tactics—is the ultimate growth strategy in marketing and business.

2.) How to focus on your “Genius Zone” by building a business that allows you to focus your time on where it matters most.

3.) The biggest expense for most entrepreneurs and why hiring a tax strategist is a gamechanger to preserve your wealth.

Show Notes: LifestyleInvestor.com/264

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.

Far too many investors seek out advice and chase ROI without realizing how much bias and hidden costs are influencing their decisions. Pay-to-play is very common in the mastermind space, but there is one community that has a different set of rules.

I’ve been a member of many mastermind groups over the years, and that’s why I want to highlight what sets the Lifestyle Investor communities apart from the rest. What started as a handful of friends talking shop and sharing deals over a glass of wine has become one of the fastest-growing investment communities in the world.

Today, I’m joined by Ryan Casey, Chief Operating Officer of The Lifestyle Investor, to pull back the curtain on how our communities have evolved into a global ecosystem with world-class due diligence, exclusive deal flow, and unforgettable live event experiences around the world.

You’ll hear how we’ve redefined the way people build wealth. From eliminating bias in investing and spending upwards of $300k/year on vetting and due diligence, to creating programs like our Foundations group for young adults, the Open Community for new investors, and even a financial literacy book for kids.

Whether you’re just starting your wealth journey or scaling into financial freedom, this episode shows how to build a life designed around freedom, purpose, and the people you love.

In this episode, you’ll learn: 

1.) How we’ve built an investment ecosystem that is the opposite of a “pay-to-play” group and helps our members avoid costly mistakes with industry leading experts and strategies.

2.) The difference between our four communities—Lifestyle Investor, Tribe of Investors, Foundations, and the Open Community—and how to know which one’s right for you.

3.) How we’re empowering families to build wealth across generations through mentorship, education, and actionable investment frameworks.

Show Notes: LifestyleInvestor.com/263

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.

What if you could spend just one day sharing your product or service with an irresistible offer—and turn that one event into a multimillion-dollar business by harnessing the power of a single presentation?

Most entrepreneurs spend years trying to grow their business through endless marketing tactics, but few realize they could be just one presentation away from the breakthrough they’ve been chasing. Whether it’s on a stage or in a boardroom, one powerful presentation can change everything. Which is exactly what happened to today’s guest.

Today, I’m thrilled to welcome Colin Boyd back on the podcast. Colin is a Certified Speaking Professional, founder of the Sell From Stage Academy®, and author of One Presentation Away. Colin has helped some of the biggest names in the expert space design presentations that convert clients without sales-y or slimy tactics. In addition to experts such as Amy Porterfield, James Wedmore, and Jenna Kutcher, he has also collaborated with major corporations, including Coca-Cola, Suncorp, and Hewlett-Packard, to name a few.

In our conversation, Colin explains how anyone can craft their origin story into a conversion story, one that connects and converts authentically to drive exponential growth in their business.

In this episode, you’ll learn: 

1.) How to reframe selling as an act of service and remove feelings of guilt from your mindset. 

2.) How to structure presentations that organically leads to a yes and convert more prospects into clients.

3.) How to sell from stage without feeling “salesy,” by using Colin’s framework for turning selling into serving and making irresistible offers that people are excited to say yes to.

Show Notes: LifestyleInvestor.com/262

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.

Many high achievers chase success at the expense of their health—believing burnout is just part of the price you pay for greatness. 

But what if the opposite were true?

Today, I’m sitting down with Lauren Pronger—entrepreneur, author, certified holistic health expert, and founder of SuperWell Living and Well Inspired Travels—to reveal how peak performers can achieve wealth and wellness without burning out in the process.

Lauren has worked with elite athletes, CEOs, and high-net-worth families around the world to help them reclaim their energy, focus, and joy. Her new book, SuperWell: The 8 Pillars to Living a Life You Love, isn’t about diets, fads, or shortcuts—it’s a sustainable lifestyle for those striving to be their best in every area of life.

In this episode, we talk about how Lauren turned her own season of burnout into a global wellness brand, how she carved a niche in luxury wellness travel, and what high performers can do to feel healthy, focused, and in control again.

In this episode, you’ll learn: 

1.) How Lauren turned burnout into balance. She shares the real story behind hitting her breaking point—and how rebuilding her health one habit at a time led to the creation of SuperWell.

2.) How Lauren created a category-of-one luxury wellness travel brand that redefined wellness experiences for professional athletes, entrepreneurs, and C-suite executives.

3.) The 8 Pillars of SuperWell Living—the daily habits that fuel energy, focus, and longevity for high performers everywhere.

Show Notes: LifestyleInvestor.com/261

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.

When your values aren’t clear, it’s easy to chase the wrong deals, hire the wrong people, and build a life and business that drains you.

Today, I sit down with Robert Glazer—entrepreneur, bestselling author, and founder of Acceleration Partners—to explore how defining your personal core values can transform the way you lead, invest, and live.

Robert built a $35M global company serving brands like Airbnb, Uber, and Adidas, but his greatest success came from understanding what he valued most, and aligning every decision around it.

In his new book, The Compass Within, Robert reveals how your personal core values act as a decision-making compass for both business and life. We unpack how to use that same framework to hire the right people, choose the right investors, and build a life of freedom that truly aligns with who you are.

In this episode, you’ll learn: 

1.) Why really company culture starts with core values — and how defining what you stand for (and what you don’t) helps you attract the right people and repel the wrong ones.

2.) What Robert learned from his own private-equity exit—how he structured the deal, picked the right partner, and avoided the mistakes most founders make.

3.) How your personal values can help you invest smarter—filtering founders, partners, and deals that align with your principles, not just your profit goals.

Show Notes: LifestyleInvestor.com/260

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.

For most entrepreneurs, consuming alcohol is a normalized social ritual. From networking, entertaining clients, and celebrating successes to relaxing with our friends and family. But as you’ll hear from today’s guest, alcohol is really just “attractively packaged poison” for our bodies. Even one or two drinks a night can slowly erode productivity, focus, and decision-making, costing millions of dollars over an entrepreneur's lifetime.

James Swanwick knows this firsthand. A former ESPN SportsCenter anchor, James walked away from alcohol in 2010 and saw instant improvements that transformed his life, health, and career trajectory.

Today, he’s the founder of Project 90, a neuroscience-based coaching program with a 98% success rate in helping executives, entrepreneurs, and investors reduce or eliminate drinking in just 90 days. He’s also the author of Clear, a practical guide to quitting alcohol without AA, rehab, or willpower.

In this episode, you’ll hear the shocking financial and personal costs of drinking—even in moderation—and why going alcohol-free gives high performers and entrepreneurs an ‘unfair’ competitive advantage. James also shares the science behind alcohol’s impact on the brain and body, and how eliminating or significantly reducing alcohol from your life can multiply your clarity, relationships, and wealth.

In this episode, you’ll learn: 

1.) Why having just one drink a day can quietly destroy your health, relationships, and wealth.

2.) The neuroscience-backed framework with a staggering 98% success rate that James uses in Project 90 to help entrepreneurs and executives eliminate alcohol and unlock peak performance.

3.) What James calls the “Lost Revenue Calculator” to demonstrate how much an entrepreneur who generates millions in revenue each year could benefit from an alcohol-free lifestyle.

Show Notes: LifestyleInvestor.com/259

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.

Too many professionals pursue prestige and big paydays, only to feel trapped in exhausting, unfulfilling careers. Nowhere is that more obvious than in Big Law, where young attorneys trade passion for paychecks—often at the cost of burnout, depression, and a life they never wanted.

Bill Reid broke that mold. As a nationally recognized trial lawyer and co-founder of Reid Collins, he’s spent decades taking on corporate giants—banks, accounting firms, and institutions most people thought were untouchable. In his new book, Fighting Bullies: The Case for a Career in Plaintiffs’ Law, he reveals the truth behind Big Law’s broken model and shows why pursuing passion and purpose leads not only to success, but to freedom.

What makes Bill’s story resonate far beyond the legal world is the life he’s designed along the way—one of wealth, health, impact, and experiences that his peers envy. His journey is proof that you don’t have to sacrifice your freedom to build real prosperity.

In this episode, you’ll learn: 

1.) Why Big Law traps so many young attorneys—and how to avoid falling into the same paycheck-driven path.

2.) How AI is disrupting industries like law—automating tasks like document review and contracts, and forcing efficiency over billable hours.

3.) Bill’s blueprint for an “epic life”—balancing high-stakes work, entrepreneurship, health, and unforgettable experiences with friends and family.

Show Notes: LifestyleInvestor.com/258

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.

College tuition is one of the biggest financial burdens families face. Sticker prices are outrageous, financial aid feels confusing, and many parents resign themselves to paying full price—or worse, watching their kids drown in student debt.

What if you could legally and strategically cut tens of thousands of dollars off your child’s tuition bill every single year?

That’s exactly what Seth Greene helps parents do. Seth is the founder of one of the first and top college financial aid negotiation firms in the U.S., a financial strategist, and co-host of the SharkPreneur podcast. His firm helps families save an average of $37,000–$70,000 per year per child on college education.

In this episode, Seth breaks down the “gameable” formula that determines how much the government thinks you can afford, the biggest mistakes families make when applying for aid, and the powerful negotiation strategies that colleges don’t want you to know.

By the end, you’ll walk away with actionable insights that could save you six figures per child—freeing up money to invest, grow, and build the lifestyle you really want.

In this episode, you’ll learn: 

1.) The single most important number in college financial aid—and how to legally “game” it to qualify for more free money.

2.) The costly mistakes parents make when applying for aid (like misreporting assets or overvaluing a business)—and how to avoid them.

3.) Why private schools can often be cheaper than state schools, and how to use multiple offers as leverage to negotiate more aid.

Show Notes: LifestyleInvestor.com/257

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.

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.