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What matters most to us in times of consequence? Is it wealth? Is it prestige and power? Is it likes or favorites? To me, what I hope to center is that friendship, family, empathy, compassion, quirkiness, humor, and hope will win out even amidst the fray of this transient and turbulent life. My name is Rob Lee, I’m a pastor, public theologian, and author working at the intersection of faith and public life. I want this podcast to be a place where I interview those people who are exemplifying ...
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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 wh ...
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Kip Sowden is the CEO and Chairman of RREAF Holdings who has over 37 years of experience in commercial real estate. Kip has been involved in the financing of over $8 billion in commercial real estate loans and has brokered the sale of over $10 billion in commercial real estate transactions. He has also acquired, developed, and renovated over 5 bill…
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Today, I’m excited to sit down with Ferd Niemann, an attorney by trade who’s turned what was a side gig investing in mobile home parks (MHPs) into a thriving business. Ferd was making as much as 50% returns buying and flipping single-family homes, but he soon realized that there was an even bigger opportunity in alternative assets like MHPs. With 2…
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In today’s episode, I’m talking with Stephanie Postles, the CEO & founder of Mission, an award-winning podcast network designed to create, publish, and market meaningful experiences that influence the hardest-to-reach executives in the world. Before launching Mission, Stephanie worked at Fannie Mae and later at Google, where she managed a $1 billio…
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Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment and financial services firm dedicated to building thriving communities. Since founding DLP Capital in 2006, Don has led the company through significant growth. The firm earned a spot on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 conse…
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Today's guest is Ivan Brescic, a standout in Australian real estate. With nearly two decades of experience, Ivan has coached and mentored many of Sydney's top real estate agents, helping them advance their careers significantly. Over his career, Ivan has logged over 60,000 hours in real estate, selling more than 2,000 properties and listing over 2,…
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Today’s guest, Nick Bradley, is a world-renowned author, speaker, and business growth expert. Over the last 15+ years, Nick has completed over 100 acquisitions, 26 exits, and has created $5 billion in value for Private Equity Firms. Today, he helps entrepreneurs and owners build super successful businesses that scale and sell beyond 8 and 9-figures…
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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 pri…
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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 & P…
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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 ov…
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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 – attorn…
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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…
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In today’s episode, we’re flipping the script! If you tuned in to last week’s episode, you would have heard me interviewing my friend, Cal Callahan, where we talked all about the major shift he’s made to his investing strategy, focusing less on building his net-worth, and more on cash-flow and passive income strategies that will allow him to achiev…
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Today’s guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning. In…
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Today, I’m talking with Charles Gaudet, founder of Predictable Profits and recognized as the go-to business coach for 7 and 8-figure entrepreneurs. Charles’ strategies for creating company growth and building scalability are regularly featured in publications such as Inc., Forbes, Success, Entrepreneur, and International Business Times. His distinc…
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Today, I'm thrilled to be talking with Ann Hiatt – a seasoned Silicon Valley veteran boasting 15 years of invaluable experience serving as the right hand to some of the tech world's most prominent figures – including Google’s Eric Schmidt, Yahoo!’s Marissa Mayer, and Amazon’s Jeff Bezos. Ann now consults with executives and companies around the wor…
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Today’s guest, Brock Fortner, is an investor, cash-flow specialist, and the founder of StoneCentury Financial who’s carved a niche for himself by specializing in wealth protection and helping clients understand how they can achieve their financial ambitions. What’s incredible about Brock is that he’s the youngest-ever member of The Lifestyle Invest…
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Today, I’m talking with the one and only, Jay Abraham – who is known as The “$21.7 Billion Dollar Man” and the highest paid marketing consultant in the world! As Founder and CEO of The Abraham Group, Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of ove…
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The Rev. Dr. Malcolm Guite is a famed British poet, Anglican priest, and scholar of the English language. His work has garnered the attention of His Majesty King Charles III and Archbishops of Canterbury both former and present. An avid pipe smoker and Tolkien enthusiast, he stops by Beloved Journal to speak with the Rev. Dr. Robert W. Lee on all t…
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Today, I’m talking with Jedidiah Collins. Jed is a former NFL player turned Certified Financial Planner. The moment he got his first NFL paycheck was the moment he had already spent it! This interaction with money and his perspective of how he saw money woke him up to the reality that he was financially illiterate. Never in school nor in his family…
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Today, I’m speaking with Bobby Castro. Bobby started his entrepreneurial journey with a modest ninth-grade education and a small but significant $1,700 gift from his mother-in-law. This initial capital became the seed for founding Bankers Healthcare Group (BHG) in 2001, a venture that would grow his net worth to over $500 million. Under his guidanc…
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Today we welcome the Rev. Dr. Durrell Watkins to the podcast. Dr. Watkins is the Senior Pastor of the Sunshine Cathedral in Fort Lauderdale, Florida. Sunshine Cathedral is an open and affirming community of faith that is predominately made up of LGBTQ+ folk in the greater Fort Lauderdale area. Join us as we discuss his work and viewpoint from where…
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Alex Day is a real estate tech entrepreneur and Founder & CEO of Modus, a venture capital-backed, tech-enabled title insurance and escrow business, which he successfully sold to Compass in October 2020. In today's conversation, Alex shares his vast experience scaling startups. Between 2014 to 2018 he played a pivotal role at Peach – an SMS-based lu…
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Today, I’m talking with Noah Kagan. Noah’s an entrepreneur, author, and the founder and CEO of AppSumo. His journey in the tech industry began with roles at Intel, Facebook (where he was the 30th employee), and Mint.com, but it was his entrepreneurial ventures that truly defined his career. Despite some initial setbacks and ventures that didn't pan…
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The Rev. Mark Wingfield is the Executive Director and Publisher of Baptist News Global. He previously served as Associate Pastor at Wilshire Baptist Church in Dallas, Texas for 17 years. He recently wrote a book titled, "Honestly: Telling the Truth About the Bible and Ourselves" and joins the Rev. Dr. Robert W. Lee for a conversation on truth-telli…
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Levi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas. Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he’s going to share the secrets to his success! You’ll learn why he prefers Class B industrial …
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Today’s guests, Jay and Steph Rose, are the powerhouse couple behind Phase SiX, a fitness media brand that’s focused on athletic performance, education, entertainment, and content creation. Fueled by a vision and what little savings they had, two immigrants embarked on a six-month journey across the US, to absorb as much knowledge as they possibly …
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Dave Durand is the co-founder and Executive Chairman of Best Version Media, a top 20 fastest-growing media company in North America. A best-selling author and professional speaker, Dave has mentored over 150,000 individuals, including entrepreneurs, sales teams, Fortune 500 executives, and CEOs, to grow successful, thriving businesses. Over the yea…
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Daven Michaels is a serial entrepreneur, bestselling author, and founder of 123Employee, known for pioneering remote business solutions and his influential role in the music and digital finance industries. Today, we dive deep into Daven’s incredible journey, starting from his early days working with rock music icons at only 15. His story only escal…
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Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Williamson. In our conversation, Ryan shares his incredible journey from being a NAVY vet and board-certified neurologist to a prolific entrepreneur and investor who’s disrupting the healthcare staffing field. Ryan details his tax and investment strategies th…
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Today, I’m talking with Chris Board. Chris is an NFL linebacker who plays for the New England Patriots. But his talents aren’t limited to football. Off the field, Chris channels the same intensity and commitment to his financial planning. As a proud member of The Lifestyle Investor Mastermind, he stands out from the traditional professional athlete…
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Jeff Socha is a financial consultant and Founder of Socha Capital who has helped many entrepreneurs and executives, especially those who earn $1 million annually, navigate the complexities of wealth management and grow and protect their wealth using unique tax strategies. During our conversation, Jeff shares his perspectives on how vital it is for …
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Jhana Li is the founder of Spyglass Ops, a digital startup COO and operations consultant with an impressive track record, including being the COO of two 7-figure startups and serving as an operations consultant to over thirty 7 & 8-figure online businesses. Today, we take a hard look at the greatest bottlenecks founders face in their businesses tha…
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Today, I have the pleasure of speaking with Mark W. Yusko, the visionary Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, renowned for his forward-thinking investment strategies and sharp eye for identifying emerging trends. Mark is confident about the big shift toward a blockchain-centric future. You'll hear his thoug…
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Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Thacker. In this episode, we're taking a deep dive into Ryan's journey, particularly his impressive rebound after a huge setback during the pandemic. Since joining the Lifestyle Investor Mastermind, Ryan's strategies have really taken off, and we're going to …
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Today, I’m talking with Kamal Ravikant – a serial tech entrepreneur and Managing Partner at Evolve VC, an early stage Silicon Valley Venture Capital fund. He’s also the author of the bestselling books, “Love Yourself Like Your Life Depends On It”, “Rebirth”, and “Live Your Truth”. Kamal has been building companies in Silicon Valley since the late 9…
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Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Pasha Esfandiary. Pasha has been a part of our mastermind group for a few years now and has brought a ton of wisdom, experience, and opportunities to our community of investors. In this episode, I wanted to chat with him about his investing journey. You’ll hear ho…
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Today’s guest is my dear friend Brooke Nichol. Brooke is the heart and brains behind Saving Face in Austin, Texas – a full service aesthetics practice specializing in anti-aging injectables and lasers. Brooke went from being an overworked ICU and OR nurse to building Austin's premier spot for feeling and looking fantastic. Trained by world-famous p…
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Today, I’m talking with Joe Stolte. Joe is a former Inc 500 entrepreneur and 5-time technology founder with three successful exits, including Lottery.com, which went public for $526M, and GrowFlow, which sold for $62.5M. Joe is now the CEO of Daily.ai, an AI company that helps brands and thought leaders publish AI automated email newsletters in les…
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Today’s guest, Jim Sheils, is known as the “Crazy Glue” for entrepreneurial families. His celebrated “Family Board Meeting” strategy has empowered thousands of business leaders globally to foster stronger bonds with their families. But beyond that, Jim is also known for his real estate brilliance. Leveraging the “Build-to-Rent” strategy, he grew hi…
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Today on the podcast, I'm talking with one of my closest friends, Ryan Casey. Once a leading figure at Cutco with an impressive 22-year tenure and $40 million in sales, Ryan has since transitioned to the COO of The Lifestyle Investor business. On top of that, he has also carved out a niche as a multi-gym franchise owner with Orangetheory Fitness. H…
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Today, I’m talking with Ron Lynch all about blockchain technology! We explore the concept of “identity within the blockchain”, and how Ron is making sure we can manage our assets on decentralized platforms without compromising privacy and security. We also discuss the challenges and opportunities of moving away from centralized, government-run bloc…
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Today on the podcast we welcome the Rev. Dr. Amy Butler to Beloved Journal. Amy's recently released book, "Beautiful and Terrible Things" speaks to her journey through ministry and life. Dr. Butler is currently serving as the Designated Pastor of Community Church of Honolulu in Hawaii. She was the seventh Senior Minister of the Riverside Church, an…
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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’…
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Today on the podcast we welcome the Rev. Dr. Greg DeLoach to the podcast. Dean DeLoach is currently serving as Dean of the McAfee School of Theology at Mercer University. He is a native of Eatonton, Georgia, and has pastored congregations throughout the state for nearly three decades, including places like Mansfield, Chickamauga, Marietta, and Augu…
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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 l…
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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 fift…
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Dr. Gary Scott Smith is Professor of History, Emeritus at Grove City College where he taught from 1978-2017. He chaired the History Department while at the college. He holds a Master of Divinity from Gordon-Conwell Theological Seminary, along with a Master of Arts and PhD from Johns Hopkins University. He has written extensively on the faith of the…
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