The Lifestyle Investor - Investing, Passive Income, Wealth

There’s a big difference between building wealth and being healthy enough to enjoy it. And too often, entrepreneurs focus so heavily on growing their businesses that they unintentionally sacrifice their health and overall well-being in the process.Regan Archibald is the founder of Ageless Future and a pioneer in functional and regenerative medicine. Over the past two decades, he has worked with high-performing entrepreneurs, executives, and athletes to help optimize their health using cutting-edge medical innovations. His work focuses on identifying the root causes of health issues and helping people reclaim their energy, clarity, and vitality.In our conversation, Regan pulls back the curtain on what’s happening at the forefront of longevity and functional medicine. From breakthroughs in regenerative therapies to the growing role of peptides and personalized protocols, he explains how these innovations are helping people not just recover from injury and illness, but operate at a higher level than they thought possible.If you want to enjoy the wealth and legacy you’ve created, this episode will challenge the way you think about health, longevity, and investing in your future.In this episode, you’ll learn: ✅Why investing in your health may deliver the greatest ROI of any investment you can make.✅ How regenerative medicine, peptides, and stem cells are transforming the future of longevity.✅ Why optimizing your brain, heart, and muscle health today can dramatically impact the quality of your life in the next phase of life.Show Notes: LifestyleInvestor.com/285Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

One of the most overlooked ways to build lasting business relationships isn’t a marketing tactic or networking event; it’s with thoughtful and intentional gifting. When done well, the right gift can create memorable experiences and strengthen relationships in ways that a generic Christmas card or gift simply can’t.John Israel is the founder of Mr. Thank You. Despite building a very successful career at Cutco, he found himself overworked, unhappy, and deeply unfulfilled. That realization sparked a bold experiment: writing five handwritten thank-you notes every single day for an entire year. What began as a personal commitment to live out the value of gratitude ultimately evolved into a global movement that helps leaders and organizations leverage appreciation and gratitude as a powerful competitive advantage.In our conversation, John shares the surprising lessons he learned from writing over 1,800 thank-you notes in one year, including how gratitude can strengthen relationships and create opportunities that money alone can’t buy. You’ll also hear how simple acts of appreciation can transform the way you lead your team, serve your clients, and build meaningful connections, both in business and in life.If you’re looking for a simple but powerful way to stand out in a crowded marketplace, this episode will challenge you to rethink how gratitude shows up in your daily habits.In this episode, you’ll learn: ✅ How leveling up your gifting game to creatively and intentionally express gratitude can become a powerful competitive advantage in business and leadership.✅ How intentional gifting can turn thoughtful ideas into unforgettable memories and create lifelong partnerships and relationships.✅ John’s Rapid Relatability Formula for building deeper connections with clients, staff, and business partners.Show Notes: LifestyleInvestor.com/284Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The best asset that most entrepreneurs overlook is relationships. It’s an investment that compounds over time, and when you surround yourself with curious, like-minded people who have your back, they help you take bigger swings, and shape your personal and business trajectory in meaningful ways.For over a decade, Jayson Gaignard has been building one of the most thoughtfully curated entrepreneurial communities in the world. As the founder of MastermindTalks, he created a community and live event experience that many of today’s most respected entrepreneurs and thought leaders look forward to year after year. His philosophy is simple: relationships compound faster than capital.In our conversation, Jayson shares how investing in relationships transformed his trajectory both financially and personally. You’ll hear why he believes most masterminds miss the mark, how truly curated rooms create deeper trust and connection, and what it takes to build authentic relationships that last.Even if the price tag for the peer groups and masterminds that you want to join is too hefty, here’s one piece of advice that we both agreed on: a great way to get your network started is to build your own. And Jayson is living proof that it can be highly successful.In this episode, you’ll learn: ✅ Why relationships are the most effective and safest investment you can make, especially during downturns and uncertainty.✅ The difference between transactional networking and transformational relationships and why you need to excel at both of them.✅ How to intentionally curate your peer group so it accelerates your growth, resilience, and long-term success.Show Notes: LifestyleInvestor.com/283Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Building a successful career in the corporate world and reaching the pinnacle isn’t easy. Walking away from that success, with four kids and looming college bills, to bet on yourself is even harder. Most people never make that leap. Fewer still build companies that exit for eight or nine figures while pursuing a life of freedom, faith, and long-term impact. That’s exactly what today’s guest did.After two decades at UnitedHealthcare, Scott Lingle made a pivot into entrepreneurship later in life, launched multiple healthcare tech companies, and had two exits — including one for nine figures in 2024. But what makes Scott’s story compelling isn’t just the financial outcome. It’s how he built businesses that didn’t depend on him, positioning him to shift from wealth creation to legacy and impact.In our conversation, we dive into his pivot toward impact, from launching High School Hustle to mentoring the next generation of entrepreneurs, and how his faith was a compass that shaped his decisions along the way.In this episode, you’ll learn: ✅ The leadership decision that allowed him to scale without sacrificing his time and sanity.✅ How finding a way to replace yourself as the top salesperson leads to exponential business growth and unlocks financial freedom.✅ Why Scott believes that using the 3% rule to invest in your personal development is the best money you’ll ever spend.Show Notes: LifestyleInvestor.com/282Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It’s crazy when you think about it, but less than 1% of entrepreneurs ever sell their companies. Even fewer do it intentionally, strategically, and on their terms. If you’re building a business without preparing for a future exit, you may be leaving millions on the table or worse, creating a company that can’t function without you.Stephen Scoggins knows this firsthand. He is a speaker, author, and host of the Build podcast who created multiple companies — including one that grew to nine figures in annual revenue and successfully exited in 2023. But his story isn’t just about a financial win. It’s about faith, leadership, identity, and learning how to structure a business so it can scale beyond you and create meaning and purpose in your life.You’ll hear what Stephen believes most entrepreneurs get wrong about selling their business, and the tax strategies he’s now implementing after a massive liquidity event. We also dive deep into his journey from sleeping in his car to building companies that employ hundreds — and how faith shaped every turning point along the way.In this episode, you’ll learn: ✅ Why most entrepreneurs wait too long to prepare their business for sale and what Stephen recommends for runway time prior to an exit.✅ How quality of earnings can dramatically impact your final valuation and why buyers use it to justify lowering your multiple.✅ The difference between asset sales versus stock sales and why an F reorganization can have a dramatic impact on value.Show Notes: LifestyleInvestor.com/281Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

One of the biggest reasons many entrepreneurs struggle to scale their businesses is that they focus on attracting more clients by casting a wide net and pouring money into marketing that doesn’t generate and convert enough leads.But everything changed when today’s guest did the opposite by narrowing his focus, niching down, which ultimately skyrocketed business growth and positioned his company for a huge exit.Andrew Lassise is the founder of Tech for Accountants, a cybersecurity and IT company built exclusively for accounting firms. After initially struggling to sell his company, Andrew rebuilt it with tighter systems, sharper positioning, and a deliberate niche strategy. The result? A sale at a 10x multiple of projected EBITDA, more than double the industry norm.In this conversation, Andrew shares how sobriety became a competitive advantage and why systematizing your business is the key to turning it into a sellable asset. We also discussed how to leverage AI and automation to scale your business without burning out.In this episode, you’ll learn: ✅ How niching down skyrockets Andrew’s business growth and created market dominance in a crowded industry.✅ Why AI isn’t a silver bullet and how to use it to create real leverage and buy your time back.✅ The mindset shifts from being the operator to building a business that scales sustainably towards a successful exit.Show Notes: LifestyleInvestor.com/280Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The strongest and most successful businesses are built on strong and meaningful relationships. And when life delivers unexpected loss, the strength of those relationships becomes an asset that is more valuable than you could ever imagine. Rod Neuenschwander is the longtime business partner of the late John Ruhlin and the operational force behind Giftology. After losing his best friend and co-founder, Rod faced an impossible challenge: preserving John’s legacy while leading the company into its next chapter. What has happened since then has been a remarkable transformation that is still grounded in relationships, faith, and leadership.You’ll hear how Rod helped turn grief and crisis into clarity, why relationships—not tactics—are the most durable growth strategy, and how leaders can build organizations that thrive beyond any one person.For anyone who has never worked with Giftology or isn’t familiar with John Ruhlin’s work, I highly recommend checking out the podcast I did with him on the Art of Gift Giving to learn more about this great company and hear from John himself. In this episode, you’ll learn: ✅ Why gifting and generosity often falls flat and what made John Ruhlin so great at it.✅ How Rob’s book became a case-study in real-time and created a One-Page Recovery Plan to help companies move forward after tragic loss.✅ How Giftology’s new membership program, Rich Relationship Society, helps make relationships your #1 business growth strategy.Show Notes: LifestyleInvestor.com/279Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Businesses are implementing AI faster than most entrepreneurs realize. But the best opportunities aren’t always in cutting-edge startups. In many cases, the best returns are in legacy businesses that haven’t kept pace with the innovation curve. Understanding that gap—and how to close it—has defined the career of today’s guest.Bill Tyndall is the founder of Tynrose, a holding company focused on modernizing legacy businesses through digital transformation, data, cybersecurity, and AI. After launching Electric in 2016, which revolutionized IT support for SMBs, he had a huge exit with a billion-dollar valuation just four years later.  You’ll hear how Bill’s newest venture, Tynrose, builds platforms that don’t just implement technology; they reimagine it and help companies move beyond patchwork solutions and into scalable solutions that are built to last in the digital world. His approach challenges outdated models and reframes what’s possible when businesses stabilize their technology, leverage clean data, and deploy AI with intention.In this episode, you’ll learn: ✅ How SMBs and legacy businesses may offer better AI-driven returns than tech startups.✅ Why Bill decided to start a new business after his billion-dollar exit, and what creating a legacy with his businesses means to him. ✅ Why AI is really just a capacity expander for humans and what the future holds for IT and cybersecurity in an AI-driven world.Show Notes: LifestyleInvestor.com/278Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most entrepreneurs believe once they achieve financial success or have the big exit, freedom, fulfillment, and happiness will follow.It’s a trap.And today’s guest learned that the hard way.On today's pod, I'm talking with Pablo Della, an 8-figure founder who went from growing up poor in Argentina to scaling his business into a major consumer brand.From the outside, it looked like he had won.But after the financial success came a deeper question: Now what?In this conversation, Pablo shares what changed after the money stopped being the goal, and how he rebuilt his life around real freedom.He’s also just launched a new show, Freedom Flip, where he and his co-host publicly challenge conventional thinking around money, identity, and achievement. Go give it a follow RIGHT HERE!In this episode, you’ll learn: ✅ Why Pablo believes that spending money on experiences generate a real return on happiness, time, and quality of life that goes beyond ROI.✅ How Pablo evaluates the true cost-benefit of flying private—and why the math looks different once you factor in time, energy, and opportunity cost.✅ Why Pablo believes inflation isn’t accidental, and how that belief shapes his long-term view on money, Bitcoin and wealth.Show Notes: LifestyleInvestor.com/277Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Believe it or not, income taxes can become the biggest expense for entrepreneurs. Yet most people approach tax planning reactively, missing powerful opportunities hiding in plain sight.Today’s guest helps investors get ahead of the game by treating tax strategy not as compliance, but as one of the most important wealth-building tools available.Karlton Dennis is one of the leading tax strategists in the country and the founder of Tax Alchemy. Through his work with high-earning entrepreneurs, he helps clients legally reduce taxes, increase cash flow, and reinvest capital intentionally rather than giving it away unnecessarily.In our conversation, Karlton breaks down why proactive tax planning often delivers higher returns than any investment deal—and how understanding the tax code allows you to keep more money working for you, with more investment opportunities, year after year.In this episode, you’ll learn: ✅ Why investing in world-class tax strategy can outperform real estate, private equity, and traditional investments.✅ The most common tax preparation mistakes that cost business owners tens of thousands per year.✅ Which tax strategies attract IRS scrutiny and how to use the tax code to your advantage without crossing red lines.Show Notes: LifestyleInvestor.com/276Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For many professionals, the traditional path of investing in 401(k)s and IRAs and waiting until their retirement date, while trading time for money, eventually raises a difficult question: Is there a better way?Today’s guests discovered that by leveraging real estate and strategic relationships, they could build passive income while enjoying the perks of their 9-5 jobs and now teach others to do the same. Rather than chasing shortcuts, they focused on building a foundation that created options using hidden wealth hacks and money habits self-made millionaires use.Cory Jacobson and Ryan Bevilacqua are real estate investors, entrepreneurs, and hosts of the Wealth Juice Podcast. Through strategic partnerships and documenting their journey publicly, they’ve built a growing real estate portfolio while helping others take their first steps toward passive income and financial independence.Cory and Ryan unpacked the mindset shifts, relationship strategies, and long-term thinking that helped them move from early investments to scalable opportunities—while staying aligned with their purpose, lifestyle, and financial freedom goals.In this episode, you’ll learn: ✅ Why financial freedom is less about early retirement and more about creating optionality.✅ How strategic partnerships, masterminds, and relationships accelerate growth faster than trying to do it on your own.✅ Why building in public creates leverage, credibility, and unexpected opportunities.Show Notes: LifestyleInvestor.com/275Tax Strategy MasterclassIf 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/taxStrategy 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/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf 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 DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.