Month: February 2026
Interview with Rod Neuenschwander Giftology: Prioritizing Relationships and Building a Business That Outlives You with Rod Neuenschwander 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. …
Read MoreDo you feel as if your marketing isn’t working? There may be one essential ingredient missing: you. Think about it. Most ads are interchangeable. Simply swap out the logo, change the colors, and you can use them for virtually any business. A successful marketing strategy, however, takes into account the values, personality, and voice of…
Read MoreInterview with Bill Tyndall From a Huge Exit To Reimaging IT & Cybersecurity with Bill Tyndall 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…
Read MoreWhenever I’ve been asked how to change your life, I’ve always answered it by saying you have to change your math. Why? It’s not unusual for most people to devote their careers to “scarcity” math — the art of cutting expenses, meticulous budgeting, and surviving with what they have left over. Lifestyle Investors, however, focus…
Read MoreInterview with Pablo Della The Mindset Shift That Unlocks True Wealth and Freedom with Pablo Della 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,…
Read MoreThe line between an ordinary life and an extraordinary one isn’t drawn with a pen; it’s carved out by a single, heart-pounding moment of boldness. As Lifestyle Investors, we often focus on achieving financial freedom, but true “high net freedom” requires more than capital — it requires courage and the audacity to design a life…
Read MoreInterview with Karlton Dennis Why Hiring a Tax Strategist Is The Best Investment You’ll Ever Make with Karlton Dennis 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…
Read MoreIn financial services, most people follow a predictable path: climb the ladder, gather assets under management, protect the brand, and never disrupt the status quo. Chad Willardson did the opposite. Despite the corner office, corporate prestige, and other external markers of “success” that Chad had at Merrill Lynch, he left after nearly a decade. It…
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