Justin Donald

Half of mutual fund managers have $0 in their own funds

By Justin Donald / May 31, 2026 / Comments Off on Half of mutual fund managers have $0 in their own funds

A friend forwarded me an email last week that I haven’t been able to stop thinking about. The subject line was three words… “Never trust a skinny chef.” It’s an old expression. If the chef won’t eat their own cooking, you probably shouldn’t either. He was applying it to something most investors never even think…

The Firefighter Who Walked Away From Early Retirement And Chose Entrepreneurship with Jesse Flocken – EP 292

By Justin Donald / May 28, 2026 /

Interview with Jesse Flocken  The Firefighter Who Walked Away From Early Retirement And Chose Entrepreneurship with Jesse Flocken “I can’t do this for one more day.” Jesse Flocken had what most people would consider a dream life: a stable career, a guaranteed pension, a great family, and retirement within reach before his 40th birthday.…

Forget the Taxes: How to Sell Any Asset and Pay $0 in Capital Gains

By Justin Donald / May 26, 2026 / Comments Off on Forget the Taxes: How to Sell Any Asset and Pay $0 in Capital Gains

If you’ve been following my journey at The Lifestyle Investor, you know I have one core mantra: It’s not about what you make; it’s about what you keep. That’s why, in my opinion, a world-class tax strategy is the most important skill you can have. Why? Often, a sophisticated tax move can save you more…

Most entrepreneurs get stuck on quadrant one (here are the other three)

By Justin Donald / May 24, 2026 / Comments Off on Most entrepreneurs get stuck on quadrant one (here are the other three)

A few weeks ago I wrapped up what I’d been calling the foundational series… the three shifts, the Textbook vs. Lifestyle Investor framing, the Freedom Number, the five filters, all of it. From here on out, I want to share what’s actually happening week to week. The conversations. The deals. The questions members are asking.…

The Power of Scheduling Think Time to Unlock Peak Performance with Talor Zamir – EP 291

By Justin Donald / May 21, 2026 /

Interview with Talor Zamir  The Power of Scheduling Think Time to Unlock Peak Performance with Talor Zamir If your business is growing but your energy, focus, or quality of life is declining, something is out of alignment. And that disconnect is exactly what today’s episode is all about. I’m excited to introduce you to…

Investing in the Arts: From Braveheart to the Future of Texas Film

By Justin Donald / May 19, 2026 / Comments Off on Investing in the Arts: From Braveheart to the Future of Texas Film

I’ve always believed that life is about more than numbers on a balance sheet. Wealth matters — but only as a tool to support meaningful work, compelling stories, purpose, experiencing the arts, and memorable experiences. As Lifestyle Investors, we spend plenty of time mastering the how of wealth: cash flow, tax strategy, asset allocation. Every…

The Question That Changed How I Think About Wealth

By Justin Donald / May 17, 2026 / Comments Off on The Question That Changed How I Think About Wealth

Whenever I give a keynote, there’s one question I ask that seems to stop people in their tracks: What would you say your network is worth? Think about it. As an asset. On your balance sheet. What’s the value? Most people have never thought about it this way. They think of their network as… people…

How Franchising Is a Faster Path to Cash-Flowing Business Ownership with Jon Ostenson – EP 290

By Justin Donald / May 14, 2026 /

Interview with Jon Ostenson  How Franchising Is a Faster Path to Cash-Flowing Business Ownership with Jon Ostenson Building a business from scratch might seem like the obvious path to financial freedom, but it comes with a unique set of challenges. And in many cases, it can be one of the slowest and riskiest ways…

Fighting Bullies: Strategic Law and the Art of the “Lifestyle” Firm

By Justin Donald / May 12, 2026 /

In the high-stakes world of litigation, most people see a battlefield defined by ego and paper-pushing. But when I think about my friends like Bill Reid, I don’t just see a world-class trial lawyer and law leader. This is someone who is a master strategist, a courageous entrepreneur, and, perhaps most importantly, someone who has…

The Largest Wealth Transfer in History Is Happening Now

By Justin Donald / May 10, 2026 /

Over the last several weeks, I’ve been sharing a framework for thinking about wealth differently: the three shifts, how to find and evaluate deals, and the importance of tax strategy. This week, I want to zoom out and talk about something bigger. Something that I believe represents the single greatest wealth-building opportunity in a generation.…