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Article Series
Some of the most impactful and powerful entrepreneurs I know didn’t start with a spreadsheet or pitch deck. Their journey began with a call. That’s certainly true of Pete Vargas — undoubtedly one of the most quietly influential builders I have ever known. Through his proprietary stages model, Pete has built multiple seven-figure companies, filled…
My mission has always been simple: to pull back the curtain on how the wealthiest families actually build and protect their money. Is it a family office, entrepreneurship, investments, or a mix? The ultra-wealthy don’t win because they’re smarter or luckier. They’re winning because they’re using a different playbook — one based on private markets,…
When you spend enough time around high achievers, like entrepreneurs, executives, and athletes, you notice a pattern: tactics and strategy rarely lead to breakthroughs. People create them. From the rooms they enter. From the environments they commit to. My friend, Joey Klein, perfectly embodies that truth. Joey is one of the most remarkable people I…
When NFL players sign multimillion-dollar contracts, most people assume they’re set for life. As the headlines boast the contract number, fans envision a bank account full of guaranteed income. Behind the scenes, pro football’s financial reality is far less glamorous — and often brutal. A former NFL sports scientist turned private equity investor and co-founder…
Search funds. ETA. Private equity. These terms are everywhere now. However, most people still don’t understand what they actually mean. In all honesty, that isn’t their fault. Traditionally, financial education has focused almost exclusively on stocks, bonds, mutual funds, and retirement accounts. But outside the Wall Street roller coaster lies a different ecosystem — one…
One of my core missions with The Lifestyle Investor is simple: to democratize what single-family offices do. After all, the right playbook won’t make you a billionaire, but it will make you an investor like one. That’s why I enjoy interacting with investors and entrepreneurs who have been on both sides of the table: entrepreneurs…
There’s a moment very few people prepare you for: the day the hustle finally works. After a decade of relentless effort, the sacrifice pays off. Sleep, weekends, vacations — all traded for a future exit. Then it happens. The wire hits your account. The scoreboard flashes. You’ve won. You never have to work for money…
When I wrote The Lifestyle Investor, I included a section about a private client I called “JJ.” Although I kept it cryptic at the time, the secret is finally out. JJ stands for Jay Jacobs, an OG Lifestyle Investor Mastermind member. He was also my first private coaching client. We have also been working together…
Some people impress you with their résumé and you can see their worth. Other people stop you in your tracks. When I met Adel Sayegh at an investor conference in Puerto Rico, one thing was immediately obvious to me: this man was different. No ego. No posturing. Just calm presence, humility, and ease. Then Adel…
Do 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…