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Article Series
Whenever 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…
The 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…
In 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…
Richard Wilson is one of a handful of investors, entrepreneurs, and high achievers who have a path similar to mine on The Lifestyle Investor. As a father, a long-term thinker, and a community builder, Richard is committed to democratizing how the ultra-rich operate. Besides founding Family Office Club, he is also behind Billionaires.com, a website…
Most people see the end of the story and assume it is inevitable. As an example, they look at the investments, the portfolio, and the freedom of the wealthy. They then conclude that it all started with money, elite connections, hustle, or some unfair advantage. That’s not always the case. Having grown up in a…
For most of our lives, we’ve been taught a pretty simple formula: Work hard. Make and save money. Retire. That’s the formula for happiness. It sounds right. After all, that’s what we’re all aiming for. However, the older I get and the more wealthy people I meet, the more I begin to realize that something…
I’ve never chased attention or bragged about my success. I’ve always felt that real wealth doesn’t need to be loud to be meaningful. As such, when friends like Garrett Gunderson and Brad Weimert say that I “quietly built wealth” before ever disclosing it publicly, I consider that a compliment. That was always the point. In…
One thing becomes clear when I talk to successful investors: financial freedom is never accidental. It’s the result of decades of focus, grit, and persistence. An example of this is Ben Reinberg, CEO of Alliance Consolidated Group of Companies and a man who has built a $500 million+ real estate empire. Anyone can reach generational…
If there’s one theme I hear repeatedly from business owners who’ve sold their company, it’s regret. According to the Exit Planning Institute (EPI), 76% of business owners regret selling their businesses within a year of the sale. As far as my experience goes, here’s the thing. The regret is not for selling, but for how…
When it comes to investing, what comes to mind? In most cases, stocks and bonds are the first thing that comes to mind. As a gold standard for asset allocation, Wall Street advisors recommend the old “60/40 split” in which 60% of investments are in stocks, 40% in bonds. But here’s the problem: if you’re…