Breakaway Wealth Podcast

In this solo episode, Jim resets the 2026 "best year ever" series and takes you back to the real starting line: identity. This isn't motivation, resolutions, or another empty goal-setting rant. This is a structured, identity-driven blueprint to architect a year you actually control instead of replaying 2025 with a new calendar. Jim breaks down why you don't get what you want—you get what you're built for. He unpacks how your current identity quietly dictates your health, wealth, habits, and results… and why willpower, hype, and "trying harder" never solve the problem. You'll walk away with one clear breakthrough outcome for 2026, a sharper identity to match it, and three daily non-negotiables that turn this from theory into a new operating system for your life and your wealth. What You'll Learn Why most people repeat the same year on a different calendar How to architect 2026 instead of hoping it "gets better." The real reason goals fail Why great years are built on subtraction The three identity-driven daily non-negotiables that make progress toward your 2026 breakthrough outcome inevitable Install Your Daily Non-Negotiables: Lock in three non-negotiables for every day. Here are examples 30 minutes of stillness, 10 minutes of identity rehearsal (mentally living as the 2026 version of you), One friction-aligned action toward your 2026 target. Make the right behavior easier, the wrong behavior harder—design your environment so discipline isn't a coin flip. Jim's Shared Wisdom "You either architect 2026 or you replay 2025 with a different calendar. Whoever you decide to be this year is exactly who you'll become by the end of it."

Most people are trying to "goal" their way into a better year. They set resolutions, white-knuckle new habits, and wonder why everything falls apart by March. In this episode, Jim breaks that pattern wide open. 2026 won't rise to the level of your goals. It will fall to the level of your systems—and your systems are built on identity, energy, and emotional mastery. Jim walks you through how elite performers think (Kobe, Brady, Navy SEALs), how your brain literally fights anything that doesn't match your identity, and why stillness and silence—not more noise—are the unlocks for wealth, clarity, and calling. If you're serious about becoming the kind of person for whom wealth, health, and opportunity are inevitable—not accidental—this is your blueprint. What You'll Learn How to recode who you are in 2026. How (and why) to treat energy as currency The confidence flywheel and why action must come before feeling "ready". A practical stillness protocol to hear from God, regulate your emotions, and make higher-quality business and money decisions. Action Steps Complete this sentence: "In 2026, I'm the kind of person who…" Let this identity drive your behavior. Identify one energizer and one drainer. Double the energizer. Delete the drainer. Phone on airplane mode. Sit upright. Breathe 4-2-6 for a few cycles. Do this every day for 30 days. Jim Oliver's Shared Wisdom "Don't ask, 'What do I want in 2026?' Ask, 'Who must I become so that everything I want becomes inevitable?' Change your identity, protect your energy, sit in silence, and then take the courageous step. That's how you become unstoppable."

Most business owners, investors, and high-income earners are losing money—not because they're bad at making it, but because they're bad at keeping it. In this episode, Jim sits down with tax strategist Chris Shockowitz of deferTax.com, a guy who walked away from corporate America, saved seven figures in taxes himself, and now helps entrepreneurs slash tax bills the legal, intelligent way. If you've ever wondered why the wealthy pay less tax, how they use the code instead of getting crushed by it, or how to stop being at the mercy of your CPA once a year…this conversation is your wake-up call. Owners don't play defense—they plan.. What You'll Learn Why does tax preparation cost you money, but tax planning saves you money The difference between a CPA who reports history vs. a strategist who shapes your future How high-income earners legally cut taxes by up to 50% How to use trusts and smart structuring to sell crypto, real estate, or a business with zero tax Why the tax code rewards investors, owners, and producers—and how to start thinking like one Here's the shift Chris drove home: Tax preparation reports history. Tax planning changes your future. Your CPA can tell you what you owe. A strategist tells you what's possible. And most high-income earners are leaving six figures (or more) on the table simply because nobody ever showed them the legal, proven tools built into the tax code for people who invest, own, and think differently. Chris's Shared Wisdom "Most people don't know what they don't know. The tax code isn't built to punish you—it's built to reward the people who invest in America. When you understand it, it changes everything." Connect with Chris: Website: www.DeferTax.comLinkedin: www.linkedin.com/in/christopher-shockowitz/

In this episode of Breakaway Wealth, Jim breaks down 10 universal success habits every top performer uses—whether they realize it or not. From structured mornings to time blocking, from health optimization to rapid-fire execution, these habits create predictable momentum. And when paired with Infinite Banking, they become a wealth engine on purpose. Jim also answers a pressing IBC question from the community: Can you run all of your W-2 income through your own banking system? Yes—but there's a smarter way to approach it if your goal is velocity, not theory. It's not motivation that builds wealth—it's structure, reflection, and action. This episode hands you all three. What You'll Learn: The IBC Question: Can you run all your W-2 income through your bank? The 10 Habits of Highly Productive People Decide → Act → Adjust. Stop waiting for the perfect system. Build it. Action Steps Build your Ideal Week and compare it to your real one. Write your top goal 25 times daily for one week. Track your circle: Who gives energy—and who drains it? Jim's Words That Matter "You don't need more motivation—you need a system. Win Monday, and the week takes care of itself."

In this episode of Breakaway Wealth, Jim Oliver sits down with leadership coach Adrian Koehler—a former pastor and prison leadership trainer who now coaches founders and "type A dickheads" who feel the weight of responsibility and the loneliness at the top. Adrian and Jim dig into why "not having a vision" isn't an accident, it's a strategy. They unpack how confusion is actually a chosen vision, why high-performers secretly love being "stuck," and how most leaders waste energy being frustrated that others aren't like them instead of learning to translate their own genius. What You'll Learn Confusion Is a Vision: Why "I don't know what I want" isn't a neutral statement—it's a chosen vision of confusion with payoffs and prices. The Real Work of High Performers: How founders create the loneliness at the top—and what shifts when you actually want truth more than comfort. Vision as a Future Worth Having: How Adrian reframes faith, calling, and vision—away from protectivism and toward adventure. Action Steps 1. Expose Your "Confusion Strategy" Write out: "Why do I love being confused about my vision?" List every payoff and every price. Awareness kills the racket. 2. Translate Your Genius for Your Team Take one intuitive thing you do well and break down the principles behind it. That's how you scale your thinking. 3. Re-Anchor Money to Mission Ask: "If I had a billion dollars today, where would it go this week?" Compare that to your current spending and adjust. Adrian Koehler's Powerful Word "Everybody has a vision—every second of their life. If you're 'stuck' or 'confused,' that's still a vision. If we don't get to now, we can't get to next." Connect with Adrian Koehler: Youtube: www.youtube.com/channel/UC3c7kMcC7nah-QdxffV2NXA LinkedIn: www.linkedin.com/in/adriankoehler Instagram: www.instagram.com/adrian.k/?hl=en