The Lifestyle Investor - Investing, Passive Income, Wealth

Levi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas.  Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he’s going to share the secrets to his success!  You’ll learn why he prefers Class B industrial real estate investing to other real estate asset classes, how he acquires properties with minimal risk and big returns, strategies for reducing your taxable income, why it’s still possible to find off-market deals, and so much more! In this episode, you’ll learn: ✅ The strategic value of accepting leasing risks over construction risks, why Levi prefers Class B industrial assets in the Texas market, and how he secures high return, minimal risk deals for clients. ✅ The critical role of transparency with investors and why honesty in difficult situations fosters trust and supports long-term relationships.  ✅ How to take advantage of accelerated depreciation in order to reduce net taxable income.  Free Gift Get Levi's free guide on Investing in Industrial Real Estate! Visit LifestyleInvestor.com/173 Show Notes: LifestyleInvestor.com/173 Tax Strategy Masterclass If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today’s guests, Jay and Steph Rose, are the powerhouse couple behind Phase SiX, a fitness media brand that’s focused on athletic performance, education, entertainment, and content creation.  Fueled by a vision and what little savings they had, two immigrants embarked on a six-month journey across the US, to absorb as much knowledge as they possibly could from leading experts in the world of fitness. This adventure became the foundation for a global multimedia company.  At the core of their success lies the Phase SiX: Content Dojo in Austin, Texas—a state-of-the-art multimedia hub that transcends traditional fitness spaces and gym models, merging cinematic quality content with social media engagement and the home for many fitness creators. In today’s episode, you’ll learn: ✅ Jay and Steph’s inspiring entrepreneurial story and how they built global fitness media brand with over 2 million followers. ✅ The common pitfalls that lead most businesses to failure. ✅ The secret to building a strong relationship that stands the test of time – including how Jay & Steph both empowered each other to create a business and life that they love. Free Gift Get Jay and Steph's 5 free Health & Fitness eBooks! Visit LifestyleInvestor.com/172 Show Notes: LifestyleInvestor.com/172 Tax Strategy Masterclass If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dave Durand is the co-founder and Executive Chairman of Best Version Media, a top 20 fastest-growing media company in North America. A best-selling author and professional speaker, Dave has mentored over 150,000 individuals, including entrepreneurs, sales teams, Fortune 500 executives, and CEOs, to grow successful, thriving businesses. Over the years, Dave’s built and sold companies valued in the hundreds of millions and done over a billion dollars worth of sales. Today, I wanted to speak to him about the principles and tactics for creating outstanding leadership teams and exploring how those strategies have been instrumental in building and scaling multiple successful companies. He also shares his decision-making formula that’s helped him to build thriving businesses without ever losing track of what really matters to him: making memories with friends and loved ones.  In this episode, you’ll learn: ✅ Dave’s top tips for building and cultivating an amazing leadership team that will take your business to new heights. ✅ The three-step decision-making formula that’s helped Dave build and exit multiple companies without sacrificing personal fulfillment and time spent with loved ones. ✅ The keys to building a great culture in your organization that brings everyone together under a singular mission. Free Gift Get 4 free modules for Dave's Leading Giants Masterclass! Visit LifestyleInvestor.com/171 Show Notes: LifestyleInvestor.com/171 Tax Strategy Masterclass If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daven Michaels is a serial entrepreneur, bestselling author, and founder of 123Employee, known for pioneering remote business solutions and his influential role in the music and digital finance industries. Today, we dive deep into Daven’s incredible journey, starting from his early days working with rock music icons at only 15. His story only escalates from there. He has not only launched and exited multiple businesses, but he also established 123Employee as a leading name in outsourcing. In this episode, Daven pulls back the curtain and shares what it’s like to live in Puerto Rico, including the opportunities he’s creating and the incredible tax saving and wealth building advantages to living there.  In today’s episode, you’ll learn: ✅ Daven's extraordinary journey, from his early days in the music industry to founding and exiting several lucrative businesses and shaping 123Employee into a top outsourcing powerhouse. ✅ Insights into the extensive tax advantages available in Puerto Rico for U.S. citizens and how to effectively leverage them. ✅ How to leverage “opportunity zones” to maximize tax savings when investing in Puerto Rican real estate as a non-resident. Free Gift Get Daven's 10-hour free Premium Virtual Assistant! Visit LifestyleInvestor.com/170 Show Notes: LifestyleInvestor.com/170 Tax Strategy Masterclass If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Ryan Williamson. In our conversation, Ryan shares his incredible journey from being a NAVY vet and board-certified neurologist to a prolific entrepreneur and investor who’s disrupting the healthcare staffing field. Ryan details his tax and investment strategies that have not only weathered economic downturns but have also produced remarkable returns, the lessons he took from other Lifestyle Investor Mastermind members, and how all these experiences helped him create his dream life.   In this episode, you’ll learn:   ✅ The tax strategies that Ryan uses to add an additional 6-figures to his annual income. ✅ Ryan’s recession-proof investing strategies that consistently yield high returns. ✅ The story of how serving in the NAVY and working in medicine motivated Ryan to build a locum tenens healthcare staffing agency. Free Gift Get Ryan's Healthy Brain Cheat Sheet! Visit LifestyleInvestor.com/169 Show Notes: LifestyleInvestor.com/169 Free Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.