Breakaway Wealth Podcast

Your future is shaped long before you ever see the results.

In this episode, Jim Oliver and Nick Kosko unpack the hidden beliefs that control your financial decisions, your confidence, and ultimately your ability to build wealth. They explore why vision matters, how limiting beliefs are formed, and the practical process for replacing them with empowering beliefs that lead to lasting change.

If you've ever felt stuck, uncertain about your next move, or caught in the same financial patterns year after year, this conversation will challenge you to rethink what you believe and what becomes possible when you do.

Key Takeaways - The limiting beliefs that subversively sabotage wealth creation - The questions wealthy people ask - A simple framework for building powerful beliefs - The power and use of curiosity to make better decisions. - Why your vision determines the direction of your financial future

Chapters 00:00 Why Your Vision Determines Your Future 03:18 10 Limiting Beliefs That Keep People Broke 15:25 A Step-by-Step Process to Change Your Mindset 23:04 Small Actions Create Massive Momentum 31:20 The Question That Changes Everything 34:18 Why Curiosity Fuels Growth 41:18 Building a Vision Worth Pursuing

______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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In this solo episode, Jim Oliver breaks down the "money cheat codes" that wealthy families, banks, and business owners understand. From why control matters more than chasing returns to the hidden cost of lifetime interest payments, Jim explains how changing the way you think about money can completely change the way you build wealth.

If you've ever wondered why traditional financial advice feels like you're running in place, this episode challenges you to stop following the script and start thinking like an owner.

Key Takeaways: - Why control over your capital matters more than chasing higher returns. - The hidden cost of lifetime interest payments—and how to stop the leak. - How uninterrupted compounding creates long-term financial leverage. - Why monthly cash flow is a better measure of wealth than net worth. - How the "reservoir and engine" strategy helps put your money to work more than once.

"Return is a number on a statement. Control is what shows up in your life." - Jim Oliver

Chapters 00:00 The Financial Script You've Been Given 02:25 Cheat Code #1: Control Beats Returns 04:53 Cheat Code #2: Volume of Interest vs. Rate of Interest 06:48 Cheat Code #3: Uninterrupted Compounding 07:57 Cheat Code #4: Cash Flow Is the Real Scoreboard 09:42 The Reservoir & Engine Wealth System 14:34 Common Objections to Infinite Banking 16:08 Your Wealth-Building Assignment ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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Building wealth through real estate isn't about finding the perfect deal—it's about building a repeatable system.

In this episode, Jim Oliver sits down with commercial real estate broker and author Brent Sprenkle to discuss the principles behind creating a billion-dollar real estate portfolio. Drawing from decades of experience and stories from investors who have built extraordinary wealth, Brent explains why getting started matters more than getting everything perfect.

They explore how successful investors use leverage, equity, partnerships, and long-term thinking to grow from a single property into substantial portfolios. Whether you're buying your first rental or looking to scale, this conversation offers practical insights that stand the test of time.

Key Takeaways - Start with one property and let experience guide your next move. - Wealth grows by reinvesting equity instead of spending it. - Great investors build relationships before they raise capital. - Real estate rewards patience, consistency, and disciplined execution. - Communication skills can be just as valuable as investment knowledge.

Chapters 00:00 From Engineer to Real Estate Broker 04:28 The Stories Behind Billion-Dollar Portfolios 12:24 Choosing Your First Investment Property 17:12 How Investors Scale With Equity & Partnerships 28:34 The One Book Every Investor Should Read 31:58 The Best Advice for Building Wealth ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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Building wealth through real estate doesn't require flipping houses, swinging hammers, or becoming a full-time landlord.

In this episode, Jim Oliver talks with Melissa Nash about the path she followed from business owner to real estate investor, and why one rental property changed the way she thought about financial freedom. Melissa shares what inspired her first investment, why she started with an out-of-state rental, and how that single decision grew into a portfolio built on long-term cash flow.

They also discuss the value of finding the right mentor, overcoming analysis paralysis, and why taking the first step matters more than having the perfect plan.

If you're looking for a practical way to build passive income without making real estate your full-time job, this conversation offers a roadmap to get started.

Key Takeaways - One rental property can become the foundation for long-term wealth. - Mentorship helps shorten the learning curve and avoid costly mistakes. - Passive real estate investing is built on consistency, not quick wins. - Cash flow creates options that traditional retirement plans often cannot. - Action is what turns knowledge into results.

Chapters 00:00 Melissa Nash's Real Estate Journey 03:14 Why She Started Investing Out of State 06:00 Breaking Through Analysis Paralysis 12:13 Building Wealth With Turnkey Rentals 18:32 Why Taking Action Matters 21:09 The Best Advice Melissa Ever Received 23:16 She Buys Houses, She Builds Wealth

Featured Resource: She Buys Houses, She Builds Wealth: The Lazy Investor's Guide to Passive Income Through Real Estate by Melissa Nash

https://acesse.one/okp5sae ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.

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Great coaching starts long before the game begins.

In this episode, Jim Oliver sits down with leadership coach Jonie Fader to discuss why understanding people is often more important than managing performance. Through her work with the Dignify framework, Jonie shares how recognizing what motivates each individual can transform teams, strengthen families, and build healthier relationships.

The conversation explores how dignity, communication, and self-awareness create lasting confidence—not just for athletes, but for business leaders, parents, and anyone who wants to bring out the best in others.

"Living loved is not something we achieve, but a reality we relax into." — Jonie Fader

Key Takeaways: - Why people perform better when they feel genuinely valued. - How understanding someone's motivational language improves communication. - The role dignity plays in leadership, parenting, coaching, and business. - Why self-awareness builds confidence that lasts. - Simple ways to strengthen relationships by recognizing what's already great in others.

Chapters 00:00 Meet Jonie Fader 02:03 The Dignify Framework Explained 10:02 Building Confidence Through Dignity 17:06 Better Communication at Home and Work 29:30 The Best Advice Jonie Ever Received 34:06 How to Get Your Free Dignify Snapshot ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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Big changes are happening.

In this special announcement episode, Jim Oliver is joined by Nick Kosko and Kyle Reese to introduce the next chapter of the company: Dominium Wealth.

The conversation goes beyond a name change. It explores why ownership, control, and freedom have become the foundation of everything they teach. Instead of relying on Wall Street, banks, or government institutions, the team explains why building your own financial system creates more opportunities, more confidence, and more choices over time.

You'll also hear the philosophy behind the new brand, why wealth starts with a solid foundation, and what you can expect as Dominium Wealth continues helping families, entrepreneurs, and investors build lasting financial independence.

Key Takeaways - Why CreateTailwind is becoming Dominium Wealth. - The connection between ownership, freedom, and financial control. - Why a strong financial foundation matters more than chasing returns. - How mindset shapes every wealth-building decision. - What the future looks like for the Dominium Wealth community.

Chapters 00:00 A Major Announcement 00:58 Why We Chose Dominium Wealth 04:16 The Power of Ownership and Control 09:17 Building Wealth on a Strong Foundation 18:31 Start with Vision, Then Build 26:10 An Invitation to Think Differently ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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Success leaves clues, but only if you're paying attention.

In this episode, Jim Oliver sits down with former NFL and NBA executive turned bestselling author and speaker Paul Epstein to talk about confidence, leadership, and the habits that drive long-term success.

Drawing from his experience with organizations like the San Francisco 49ers, NFL, and NBA franchises, Paul shares what he learned about leading through adversity, building momentum, and developing confidence that doesn't depend on circumstances.

The conversation explores why so many people struggle with self-belief, how keeping promises to yourself builds confidence, and why small daily actions often create the biggest breakthroughs over time.

Whether you're building a business, investing, leading a team, or simply looking to level up personally, this episode offers a practical framework for creating momentum and winning more consistently.

Key Takeaways - Confidence grows when you consistently keep promises to yourself. - Momentum is created through small wins repeated over time. - Values-driven action is the foundation of lasting confidence. - Growth happens when you stop comparing yourself to others. - Long-term success is built through discipline, focus, and intentional habits.

Chapters 00:01 From the NFL to Personal Growth 05:21 What It Means to Win Monday 07:44 Why People Lack Confidence 13:51 The Confidence Formula Explained 22:53 Leadership Lessons from Sports 25:09 Better Decisions, Faster 30:15 The Happiness Trap 32:27 The Book That Changed Everything 34:45 Building Momentum One Monday at a Time ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

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Jim sits down with Sara Blackmer, retired Air Force Lieutenant Colonel, senior partner at Salaiko Capital, and CEO of FluidLogic. This conversation is about leadership that holds up in the real world, not theory.

You'll hear how discipline creates clarity, why servant leadership is the fastest path to high performance, and how confidence is built through repetition and daily wins. They also get into team dynamics, role alignment, and why movement is not the same thing as momentum.

If you're serious about building winning cultures and making better decisions with your time and money, this episode hits.

What You'll Learn: - Confidence is built through preparation, repetition, and proof - Servant leadership means taking care of people so they can take care of the mission - Discipline creates focus and alignment - High-performing teams beat even the most talented individuals every time - When you fully commit to what you say yes to, opportunities show up you could not have predicted

Action Steps 1. Start the day with order Make your bed. Get one win on the board early. Your mindset follows your actions.

Create role clarity If someone cannot explain how their role impacts the mission, you have a leadership problem, not a talent problem.
Serve your team daily Ask: "What roadblock can I remove for you today?" Then do it.

Sara Blackmer's Final Word "Give all of yourself to what you say yes to. If you do that again and again, opportunities will come in ways you never expected."

Chapters 00:00 Aim High and the Power of Military Leadership 03:05 Confidence as a Skill, Not a Personality Trait 10:30 Daily Discipline and Why Small Wins Matter 14:40 Servant Leadership and Taking Care of Your People 20:15 Discipline, Alignment, and Mission Clarity 24:45 Women, Engineering, and Owning Your Strengths 27:40 Why Teams Always Beat Individual Talent 33:20 Intelligent Hydration and Peak Performance 40:55 Alternative Investing and Breaking Away From the Herd 41:50 The Best Advice Ever Given, Kill the Job You Have 44:30 Books That Shape Leaders and Winning Cultures

Connect with Sara Blackmer: Website: www.solycocapital.com Website: https://fluidlogic.com/ LinkedIn: www.linkedin.com/in/sara-blackmer-bb44b25/ ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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What did Nelson Nash actually teach?

In this conversation, Jim Oliver sits down with David Stearns, Director of the Nelson Nash Institute and Nelson Nash's son-in-law, to discuss the ideas that often get overlooked when people talk about Infinite Banking.

They unpack why Infinite Banking is not about chasing policy performance, comparing illustrations, or finding a shortcut to wealth. Instead, it's about understanding the problem Nelson spent decades studying: the loss of control over your cash flow.

Jim and David revisit key lessons from Becoming Your Own Banker, explain why Nelson rejected Universal Life insurance, and share why behavior - not policy design - is what ultimately determines success with Infinite Banking.

Key Takeaways

Infinite Banking is about controlling the banking function, not buying life insurance
Nelson Nash viewed whole life insurance as a tool, not the end goal
Comparing policies without understanding the process misses the point
Wealth is built by controlling cash flow and recapturing lost interest
Reading and understanding Becoming Your Own Banker remains the foundation of IBC

Chapters 00:00 Meet David Stearns and the Mission of the Nelson Nash Institute 03:23 Why Nelson Nash Rejected Universal Life Insurance 08:26 The Biggest Misunderstanding About Infinite Banking 12:28 Understanding the Real Problem Nelson Solved 18:02 Why Most People Misread Becoming Your Own Banker 23:44 Nelson Nash's Vision for Financial Freedom 31:59 The Difference Between Selling Insurance and Teaching IBC 44:52 The Windfall Story and Building Long-Term Wealth 53:02 Why Reading the Book Still Matters

______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

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The final chapter of The Case for IBC answers the question everyone eventually asks:

"How do I actually use this?"

In this episode, Jim and Nick stop talking theory and walk through what putting Infinite Banking into action really looks like. They break down how business owners can reroute cash flow through properly designed policies, create velocity with capital, and build long-term cash-flowing assets using leverage and control.

The conversation centers around one core idea: the policy itself is not the goal. The goal is to use capital efficiently and repeatedly.

They also challenge the short-term thinking behind high-PUA policy designs and explain why long-term capitalization and policy strength matter more than early illustration optics.

By the end, you'll see how Infinite Banking becomes more than a concept. It becomes a system for building cash flow, financing opportunities, and creating legacy wealth.

Key Takeaways - Infinite Banking is about using capital, not just storing it - Velocity of money creates long-term wealth and cash flow - Business expenses can be rerouted through a banking system you control - Strong policy design matters more than short-term illustration appeal - Wealth grows through leverage, control, and repeated deployment of capital

Chapters 00:00 Putting IBC Into Action 01:22 Why Most People Misunderstand IBC 03:07 Rerouting Cash Flow Through the Policy 05:27 Why Cash Drag Matters Early 13:22 Building a Real Banking System 16:44 Velocity of Money Explained 20:28 Opening Another "Branch" of Your Bank 22:25 Leverage, Cash Flow, and Legacy Wealth 26:01 Breaking Away From the Herd ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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The history of money explains why the financial system works the way it does today.

In this episode, Jim and Nick walk through the major shifts that changed the American financial landscape, from the gold standard to fiat currency, the rise of Wall Street retirement plans, and the creation of the MEC line.

They unpack how control of capital slowly moved away from individuals and toward governments, banks, and financial institutions. Along the way, they explain why wealthy families continued using whole life insurance while the public was encouraged to move money into qualified plans and market-based products.

The conversation also covers universal life insurance, policy efficiency, and why long-term stability matters more than flashy illustrations. Understanding these historical shifts helps explain why Infinite Banking remains relevant for people seeking greater control, liquidity, and long-term certainty.

Key Takeaways: - The gold standard placed limits on monetary expansion - Fiat currency accelerated inflation and currency debasement - ERISA and 401(k)s redirected capital toward Wall Street - Whole life insurance remained a core asset for wealthy families - Long-term policy strength matters more than short-term efficiency

Chapters 00:00 Lessons From History 02:54 The Gold Standard Explained 05:15 Nixon Ends the Gold Standard 06:39 Fiat Currency and Inflation 07:43 ERISA, 401(k)s, and Wall Street 10:00 The Shift Away From Whole Life Insurance 12:22 Universal Life and Policy Design Risks 14:49 MEC Lines and the 7-Pay Test 19:38 Why Fragile Policies Break Down 21:09 Why Wealthy Families Kept Using Whole Life Insurance ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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In this episode, Jim and Nick walk through the real mechanics behind Infinite Banking and answer the questions that usually trip people up.

You'll quickly learn that it's not about finding the "best policy". Really, it''s about building a system you actually use.

They break down why whole life is the preferred platform, why most alternatives fail over time, and how control, guarantees, and behavior determine outcomes.

You don't build wealth by owning a policy. A policy won't do it. You build wealth by moving money through a system you control.

Key Takeaways: - Infinite Banking is a process, not a product - Whole life is the platform, but behavior drives the outcome - "Buy term and invest the difference" ignores control and real-world use - Policy loans let your money keep compounding while in motion - Wealth is built through control and velocity of capital, not accumulation

Chapters 00:00 How It All Comes Together 02:59 Process vs Product 06:02 Why "Buy Term Invest the Difference" Fails 10:53 The Multiple Layers of Return 17:17 Borrowing vs Losing Control 20:27 What Happens in a Crash 25:06 Where Your Money Actually Sits 28:33 Whole Life vs Universal Life 34:45 Are You Too Late to Start? ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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This is where most people finally see it.

Banking isn't complicated - it''s just been hidden in plain sight.

In this episode, Jim and Nick break down how banks actually make money and why most people are on the wrong side of that equation.

The core issue isn't income. It's money flow.

Right now, money is moving away from you, through interest, financing, and lost opportunity. Banks understand this. They keep money in motion 24/7. But most people don't.

You can make the shift: it's simple, but not easy: Become the depositor, the borrower, and the owner.

Hint: That's Infinite Banking.

Once you understand that, everything changes.

Key Takeaways - Money must move or it loses value - Banks profit by controlling the flow of money, not the rate - The real problem is volume of interest leaving your life - You finance everything, either by paying interest or giving it up - Infinite Banking puts you back in control of that system - Velocity of money creates long-term wealth, not accumulation alone

Chapters 00:00 Becoming Your Own Banker 02:54 Why Money Must Flow 09:57 The Real Cost of Financing Everything 12:25 Where Your Money Is Actually Going 15:16 How Banks Really Make Money 19:34 The 3 Roles: Depositor, Owner, Borrower 24:18 Velocity: The Engine of Wealth 31:26 Infinite Returns and Real Wealth Building 34:43 The 5 Rules of Infinite Banking ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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In this episode, Jim and Nick break down how banking actually works and how a properly structured whole life policy can step into that role. The focus is not the product, it's the system.

They walk through term vs whole life, the MEC line, and why most financial strategies rely on projections instead of guarantees. Then they shift to what matters most, using the system to move money, create cash flow, and build long-term control.

When done right, your money doesn't stop working. It keeps compounding while you deploy it elsewhere.

That's the shift: From storing money → to directing it.

Key Takeaways - Infinite Banking is a process, not a product - Term insurance provides coverage, not control - Whole life, when structured properly, creates usable capital - The MEC line defines how far you can push efficiency - Policy loans allow your money to keep growing while in use

Wealth is built through velocity and control of capital

Chapters 00:00 Why Banking Is the Real Focus 01:47 Term vs Whole Life 06:36 The MEC Line Explained 10:12 Structuring for Control 17:17 Guarantees vs Projections 22:48 How Policy Loans Work 24:04 Creating Cash Flow 28:11 Rethinking How Money Works ______________________________ If you're ready to break away and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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Everyone is chasing the "perfect investment": Higher returns, bigger upside, faster growth. But almost no one stops to define what a 'perfect investment' actually is.

In this episode, Jim Oliver and Nick Kosko break it down using Nelson Nash's framework from The Case for IBC. Instead of chasing returns, they walk through the 16 real attributes that matter when deciding where to store your money.

From consistency and liquidity to control, tax advantages, and protection, this conversation exposes why most traditional vehicles fall short and why people are asking the wrong question entirely. Because the goal isn't to find the next hot investment. The goal is to control capital and make it work for you over time.

Key Takeaways - The 16 attributes to consider when deciding where to store your money. - Average returns don't reflect real-world outcomes - Liquidity and control determine how useful your money actually is - Taxes and inflation quietly erode most strategies - The right system prioritizes stability, access, and long-term control

Stop chasing returns. Start building a system where your money is safe, controlled, and working for you consistently.

Chapters 00:00 Introduction: What Is the "Perfect Investment"? 02:04 Why Rate of Return Misleads Investors 03:48 Average vs Actual Returns Explained 06:00 The Need for Consistency and Stability 06:54 Why Safety Matters More Than Hype 07:10 Liquidity: Can You Access Your Money? 08:03 The Power of Guarantees 08:13 Why Taxes Matter More Than You Think 09:12 Market Volatility and Emotional Investing 10:26 Cash Flow vs Capital Gains 11:34 Creditor Protection Explained 12:24 Inflation: The Silent Wealth Killer 15:20 Control: Who Really Owns Your Money? 15:56 Transferability and Flexibility 16:20 Simplicity and Ease of Management 17:11 Hidden Fees and Why They Matter 18:13 Why Track Record and Reputation Matter 19:34 Private vs Public Control of Money 20:52 Why Infinite Banking Checks the Boxes

______________________________ If you're ready to breakaway and start making real wealth, then join our free community.

Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more. 👉www.breakawaywealthcommunity.com 🔗

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In this episode, Jim Oliver and Nick Kosko break down the first principle from The Case for IBC: thinking like a true business owner. This is a clear look at how money actually moves through a business and why relying on commercial banks puts you in a weak position.

They walk through the real problem every business faces, inconsistent income and constant expenses, and how that forces owners into lines of credit, personal guarantees, and giving control to the bank.

Then they introduce the alternative: building your own banking system. One where you control the capital, the terms, and the outcome.

This is the foundation. If you miss this, you miss the entire concept.

Key Takeaways

Every business has a cash flow timing problem, income is irregular, expenses are not
Commercial banks become the gatekeeper, controlling your access to capital
Lines of credit and loans often come with hidden risks and loss of control
Infinite Banking gives you liquidity, control, and flexibility on your terms
You must operate in two businesses: your profession and the banking business

Chapters 00:00 Introduction to the Series and The Case for IBC 00:45 Why Business Owners Understand IBC Faster 03:04 The Two Businesses You Must Be In 05:29 How Business Cash Flow Actually Works 07:52 The AR vs AP Problem (Cash Flow Timing) 10:12 Why Businesses Depend on Banks 12:31 The Risks of Lines of Credit and Loans 14:58 The Alternative: Becoming Your Own Banker 17:04 The Truth About Bank Safety and FDIC 19:27 Why Infinite Banking Changes the Game 21:53 Final Thoughts: Break Away from the Herd

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Most people don't realize they're working for the bank.

In this episode, Jim Oliver breaks down the core ideas and legacy of R. Nelson Nash, the creator of the Infinite Banking Concept. From crushing debt at 21.5% interest to discovering a system that flips the flow of money, this is a direct look at how banking really works and how to take control of it.

Jim walks through Nelson's most powerful teachings, including the idea that you finance everything you buy, why "paying cash" is a myth, and how recapturing interest can completely change your financial trajectory.

This is not about buying a policy. It's about changing how you think about money, control, and ownership.

Key Takeaways

You finance everything you buy, either by paying interest or giving it up
The problem is not interest rates, it's the volume of interest leaving your life
Infinite Banking is about owning the banking function, not just buying insurance
Most people unknowingly operate as consumers, not owners
Wealth comes from controlling capital, not chasing returns

The solution to your financial problems is not more money. It's a shift in how you control and use the money you already have.

Chapters 00:00 Introduction to Nelson Nash and the Banking Problem 01:00 The 34.5% Problem: Where Your Money Is Really Going 02:21 The Airplane Analogy: Headwinds vs Tailwinds 03:30 Nelson Nash's Story: Debt, Crisis, and Discovery 04:48 Discovering Infinite Banking Through Whole Life 06:00 The Turning Point: Understanding Who Controls the Money 07:10 The Grocery Store Lesson: Don't Steal the Peas 08:30 You Finance Everything You Buy 09:25 The Lie Most People Believe About Money 10:30 Key Principles from Nelson Nash 11:52 Capitalization: Why You Need Money Ready to Deploy 13:00 He Who Has the Gold Makes the Rules 14:14 The Mindset Shift That Changes Everything 15:30 Volume of Interest vs Rate of Return 16:43 Why Most People Fail at Infinite Banking 18:00 The Power of Taking Action and Building a System 19:09 Nelson Nash's Legacy and True Wealth 21:00 How to Get Started and Learn More

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Most people say they want to get into real estate - and very few actually take the first step.

In this episode, Jim Oliver sits down with Chris Prefontaine to talk about what separates people who keep learning from people who actually start doing deals. Chris explains why experience matters, why most real estate education falls short, and how mentorship, accountability, and hands-on guidance can shorten the learning curve fast.

They also get into the danger of shiny objects, the cost of waiting too long, and why the right coach can change everything. This is a practical conversation for anyone who wants to stop sitting on the sidelines and start building real cash flow.

Key Takeaways

Experience matters, especially in real estate
Reading and learning is not the same as doing deals
Accountability is often the difference between interest and commitment
The right mentor can help you avoid expensive mistakes
Real estate creates a path to cash flow and long-term freedom

If you want a different financial future, you cannot stay on the sidelines. At some point, you have to stop consuming information and start taking action.

Connect with Chris:

Website: smartrealestatecoach.com

Facebook: www.facebook.com/smartrealestatecoach/

Instagram: www.instagram.com/smartrealestatecoach/

YouTube: www.youtube.com/smartrealestatecoach

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Everyone wants to talk about policy design. The percentages, pretty illustrations and early cash value.

But Infinite Banking is not about chasing the prettiest policy. It's about building a financing system that works for you over decades.

In this episode, Jim Oliver explains why many popular 90/10 high-PUA policies look impressive early but often weaken the long-term structure of a banking system. Using the analogy of turbochargers versus horsepower, Jim shows why policies with a stronger base often perform better over time.

The real goal is not early optics. The goal is durability, control, and long-term capitalization.

Key Takeaways

Infinite Banking success comes from how the policy is used, not just how it's designed
High PUA policies often look better early but weaken long-term performance
A stronger base builds durability, guarantees, and long-term compounding power
Wealth builders focus on volume of capital, not just the rate of return
The best policies win over decades, not in the first few years

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What role should gold, silver, and mining play in a world built on fiat currency and growing resource demand?

In this episode, Jim Oliver sits down with David Morgan, founder of The Morgan Report, to discuss the realities behind precious metals investing and why most investors misunderstand the sector. David shares how his early career in engineering and finance led him to question the traditional financial system and focus on real money.

The conversation explores the limits of the current monetary system, the growing demand for critical minerals, and why disciplined investing in resource markets requires patience and realism. David also explains how investors can approach metals and mining without falling into the trap of speculation.

Key Takeaways

Why gold and silver have historically acted as real money during periods of currency debasement
The growing global demand for minerals, driven by technology, AI, and electrification
Why most speculative mining investments fail and how to approach the sector more strategically
How resource investing can play a role in diversifying a portfolio outside traditional Wall Street assets
David Morgan's philosophy on authenticity, discipline, and long-term thinking in investing and life

Connect with David Morgan:

X: @silverguru22

Website: www.TheMorganReport.com

LinkedIn: www.linkedin.com/in/thedavidmorgan/

YouTube: www.youtube.com/@silverguru

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Jim starts with a personal story. After getting hit by an Amazon truck, recovery was slower than expected. A few stagnant days exposed something deeper than pain: Doubt.

This episode breaks doubt into two forms:

Little D doubt is daily hesitation. You know what to do, but you delay. You call it timing. It is not timing. It is avoidance that compounds.

Big D doubt is identity. Who am I to lead? Who am I to build wealth? This is the voice that keeps people small.

Inside this episode:

Why people fail even when they know what to do
The cost of staying the same
Gap versus gain thinking
Why courage comes before confidence
A clear seven-day system to rebuild self-trust

In this episode you get one action per day.

If you're tired of negotiating with yourself, this is a powerful next move.

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Jim Oliver sits down with Dr. Tracy Gapin, a former urologist who walked away from traditional medicine after nearly three decades inside a system built to manage disease, not build performance. Most high earners obsess over ROI in their portfolio while ignoring the assets that produce the return in the first place: Energy, focus, libido, sleep.

Dr. Gapin explains why modern healthcare is reactive by design. You get a diagnosis, a prescription, and you move on. That model works well in a crisis but it doesn't work if your goal is to perform at a high level into your 80s and beyond.

Jim brings it back to something simple: once you realize you're unlikely to run out of money, the real risk becomes running out of health.

In This Conversation

Why "I'm fine" is often the most dangerous phrase
What's going on with your 2–3 a.m. wake-ups
Why sleep is the multiplier for muscle, hormones, and recovery
Why sexual performance is often a cardiovascular signal
Why most online "research" compounds are a gamble
The problem with chasing peptides
Dr. Gapin's perspective on testosterone

The Bigger Idea:

If you see yourself as someone who is aging and declining, your behaviors follow.

If you see yourself as someone building strength and capability for the next 30 years, your decisions shift.

Health is not a side project - it's built on intentionally constructed infrastructure that determines how long you can stay in the game.

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Most people don't fail because of their circumstances. They fail because they identify with them.

In this episode, Jim cuts through the hype and explains the real reason some people break out while most stay stuck. Jim walks through decades of firsthand experience, from scarcity to abundance, and shows why your results will never outgrow how you see yourself. If you've ever felt like you're working hard but spinning your wheels, this episode will challenge you to stop asking what to do and start asking who you must become.

What You'll Learn:

Why circumstances don't keep people stuck
The difference between asking "What should I do?" and "Who must I become?"
How breakout people use action to create confidence
The importance of knowing the gap and the gain
What raising your personal standards does for your wealth

Action Step

Who Are You Saying You Are? Pay attention to how you speak. Notice phrases like "I'm bad with money" or "That's just not me." Those aren't facts, they're statements running your life. Start speaking from the person you want to become.

This single change in your habits will produce serious results.

"The moment you decide, the game changes. You don't become something someday. You act like who you are now, and the results catch up."

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Jim sits down with Sara Blackmer, retired Air Force Lieutenant Colonel, senior partner at Salaiko Capital, and CEO of FluidLogic. This conversation is about leadership that holds up in the real world, not theory.

You'll hear how discipline creates clarity, why servant leadership is the fastest path to high performance, and how confidence is built through repetition and daily wins. They also get into team dynamics, role alignment, and why movement is not the same thing as momentum.

If you're serious about building winning cultures and making better decisions with your time and money, this episode hits.

What You'll Learn * Confidence is built through preparation, repetition, and proof * Servant leadership means taking care of people so they can take care of the mission * Discipline creates focus and alignment * High-performing teams beat even the most talented individuals every time * When you fully commit to what you say yes to, opportunities show up you could not have predicted

Action Steps 1. Start the day with order Make your bed. Get one win on the board early. Your mindset follows your actions. 2. Create role clarity If someone cannot explain how their role impacts the mission, you have a leadership problem, not a talent problem. 3. Serve your team daily Ask: "What roadblock can I remove for you today?" Then do it.

Sara Blackmer's Final Word "Give all of yourself to what you say yes to. If you do that again and again, opportunities will come in ways you never expected."

Connect with Sara Blackmer:

Website: www.solycocapital.com

Website: https://fluidlogic.com/

LinkedIn: www.linkedin.com/in/sara-blackmer-bb44b25/

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Ken Gee doesn't mince words. He walked away from a "safe" path commercial lending, Deloitte, and M&A because he realized having success without having time is failure.

In this episode, Ken breaks down why the Wall Street nest egg model is a slow road, why control matters more than predictions, and how people with zero experience and limited cash still get into multifamily. We'll get to the punchline: Find the right room, the right system, the right accountability, and go earn your first deal.

What You'll Learn

How the traditional "accumulate a nest egg" plan creates stress
How to break the "I don't have money" excuse
Why your first deal changes everything and how to get to that first win faster
The psychology of fitting in and why you need a room that forces you to level up
Why the 10X rule is the antidote to shortcut thinking and what real wealth actually requires

Action Steps

Get in the Right Room Stop trying to fit in with average thinking. Surround yourself with people actively doing deals so your default behavior shifts toward action.
Stop Asking "How" and Find "Who" You don't need to know everything. You need a partner, mentor, or sponsor with experience and resources and you bring the work ethic and execution.
Pick One System and Execute at 10X No hopping programs. No shiny objects. Do the fundamentals aggressively until your first deal is done, then repeat.

🔥 Ken Gee's Shared Wisdom

"Quit hunting shortcuts. Do the work, learn the details, and go earn your first deal because once you get one, your whole life changes."

Connect with Ken Gee: Website: www.kripartners.com

LinkedIn: www.linkedin.com/in/geekennetha

Instagram: @kengee_kri

Email: kgee@kripartners.com

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This episode breaks the usual format in a way that matters.

Instead of Jim leading the conversation, longtime Breakaway Wealth community member Nathan Mooney flips the roles and puts Jim on the hot seat. They explore why Infinite Banking has its greatest strategic impact early in a career, how to think through multiple policies without creating financial strain, how to structure policy gifting within a family, and how biblical principles of stewardship, inheritance, and responsibility connect directly to ownership and legacy.

What You'll Learn * The real trade-offs of starting multiple policies — and how to avoid overextending yourself * How Infinite Banking fits biblical principles of stewardship, legacy, and inheritance * Why real wealth lives in ownership and control, not accumulation and consumption

Action Steps 1. Start Your Banking System Early If You Can Even small policies started early create options, confidence, and control later. 2. Design for No Failure Never build a strategy that depends on perfect income or perfect markets. 3. Think Ownership First Shift your mindset from saving money to controlling cash flow and decisions.

Nathan's Final Word "When you understand how this system feeds into your life, it stops being about finance and starts being about freedom."

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This episode puts a bow on the "Best Year Ever" series and pulls the threads together. Jim Oliver and Nick Kosko walk through what actually keeps you on course when motivation fades - vision without systems drifts, and identity without environment collapses. This conversation is about building a life that compounds, spiritually, physically, and financially, because it is designed to do so - focusing on daily stewardship and long-term thinking.

What You'll Learn:

Why vision and the systems that support it matters
The relationship between identity and behavior
The difference between living as a consumer versus an owner
The ways faith, health, and money all rise or fall together

Action Steps

Install Drift Checkers Create 5-minute morning and evening check-ins to stay aligned with who you are becoming, not who you were.
Change the Environment First Remember to remove friction for the habits you want and add friction for the ones you do not. Pantries, calendars, relationships, and routines matter.

Nick Kosko's Shared Wisdom

"Your plans are drafts. God's plans are complete. When you steward what you've been given, and put the right systems around your life, the results are always better than what you could have designed on your own."

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In this final teaching episode of the new year series, Jim closes the loop on how to design the best year of your life on purpose. This is not about motivation; it's about identity, systems, faith, and ownership. 2026 becomes your best year the moment you decide the old way is done and you architect something better with intention and clarity.

What You'll Learn

The Breakaway Framework
Why your best year never happens by accident
Two questions that shape everything you will experience in 2026
How systems outperform goals every single time
Why gratitude and vision are non-negotiable if you want lasting change

Action Steps:

Write Your Declaration Define who you are becoming in 2026 and let that identity drive every decision.
Build Automatic Systems Replace willpower with environments and systems that make the right actions inevitable.
Commit to Community Stop trying to do this alone—coaching, accountability, and structure change outcomes.

Jim Oliver's Final Word "2026 isn't your best year because circumstances change. It's your best year because you change. When you decide who you are and build systems around that identity, the results always follow."

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Most people think discipline is the problem. It's not. The problem is that their life is perfectly engineered for distraction, convenience, and drift. In this episode, Jim breaks down why willpower always loses, how environments quietly shape outcomes, and why 2026 must be designed on purpose. If you want momentum without burnout and results without constant self-negotiation, this is the framework you've been missing.

What You'll Learn

Why willpower is a losing strategy
How default settings silently dictate your financial and personal outcomes
The three environments that shape behavior
The winning strategy of high performers
How to make the right decisions feel obvious instead of exhausting

Action Steps:

Audit Your Environments Identify one physical, digital, or social environment that is working against the 2026 version of you. If it's producing friction, it's costing you momentum.
Remove One Easy Failure Path Delete, hide, or add effort to one habit that is pulling you backward. Convenience works both ways. Use it intentionally.
Install One Automatic Win Preload success by setting up a simple system that supports the outcome you want. Layout, automation, and visibility beat motivation every time.

Jim Oliver's Shared Wisdom "Stop trying to become disciplined. Design your life so the right decisions happen by default."

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Most people think they fail because they lack discipline. That is false. They fail because their environment is perfectly designed to pull them off course. In this episode, Jim breaks down why willpower always loses, how default settings quietly dictate outcomes, and why 2026 must be engineered, not hoped for. If you want success to feel automatic instead of exhausting, this episode gives you the blueprint.

What You'll Learn:

Why your environment will either be a headwind or tailwind
The three environments that quietly shape you
How visibility and proximity drive behavior
Why simplicity creates momentum
The friction formula that makes right decisions automatic

Action Steps:

Audit Your Environments Identify one physical, digital, or social environment that is working against the 2026 version of you.
Remove One Frictionless Path Delete, hide, or add effort to one behavior that is sabotaging your momentum, notifications, junk food, or mindless scrolling.
Install One Automatic Support Preload success. Lay out workout clothes, preload meals, automate investments, or place your journal and water within arm's length.

🔥 Jim Oliver's Share Wisdom "Your environment is going to determine whether 2026 works or not. Design it once, and success stops being a fight."

Referenced Thinkers

Dan Sullivan on environment being either a drag or a tailwind
Tony Robbins on proximity and state
BJ Fogg on behavior design
Earl Nightingale on becoming what you think about

If you are serious about making 2026 your best year, stop relying on motivation and start engineering your life. Install the systems, upgrade the people, and let the environment do the heavy lifting.

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Everybody wants bigger results in 2026—more money, more freedom, more impact. Almost nobody wants the pressure that actually builds the capacity to handle it.

In this episode, Jim breaks down the "furnace" moments of life—those seasons of heat, friction, and resistance—and shows how they're not punishment, they're training. Capacity, not talent, is what 2026 will reward. Using the S.A.I.D. principle from strength training, Navy SEAL mental toughness, and Dan Sullivan's Four C's, Jim unpacks how God uses pressure to expose your default operating system and forge you into someone who can hold more wealth, more responsibility, and more calling—without cracking.

If you've been trying to avoid the heat, this conversation will help you see pressure as the forge where Breakaway Wealth leaders are made.

What You'll Learn

Why 2026 will reward capacity, and how to start building it now.
How the S.A.I.D. principle (specific adaptation to imposed demands) applies not just to muscle, but to your brain, resilience, and wealth.
The four types of pressure to train for 2026, and what training each one actually looks like.

🛠️ Action Steps

1. Reframe Your Current Furnace Name one area of pressure in your life (money, relationships, time, business). Stop calling it punishment. Call it capacity training—and ask, "What is this building in me?"

2. Do a Daily Pressure Rep Use one of Jim's drills each day: two-minute furnace (sit with the pressure and breathe), calm response to an inconvenience, or a quick financial posture check (fear vs vision).

3. Practice One Surrender per Day Choose one thing to release—control, fear, resentment—and pray, "God, shake me in the places pressure revealed." Pressure + release = spiritual capacity.

Jim Oliver's Final Word

"Pressure doesn't break you, it exposes you. And once you see what's really there, you and God can forge a version of you that can hold far more in 2026 than you ever thought possible."

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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."

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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."

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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/

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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."

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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

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.
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.
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

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In this solo episode of Breakaway Wealth, Jim Oliver dismantles one of the biggest lies in finance: that income equals wealth. He shares hard-earned lessons from his early career in financial planning, where assets measured success under management—not freedom. Jim reveals how even six-, seven-, and eight-figure earners often remain financially enslaved.

If your wealth disappears when your income stops, you don't own your wealth; you lease it. Jim explains how to reclaim ownership by shifting your focus from income to control, and how he applies this mindset in building companies, creating equity for others, and multiplying freedom.

What You'll Learn * The Big Lie: Why "making more money" doesn't make you free. * Control Over Income: How to stop leasing your wealth and start owning it. * The Paycheck Trap: Your paycheck isn't your ticket to success, or freedom. * Freedom Through Ownership: How to structure your business so you—and your team—win. * The Wealth Game Plan: How to design assets that serve your life, not consume it.

Action Steps 1. Audit Your Wealth Ask: If my income stopped today, what part of my wealth would still work for me?

Redefine Your Scoreboard Measure success by control and freedom, not income or net worth.
Build Equity for Others Give your team ownership opportunities—shared growth creates shared freedom.

Jim's Powerful Word "Freedom isn't about how much you make—it's about how much you own and control. If your wealth disappears when your income stops, you don't have wealth. You have a job with a logo."

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In this episode of Breakaway Wealth, Jim Oliver sits down with Dr. Erin Wilson, a powerhouse in leadership development and the creator of the "NAP Framework" for strategic rest. Together, they unpack relationship intelligence—the "million-dollar skill" that separates effective leaders from forgettable ones—and why rest is not a reward, but a strategy.

Dr. Wilson shares how leaders can use relationship intelligence to connect, communicate, and collaborate at a higher level by understanding what truly motivates people. She also discusses her framework for strategic rest, how to use it to unlock creativity and performance, and why most of us get motivation wrong.

What You'll Learn:

Rest is a performance tool. The NAP Framework turns rest into a scheduled advantage that improves clarity, creativity, and leadership capacity.
RI vs. EI: Emotional intelligence is internal awareness. Relationship intelligence operationalizes it so you actually get results with people.
SDI in practice: People are primarily motivated by People, Process, or Performance (usually a blend). Speak to their driver and watch resistance drop.
Common leadership mistakes:
- Assuming others are motivated like you.
- Confusing silence with agreement.
- Forcing everyone to play by your rulebook.
- Manager playbook: Hire experts → clear roadblocks → tailor comms → measure results.

Action Steps 1. Map motives: List your top 5 direct reports; tag their likely primary driver (People / Process / Performance). 2. Schedule rest as strategy: Book two 30-minute regeneration blocks (think sauna, walk, prayer, meditation). Protect them. 3. Adopt the NAP Framework: Nurture, Assess, Prioritize rest as a leadership advantage—not an afterthought.

Dr. Erin's Powerful words: "Rest isn't what takes you out of the game—it's what makes you play smarter." — Dr. Erin Wilson

Connect with Dr. Erin Wilson:

Instagram: @dr.erinwilson

Youtube: www.youtube.com/@PowerNAPLive

LinkedIn: www.linkedin.com/in/drerinwilson/

Facebook: www.facebook.com/DrErinW

Design Ideal Consulting: www.designidealconsulting.com/

Copy Strategic Rest in Leadership: https://shorturl.at/EyxV7

Signed Copy of SR in Leadership: www.designidealconsulting.com/category/all-products

(Amazon) Copy Strategic Rest in Leadership: https://a.co/d/gPoTVTP

Strategic Rest Summit: www.thestrategicrest.com/

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In this episode of Breakaway Wealth, host Jim Oliver sits down with Dr. John Oberg, founder of Priscina Health, a behavior expert, and a healthcare innovator, to explore the direct link between health and wealth. Dr. Oberg's mission is to help people take back control — of their bodies, their decisions, and their outcomes — through a philosophy he calls "radical incrementalism."

Together, they unpack how small, sustainable habits compound into life-changing results — in fitness, finances, and freedom. From reversing Type 2 diabetes to understanding your "why," Dr. Oberg's approach blends data, behavior science, and compassion to help people get healthy for good.

What You'll Learn: * Why "radical incrementalism" works: how small, consistent changes beat massive, unsustainable overhauls. * The health-wealth parallel: why both require discipline, patience, and a personal "why." * How to find your right mountain: stop climbing the wrong goals — in business, health, and life. * The hidden cost of being unhealthy: why illness drains both your bank account and your purpose. * Building trust through small wins: how one patient lowered blood sugar 100 points by just changing ice cream.

Power Moves: 1. Start smaller than you think. Change one thing — one habit, one food, one thought — and let momentum build. 2. Find your "why." Your reason must be bigger than your resistance. Write it down. Revisit it weekly. 3. Move more, move right. Wherever you are, do a little more. Choose real food over processed. Repeat.

Dr. Oberg's Final Word "You can't fix the system overnight — but you can fix your habits today. Don't wait for perfect conditions. Take one radically small step toward the life you actually want."

Connect with John Oberg:

LinkedIn: www.linkedin.com/in/johnoberg/

Website: www.johnoberg.com/

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Jim sits down with Tim Rexius — Omaha entrepreneur, fitness pro, and founder of Rexius Nutrition and Omaha Protein Popcorn — to talk about scaling life without losing your soul. From bodybuilding stages to global brands in 14 countries, Tim's story is proof that discipline, faith, and energy compound across every area of life. He's a father of six, a business owner of five, and a living example of legacy over luxury. Together, Jim and Tim unpack how health drives wealth, how mentorship multiplies impact, and how faith anchors it all.

What You'll Learn:

The mindset shift: Balance isn't found—it's built through intentional structure.
The personal breakthrough: When your family sees your mission, they stop saying "Dad's gone" and start saying "Dad's out building."
The Strategy: How Tim Uses Seven Synced Calendars and Daily Restoration Routines (Training, Fasting, Sauna) to Stay Sharp in Business and at Home.
The story: From bodybuilding and bankruptcy to owning global nutrition brands and mentoring his former employees into partners.
The energy principle: Why taking care of your health is the most profitable business decision you'll ever make.

Action Steps: 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional.

Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry.
Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

Tom Dunkle's Final Word "Little, consistent decisions compound. Pick your horizon, partner with the right 'who,' and let time and cash flow do the heavy lifting."

Connect with Tim Rexius:

Instagram: www.instagram.com/timothy_d_rexius

Linkedin: www.linkedin.com/in/timothy-rexius-2968422b/

Website: rexiusnutrition.com

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In this episode, Jim brings on Tom Dunkel, founder of Eagle Capital Investments, co-founder of U.S. Mortgage Resolution (11k+ loans transacted), real-estate investor, and author of The Wealth Builders Playbook. Tom left the "corporate penitentiary," got bloodied in '08, then built durable wealth across distressed mortgage debt, self-storage, STRs, and a fund-of-funds platform.

They break down why "now" is always the right time if your horizon is long, how to own the paper when bricks are a pain, and how to evaluate deals with his SAFE method so you compound without blowing up.

What You'll Learn

Why headlines aren't a strategy: time horizon and cashflow beat "perfect timing"
Distressed mortgage debt 101: how banks offload non-accrual loans—and how pros work them out
The SAFE due-diligence method (Sponsor, Asset, Financials, Exit) you can apply to any alt deal
Active vs passive: "who, not how" for busy owners who want diversification without a second job
How tax advantages (depreciation, cost seg) and steady cashflow protect high earners

Action Steps 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional.

Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry.
Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

🔥 Tom Dunkel's Final Word "Little, consistent decisions compound. Pick your horizon, partner with the right 'who,' and let time and cashflow do the heavy lifting."

Connect with Tom Dunkel:

Linkedin: www.linkedin.com/in/tomdunkel/

Website: eaglecapitalinvestments.com

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In this solo episode, Jim Oliver breaks down the single mindset shift that separates the herd from the wealthy: move from trading time for money to owning the system. Drawing on his journey from poverty and a casket factory to acquiring 30+ companies, Jim shows why most retirement advice is just slavery with better branding—and how Infinite Banking, cash-flowing assets, and velocity turn your money into a perpetual Wealth Engine.

What You’ll Learn

Why chasing a 401(k) balance is “poverty with a brochure” (and how averages hide risk)
The 3D view of money: cash flow, tax flow, and debt flow—and why banks win using all three
The owner’s formula: Other People’s Money + Other People’s Time = freedom
Infinite Banking, step-by-step: capitalize, collateralize, acquire, recapture, repeat
How to measure the gain (not the gap) so progress fuels momentum, not perfectionism

Action Steps 1. Audit Your Money List where every dollar sits today. Is it compounding for you—or for a bank or Wall Street?

Make the Shift Replace accumulation targets with monthly cash-flow targets. Define your “work-optional” number.
Build the Engine Set up a high-cash-value whole life policy (mutual company). Borrow against it to buy one cash-flowing asset every 12–18 months. Use the cash flow to repay the policy loan and repeat.

Jim’s Final Word “Retirement isn’t about age—it’s about cash flow. Stop being the cow. Become the rancher. Own the bank, buy assets, and let velocity do the heavy lifting.”

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Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it’s painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.

Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility.

What You’ll Learn:

Why most CPAs “report the score” and how a true tax strategist changes outcomes
Tax flow vs. cashflow: deferring cap gains to compound what would’ve gone to the IRS
A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning
When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg)
How to define and build TPI (truly passive income) so your time, not the asset, drives your life

Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI.

Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma.
Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals.

Brett Swarts’ Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.”

Connect with Brett Swarts:

Website: https://capitalgainstaxsolutions.com/

Website https://brettswarts.com/

YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

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Most people wait for perfect conditions and call it “planning.” That’s just stuck.

In this conversation, Mark Young, an entrepreneur, educator, author, and functional doctor, joins Jim to break the addiction to comfort, reframe failure, and get back to ownership. We hit health, wealth, and work: why public goals matter, why cashflow beats accumulation, and how to use AI as a collaborator (not a crutch). If you’re serious about building your Wealth Engine, this one’s about action, not consensus.

What You’ll Learn:

Why momentum beats “getting ready to get ready”, and how to act before everything is perfect
The real fear behind inaction: public failure and tying your value to others’ opinions
How “do hard things” compounds in health, business, and wealth—discipline creates predictable outcomes
Cashflow > accumulation: stop outsourcing your financial future to Wall Street narratives
How to treat AI as a collaborator to upgrade decisions in health and money (without letting your brain atrophy)

Action Steps: 1. Own One Hard Thing Today Pick a single uncomfortable action (call the prospect, publish the post, book the consult). Do it before noon. Momentum is a decision.

Make It Public Choose one measurable goal and share it with your circle (deadline included). Public commitments kill excuses and create follow-through.
Shift from Accumulation to Cashflow Audit your plan: Where does monthly cashflow come from? Map one move to increase it (IBC policy design, a small real-estate cashflow play, or a skill that raises your floor).

Mark Young’s Final Word: “Curiosity begets curiosity. Ask better questions, do hard things, and use AI as your collaborator. The harder I worked, the luckier I got—and proximity creates opportunity.”

Connect with Mark Young:

Instagram: www.instagram.com/themarkyoung

Website: ryzeagency.com

Website II: themarkyoung.com

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In this episode, Jim sits down with real estate pro turned relationship operator, Jarrod Guy Randolph. They talk straight about access to wealth and why your phone is a graveyard of unrealized capital. They break down Jarrod’s “Buying Favor” operating system, the FAVOR network map, why most masterminds are wasting time, and how humility beats ego when you’re leveling up.

What You’ll Learn

Why the saying “your network is your net worth” misses the real key: activation
How Jarrod’s FAVOR framework (Friends, Associates, Vendors, Organizations, Relatives) becomes a roadmap to deals, capital, and growth
Why proximity creates access, and access creates knowledge that can’t be learned in a classroom
How the most successful entrepreneurs lead with humility, not ego—and why giving comes before asking
A proven system to make masterminds profitable: host the room, follow up fast, and become a center of influence

Action Steps 1. Map the FAVOR Five Entrepreneurs can list three to five names under each category of FAVOR. Each name should be tied to a specific ask, whether it’s insight, a connection, or capital.

Practice Give-Give-Ask Before making any ask, add value twice. Share a resource, make an introduction, or help solve a problem. On the third touchpoint, make a high-value, aligned request.
Host the Room At the next event or mastermind, book a dinner with 10–12 attendees. Curate the group, build real connections, and follow up within 14 days to keep momentum alive.

Jarrod Guy Randolph’s Powerful Word

“Your phone isn’t a contact list—it’s a balance sheet. The moment you learn to activate it, you unlock the capital, the partners, and the opportunities you’ve been sitting on.”

Connect with Jarrod Randolph: Instagram: www.instagram.com/jarrod_guy/

YouTube: www.youtube.com/@JGRlll

LinkedIn: www.linkedin.com/in/jarrodguyrandolph/

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In this Breakaway Wealth episode, Jim digs in with leadership coach Pankaj Singh on how purpose, clarity, and simple mindful practices make you a sharper leader at home and at work. We get practical—how to carve purpose, build the right relationships, run cleaner meetings, and reset your brain in 60 seconds.

Who is Pankaj? He’s the founder of Singh Leadership, creator of the Inner Compass Journey, and longtime practitioner of mindful leadership who helps people find fulfillment and performance without the fluff.

What You’ll Learn:

A practical shift: vision is the output of Purpose → Reflection → Organizing, not a lightning bolt
A personal breakthrough: grace and gratitude remove the pressure to “boil the ocean by 10 a.m.”
A simple move: start every meeting with three questions—What do we want from this? What would you do instead if you weren’t here? Who would do this better?
A real story: how a stuck high-performer pivoted by testing value on the side, guided by accountability
A faith and energy tie-in: intention + disciplined breath interrupts fear, aligns action, and opens flow

Action Steps:

Clarify Your One Thing Write the single outcome that makes everything else easier or unnecessary. Use it to filter tasks and meetings this week.
Run Every Meeting With 3 Questions Open with: What do you want from this? If you weren’t here, what would you do instead? Who would do this better? Keep it under 30 seconds.
Install the STOP + Box Breath Reset Several times a day: Stop, Track sensations, Observe thoughts, Put a name to the emotion. Then 4x4 box breathing to re-engage your prefrontal cortex.

Pankaj Singh's Final Word

“Slow is smooth, smooth is fast. Take a deliberate pause, get clear, then act with intention.”

Connect with Pankaj Singh:

Website: www.singhpowerupcoach.com/

Linkedin: www.linkedin.com/in/pankaj-singh-390bb86/

Website 2: www.singhleadership.com/

Instagram: www.instagram.com/transformationtalkradio/

Facebook: www.facebook.com/transformationtalkradio

YouTube: www.youtube.com/channel/UCNAroSMP_8B2TOURH77mA1A?sub_confirmation=1

Twitter: www.twitter.com/transformnet

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In this solo episode, Jim breaks down the timeless principles from Wallace D. Wattles’ 1910 classic, The Science of Getting Rich. But this isn’t a book report—it’s a powerful call to action for anyone who’s ready to stop playing small, stop competing, and start creating real wealth, legacy, and impact.

In true Jim fashion, this episode is raw, faith-tinged, and energized. Whether you're stuck in survival mode or already building your empire, Jim’s message will light a fire under you.

What You’ll Learn * Why poverty is selfish - and how Jim learned this the hard way * The scientific formula behind getting rich—yes, it’s a formula * The one thing every successful wealth builder must master * Why waiting for the perfect time is a lie - and what to do instead

Action Steps 1. Do a Thought Audit Ask yourself: Are my thoughts rooted in fear or faith? Scarcity or abundance? 2. Declare Your Vision Choose one clear goal—an asset, a business, an income level—and act like it’s already yours. 3. Cut the Noise Remove one broke-minded voice, person, or distraction this week. Just one.

Jim’s Final Word “Being broke is selfish. You can't serve God or humanity when you're in survival mode. The science of getting rich isn’t just about money—it’s about impact. It’s your responsibility.”

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In this episode of Breakaway Wealth, Jim is joined by Blair Gatchell of Breva.ai to discuss how business owners can use artificial intelligence to make better acquisition and management decisions. They examine how replacing gut instinct with real-time analytics can reduce risk, improve cash flow, and create a sustainable framework for growth.

3 Key Takeaways:

The Value of a Defined Process – A clear, repeatable process for evaluating and acquiring businesses creates consistency and reduces reliance on intuition.
AI as a Decision-Making Tool – Artificial intelligence can assess financial health, identify risks, and surface opportunities faster and more accurately than manual analysis.
Post-Acquisition Performance – Technology can help monitor cash flow, measure operational health, and keep managers accountable long after the deal closes.

Business ownership requires more than vision—it demands a system for making informed, fact-based decisions. The right tools can help owners identify the best opportunities, manage them effectively, and expand without sacrificing control.

Connect with Blair Gatchel: Linkedin: www.linkedin.com/in/blairgatchel/

Website www.breva.ai

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In this episode of Breakaway Wealth Podcast, Jim sits down with Jill Schulman—US Marine veteran and positive psychology expert—to break down the science of bravery and why action - not motivation - moves outcomes. They map a practical path to confront fear, build daily reps, and apply courage to business and money decisions.

3 Key Takeaways:

Bravery reframed: not heroics, but voluntary action in the presence of fear toward a worthwhile goal; most modern fear is social (failure, rejection, embarrassment), amplified by a comfort-first culture.
Action over fear: use graded exposure and “mastery experiences” (Bandura) to build self-efficacy; schedule the hard task early, track behaviors not outcomes, and let consistency—not motivation—carry the work.
Environment and systems: build a “brave tribe” to leverage conformity effects; apply PERMA (Positive emotion, Engagement/flow, Relationships, Meaning, Accomplishment) to raise performance; treat early failures as required feedback on the way to results.

Thanks to Jill for outlining a clear model for building bravery and putting it to work! If this episode moved you to act, take one small step today and track it.

Subscribe to Breakaway Wealth, leave a review, and share the show with a colleague who leads others.

Connect with Jill: take her Bravery Assessment and download the Bravery Blueprint at her site; read The Bravery Effect for the full framework.

Connect with Jill Schulman:

Facebook: www.facebook.com/jill.schulman.5

Instagram: www.instagram.com/jillschulman

LinkedIn: www.linkedin.com/in/jillaschulman/

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In this episode, Jim welcomes the extraordinary Chris Prefontaine, founder of Smart Real Estate Coach, for a deep dive into the mindset, structure, and discipline required to build financial freedom through creative real estate investing. Prefontaine shares lessons from the 2008 crash, explains why coaching matters, and offers practical pathways for people looking to break free from traditional financial systems and build sustainable wealth.

3 Key Takeaways:

Creative real estate is a discipline, not a tactic. Chris outlines a three-step approach to real estate success.
Coaching is about accountability, not just motivation. Real transformation comes from daily tracking, public accountability, and consistent feedback—not from a one-time seminar.
Cash flow > Nest eggs. Chris and Jim challenge conventional retirement thinking, offering examples of individuals who liquidated 401(k)s and replaced stagnant savings with income-producing assets.

Let this episode serve as a prompt to evaluate your current trajectory—are you building wealth, or just accumulating hope?

Connect with Chris Prefontaine:

Instagram: www.instagram.com/smartrealestatecoach

Facebook: www.facebook.com/smartrealestatecoach

TikTok: www.tiktok.com/@wickedsmartinc

YouTube: www.youtube.com/@wickedsmartinc

Linkedin: www.linkedin.com/company/wickedsmartinc/

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In a market flooded with pitch decks and pro forma promises, what actually drives durable returns in private real estate?

In this episode, Jim sits down with Jacob Vanderslice of VanWest Partners to dissect the operational backbone of self-storage, the risks behind the spreadsheets, and why real investors focus on downside protection more than projected upside.

Key Takeaways:

Self-storage is an operating business. With granular rent streams, month-to-month leases, and retail-level management, it’s not just real estate—it’s operations.
Cycles expose weak decisions. Jacob shares how forced timing, tax pressures, and poor planning can destroy returns—and how to avoid those traps.
The right questions matter. A good pitch isn’t enough. Investors should ask about worst-case outcomes, not just IRR targets.

Self-storage may look simple from the outside, but as Jacob Vanderslice makes clear, consistent returns come from disciplined operations, not market timing. W

hether you're using Infinite Banking or other private capital strategies, the message is the same: know your operator, understand the risks, and focus on long-term execution—not short-term projections.

Connect with Jacob Vanderslice:

Website: www.vanwestpartners.com/

Linkedin: www.linkedin.com/in/jacob-vanderslice-02905b16b/

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In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth creators think about investing, raising children without entitlement, and maintaining purpose after a business exit.

3 Key Takeaways:

Portfolio strategy beyond Wall Street: High-net-worth individuals are moving away from traditional 60/40 portfolios, favoring private equity, real assets, and niche alternative investments for uncorrelated, equity-like returns.
Post-exit risk mindset: Many entrepreneurs opt for higher-return, illiquid investments rather than de-risking, based on the belief that volatility is manageable when wealth exceeds basic needs.
Raising children with financial independence: The most consistent concern among members of Fallows' community is how to instill grit and self-sufficiency in children growing up with financial abundance.

If you're serious about breaking away from conventional thinking and building lasting wealth, this conversation offers a clear window into how high-level entrepreneurs manage their capital, family, and future.

Connect with Tad Fallows:

Long Angle: https://www.longangle.com/

Tad's LinkedIn: https://www.linkedin.com/in/fallows/

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In this episode, Jim walks through the shift that changed everything: from chasing returns to building freedom through ownership and control.

He shares the early lessons—from a casket factory in Gary, Indiana to Wall Street boardrooms—that forced him to question the financial playbook most people follow. The real breakthrough? Understanding that freedom isn’t about having more—it’s about controlling what you already earn.

3 Takeaways:

Ownership is leverage. Watching a business owner control time and capital changed Jim’s view of wealth. It’s not about working more—it’s about owning the system.
Control creates independence. Through Infinite Banking and cash-flow assets, Jim took back control from banks, brokers, and traditional planners.
Noise is the enemy. Schools, media, and advisors push dependence. Freedom starts by questioning the script—and taking action.

This episode is for anyone tired of playing defense. Listen, share, and hit subscribe to join a community that plays offense with money.

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In this episode, Jim talks with Louis O’Connor, founder of Strategic Metals Invest, about a little-known asset class that’s playing an outsized role in energy, defense, and global manufacturing: rare earth and strategic metals.

Louis breaks down how investors can position themselves ahead of the demand curve—and why most people have never heard of these assets.

3 Key Takeaways:

Critical inputs, limited access. Strategic metals power everything from semiconductors to EVs and missile systems. But most investors are locked out.
Direct ownership is now possible. Private investors can hold metals like gallium and hafnium in secure vaults—and sell directly to manufacturers.
Geopolitics drives opportunity. China’s control over the supply chain creates volatility, trade tension, and leverage for early movers.

Most portfolios react to the market. This is a chance to get ahead of it.

Connect with Louis O’Connor:

YouTube: www.youtube.com/@strategicmetalsinvest

Facebook: www.facebook.com/StrategicMetalsInvest

Linkedin: www.linkedin.com/in/louis-o-connor-a583341b8/

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In this engaging conversation, Jim and Loral Langemeier explore the myths surrounding money, the importance of financial education, and the connection between health and wealth. Loral shares her insights on living a corporate life, alternative investments, and the significance of teamwork in achieving success. The discussion also highlights the Millionaire Maker Game as a tool for financial education and the necessity of being proactive in financial planning.

Key Takeaways:

Corporate structure is essential: Loral breaks down how running your life through entities—rather than as an individual—creates tax efficiency, asset protection, and long-term planning advantages.
Everything you were taught about money is fragmented: Financial education in schools, from CPAs, and through media often ignores how real wealth is built. Loral outlines how integrating tax, estate, and insurance strategy is the missing link.
Family legacy requires intention: Teaching financial values at home, not in school, is critical. Loral discusses how games, daily conversations, and structured learning can prepare the next generation to preserve—not squander—wealth.

If you're still living as a sole proprietor, waiting for permission, or putting your future in the hands of traditional advisors, this conversation will challenge you to rethink everything.

Connect with Loral Langemeier:

Website: https://integratedwealthsystems.com/

Website2: https://askloral.com/

YouTube: www.youtube.com/channel/UCh0WrzMl0KfuNvQq04Ncs7Q

Linkedin: www.linkedin.com/in/lorallangemeier/

Instagram: www.instagram.com/askloral/

Facebook: www.facebook.com/IntegratedWealthSystems/

TikTok: www.tiktok.com/@lorallangemeier?lang=en

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In this conversation, Jim and Glenn Yaney discuss the journey to financial independence through real estate and the Infinite Banking Concept. Glenn shares how he moved beyond conventional financial advice, took control of his capital, and built sustainable wealth with cash-flowing assets. His story is a direct challenge to the status quo—and a blueprint for ownership.

3 Key Takeaways:

Traditional advice doesn’t build freedom: Years of 401(k) contributions left Glenn with illiquid assets. It was business and real estate ownership that created true independence.
The cost of inaction is control: Glenn used tax strategies to move capital out of retirement accounts and into mobile home parks and apartments—multiplying income and gaining access.
Proximity is leverage: By surrounding himself with people who were already financially free, Glenn accelerated his learning and took confident action toward breaking away from his W-2.

Glenn Yaney didn’t wait—he took control, broke from the herd, and built real freedom through ownership and cash flow.

If you're still following the conventional path, ask yourself: is it really working? It’s time to think different. It’s time to own your future.

Connect with Glenn Yaney: Podcast: https://podcasts.apple.com/us/podcast/the-millionaire-journey-podcast/id1728886342

Website: www.verticalequityproperties.com/

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In this episode, Jim Oliver and cohost Nick Kosko explore how the principle of Economic Value Added (EVA), widely used by corporations, can be applied to personal finance. They challenge conventional financial advice, specifically addressing the hidden cost of capital and its implications for wealth-building strategies like Infinite Banking.

Key Takeaways:

Understanding EVA: EVA is calculated using three components—Net Operating Profit After Tax (NOPAT), cost of capital, and capital employed—and helps determine whether an enterprise is generating true value.
Your Family is a Business: Just like a corporation, your household economy should account for the cost of capital to ensure efficient use of resources and long-term wealth accumulation.
Lost Opportunity Cost: Paying with cash may seem simple, but it often ignores the potential returns that capital could have generated if deployed differently, leading to underestimated financial losses.

Jim and Nick make the case that applying corporate finance principles like EVA to your personal finances isn’t just possible—it’s essential. By recognizing your family as an economic entity and accounting for the true cost of capital, you can make more informed decisions that align with long-term wealth creation.

The key isn’t just about how much money you make, but how efficiently you deploy and grow that capital over time.

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In Part 2 of our series on tax strategies for real estate investors, Yonah Weiss breaks down cost segregation—a powerful but underutilized tool that can significantly reduce taxable income by accelerating depreciation. Yonah explains how cost segregation works, the benefits for real estate professionals, audit considerations, and common mistakes to avoid.

3 Key Takeaways:

Front-Load Your Tax Savings: Cost segregation lets you write off big depreciation early—boosting cash flow and slashing taxes when it matters most.
Use Pros or Pay the Price: DIY cost seg = audit risk. The wealthy hire experts who follow IRS rules and unlock every legal advantage.
Wealth Is Strategy, Not Luck: High-level investors study the tax code and use it. They don’t guess—they play offense and reinvest savings to scale fast.

If you want to learn more or need guidance on how to implement these strategies, don’t hesitate to reach out to experts like Yonah Weiss or connect with real estate-savvy CPAs.

Until next time, keep educating yourself, stay strategic, and keep breaking away from the ordinary.

Connect with Yonah Weiss:

Website: www.madisonspecs.com/

Instagram: www.instagram.com/yonahweiss/

Linkedin: www.linkedin.com/in/cost-segregation-yonah-weiss/

Twitter: https://twitter.com/YonahWeiss

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In this first episode of a two-part series, tax incentives expert Gian Pazzia provides a high-level overview of key tax-saving strategies for business owners and real estate investors. Gian breaks down major trends like cost segregation and energy tax credits, revealing how these tools can accelerate deductions, reduce taxable income, and unlock significant savings.

This episode sets the stage for Part 2, which will dive deeper into practical implementation with another special guest.

Key Takeaways:

Cost Segregation Studies: How breaking down your building’s components can accelerate depreciation and increase first-year deductions by up to 25%, delivering major cash flow benefits for real estate investors.
Real Estate Professional Status & Short-Term Rentals: Insights on how meeting specific IRS criteria or leveraging short-term rental classifications can unlock the ability to offset passive losses against active income.
Stacking Incentives: Exploring how commercial real estate investors can combine accelerated depreciation with energy tax credits (like 179D and 45L) to maximize tax benefits.

Stay tuned for Part 2, where we’ll go beyond the overview and dig into the detailed tactics and implementation steps for these tax-saving strategies.

Resources:

For 10% off your residential Cost Segregation study (under $1.2M) : www.costsegregation.com/BREAKAWAY2025

Connect with Gian Pazzia: Website: www.kbkg.com/residential-costsegregator

Linkedin: www.linkedin.com/in/costsegregationservices/

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In this solo episode, Jim Oliver challenges the traditional notion that financial freedom is the ultimate destination. Instead, he reframes it as the beginning of a more meaningful journey—one rooted in ownership, impact, and legacy. Drawing on personal stories, lessons from Infinite Banking, and thought-provoking metaphors, Jim urges listeners to shift from escape to empowerment and build a life of purpose beyond financial independence.

3 Key Takeaways: 1. Financial Freedom Is Just the Start Most people chase financial independence like it’s the goal. It’s not. It’s just the starting line. Once you’re free, that’s when the real game—impact, leverage, and legacy—begins.

Control the Money, Control the Outcome When you control the money, you control the outcome. Infinite Banking puts you in the driver’s seat—no more waiting on approvals, no more lost opportunity cost. You become the bank.
Impact Is the Ultimate ROI True wealth isn’t just about what you earn or save—it’s about what you build that outlives you. After freedom comes impact. The mission shifts from accumulation to contribution.

Book Recommendations:

Jonathan Livingston Seagull by Richard Bach
Illusions: The Adventures of a Reluctant Messiah by Richard Bach (particularly the opening parable about the creatures in the stream)

Best Advice Jim Ever Received:

“Let go.” Like the creature who released his grip on the rock to discover what the stream had in store, stepping into the unknown is the only way to discover what you're truly capable of.

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Financial freedom doesn’t start with more income—it starts with control.

In this episode, Jim Oliver sits down with Teshra Robles to explore the missing skill most high earners overlook: a clear, consistent system for managing personal finances.

Teshra shares how denial, disorganization, and emotional patterns keep people stuck—and how a simple, repeatable practice can completely transform your relationship with money.

3 Key Takeaways

Disorganization is a Hidden Wealth Leak Most people don’t know where their money is going because they’re emotionally avoiding the truth.
Off-the-Shelf Tools Don’t Cut It Generic apps and spreadsheets won’t get you there. You need a system designed for your life.
One Hour a Week Changes Everything A weekly review of your accounts brings clarity, control, and confidence to every financial decision.

In a culture obsessed with income, this conversation brings you back to the foundation: Cash flow control is the bedrock of wealth.

Connect with Teshra Robles * Website: teshradoyou.com * LinkedIn: Teshra Robles * Facebook: facebook.com/teshradoyou

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What if AI could help you sleep better, think faster, and win bigger? In this episode of Breakaway Wealth, Jim Oliver sits down with Silicon Valley powerhouse Kevin Surace—entrepreneur, innovator, and one of the early voices on AI’s transformational power.

They dive deep into:

Why most entrepreneurs lose not because of bad ideas, but bad timing.
How AI can act as your daily decision-making partner—from analyzing supplements to writing business plans.
Why grit and risk tolerance are still the ultimate wealth-building tools.
And the surprising truth about success: it’s not just about making money—it’s about finding joy.

Whether you’re a startup founder, seasoned business owner, or just trying to stay relevant in a fast-moving world, Kevin's blueprint will show you how to adapt, lead, and break away from convention.

3 Takeaways: 1. AI as Your Tactical Wingman Use AI as a daily assistant for research, writing, planning, and decision-making. It doesn’t replace you—it amplifies you. 2. Timing > Talent The biggest startup killer? Being early. Mastering the art of timing in business is more important than chasing “great ideas.” 3. Resilience Builds Empires Endurance, not genius, separates winners from wannabes. Show up, survive setbacks, and let compound effort do its thing.

Kevin’s decades of experience will challenge your thinking—and give you a modern playbook to stay ahead in a world that won’t wait.

Subscribe and share to help others break away from financial convention

Connect with Kevin Surace:

Website: www.kevinsurace.com/

Linkedin: www.linkedin.com/in/ksurace/

Instagram: www.instagram.com/kevinsurace/

Twitter: twitter.com/kevinsurace

Tiktok: www.tiktok.com/@kevin_surace

Facebook: www.facebook.com/kevin.surace/

YouTube: www.youtube.com/@kskoolstuff

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In this conversation, Jim Oliver and Auguste Auger discuss the generational differences in technology use, the journey into entrepreneurship, and the power of TikTok as a marketing tool. Auguste shares his experiences in user-generated content marketing and the importance of building a personal brand on social media. They explore how to create value and community through content, emphasizing the need for authenticity and consistency in online presence.

3 Key Takeaways:

The TikTok Advantage: Auger explains how TikTok's short-form content, algorithm, and user engagement make it a high-leverage platform for brand exposure and organic marketing.
Generational Perspective: Auger shares how growing up in a family of business owners and competing in sports cultivated both his entrepreneurial mindset and resilience at an early age.
Marketing Through Authenticity: Auger outlines why blending advertisements into natural, personal content outperforms traditional ad strategies on platforms like TikTok.

For more conversations that challenge traditional thinking and unlock new possibilities for financial independence, subscribe to Breakaway Wealth on your preferred platform.

Connect with Auguste Auger:

Discord: https://discord.gg/d9mXXCwPXU

Twitter: x.com/toasty1k

Instagram: www.instagram.com/tvtoasty

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In this episode, Jim Oliver sits down with high-performance coach Deekron Krikorian to discuss the foundational role of mindset and self-awareness in building wealth and achieving freedom. They dive deep into the process of identifying and overcoming limiting beliefs that hold people back from realizing their full potential. Deekron provides powerful insights and practical tools for reframing negative thoughts, setting actionable goals, and cultivating the self-discipline necessary for lasting change. This conversation emphasizes that true success and financial freedom begin with an intentional shift in your thinking.

3 Key Takeaways:

Identifying Limiting Beliefs: Discover how to pinpoint exactly what's holding you back—those hidden thoughts and patterns that sabotage your success.
Reframing Negative Thoughts: Learn actionable methods to reframe negative beliefs into empowering perspectives, helping you build a stronger foundation for success.
Building a Sustainable Mindset: Understand the crucial role daily practice, intentional repetition, and consistent self-awareness play in solidifying your new mindset.

Reframing your beliefs is not a one-time event—it’s a continuous commitment to growth. By intentionally challenging old patterns and building a sustainable mindset, you can unlock new levels of wealth, health, and freedom. Thank you for tuning into this episode of Breakaway Wealth. Subscribe and stay tuned for more insights on creating financial independence and breaking free from conventional thinking.

Connect with Deekron Krikorian:

Linkedin: www.linkedin.com/in/deekron

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In this conversation, Jim and Sharon Spano get into the intricacies of leadership, self-leadership, and the dynamics of time and money. They explore the importance of personal mission, the myth of work-life balance, and the concept of radical abundance. The discussion highlights how personal history and mindset influence financial perspectives, emphasizing the shift from scarcity to abundance.

3 Key Takeaways:

Time and Money Traps for High Achievers: Dr. Spano highlights how many successful professionals unknowingly fall into patterns of overworking and underperforming in their personal lives - which can lead to burnout and dissatisfaction, even for those who seem to have everything together.
The Power of Self-Leadership: True effectiveness, both at work and at home, stems from strong self-leadership rather than external titles or authority.
Vision vs. Hustle: Dr. Spano explores how vision and mission, rather than sheer effort and hustle, are what truly create wealth and success.

In a world obsessed with hustle and achievement, Dr. Spano’s insights offer a refreshing reminder that true wealth comes not from external validation but from aligning our purpose, vision, and self-leadership.

We appreciate your support! Please rate and subscribe to the podcast.

Connect with Sharon Spano: Website: https://sharonspano.com/

LinkedIn: www.linkedin.com/in/sharonspano/

Facebook: www.facebook.com/sharon.spano.902

Instagram: www.instagram.com/drsharonspano/

Blog: https://sharonspano.com

Podcast: The Other Side of Potential

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In this conversation, Jim interviews Enneagram expert Doug Lynam, who shares his unique journey from a wealthy upbringing to a 20-year stint as a Benedictine monk, and finally to a career in finance and writing. Doug discusses the complexities of money, personal development, and the Enneagram, emphasizing how our childhood experiences shape our financial behaviors and beliefs. He introduces the concept of 'money monsters' and explores the importance of healing our relationship with money through understanding our sacred wounds and attachment styles.

3 Key Takeaways:

Money Trauma: Early experiences often shape lifelong beliefs and behaviors about money. For example, conflicting messages about money during Doug’s childhood created confusion and avoidance.
Enneagram and Financial Behavior: The Enneagram gives us a structured way to understand the emotional undercurrents that drive financial decisions. Doug explains how each type reflects specific emotional reactions to early stress and outlines how these patterns can be recognized and redirected.
From Scarcity to Strategy: Shifting from a scarcity mindset to a values-based financial strategy involves identifying emotional triggers, building awareness, and creating systems that support intentional decision-making over inherited habits.

Listen to the full episode to explore how understanding your money story can change your financial future.

Please remember to subscribe and rate the show!

Connect with Doug Lynam:

Website: https://www.douglynam.com/

Instagram: www.instagram.com/douglynam/

Linkedin: www.linkedin.com/in/doug-lynam/

Facebook: www.facebook.com/douglynam/

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In this conversation, Jim Oliver and Nick Kosko explore the hidden costs of comfort and the importance of embracing discomfort for personal growth. They discuss how complacency can lead to stagnation and how high performers leverage tension to achieve their goals. The guys share personal anecdotes and challenge listeners to confront their comfort zones, emphasizing that true growth often comes from uncomfortable experiences.

3 Key Takeaways:

Income vs. Wealth: A high salary does not guarantee financial freedom. Wealth is built through discipline, strategy, and behavior—not income alone.
Behavioral Finance: Emotional conditioning and early money experiences often drive financial decisions; identifying these patterns is key to breaking destructive cycles.
Breaking the Cycle: Practical steps for shifting mindset, challenging traditional advice, and creating systems that prioritize long-term wealth over short-term gains.

This episode challenges listeners to reevaluate what financial success really looks like and consider the trade-offs of prioritizing stability over control.

For more episodes on building wealth outside the conventional system, subscribe to Breakaway Wealth or visit www.CreateTailwind.com.

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In this powerful episode of Breakaway Wealth, Jim Oliver sits down with Bronson Hill—once a successful (yet time-strapped) medical sales professional who transformed his life through multifamily real estate syndication and smart tax strategies. Bronson shares the pivotal mindset shifts that pushed him to walk away from the comfortable corporate path and into the world of real estate, passive income, and true time freedom. If you’re serious about claiming the life you deserve, this conversation is a goldmine of practical steps and everyday habits that can forever alter your financial future.

3 Key Takeaways:

Financial Freedom Equals Time Freedom: It’s not just about piling up cash. Real independence means controlling your schedule—and that happens when your assets fund your lifestyle, not your paycheck.
Why Savers Often Finish Last: Inflation is constantly eating away at your savings. Bronson and Jim explain why funneling money into the right investments is the real key to financial security and growth.
Tax Secrets of the Wealthy: From real estate write-offs to strategic investments in energy and agriculture, learn how to keep more of what you earn and supercharge your net worth.

✔️Don’t forget to like and follow Breakaway Wealth! And stay updated with future episodes.

Keep taking action, and remember – the future you envision starts with the decisions you make today.

Connect with Bronson Hill:

Facebook: www.facebook.com/BronsonEquity

LinkedIn: www.linkedin.com/company/bronson-equity/mycompany

YouTube: www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg

Instagram: www.instagram.com/bronsonequity/

Website: www.BronsonEquity.com

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Jim Oliver sits down with men’s coach and author, GS Youngblood, to uncover the secrets of modern masculinity. If you’ve ever wondered how to balance drive, presence, and emotional connection, this conversation delivers. GS shares why being fully grounded doesn’t mean you’re less powerful—rather, it supercharges your relationships, boosts your confidence, and amps up your success in every area of life.

3 Key Takeaways:

Masculinity in relationships: Polarity strengthens attraction and connection; lacking it can lead to distance and dissatisfaction.
Leadership and emotional safety: A man’s ability to stay grounded, provide structure, and create emotional security determines relationship success.
Impact on business performance: Stability at home directly affects focus and effectiveness in professional life.

GS redefines leadership, showing how men can cultivate presence, emotional mastery, and decisiveness to lead with clarity and confidence. His framework offers a new perspective on strength—one that transforms both relationships and life.

🔹 Listen now to gain deeper insights.

🔹 Subscribe to Breakaway Wealth for more expert conversations.

🔹 Share this episode with someone who needs to hear it.

Connect with GS Youngblood:

Website: gsyoungblood.com

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In this conversation, Jim and Tyler Dunagin discuss the challenges and opportunities in property management and real estate investment. Tyler shares insights from his company, TurnServe, which provides innovative solutions for property managers. They explore the barriers that prevent people from investing in real estate, the importance of systems and processes, and how to build confidence with lenders and sellers. Tyler also shares success stories of how effective management can lead to significant rent increases and reduced vacancy times, emphasizing the value of convenience in the industry.

3 Key Takeaways:

Systems Remove Friction By creating dependable, replicable processes, you gain time and reduce stress. Systems let you address the small things first, so the big results take care of themselves.
Expert Help Beats “Doing It All” Property management isn’t a solo sport. Hiring professionals for painting, flooring, or other unit upgrades shortens turnover time, protects your investment, and frees you to focus on the next opportunity.
Mindset Drives Results Tyler’s favorite read, As a Man Thinketh, underscores how your perspective and imagination fuel success. When you transform fear into decisive action, even your biggest goals become more achievable.

Ready to see how a property can practically run itself—while you focus on scaling and enjoying the cash flow? Don’t wait. Tune in now and discover how TurnServe’s approach to real estate can simplify your life, turbocharge your returns, and help you break away to true wealth.

Listen to the full episode and get inspired to eliminate every barrier between you and your financial freedom!

Connect with Tyler Dunagin:

Linkedin: www.linkedin.com/in/tylerdunagin/

Website: www.dunagincollective.com

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In this conversation, Jim talks with Paul Davis talk about the journey of business ownership, emphasizing the transition from being self-employed to becoming a true business owner. They explore the challenges business owners face, the importance of having a clear exit strategy, and the need for accountability and mentorship. The discussion highlights the significance of defining personal and financial goals, as well as the necessity of follow-through in achieving business success.

3 Key Takeaways: * Self-Employment vs. Ownership: If you’re still running daily operations, you own a job, not a business. Build systems and a management team to escape the grind and create real wealth. * Smart Exits, Bigger Payouts: Selling outright often leaves money on the table. Seller financing and structured buyouts can maximize long-term returns and preserve wealth. * Profit First, Growth Second: Scaling too fast without strong profits is a recipe for disaster. Lock in financial discipline and operational efficiency before chasing expansion.

Paul breaks down how to shift from self-employment to true business ownership. Scaling isn’t just about working harder—it’s about building a system that runs without you.

Are you working in your business or on your business?

Subscribe to Breakaway Wealth for more insights on achieving financial freedom.

Connect with Paul Davies:

Linkedin: www.linkedin.com/in/pauldavisdublin

Social links: https://linktr.ee/paulwilliamdavis

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In this conversation, Jim Oliver and Rob Walling discuss the world of bootstrapped software entrepreneurship, focusing on the value of SaaS and subscription models. Rob shares his journey in building a community for software entrepreneurs, emphasizing the importance of investing in what you know and leveraging resources for growth. They explore real-life success stories, the significance of continuous learning, and the power of leveraging assets and technology in business.

3 Key Takeaways:

Bootstrapping Benefits: Bootstrapping a business lets entrepreneurs maintain control, avoid dilution, and build sustainable, cash-flowing assets.
Subscription Revenue: Subscription-based revenue models create predictable cash flow and increase company valuation, making them attractive for investors and acquisitions.
Industry Expertise: Leveraging personal expertise and industry knowledge provides an edge in entrepreneurship, increasing the likelihood of success and financial growth.

Building wealth requires knowledge and action. Keep learning with Breakaway Wealth—subscribe now and take control of your financial future.

Connect with Robert Walling:

Twitter: www.x.com/robwalling

Linkedin: www.linkedin.com/in/robwalling/

Website: www.tinyseed.com / www.microconf.com

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Buckle up for a great conversation as Jim welcomes Robert White to share his experience transforming adversity into opportunity. With vivid storytelling, Robert recounts a childhood marked by hardship and the unwavering grit that propelled him toward a life of training, mentorship, and purpose. Together, they show us how relentless commitment, a sharpened mindset, and personal responsibility can spark genuine financial freedom. If you’re hungry for a lesson in self-mastery and success, this is one episode you won’t want to miss.

3 Key Takeaways:

Mindset and success: A strong mindset is critical for achieving personal and professional growth.
Adversity and leadership: Overcoming personal and professional challenges is essential for developing leadership skills.
Business transition: Many entrepreneurs struggle to move from self-employment to business ownership.

Robert White’s journey highlights the power of mindset, resilience, and strategic growth. His insights provide a roadmap for entrepreneurs seeking transformation.

Subscribe to Breakaway Wealth for more expert conversations on wealth and success.

Connect with Robert White:

Linkedin: www.linkedin.com/in/extraordinary-robert-white/

Website: www.TheRobertWhite.com / /www.extraordinarypeople.com/

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In this episode, Jim and Nick discuss the principles of success, emphasizing the importance of commitment, input versus output, and the pursuit of worthy ideals. They explore how success is not just about the end result but the journey and effort put into achieving goals. The conversation highlights the significance of visualization, setting clear objectives, and taking control of one's path to success.

3 Key Takeaways:

Success Through Discipline: Achievements result from consistent preparation and execution rather than singular moments of victory.
Financial Ownership: Taking control of financial decisions leads to greater freedom, while reliance on external forces limits autonomy.
Focus on Inputs (Not Outputs): Prioritizing effort, value creation, and disciplined action drives sustainable success, reducing frustration and increasing resilience.

Success isn’t about luck or timing—it’s about discipline, preparation, and taking control of your financial future. Stay focused on what you can control, and the results will follow.

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In this conversation, Jim and Jamey Slife explore the lessons learned from military experience, particularly in leadership, decision-making, and overcoming fear. Jamie shares insights from his 23 years in the Marine Corps, emphasizing the importance of building habits, accountability, and the need for effective leadership structures in both military and corporate environments. The discussion highlights how personal growth often stems from discomfort and the necessity to make decisive changes to succeed

3 Key Takeaways:

Defining Core Values and Standards: It is important to develop a clear mission and define core values through standards, not just goals.
The Power of Mentorship: Mentorship and surrounding yourself with high-performing individuals accelerate success in both personal and professional settings.
The Compound Effect of Small Actions: Consistent, small actions over time, compound to produce significant long-term results in business and life.

To hear more from Jamey on leadership, mindset, and performance, listen to the full episode.

Connect with James Slife:

Website: www.warriormindsetllc.com

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In this conversation, Jim talks with Luke Lunkenheimer and discusses Luke's journey from addiction and crime to a successful entrepreneur and sales trainer. Luke shares his experiences with addiction, the turning point that led him to sobriety, and how he rebuilt his life and career. They explore themes of resilience, the importance of confidence in sales, and the power of authenticity in building relationships. The conversation emphasizes the significance of self-discovery and learning from past experiences to achieve personal and professional growth.

3 Key Takeaways:

Overcoming Adversity Through Resilience: Luke’s story proves that self-awareness and discipline can turn small-town limitations, addiction, and even prison time into a powerful fresh start.
The Role of Sales and Confidence in Wealth Building: For Luke, true sales is about solving problems—not manipulation. Mastering confidence and communication sealed the deals that fueled his financial breakthrough.
Mindset and Positive Energy Create Momentum: Positive thinking fuels growth; negativity spirals fast. By focusing on solutions, Luke and Jim show how to build unstoppable momentum for success.

Tune in to hear how Luke transformed his life and leveraged sales expertise to build a thriving business and learn practical strategies for overcoming obstacles and unlocking financial success.

Connect with Luke Lunkenheimer: Website: https://training.paid2persuade.com/ Instagram: https://www.instagram.com/lukelunk/ TikTok: https://www.tiktok.com/@lukelunk LinkedIn: https://www.linkedin.com/in/lukelunk/ YouTube: https://www.youtube.com/@Paid2Persuade

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In this conversation, Jim and Bradley Freedom explore the interconnectedness of health, wealth, and personal freedom. They discuss the importance of clean food, the impact of media and propaganda on public perception, and the necessity of taking radical responsibility for one's personal and financial well-being. Bradley shares his journey from military service to founding the Freedom People, which has a mission of awakening people to their true potential and reclaiming their power through informed choices and community support.

3 Key Takeaways:

The Freedom People Philosophy: Bradley emphasizes the importance of individual autonomy and sovereignty, aiming to empower people to break free from societal norms and live life on their own terms.
The Impact of Media and Propaganda: Bradley discusses how mainstream media manipulates public perception, encouraging listeners to question and challenge the narratives presented by traditional media sources.
Transforming False Beliefs for True Freedom: Jim highlights the need to challenge and change limiting beliefs, emphasizing that breaking free from false perceptions is essential for both personal and financial freedom.

This episode is a powerful reminder that freedom is about much more than financial wealth—it’s about creating true freedom.

Connect with Bradley Freedom:

Website: www.thefreedompeople.org

Instagram: www.instagram.com/thefreedompeople/

Telegram: https://t.me/WeTheFreedomPeople

Facebook: www.facebook.com/thefreedompeople.org

Youtube: @thefreedompeopleorg

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In this conversation, Jim Oliver and Nick Kosko explore the key traits and habits of highly productive and successful individuals. They discuss the importance of goal setting, time management, continuous learning, discipline, networking, resilience, maintaining a positive mindset, prioritizing health, reflection, and taking action. Each of these elements contributes to achieving personal and professional success, emphasizing that anyone can adopt these practices to improve their lives.

3 Key Takeaways:

Goal Setting and Planning: Discover how to establish clear, actionable goals and build a roadmap for long-term success, including the importance of stretching beyond perceived limitations.
Time Management and Consistency: Learn the value of disciplined routines, effective time management systems, and how consistency fosters progress even when motivation wanes.
Continuous Learning and Adaptability: Understand the critical role of ongoing education, mentorship, and resilience in achieving success, with lessons drawn from disciplines like jiu-jitsu and beyond.

This episode provides actionable insights into the habits and strategies that drive productivity and success. By mastering goal setting, effective time management, continuous learning, and building strong relationships, listeners can adopt the mindset and practices of high achievers.

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In this conversation, Jim Oliver and Will Henshall discuss the intersection of music, entrepreneurship, and personal growth. Will shares his journey from musician in the UK pop band London Beat to a successful entrepreneur and inventor. They touch on the evolution of the music industry, the rise of influencers, and the importance of financial literacy and resilience. Will also highlights his men's group, Metal Men, emphasizing the power of brotherhood and shared principles for success.

3 Key Takeaways:

Entrepreneurial mindset is essential for success in both music and innovation. Will discusses how his experience in the music industry and as an inventor taught him the importance of thinking entrepreneurially to drive progress and create opportunities.
The rise of influencers signals a shift in career aspirations and wealth creation. Will highlights the increasing trend of young people aiming to be influencers, a role that emphasizes self-promotion, niche expertise, and entrepreneurial skills.
Diversity in investment portfolios is crucial for wealth building. Will shares insights from his personal and professional experiences, emphasizing the importance of having a balanced portfolio to manage risk and maximize financial growth.

Will’s journey demonstrates the power of innovation, the importance of embracing new opportunities, and the value of diverse investments in building lasting wealth. Whether you’re in a creative industry or managing a business, these principles can guide you toward achieving sustainable success.

Connect with Will Henshall:

Website: https://metal.men/

Linkedin: www.linkedin.com/company/metal-men/

Twitter: https://twitter.com/metal_men_

Facebook: www.facebook.com/metal.men.inspire

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In this conversation, Jim Oliver and Jack Bosch discuss the concept of land flipping as a means to achieve financial independence. Jack shares his journey from Germany to becoming a successful entrepreneur in the U.S., detailing how he and his wife have created a system for land investing that is location-independent and hands-off. They explore the importance of taking action, the role of personality in success, and the need for accountability in coaching.

3 Key Takeaways:

Land Flipping Business: Jack’s business buys land at a fraction of market value and sells it with seller financing, creating a steady cash flow without the hassles of property maintenance.
Tailored Coaching: Jack emphasizes meeting people where they are, using tools like the Kolbe test to understand personality types and provide personalized coaching.
Accountability and Support: The business offers strong accountability through coaching calls and follow-ups, helping students stay motivated and take consistent action.

Jack Bosch’s land flipping strategy offers a unique opportunity for creating passive income, with a focus on personalized coaching and consistent accountability to ensure success. Whether you’re a beginner or seasoned investor, his approach can help you navigate the land business effectively.

Connect with Jack Bosch:

YouTube: www.youtube.com/@JackBoschOfficial

Instagram: www.instagram.com/jack.bosch/?hl=en

Linkedin: www.linkedin.com/in/jack-bosch-a923b59/

Podcast: www.secure.landprofitgenerator.com/the-jack-bosch-show

TikTok: www.tiktok.com/@jack.bosch

Website: www.jackbosch.com

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In this conversation, Jim and Nick discuss the critical importance of having a clear vision for one's life and the common limiting beliefs that hinder individuals from achieving financial success. They explore fundamentals, including the differences in mindset between average individuals and the wealthy, and emphasizing the importance of shifting perspectives to overcome these beliefs. This episode is chock full of practical steps for identifying and changing negative beliefs, ultimately guiding listeners towards a more empowered and financially literate mindset.

3 Key Takeaways:

Overcoming Limiting Beliefs: Understand how beliefs like "I can't afford it" or "I'm not good with money" hold you back and how shifting your mindset can unlock new opportunities.
The Difference Between Average and Wealthy Mindsets: Learn how the wealthy view money as a tool to create value and leverage opportunities, while the average person may see it as a source of guilt or something inherently bad.
Practical Steps to Change Your Beliefs: Discover a step-by-step process to identify, challenge, and reframe limiting beliefs, enabling you to take actionable steps toward wealth creation.

If you found value in today’s discussion, make sure to subscribe and leave a review. (It all helps!)

Join us next time as we continue to explore strategies for breaking free from financial limitations and building lasting wealth.

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In this conversation, Jim Oliver and John Tarnoff explore a most pressing issue for many: The challenges faced at mid-career, particularly in the context of today’s digital revolution and changing job market dynamics. John, a career coach, shares insights on how to navigate career transitions, find purpose beyond traditional retirement, and the importance of self-reflection and networking. He emphasizes the need for accountability in coaching and the value of identifying one's unique abilities to enhance career success.

3 Key Takeaways:

Redefining Career Success: Learn how to leverage personal growth principles to discover your unique skills and pivot into fulfilling career opportunities that align with your values and passions.
The Power of Networking: Understand how to cultivate a close-knit community of like-minded professionals who can support and amplify your career aspirations.
Overcoming Hiring Challenges: Gain strategies for standing out in an increasingly competitive job market, including approaches to bypass traditional application processes and focus on relationships.

Tune in to hear how John Tarnoff’s career coaching framework can help you find clarity, confidence, and direction in your professional journey.

Connect with John Tarnoff:

Website: https://midcareerlab.com

Website: https://johntarnoff.com

Linkedin: https://linkedin.com/in/johntarnoff

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In this conversation between Jim and Brian Will, motivational coach and rags-to-riches entrepreneur, they explore the entrepreneurship journey, emphasizing the importance of resilience, motivation, and understanding one's 'why.' Brian shares his unconventional path from adversity to success, discussing the challenges of self-sabotage and imposter syndrome, and the critical lessons learned from early business failures.

3 Key Takeaways:

The Critical Nature of "Why": Brian emphasizes that a strong "why" is critical for overcoming setbacks and achieving success. Without a clear, deeply personal reason driving you, failure can cause many people to quit.
Self-Motivation Over External Motivation: Brian argues that relying on external motivation, like seminars or pep talks, often leads to failure. True success comes from within—your "why" must be so strong that it becomes your intrinsic motivation to move forward, no matter the obstacles.
Overcoming Imposter Syndrome: Everyone, no matter how successful, faces imposter syndrome. The key to overcoming it is to keep moving forward, despite doubts. Just like a running back in football who keeps their feet moving when tackled, success comes from relentless forward momentum.

Connect with Brian Will:

Instagram: www.instagram.com/thedropoutmm

Website: www.brianwillmedia.com

YouTube: https://www.youtube.com/@theforcemm

TikTok: www.tiktok.com/@dropoutmm

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Jim is joined by Kim Daly, dynamo and entrepreneur extraordinaire, to explore mindset and freedom, and the importance of personal development and inner work. Kim shares her journey of launching the Z Suite, a coaching initiative aimed at helping franchisees achieve success from within. They discuss the significance of a growth mindset, the power of gratitude, and the connection between heart and brain coherence in achieving personal and professional goals. The conversation goes into the power of letting go of limiting beliefs to create a fulfilling life.

3 Key Takeaways:

Freedom begins within: Kim emphasizes the importance of mental, physical, and spiritual health as foundational elements of true freedom, far beyond financial independence.
The courage to think big: Learn how self-image and personal growth influence success and why embracing inner work is essential for realizing your potential.
The role of gratitude and coaching: Discover how focusing on gratitude can shift your mindset and how consistent guidance from a coach accelerates personal and professional growth.

Tune in to uncover actionable insights on creating success from the inside out and how to embrace the courage needed to transform your life.

Connect with Kim Daly:

Instagram: www.instagram.com/thedalycoach

LinkedIn: www.linkedin.com/in/dalykim

Website: www.thedalycoach.com

YouTube: www.youtube.com/@TheDalyCoach

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In this conversation, Jim interviews Avery Carl, a seasoned real estate investor and expert in short-term rentals. Avery shares her journey into real estate, starting from her early career in the music industry to becoming the CEO of the Short-Term Shop. The discussion covers the differences between short-term and long-term rentals, the importance of location, and the strategies for analyzing rental properties.

3 Key Takeaways:

The Fundamentals of Short-Term Rentals: Avery explains the strategic value of investing in vacation rental markets rather than typical suburban areas, highlighting the unique factors that drive profitability in these regions.
Evaluating a Short-Term Rental Deal: Listeners will learn how to assess potential properties using data from sources like AirDNA and tools like the "enemy method" to understand competitive advantages.
Self-Managing Short-Term Rentals: Avery discusses how to effectively manage properties remotely, emphasizing the importance of self-education and hands-on involvement for new investors.

Connect with Avery Carl:

Website: www.theshorttermshop.com

Facebook - www.facebook.com/theshorttermshop

YouTube - www.youtube.com/c/TheShortTermShop

Instagram - www.instagram.com/theshorttermshop

LinkedIn - www.linkedin.com/in/averycarl/

TikTok - www.tiktok.com/@averyacarl

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In this conversation, Jim dives into the principles of Infinite Banking with David Stearns, President of Infinite Banking Concepts LLC. Together, Jim and David discuss the differences between whole life and universal life insurance, the importance of cash flow, and the misconceptions surrounding the Infinite Banking Concept (IBC).

3 Key Takeaways:

IBC’s Core Principle: Understand the problem of financing every purchase—paying interest to others or forfeiting earned interest—and how reclaiming the banking function solves this challenge.
The Role of Whole Life Insurance: Why properly designed whole life insurance policies are the optimal platform for IBC, contrasting them with universal life products.
Behavior Over Tools: How focusing on disciplined financial behavior is more critical to success with IBC than any specific policy structure or numbers on a spreadsheet.

We invite you to dive into the world of Infinite Banking Concept (IBC) with David's expert guidance! This episode offers a refreshing take on Nelson Nash's timeless principles, delivering strategies to revolutionize your financial approach.

Infinite Banking Resources: Website: infinitebanking.org

Youtube: www.youtube.com/channel/UCwHyE9ftq4f5T_DF6o91Icw/videos

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Listen in as Jim interviews Clifford Walker, a Texan and former truck driver turned successful real estate investor and philanthropist. Clifford shares his transformation journey, emphasizing the importance of mentorship, taking action, and the connection between health and wealth. He discusses his philanthropic efforts to feed the community and the significance of investing in oneself. The conversation highlights practical advice for aspiring investors and the mindset needed for success.

3 Key takeaways:

The Power of Mentorship: Walker highlights the importance of having a mentor and a clear process, stressing that consistent effort, not reinventing the wheel, is the key to success.
Action as a Success Multiplier: Walker and Oliver discuss the value of taking action, noting that true learning happens in the doing.
Simplicity in Building Success: Through analogies of fitness and finance, they explore how sticking to fundamental practices in any field can drive long-term success.

Walker’s story is a reminder that anyone can transform their life by taking deliberate steps, seeking guidance, and trusting the process.

Connect with Clifford Walker:

Instagram: www.instagram.com/cliffordthecowboycloser/

Download Our FREE 5 Step Process On How To Get Started Today!: www.corralnetwork.com/wholesaleprocess

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In this episode of Breakaway Wealth, Jim and Nick discuss the importance of understanding money flow and the concept of Infinite Banking. The conversation covers various aspects of wealth building, including tax strategies, the significance of liquidity, and the mindset required for financial independence.

3 Key Takeaways:

The Core Problem: Understanding the ways money flows away from us. Jim and Nick explain why many traditional investment strategies miss this critical issue.
Infinite Banking Misconceptions: They clarify common misunderstandings about infinite banking and stress that it is a process, not a product. It’s about regaining control over one’s financial future.
Financial Freedom and Control: The duo discusses how taking control of your finances creates a "stress-free, peaceful way of life" by providing flexibility, tax advantages, and protection against market volatility.

To wrap up, Jim and Nick break down the essence of Infinite Banking, challenging conventional financial wisdom and presenting a model focused on personal financial sovereignty. By taking control of your financial foundation, you can build wealth without relying on traditional systems that often place limitations on access and flexibility.

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In this conversation, Jim and Nick explore the interconnectedness of vision, purpose, and self-discovery. They discuss the importance of setting fluid goals, taking actionable steps, and the role of teamwork in achieving personal and professional milestones. The dialogue emphasizes the significance of aligning one's values with their vision, living through a lens of faith, and the necessity of cultivating positive habits to foster growth and impact.

3 Key Takeaways:

The Fluid Nature of Vision and Goals: Vision and goals are not static; they should evolve with experience. Nick and Jim discuss the importance of remaining open to change and allowing new insights to reshape one’s path.
Purpose Beyond Business: Jim and Nick examine the integration of personal beliefs and professional ambitions, emphasizing how a purpose-driven approach enhances impact beyond financial outcomes.
Taking the First Step with Faith: The episode underscores the power of taking incremental steps toward a vision, guided by faith and resilience, as the foundation of long-term success and fulfillment.

Listen in to explore how embracing adaptability and clarity can redefine personal and professional milestones.

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In this raucous, no-bs conversation, Jim and Mark Kohler get into taxes - strategies, planning and the role of CPAs. Sound boring? This is anything but. Mark shakes up the status quo and talks about how business owners should navigate tax laws effectively, avoid common pitfalls, and use real estate for tax benefits. Mark hones in on personal responsibility with taxes, and the value of comprehensive consultations with tax professionals.

3 Key Takeaways:

Importance of active involvement in tax planning: Don’t rely solely on your accountant—understand the strategies yourself. This ensures you can make informed decisions and effectively manage your tax obligations.
The "trifecta" approach: Organize your operations, holdings, and legacy planning to optimize tax savings and wealth creation. This comprehensive strategy helps streamline your financial management and enhance your tax benefits.
Avoiding common tax traps: Recognize ineffective strategies that may not work for your situation. Seek tailored, legal solutions from knowledgeable advisors to address your specific financial needs.

By staying actively involved and adopting personalized strategies, you can navigate common tax mistakes and secure a stronger financial future.

Remember, taking control of your tax strategies is essential to long-term success.

Connect with Mark Kohler:

YouTube: www.youtube.com/@MarkJKohler

Linked In: www.linkedin.com/in/markjkohler

Facebook: www.facebook.com/markkohler

X: www.twitter.com/markkohler

Instagram: www.instagram.com/markjkohler

TikTok: www.tiktok.com/@markjkohler

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In this conversation, Jim interviews Paul Epstein, a keynote speaker, bestselling author, and podcaster. Paul shares his background in the sports industry and how he went from selling for underdog teams to becoming a confident leader. They discuss “winning Monday” and how important it is for success.

3 Key Takeaways:

Winning Your Week Starts with Monday: Paul introduces the concept of "Win Monday," explaining how starting the week strong can build momentum and set the tone for achieving long-term goals.
Building Unshakable Confidence: Learn Paul's formula for confidence—aligning actions with core values—and how a simple weekly journal exercise can help you live your values consistently and boost self-belief.
Facing Challenges Head-On: Discover the importance of making courageous decisions and keeping promises to yourself, and how these actions can transform personal and professional growth.

This Confidence Quiz will help you find your confidence score on a scale of 1-100. Once you complete it, you’ll receive a variety of tools, resources, and activities to help you enhance your self-confidence and become the most confident version of yourself.

https://www.paulepsteinspeaks.com/confidence-quiz

Connect with Paul Eipstein: Websites: www.paulepsteinspeaks.com/

www.paulepsteinspeaks.com/monday-momentum

Linkedin: www.linkedin.com/in/paulepsteinspeaks/

Instagram: www.instagram.com/paulepsteinspeaks/

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In this conversation, Jim and Nick discuss the Economic Value Added (EVA) concept and how it can be applied to personal finances. They explain that cash flow is the key to creating wealth and that individuals should treat their cash as though it has a value. They emphasize the importance of understanding how a bank works and taking control of the banking function in personal finances.

3 Key Takeaways:

Cash Has Value: Treating cash as an asset with inherent value, similar to how banks view money, can significantly impact personal wealth growth.
EVA in Personal Finance: Applying Economic Value Added principles to personal finances can lead to substantial increases in net worth, mirroring the success seen in major corporations.
Education is Key: Understanding banking principles and treating personal finances like a business are crucial steps in optimizing financial strategies.

Tune in to learn how to revolutionize your approach to personal finance using proven corporate strategies.

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Jared Yellin discusses his work in Israel, where he acquires distressed software companies and provides them with cash and operational support. In a wildly innovative spin, he’s set up a 501C3 charity called the Innovation Bridge Foundation, which allows high-net-worth individuals and corporations to make charitable contributions and receive tax deductions. The charity then invests in the for-profit portfolio, Create Israel, which acquires distressed companies and turns them around.

3 Key Takeaways:

Innovative Investment Model: Jared introduces a groundbreaking approach that leverages philanthropic donations to acquire and scale distressed tech companies in Israel, providing a low-risk opportunity for donors with significant potential for returns.
Strategic Use of Capital: Jared explains how his methodology emphasizes the efficient use of capital and operational control to turn around distressed companies and generate sustainable growth without relying on excessive external funding.
Philanthropy Meets Profit: Learn about the dual benefit of Jared's model—where donors receive immediate tax deductions while potentially benefiting from the upside of stabilized tech companies, making it a unique win-win strategy.

The world of business is constantly evolving, and so too are the ways we think about investment and corporate responsibility. Blending the objectives of charity with profit-making presents an innovative approach that challenges traditional boundaries.

Connect with Jared Yellin:

LinkedIn: www.linkedin.com/in/jaredyellin

Facebook: www.facebook.com/JaredIYellin

Instagram: www.instagram.com/jaredyellin/?hl=en

Twitter: https://twitter.com/JaredYellin

YouTube: www.youtube.com/channel/UClo7fdQ5d-ZejetjQgTm28A

TikTok: https://vm.tiktok.com/TTPdSS5Mvw/

Company Website: www.cr8te.com

Foundation Website: www.innovationbridgefoundation.org

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In this conversation, Jim interviews Jimmy Song about Bitcoin and the problems with the fiat monetary system. They discuss the concept of exchanging time for money and how the government's control over money is a form of slavery. They also explore the potential future of Bitcoin and its impact on economies, particularly in developing countries.

3 Key Takeaways:

Decentralized Digital Scarcity: Song explains Bitcoin as a unique form of decentralized digital money that merges the benefits of both decentralization and digital convenience, distinguishing it from both physical assets like gold and centralized digital currencies like the US dollar.
Impact of Fiat Money: The discussion highlights how fiat currencies, particularly the US dollar, distort economic realities through excessive money creation, leading to inflated costs and bloated administrative sectors. This mechanism undermines traditional value and productivity.
Future of Currencies: The episode explores the potential collapse of fiat currencies, including the US dollar, and the rise of alternative systems. Song provides a forecast of how hyperinflation might manifest and the role Bitcoin could play as a more stable financial instrument amidst global economic shifts.

Jim and Jimmy have provided a thought-provoking discussion on the limitations of the current fiat monetary system.

Connect with Jimmy Song:

Twitter: https://x.com/jimmysong

Medium: https://jimmysong.medium.com/

Linkedin: www.linkedin.com/in/jimmysong/

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In this conversation, Jim interviews Andrew Lucas, the founder of Deal Finders Club, about his journey in real estate investing and finding cash flowing assets. Andrew shares how he transitioned from a nine-to-five job in hospitality to building a successful real estate business. He emphasizes the importance of treating real estate as a business and finding cash flowing properties. Andrew also discusses the Deal Finders Club, which helps individuals find discounted real estate opportunities in their local communities.

3 Key Takeaways:

Real Estate as a Path to Wealth: Andrew shares his transition from hospitality management to real estate, highlighting how he built a substantial portfolio and retired his wife from her job within two years.
The Importance of Mentorship: Andrew emphasizes the role of mentors in accelerating success and avoiding common pitfalls, stressing the value of community and coaching.
Finding Opportunities in Any Market: Despite common beliefs that certain markets are too hot, Andrew explains how to identify and acquire discount properties, turning them into profitable investments.

Andrew's journey from his early struggles to becoming a thriving real estate entrepreneur is a testament to the power of perseverance and learning from mistakes. His story shows that with the right mindset and a willingness to adapt, success is within reach for anyone willing to put in the effort.

Connect with Andrew Lucas:

Facebook Group: www.facebook.com/groups/dealfindersnation

YouTube: www.youtube.com/@DealFinders

Podcast: https://dealfindersclub.com/listen/

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In this conversation, Jim Oliver and Nick Kosko discuss one of the most foundational elements of financial freedom and infinite banking. They go deep into explaining the volume of interest paid over the lifetime of a loan, rather than just focusing on interest rates.

They explain how volume of interest works, how financial institutions benefit from the volume of interest and how individuals can take control of this situation and reclaim lost money they pay to the banks.

3 Key Takeaways:

Understanding Interest: Financial institutions focus on interest rates to distract from the more significant factor—the volume of interest paid over the lifetime of a loan.
Banking Strategies: Banks use sophisticated strategies, such as refinancing offers, to maximize their profits, often at the expense of borrowers.
Financial Freedom: Becoming your own banker is crucial for escaping financial slavery and achieving true wealth, which is defined by freedom and control rather than just money.

By understanding and applying these principles, you can regain control over your financial future and break free from the system that keeps many people in financial bondage.

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In this conversation, Jim and Javier Heredia discuss the concept of Infinite Banking and how it has transformed Javier’s life. He goes on to share his personal story of overcoming a life-threatening accident and financial hardships, and how he was introduced to Infinite Banking.

3 Key Takeaways:

Overcoming Adversity: Javier discusses his recovery from a severe accident and how this experience shaped his financial perspectives and resilience.
Introduction to Infinite Banking: Javier details his initial skepticism and eventual embrace of Infinite Banking, highlighting the importance of education and critical thinking in financial decisions.
Navigating Financial Noise: The conversation explores the challenges of sifting through conflicting financial advice and the importance of finding trustworthy guidance to achieve financial independence.

Overcoming significant personal and financial challenges, Heredia shares how adopting IBC principles reshaped his financial strategy and provided a framework for resilience and success.

Connect with Javier Heredia:

Linkedin: www.linkedin.com/in/meetjavierheredia/

Instagram: www.instagram.com/vivahavee/

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In this conversation, Jim interviews Sharad Mehta, a real estate investor and the owner of ReSimpli, a real estate software company. Sharad shares his journey into real estate and how he transitioned from being an accountant to a full-time real estate investor. He emphasizes the importance of freedom and independence in his decision to pursue real estate. 3 Key Takeaways:

Pursuing Financial Independence: Sharad explains his motivation for leaving a stable accounting job to pursue real estate, emphasizing the importance of freedom and aligning work with personal values.
Real Estate Investment Strategies: Insights into Sharad's investment approach, including the benefits of owning properties outright and the significance of passive income.
Overcoming Barriers: Sharad offers advice on overcoming common obstacles in real estate, such as market timing and staying within one’s comfort zone. He highlights the value of education, perseverance, and leveraging available resources.

True wealth isn't just measured in dollars and cents, but in the freedom to live life on your own terms. Take that first step today towards creating a future where your financial decisions align with your dreams and values.

Connect with Sharad Mehta:

Website: www.resimpli.com/sharad

Linkedin: www.linkedin.com/in/sharad-mehta-resimpli/

Instagram: www.instagram.com/resimpli

Facebook: www.facebook.com/resimpli

Mastermind for Real Estate Investors: www.facebook.com/groups/5022177667903135

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In this conversation, Jim interviews Chris Van Dusen, senior partner at Solyco Capital, about his journey as an athlete and entrepreneur. They discuss the importance of having a mindset of resilience and determination, learned through athletics, in facing challenges and failures in business. Chris shares his experience of starting and scaling multiple businesses, including a CBD brand and a liquor distillery, and eventually selling them.

3 Key Takeaways:

Athletics as a Foundation: Athletics can teach valuable skills such as resilience, determination, and the ability to handle failure, which are crucial for business success.
Strategic Business Foundations: When starting a business, it is important to have a clear end goal and to build a strong foundation that can attract investors.
Optimizing Business Growth: Scaling a business requires optimizing various aspects such as marketing, sales, supply chain, and profitability.

Whether starting a new venture or scaling an existing one, the lessons shared emphasize the importance of building a solid foundation, optimizing operations, and maintaining a mindset of continuous learning and adaptability.

Connect with Chris Van Dusen:

Website: www.solycocapital.com/

Linkedin: www.linkedin.com/in/chrismvandusen/

Instagram: www.instagram.com/chrismvandusen/?hl=en

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In this episode, Jim and Nick take us back to the basics, which is how the best become the best.

They discuss the efficiency of cash value in life insurance and its relevance to Infinite Banking. They explain the different types of life insurance policies and their costs, such as term insurance and whole life insurance. They emphasize the importance of understanding the tools and ratios involved in constructing an ideal policy for infinite banking.

3 Key Takeaways:

Understanding Life Insurance Basics: Learn why revisiting foundational concepts is essential and how even seasoned professionals can gain new insights by reviewing basic principles regularly.
Policy Construction and Efficiency: Discover the spectrum of efficiency for cash value in life insurance policies, the importance of balancing base policies with paid-up additions, and the pitfalls of relying heavily on term insurance riders.
Long-Term Strategy over Short-Term Gains: Gain insights into the long-term benefits of well-constructed policies and why focusing on initial cash value ratios can lead to suboptimal outcomes compared to a strategically balanced approach.

This episode equips listeners with the key knowledge, surpassing that of many life insurance agents, to effectively leverage life insurance for wealth-building.

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Palmy and Nancy Kitti, apartment syndicators and educators, share their journey from the fashion industry to building a $300 million apartment portfolio. With their brand of whip-smart focus, they boil down the business of raising money and attracting investors in the multifamily apartment sector.

3 Key Takeaways:

The Power of Transition: Palmy and Nancy Kitti detail their shift from the fashion industry to real estate, emphasizing the value of leveraging previous experiences to succeed in new ventures.
Capital Raising Essentials: They highlight the pivotal role of raising capital and maintaining strong investor relations to sustain and grow a multifamily real estate business.
Strategic Real Estate Entry: The sisters outline practical steps for beginners in real estate, stressing the importance of education, selecting the right market, and partnering with experienced professionals.

Their story is a testament to the power of resilience and adaptability in the pursuit of wealth creation. We hope their journey inspires you to take bold steps towards your own financial goals.

Connect with Kitti sisters:

Instagram: www.instagram.com/thekittisisters/

Website: https://thekittisisters.com/

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In this conversation, Jim interviews Corey Geary about his journey as an entrepreneur and his expertise in the cryptocurrency space. Corey shares how he got into real estate and how it saved his life, leading him to explore the world of cryptocurrency. He emphasizes the importance of treating crypto as an asset class and becoming a student of the industry. Corey also discusses the potential returns in crypto and the different ways to generate passive income.

3 Key Takeaways:

Crypto as an Asset Class: Corey emphasizes treating cryptocurrency as an asset class rather than a speculative investment. Similar to real estate or stocks, understanding market cycles, conducting due diligence, and continuous learning are essential.
Diversification and Risk Management: Corey advocates for a diversified approach based on individual risk tolerance and financial goals.
Education and Engagement: Corey's strategy involves a "done with you" approach, emphasizing education and empowerment. Clients are guided on how to manage their investments actively, rather than passively handing over funds.

Whether you're looking at well-established cryptocurrencies like Ethereum or exploring newer options like Pulse Chain, Corey's commitment to education and empowerment can help steer you toward making informed choices and potentially earning returns.

Connect with Corey Geary:

Instagram: @thecoreygeary

Website: https://www.novationnation.com/

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In this conversation, Jim interviews Jeremiah Broz, a serial entrepreneur, about his journey and experiences in business. They discuss topics such as persistence, hard work, and the importance of being an owner. Jeremiah shares his background in blue-collar work and how it shaped his entrepreneurial mindset. They also talk about the value of knocking on doors, providing excellent service, and the tension to create and provide.

3 Key Takeaways:

Persistence, Tenacity, and Continuous Learning: Entrepreneurs need persistence and tenacity to overcome failures. Continuous learning and personal growth are essential for long-term success, requiring constant innovation and rethinking.
Effective Strategies and Passion for Service: Success involves taking risks, using growth strategies like direct engagement and excellent service, and having a deep desire to create, provide, and serve others.
Building Assets and Networking: Build assets and residual income for security. Networking with successful individuals offers motivation and insights. Aim for sustainable growth and positive impact while staying curious and passionate.

Entrepreneurs must be willing to learn continuously, adapt to new challenges, and innovate in all aspects of their business. By taking calculated risks, focusing on effective growth strategies, and maintaining a deep-seated desire to serve others, they can achieve long-term success and create a positive impact.

Connect with Jeremiah:

Youtube: www.youtube.com/@energy.advantage

Website: www.advantageroofingandsolar.com

Facebook: www.facebook.com/energyadvantageRS

Instagram: www.instagram.com/energyadvantageroofnsolar

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00In this episode, Zach Lemaster shares his journey from being an optometrist to becoming a full-time real estate investor and co-founder of Rent to Retirement. He emphasizes the importance of taking action and not getting stuck in analysis paralysis. Zach explains the concept of turnkey investing and how Rent to Retirement helps investors build their own real estate portfolios in different markets across the country.

3 Key Takeaways:

Strategic Market Selection: Zach explains the importance of identifying and investing in the best real estate markets nationwide, emphasizing factors like cash flow potential, appreciation, and overall ROI.
Turnkey Real Estate Investing: Discover how Rent to Retirement helps investors by providing a fully managed, turnkey solution for acquiring and managing properties, allowing for passive income generation without the usual hassles of property management.
Actionable Investment Advice: Zach shares practical tips on how to overcome common barriers to entry in real estate investing, such as analysis paralysis and lack of knowledge, urging listeners to take calculated risks and leverage expert guidance.

Jim and Zach Lemaster deliver a masterclass on building wealth through real estate investment, emphasizing actionable strategies and the importance of a turnkey approach. Their discussion reveals the value of leveraging expert systems to achieve financial independence.

Visit our website and Youtube channel!

https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182

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This is the first drop in a new series: Breakaway Success Stories. These are episodes where Jim talks with CreateTailwind clients who have experienced extraordinary success by using infinite banking.

In this series, we will explore how a person uses their infinite banking system, what lessons were learned along the way, what mistakes to avoid, what worked well, and take us through their own journey so you have real world examples of what a powerful system this can be for you.

In this conversation, Jim interviews Greg Chaplain, a successful real estate agent and member of CreateTailwind. Greg shares his journey into infinite banking and how it has helped him overcome financial challenges and accumulate wealth.

3 Key Takeaways:

Diversified Investment Strategies: Greg explains how he utilized IBC for tax savings, cash-flowing rental properties, and real estate syndications, highlighting the flexibility and benefits of IBC in different investment avenues.
Overcoming Paradigm Shifts: Greg discusses the initial hesitations and misconceptions about IBC and emphasizes the importance of having a supportive network, such as Create Tailwind, to guide and educate.
Real-world Applications: Through specific examples, Greg demonstrates how IBC has enabled him to effectively manage and grow his wealth, providing a blueprint for listeners interested in leveraging IBC for financial freedom.

Connect with Greg:

Website: www.realestatehometeam.com

Facebook: www.facebook.com/realestatehometeam

Instagram: www.instagram.com/realestatehometeam

Visit our website and Youtube channel!

https://createtailwind.com https://community.createtailwind.com https://youtube.com/@createtailwind182

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In this conversation, Jim and Evan Marks discover their common backgrounds and experiences in investing. They explore the importance of coaching and how it can help individuals overcome negative emotions that stand in the way of success. They emphasize the need to acknowledge and address these emotions to make positive behavior changes. They also discuss the role of affirmations and small behavior changes in reprogramming the brain and creating new experiences.

3 Key Takeaways:

Mindset and Neuroplasticity: Learn how adopting an opportunistic mindset and leveraging neuroplasticity can reshape your brain and propel you toward success, even in the face of adversity.
The Role of Gratitude: Discover the tangible benefits of practicing gratitude, as Marks shares his own skepticism-turned belief in the transformative power of gratitude exercises.
Addressing and Overcoming Trauma: Understand the importance of recognizing and addressing past trauma to unlock potential and achieve a fulfilling life, both personally and professionally.

Evan's journey from Wall Street to coaching high performers underscores the profound impact of resilience, mindset, and gratitude on both personal and financial success.

Remember, achieving financial freedom isn't just about numbers—it's about cultivating the right mindset and making conscious choices every day.

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In this episode, Jenn and Joe Delle Fave share their journey from working 9-to-5 jobs to becoming full-time real estate investors. They started with one rental property at a time and eventually discovered creative financing as a way to scale their business without relying on traditional bank loans. They explain how they bought properties with little to no money down and negotiated terms with sellers, allowing them to cash flow and receive backend payments.

3 Key Takeaways:

Creative Financing Mastery: Jenn and Joe discuss their transition from conventional real estate transactions to using creative financing methods, enabling them to acquire properties without traditional bank loans.
Financial Independence Strategy: The Delle Fave’s explain how they escaped the constraints of their 9-to-5 jobs through strategic real estate investments, emphasizing the importance of cash flow, zero-interest mortgages, and minimizing out-of-pocket expenses.
Coaching and Empowerment: Highlighting their success, Jenn and Joe now coach others in real estate investing, offering practical advice and insights on achieving similar financial freedom.

Listen to Jenn and Joe Delle Fave's inspiring story to understand how you can apply creative financing strategies to transform your financial future.

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In this conversation, Jim Oliver interviews Brian Bogert, a coach and speaker known as the 'one-second psychologist' and 'heart surgeon without a blade.' Brian shares his personal story of overcoming adversity and finding his true purpose. He discusses the importance of moving beyond past traumas and limiting beliefs to create a vision for the future.

3 Key Takeaways:

Waste to Wealth Methodology: Brian Bogert introduces the Waste to Wealth methodology, comprising five pillars aimed at uncovering and eliminating hidden obstacles within individuals and organizations.
Transformational Coaching: Brian discusses his unique approach to coaching, emphasizing the importance of raising consciousness and recognizing unconscious patterns that dictate one's life.
The Power of Choice: Brian received an invaluable lesson from his father about the power of choice. He learned that we all have at least two options in every situation. This insight highlights the importance of taking ownership and making deliberate decisions to create positive change.

Through Bogert's profound insights and Oliver's insightful questions, this episode provided listeners with actionable strategies to navigate life's challenges, cultivate resilience, and pursue their path to success.

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In this conversation, Jim interviews Chris Johnsen, a business lawyer and entrepreneur. They discuss topics such as trusts, estate planning, patterns of success, and the importance of mindset. Chris shares his journey from being a partner at a big law firm to starting his own businesses.

3 Key Takeaways:

Patterns of Success: Johnsen emphasizes the significance of cultivating patterns of success from a young age. He reflects on his upbringing, highlighting the importance of frugality, financial education, and the ability to defer gratification to secure future success.
Entrepreneurial Journey: Transitioning from a successful career in a prestigious law firm, Johnsen discusses the pivotal moment that led him to start his own businesses. By leveraging virtual platforms and embracing a nationwide approach, he offers legal services tailored to entrepreneurs and businesses across various sectors.
Estate Planning and Asset Protection: With a focus on the intersection of financial strategies and legal expertise, Johnsen gets into the importance of estate planning and asset protection. He discusses proactive legal measures in safeguarding wealth and navigating complex financial landscapes.

Chris's law firm exemplifies the modern approach to legal services, emphasizing talent over location. For those seeking legal counsel and financial wisdom, check them out!

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In this episode, Julie Hawley, founder of The Conscious Investor, shares her journey from being a teacher to becoming a successful real estate investor and coach. She emphasizes the importance of health, mindset, and wealth in achieving true wealth and fulfillment.

3 Key Takeaways:

Diversify Investments: Julie advocates for diversifying investment portfolios beyond single-family homes into apartment complexes and assisted living communities, offering greater financial stability and growth potential.
Prioritize Holistic Wellness: Julie underscores the significance of nurturing health, mindset, and wealth in tandem, recognizing their interconnectedness for achieving a balanced and fulfilling life.
Embrace Faith and Purpose: Julie's journey highlights the power of faith and purpose in driving personal growth and success. By decoupling outcomes and aligning vertically, individuals can navigate challenges with resilience and conviction.

To wrap up, Julie Holly shares her journey from education to real estate entrepreneurship, emphasizing the importance of diversifying investments and prioritizing holistic wellness. Her insights into faith, purpose, and the interconnectedness of health, mindset, and wealth offer valuable lessons for listeners seeking financial freedom and personal growth.

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In this episode, Jim sits with Tiffany Mittal, multifamily owner operator, and founder of Utility Ranger, discussing her journey in the real estate industry and the importance of PropTech. She shares her experience of stumbling into creating a solution for real estate investors with smaller portfolios who want to get a handle on their expenses.

3 Key Takeaways:

PropTech Explained: Tiffany discusses PropTech as property technology, simplifying complex real estate solutions into user-friendly platforms.
Navigating Real Estate Transitions: Delving into her relocation from San Diego to Florida, Tiffany discusses the challenges and opportunities in transitioning multifamily portfolios, particularly in response to changing regulations.
Innovating Small-Scale Ownership: Embracing a mission to empower small-scale real estate owners, Tiffany outlines Utility Ranger's approach to democratizing access to value-adding utility management, echoing principles of empowerment and level playing fields.

We invite you to take the insights Jim and Tiffany shared and apply them to your own journey in real estate entrepreneurship.

With a focus on treating your ventures like true businesses, leveraging utility billing for increased profitability, and ensuring that all investors, regardless of size, have access to the tools they need to succeed, you'll be well-equipped to navigate the complexities of the market.

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In this episode, Matt Rod shares his unusual journey to financial independence through buying and selling online businesses. Matt was the first in his family to skip the 9-to-5 job and go directly into business for himself. Matt talks to us about the advantages of online businesses and how he and his wife leveraged their strategies to attain financial freedom.

3 Key Takeaways:

Cash Flow First: Filter out all the noise about what to focus on in business and focus on cash flow. This alone will lead you to success.
Online Businesses Offer Unique Advantages: Learn to leverage the internet for higher profit margins, geographical flexibility, and the ability to reach niche markets without the constraints of traditional brick-and-mortar operations.
Believe in Yourself: Matt and his wife knew from an early age that they didn’t want to work in a regular job, but it took vision, grit and determination. It’s more important to believe in yourself than to get the “right” opportunity.

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In this episode, Jim Oliver and Ken Freeman discuss various investment strategies and the importance of financial education. They highlight the pitfalls of common investment advice and emphasize the need for a personalized approach based on income levels. They also explore the concepts of velocity and volume in wealth building and the benefits of functional education.Jim and Nick explore the meaning and impact of true education. The conversation concludes with a discussion on financial independence and the value of learning from credible sources.

3 Key Takeaways:

Personalize Your Investment Strategies: Your income level should determine your investment approach. Learn to tailor your strategy to get optimal results.
Velocity and Volume: Smart investors prioritize velocity and volume to get returns and cash flow.
Building Your System: Learning how to build something is different than building it yourself - and that difference is the key to meaningful knowledge.

Remember to tailor your investment strategies, prioritize velocity and volume in wealth building, and seek credible sources for your financial education.

Stay tuned for more valuable insights on achieving financial independence and building lasting wealth.

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In this conversation, Jim Oliver and Nick Kosko discuss the importance of stretching one's vision and mindset. Quitting guarantees failure and that there is no scenario in which quitting leads to success. Our two hosts draw inspiration from JD Rockefeller, who grew up poor but had a vision of becoming the richest man in the world.

3 Key Takeaways:

Quitting guarantees failure: Using analogies from boxing, football, and literature, Oliver and Kosko drive home the point that quitting always results in loss, regardless of the context.
Vision and mindset are paramount: Inspired by the story of JD Rockefeller, who envisioned himself as the world's wealthiest man despite humble beginnings, the hosts stress the significance of having a clear vision and unwavering commitment to it.
The power of progress and motivation: Jim and Nick underscore the need to continuously make progress towards one's vision while staying motivated, despite inevitable obstacles and setbacks.

The episode concludes with a reminder that it’s how you think that makes the difference. Learn to cultivate a mindset of growth and resilience, take on challenges as opportunities to get to where you want to go!

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In this episode of Breakaway Wealth, Joel Friedland, an industrial real estate broker and syndicator, discusses the unique aspects of industrial real estate and its connection to the trucking industry. He explains the benefits of all-cash deals and the importance of avoiding excessive debt.

3 Key Takeaways:

Industrial Real Estate Defined: Industrial buildings are distinguished by their loading docks, catering to manufacturing and distribution businesses. Unlike retail or office spaces, industrial properties are essential for various industries but often go unnoticed by the general public.
Immunity to Economic Cycles: Friedland explains how industrial real estate, intertwined with the trucking industry, exhibits resilience to economic downturns. The constant demand for warehouse space, driven by e-commerce and manufacturing, ensures stability even during uncertain times.
Investment Strategy: Friedland's unique investment approach involves syndication and focuses on all-cash deals with zero debt. By avoiding leverage, he aims to prioritize cash flow and long-term wealth preservation for both himself and his investors.

From uncovering the nuances of market trends to deciphering the strategies that lead to sustainable growth, Joel has provided us with a wealth of knowledge to ponder and apply in our own investment journey.

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In this episode of Breakaway Wealth, Jim has a candid conversation with Bryan Sallmen. From battling personal demons to building a successful business empire, Bryan shares his journey from the depths of addiction to the heights of success. Bryan's story is one of triumph over adversity.

3 Key Takeaways:

Overcoming Adversity: Bryan's journey is a testament to the power of resilience. Despite facing a lot of challenges, including the loss of his mother and full out addiction, Bryan persevered and turned his life around.
Value-Based Selling: Bryan shares his approach to sales that catapulted him to success. By focusing on the customer's needs and delivering exceptional service, Bryan changed his life and business.
Living Authentically: Being an "open book" highlights the importance of honesty and transparency in both personal and professional life.

This episode offers valuable insights into the power of resilience, the art of salesmanship, and the importance of living authentically. Join Jim and Bryan as they explore the keys to success and fulfillment in life and business.

Remember, success often lies not in the absence of challenges, but in the courage to face them head-on.

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In this episode of Breakaway Wealth, Jim Oliver engages in a conversation with Brett Snodgrass, a seasoned real estate investor. Snodgrass shares insights into his journey, from being a teacher's son in Indiana to becoming a successful business owner in the real estate industry.

The episode focuses on strategies like seller financing and creative financing, revealing opportunities for listeners in the current market.

3 Key Takeaways:

‘Subject To’ Deals Demystified: Explore the concept of "Subject To" deals, where the focus is not only on the financial gains but also on serving individuals facing challenges. Brett sheds light on how these deals can be a win-win for both investors and distressed homeowners.
Impact of Faith in Business: The conversation explores Snodgrass's journey of integrating faith into his business practices. He highlights the importance of humility, putting others first, and making decisions with integrity. This unique approach has contributed to the success of his real estate ventures.
Seller Financing Game Changer: Snodgrass introduces the concept of seller financing on the buying end, showcasing its potential as a game-changer. He discusses a scenario where charging higher interest rates than the prevailing market rates results in a significant long-term financial advantage.

Brett's journey from being a teacher's son to a successful real estate entrepreneur serves as inspiration for anyone looking to break away from the ordinary and explore new avenues of wealth creation.

His emphasis on humility, putting others first, and making business decisions with integrity adds a unique dimension to his success.

Question: We've explored creative financing and the impact of faith in real estate with Brett Snodgrass. What's the most creative strategy or principle you've applied in your real estate journey, and how did it shape your success?

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In this episode, Jim Oliver and Nick Kosko discuss the concept of volume negating luck and how taking consistent action leads to success. They emphasize the importance of learning from failures, adapting to challenges, and not being afraid to fail. They also highlight the power of visualization, persistence, and enjoying the journey.

3 Key Takeaways:

Consistent Action and Embracing Failure Lead to Success: Success is achieved through persistent effort over time, coupled with an acceptance of failure as a natural part of the learning process. By taking consistent action and learning from setbacks, individuals can progress towards their goals.
Adaptability and Enjoying the Process are Crucial for Growth: Adapting to challenges and maintaining a positive outlook are essential for personal and professional development. By embracing change and finding fulfillment in the journey, individuals can navigate obstacles more effectively and continue to grow.
Overcoming Excuses and Taking Proactive Steps: Visualization, persistence, and overcoming excuses are vital components of goal achievement. By visualizing success, persistently pursuing objectives, and taking proactive steps despite challenges, individuals can overcome obstacles and realize their aspirations.

This episode underscores the importance of a proactive and resilient mindset in navigating the journey towards success, both in business and in life.

Chapters:

00:00 Introduction and Golf Banter

01:13 Volume Negates Luck

04:20 Taking Action and Embracing Failure

05:01 Consistency and Finding What Works

06:24 Learning from Mistakes and Iterating

08:01 Volume Negates Skill

09:11 Comparisons and Excuses

11:12 Learning from Failures and Successes

13:05 Forgiving Mistakes and Moving Forward

14:06 Overcoming Excuses and Time Constraints

18:02 Adapting and Improvising

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7In this episode, host Jim Oliver talks with guests Corey Geary and Dane Bollwinkel about the revolutionary implications of cryptocurrency. As they explore the essence of crypto, the conversation unfolds into the importance of self-sovereignty, permissionless transactions, and the potential for financial freedom. The hosts share personal experiences, emphasizing the significance of being one's own bank and avoiding the pitfalls of centralized exchanges.

3 Key Takeaways:

Cryptocurrency's Philosophical Essence: Cryptocurrency, at its core, embodies a philosophy of self-sovereignty and permissionless transactions, aiming to liberate individuals from traditional financial constraints.
Risk Awareness in Decentralization: The hosts stress the importance of self-custody, particularly given recent incidents like FTX. Corey and Dane urge listeners to secure their assets in personal wallets to mitigate potential vulnerabilities.
Breaking Free from Financial Norms: By recognizing the limitations of the existing monetary paradigm and strategically approaching investments, listeners can pave the way for a more financially liberated future.

As we conclude our exploration of cryptocurrency, remember that in this rapidly evolving landscape, knowledge is your greatest asset. Seize the opportunities, mitigate the risks, and join us in shaping the future of decentralized finance.

Question: What steps are you taking to ensure your financial sovereignty and security in the world of cryptocurrency?

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In this episode, our host Jim Oliver talks with guest Chris Larsen, founder of Next-Level Income, shares insights from his journey, emphasizing the importance of taking action and pursuing financial independence.

3 Key Takeaways:

Building Passive Income Streams: Larsen discusses his transition from a successful career in the medical device field to real estate investing. Fueled by a desire for freedom, he strategically built passive income streams through real estate syndications.
Operational Real Estate: Addressing the impact of interest rates, Larsen explores real estate sectors resilient to market fluctuations. He advocates for operational real estate, such as mobile home parks and senior housing, highlighting their ability to generate consistent cash flow and withstand changing interest rate environments.
Cycling Analogies: Drawing parallels between cycling and investing, the conversation weaves through the discipline, planning, and adaptability required for success in both arenas.

Remember, successful investing requires a combination of informed decision-making, demographic analysis, and a flexible strategy. Whether you're exploring multifamily real estate or considering opportunities in senior affordable housing, the key is to understand the trends, anticipate market movements, and position yourself for success.

Question: Are there specific real estate strategies you're excited to explore or questions you'd like us to address in future episodes? Drop your thoughts in the comments, and let's continue this conversation together!

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In this episode, Jim engages in a conversation with Anthony Thompson, a coach and influential figure in Jim's morning devotional group. Anthony shares his life journey, starting from a challenging upbringing in South Chicago to finding his way through being a celebrity PR professional in LA and eventually rediscovering faith. He emphasizes the importance of aligning decisions with one's beliefs and preparing for the future.

3 Key Takeaways:

Devotionals and Impact: Learn about the impact of Anthony's morning devotionals. His unique approach connects principles from secular books, like "Seven Habits of Highly Effective People," as well as biblical teachings making it relatable and impactful for everyone.
Coaching and Distractions: Anthony delves into his coaching approach, emphasizing the importance of identifying distractions that hinder personal or professional growth. He uses the analogy of a basketball player's "spots" to illustrate how the devil attacks individuals in their areas of greatest value.
Business Lessons and Humility: Anthony shares a business failure in Australia, highlighting the importance of humility and seeking wise counsel. He encourages leaders to recognize when to prioritize revenue generation before revisiting other aspects of their goals.

This episode provides valuable insights into overcoming challenges, finding authenticity, developing confidence, navigating distractions, learning from failures, and the importance of humility in leadership and personal development.

Question: What areas in your life or business do you find yourself facing distractions, and how can you refocus on your strengths to overcome them?

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In this conversation, Jim Oliver interviews Jeff Lerner, an entrepreneur and founder of Entree Institute. Jeff shares his journey from being a jazz musician to becoming a successful entrepreneur. He emphasizes the importance of entrepreneurship as a path to financial freedom and challenges the traditional notion of working a job for 40 years and retiring with a nest egg.

Jeff addresses the barriers people face when considering entrepreneurship, such as money, time, ability, and the opinions of others. He encourages individuals to overcome these obstacles and pursue entrepreneurship as a means to create the life they desire.

3 Key Takeaways:

Embracing Entrepreneurship: Jeff advocates for entrepreneurship as a path to financial freedom and fulfillment, emphasizing the requisite skills and mindset for success.
Navigating Challenges: Jim and Jeff address common obstacles to entrepreneurship, underscoring the need for a strong "why" to overcome financial constraints, self-doubt, and fear of judgment.
Taking Action: Both stress the significance of commitment and action in achieving goals, urging individuals to step out of comfort zones and invest in personal growth.

Whether you're facing financial constraints, doubts, or fears of judgment, know that a strong 'why' can propel you forward. By stepping out of your comfort zone and investing in your personal growth, you'll pave the way for a fulfilling and prosperous entrepreneurial journey.

Chapters:

00:00 - Introduction and Background

02:12 - Early Life and Pursuit of Music

06:18 -Transition to Entrepreneurship

09:13 - The Importance of Entrepreneurship

19:44 -Barriers to Entrepreneurship

25:27 - Belief in Personal Potential

30:10 - The Flawed System and the Need for Entrepreneurship

34:47 - How to Find Jeff Lerner

38:19 -The Importance of Financial Freedom

41:56 -The Goal of Freedom

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In this episode, Jim and Nick delve into their own experiences of learning and education, drawing parallels between traditional schooling and the self-driven learning required for financial success. They explore the concept of having a compelling "why" in learning and emphasize the value of understanding the purpose behind acquiring knowledge.

3 Key Takeaways:

Importance of Knowing "Why": The hosts stress the significance of understanding the purpose behind learning. They share insights into their own learning journeys, highligting the difference between rote learning and true understanding.
Engagement in Learning: Drawing from personal experiences, Jim and Nick discuss how traditional education often lacks engagement and the importance of tying learning to real-world applications.
Future of the CreateTailwind Community: Jim and Nick discuss the plans to provide diverse learning opportunities, bringing in experts to offer courses on various subjects, and catering to members at different stages of their financial journey.

The CreateTailwind Community is designed to be your guide on the path to financial mastery.

Visit community.createtailwind.com to access the community, engage in valuable discussions, and explore a wealth of knowledge from experts in various fields.

Question: What's one financial goal you're committed to achieving this year, and what steps are you taking to make it happen?

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In this episode of Breakaway Wealth, host Jim Oliver engages in a conversation with Ben Reinberg, founder of Alliance Consolidated Group of Companies. Reinberg shares insights into his three-decade journey in commercial real estate, highlighting the launch of the Alliance Medical Property Fund.

3 Key Takeaways:

Commercial Real Estate Marathon: Reinberg emphasizes that commercial real estate is a marathon, not a sprint. He stresses the importance of experience, transparency, and the ability to hold properties through market fluctuations.
Investing in Medical Properties: The discussion delves into the resilience of medical properties as an asset class. Reinberg points out that the human body's perpetual need for healthcare ensures consistent rent payments, making medical real estate a reliable investment.
Conservative Investing: As the conversation touches on potential economic challenges, Reinberg advises listeners to adopt a conservative approach.

The conversation with Ben Reinberg leaves us with insights from a three-decade journey tied to the principles of experience, transparency, and the steadfast ability to weather the storms of the market.

Remember, wealth creation is a journey, not a destination. Stay tuned for more episodes packed with valuable insights to help you break away towards financial success.

Question: What aspect of commercial real estate investment intrigues you the most, and how do you navigate challenges in your own investment journey?

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In this episode, Jim Oliver sits down with the remarkable King Khang, who shares an extraordinary journey from living in a mud hut in Vietnam to achieving a monthly income of $350,000. The conversation dives into Khang's unconventional path to success and how he broke away from conventional norms to create his own wealth.

3 Key Takeaways:

The Immigrant Advantage: Khang's journey echoes the relentless work ethic of immigrants, transforming challenges into opportunities. Witnessing struggles back home, he hustled his way to success, breaking norms and shaping his American dream.
From Dropout to Real Estate Maven: Khang's bold departure from high school paved an unconventional path. Rejecting traditional education, he plunged into real estate, crafting his success story. Discover how this dropout defied expectations and found riches beyond the classroom.
Wholesaling Wisdom: Khang's pivot from fix-and-flip to wholesaling became a pivotal moment. Unveil the secrets of finding distressed properties, mastering negotiations, and the game-changing move that pocketed him $28,000 in just 15 days. It's the playbook for real estate triumphs!

Whether you're navigating the world of real estate or charting your own unexplored territory, let Khang's story be a point of inspiration. Embrace the challenges, shatter expectations, and craft your narrative—one that echoes with the echoes of triumph against the odds.

Question: What unconventional step or mindset shift are you inspired to take in your own life or career?

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In this Breakaway Wealth podcast episode, Jim sits with Alex Ottewell, founder of One World Petroleum, delving into Ottewell's journey from the real estate industry to oil and gas. Born in England, Ottewell moved to the US at nine, entered real estate at 19, and later transitioned to the oil and gas industry.

3 Key Takeaways:

Real Estate Ventures: Alex emphasizes the significance of timing and building relationships with banks and certificate holders during the real estate crisis.
Opportunities for Investors: Alex outlines two primary ways for investors to participate: Debt model which involves lending to the projects, providing a fixed return with minimal involvement in the operational aspects; and Direct ownership which offers higher returns but involves participating in profits and potential losses, requiring a higher level of engagement.
Tax Benefits in Oil and Gas: Ownership in oil and gas ventures can provide tax breaks, with a focus on proven, developed, producing assets offering an 18% annual tax credit. Alex discusses significant tax benefits, including up to 90% tax credits for certain activities such as workovers and drilling.

Remember, success leaves clues, and today, Alex shared valuable insights from his journey, as he broke away from the herd and found opportunities in a unique space.

Whether you're considering debt models, direct interest partnerships, or exploring tax-efficient investment avenues, Alex's experiences offer a wealth of information.

Question: What aspect of the oil and gas industry intrigues you the most, and how do you think it could play a role in your investment portfolio?

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In this episode, Jim Oliver talks with Chris Younger, the CEO and co-founder of a financial services firm in Denver. Together, they explore the intricacies of wealth generation, success, and investment.

From the scenic landscapes of Colorado to the complexities of selling a business, this episode offers knowledge for our business-minded audience.

3 Key Takeaways:

Strategic Wealth Generation: Chris Younger emphasizes the importance of strategic planning for business owners, encouraging them to consider their exit strategy years in advance, which can optimize the value of the business.
Navigating the Investment Landscape: The conversation delves into the evolving investment landscape, discussing current market trends for private equity firms, strategic buyers, and alternative financing options.
Family Office Wisdom: Chris shares the concept of a family office and its pivotal role in managing wealth. The focus extends beyond mere investment management, emphasizing tax planning, risk analysis, and the long-term protection of generational wealth.

This episode promises a deep dive into the world of wealth creation, offering practical advice and strategic insights for business owners and investors alike.

Tune in and elevate your understanding of success and financial well-being!

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In this episode of Breakaway Wealth, host Jim Oliver engages in a captivating conversation with real estate expert Pace Morby. The episode delves into Pace's journey from a blue-collar background to building an impressive real estate portfolio of 2000 doors, valued in the hundreds of millions. Pace shares pivotal moments, like his transition from a contractor to a real estate entrepreneur, crediting his success to the mentorship of Bethany.

3 Key Takeaways:

Learning from Mentors: Pace emphasizes the importance of seeking mentorship to accelerate one's learning curve. He shares experiences of learning framing from a skilled individual, later applying the same principle when venturing into real estate, guided by Bethany's expertise.
Collaboration Over Competition: They emphasize the importance of collaboration and sharing knowledge rather than hoarding information. The idea of the "helper's high" suggests that the emotional rewards of assisting others can be just as fulfilling as financial gains.
Subject To Strategy: Pace explains Subject To Strategy, a method of acquiring properties without using cash, credit, or credentials. It involves taking over payments on properties from motivated sellers, creating opportunities for profit without traditional financing methods.

Remember, the key to success in wealth generation, success, and investment often lies in a combination of strategic thinking, collaboration, and innovative approaches to financing. By adopting such strategies, listeners can gain valuable insights for their wealth-building journey.

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In this episode, Jim Oliver and co-host Nick Kosko build off of episode 271 where they identified the problems of the current banking system, and now explore traditional solutions that fall short and introduce a reverse funnel approach.

Three Key Takeaways:

The Reverse Funnel Concept: Jim and Nick introduce the concept of a reverse funnel, emphasizing the need to start building assets early on. Unlike the traditional approach of accumulating wealth and then drawing it down in retirement, the reverse funnel involves continuously building assets that generate cash flow
Choosing Assets Over Instruments: The discussion shifts to the importance of choosing assets over financial instruments, with an emphasis on real estate, businesses, and other income-generating opportunities.
The Role of Dividend-Paying Mutual Life Insurance Companies: They discuss the unique privileges dividend-paying mutual life insurance companies offer.

Listen to the full episode as Jim and Nick provide a roadmap for the audience to shift from a fear-based, scarcity mindset to a proactive approach focused on building assets and achieving financial independence.

Question: What unconventional financial strategies or mindset shifts have you embraced on your journey to financial freedom, and how have they transformed your approach to wealth building?

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In this episode, Kyle Bourne discusses his journey from Orlando to Louisville, the challenges of moving during COVID, and his unique approach to the senior housing industry. He shares insights into his company, Unbridled Living, which targets the active adult sector for a distinct and innovative investment strategy. Three Key Takeaways:

An Innovative Approach to Senior Housing: Kyle's company, Unbridled Living, specializes in the active adult sector, providing a hybrid of multifamily living and independent living for individuals. The approach combines affordability and independence for those not ready for full care services.
Solving Affordability: Bourne elaborates on the lucrative investment potential in transforming distressed senior housing into vibrant active adult communities. This approach highlights a unique strategy that benefits both investors and the senior population
The Pillars of Success: The discussion emphasizes the importance of foundational values such as integrity, perseverance, and servant leadership in the realm of business and investments.

"As Nelson Nash said, 'You have to build long-term. Everything in my life that people have chased short term has never worked out well for them.'" - Kyle Bourne

Question: What aspect of the active adult sector in senior housing resonates with you the most? Is it the affordability, the focus on independence, or the long-term investment strategy?

Connect with Kyle Bourne: Linkedin: www.linkedin.com/in/rkylebourne

Website: www.unbridledliv.com

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In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes.

Three Key Takeaways:

Purposeful Financial Planning: It’s critical to utilize financial planning that goes beyond managing assets and instead using a more holistic approach.
Tax Diversification: Be wary of the potential pitfalls of traditional retirement planning, particularly the assumption that tax rates will be the same or lower in the future.
Generational Shifts: With each new generation, we are seeing shifts in financial perspectives. Learn how Gen Xers differ from Gen Z, and what those of us who are older can learn from the newer generation.

The conversation also delves into the evolution of employer-sponsored plans, with Eric challenging the conventional 401(k) approach.

Remember, Breakaway Wealth is here to guide you towards financial empowerment and success. Question: Have you ever reevaluated your approach to retirement planning in light of changing financial landscapes and tax considerations? Share your thoughts on embracing financial freedom and any strategies you've explored to navigate the evolving landscape of wealth generation.

Connect with Eric Brotman: Website: www.brotmanmedia.com / www.brotmanconsultinggroup.com

Linkedin: https://www.linkedin.com/company/bfgfa/

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In this Breakaway Wealth podcast episode, hosts Jim Oliver and Nick Kosko dive into the core principles of Infinite Banking Concept (IBC). They start by addressing common misconceptions about IBC, emphasizing the importance of simplicity in understanding financial concepts, and pepper the conversation with references to financial thought leaders and real-life examples. Three Key Takeaways:

Misconceptions about Infinite Banking and Wealth Strategies: Jim and Nick examine the pitfalls of widely accepted advice from financial experts like Dave Ramsey and Susie Orman, underscoring the importance of understanding the true cost of cash and the impact of financial decisions on wealth accumulation.
Control and Simplicity: Jim and Nick stress the significance of control in financial matters. They argue that individuals need to simplify financial strategies, combat misinformation, and regain control over their wealth.
Understanding the Mechanics of Financial Systems: Jim and Nick discuss how the financial system operates, particularly the roles of depositor, borrower, and bank owner.

Remember, you can't win the financial Monopoly with your money sitting on the side of the board. It's about putting your money in motion, and with Infinite Banking, you become the conductor of your financial symphony.

Until next time, keep building your wealth, one smart decision at a time.

Question: What financial strategies or insights have resonated with you the most, and how do you plan to incorporate them into your wealth-building journey?

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In this episode, Jim Oliver talks with Troy Eckard, a seasoned expert in the investment world. He takes us on a journey through his 38-year career, sharing valuable insights into the oil and gas and mineral rights space, peppering us with great insights and advice from an insider point of view. Three Key Takeaways:

Mineral Rights as Passive Income Source: Troy breaks down the benefits of direct ownership in wells, pipelines, and mineral rights.
The Who Factor: There are significant pitfalls of the oil and gas industry and Troy highlights the significance of carefully choosing investment partners and resources, particularly in this space.
Mineral Rights and Wealth Generation: Troy provides insights into the world of mineral rights as a wealth generation strategy.

Remember, successful investing requires education, patience, and aligning with the right experts. As you navigate the complexities of wealth generation, keep the long-term vision in mind and consider the principles outlined in "Good to Great" to guide your journey.

Question: What's your go-to book or resource that has significantly influenced your investment philosophy, and how has it shaped your financial decisions?

Connect with Troy:

Website: www.EckardEnterprises.com

Facebook: www.facebook.com/eckardenterprises

Linkedin: www.linkedin.com/company/eckard-enterprises

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Welcome to another episode of Breakaway wealth! Today, Jim has a special guest, DJ Van Keuren, who has significant experience working with ultra-wealthy individuals. In this episode, we explore how the ultra-wealthy think about money and what they do with their wealth. Three Key Takeaways:

The Importance of Real Estate: DJ emphasizes the significance of real estate as a wealth-building asset. It's a timeless strategy that has created millionaires and billionaires for generations.
Education is Key: Families with substantial wealth often struggle to navigate the complex world of investments. Educating oneself and future generations is crucial to making good decisions and preserving wealth over time.
Bet on Yourself: DJ shares a valuable lesson learned from working with ultra-wealthy individuals. They surround themselves with smart advisors, but at the end of the day, they bet on themselves and take responsibility for financial decisions and outcomes.

Remember, it's not just about making money; it's about preserving and growing it for future generations.

Start with educating yourself and consider real estate as a solid investment choice. And as always, the journey to wealth begins with the decision to take control of your financial future.

Question: Can you share a moment when you had to 'bet on yourself' and what you learned from that experience regarding wealth and risk management? Share your insights and experiences with us!

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Today, Jim sits with Charles Carillo who’s born into a real estate investing family, learning the ropes from his father, who has been a multifamily investor since 1984. Charles started his own real estate journey in 2006 with a house hack, buying a three-family property that helped cover most of his mortgage. He continued to invest in residential properties, gradually transitioning to commercial real estate in 2009 with a small five-unit property. Since 2012, Charles has been focusing on larger apartment buildings and has been involved with syndication since 2018. Three Key Takeaways:

Diversification and Wealth Preservation: Charles emphasizes the importance of diversifying investments to protect your wealth from the erosive effects of inflation. Real estate is a tangible asset that can provide stability and long-term growth.
Long-Term Vision: Both Jim and Charles stress the significance of adopting a long-term perspective in real estate investing. Success in real estate often requires patience and the ability to weather market fluctuations.
The 80-20 Principle: Charles highlights the value of the 80-20 principle, where 20% of your efforts yield 80% of the results. Focusing on the most impactful aspects of your real estate investments can lead to greater success.

Remember, success in real estate and wealth generation often comes from a combination of education, strategic thinking, and a long-term perspective. Don't shy away from seizing opportunities, even in uncertain times, and focus on the fundamentals of your investments.

Question: Have you ever applied the 80-20 principle to your real estate investments, and if so, what were the most significant results you achieved?

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In this episode of Breakaway Wealth, Jim Oliver sits down with Kristian Marquez, the founder and CEO of FinStrat Management. Kristian shares his journey and insights into wealth generation and success. They discuss the importance of starting a business, even at a young age, and the value of aligning your thoughts, actions, habits, and character with your desired destiny.

Three Key Takeaways:

Start with Services That Generate Cash Flow: Kristian highlights the value of beginning a business in an industry that generates cash quickly, such as professional services like accounting and finance, construction, or landscaping.
Value Active Listening: Active listening and understanding the perspectives of others are vital capabilities that build strong relationships.
Legacy Through Relationships: Kristian's life is organized around three core aspects: God, family, and relationships. He emphasizes that legacy is synonymous with the quality of relationships we nurture throughout our lives.

Remember, your thoughts determine your destiny, and by focusing on building meaningful relationships and continually learning, you can achieve your financial goals.

——————

To connect with Kristian:

www.finstratmgmt.com

Question: Now that we've heard Kristian Marquez's journey and insights on breaking away from the herd and achieving success, we'd like to know: What's the most valuable lesson you've learned from taking a risk or starting your own business?

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In this episode, host Jim Oliver sits down with Whitney Elkins-Hutten, Director of Investor Education at PassiveInvesting.com, to discuss wealth generation through investments in various real estate assets. Whitney shares her insights on a unique investment niche - express car washes - as well as the importance of matching investments to one's goals and personality. 3 Key Takeaways:

Express Car Washes: These can generate substantial cash flow with minimal overhead costs. The subscription model, with customers washing their cars an average of 1.8 times monthly, presents a lucrative opportunity for investors.
Partnering for Success: It is critical to choose a qualified investment partner, especially for those utilizing infinite banking strategies, in order to safeguard your capital and get solid returns.
The Power of Monthly Memberships: Transitioning customers from single-pay transactions to monthly subscriptions is a game changer. This approach can substantially boost cash flow and enhance long-term profitability.

Tune in to learn about Jim and Whitney's insights and expertise in passive investing, how it makes a valuable resource for those looking to break away from traditional investment strategies, and explore new opportunities. Question: What's your most unique or unconventional investment idea or strategy that you've considered trying after hearing about express car washes and infinite banking strategies in this episode?

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In this episode of Breakaway Wealth, Jim Oliver and cohost Nick Kosko discuss the release of Jim's book, "Make Bank Without the Bank." Jim shares his personal journey and the motivation behind writing this book, emphasizing the importance of achieving financial independence and taking control of your financial life.

3 Key Takeaways

Seeking Resistance: Key to success is embracing resistance and challenges in life. Jim shares personal experiences, from street fights as a kid to facing adversity in his career, explaining that overcoming resistance is essential for personal growth and success.
The Power of Freedom: Both Jim and Nick stress the desire for freedom that most people share. They discuss the impact of financial noise and distractions in today's world and how their approach, as detailed in the book, offers an alternative path to financial freedom.
Turning off the Noise: Jim and Nick advocate for the importance of turning off the financial noise and focusing on specific goals. They encourage listeners to ask questions, seek clarity, and engage in meaningful dialogues to gain a deeper understanding of financial concepts and strategies.

Don't hesitate to reach out with any questions or join the community for further discussions. And, as Jim often says, "You're thinking too small. Whatever you're thinking, it's too small."

Questions: In a world filled with financial noise and distractions, how do you personally stay focused on your financial goals and turn off the noise?

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In this episode of Breakaway Wealth, host Jim Oliver engages in a thoughtful conversation with guest Rick Yvanovich, who is a master-qualified business coach, author and financial expert. Together, they dig into ideas around finding your direction and making conscious choices, which isn’t always easy in this noisy world.

Tune in to hear how they break it down! 3 Key Takeaways:

Become the Architect of Your Life: You are your brand, and every decision that you make crafts your unique story. Start making choices that construct the life you want to build.
Get a Map: If you are here, and you want to get there. Are you willing to do what it takes to get there or are you waiting for someone else to get you there?
Find Clarity in the Chaos: A lot is happening in the world. It’s easy to get lost in confusion and chaos, even feel stuck. Find a coach that can help you clear the clutter and chart your course.

Tune in to this episode of Breakaway Wealth to gain practical insights from Rick Yvanovich. You’ll benefit from his careful wisdom and unique way of understanding the world.

Question: What small, positive change or discipline can you commit to today that, if consistently practiced over time, could lead to significant improvement in your life or work?

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Jim Oliver and guest Steve Richards delve into wealth generation strategies, emphasizing the importance of a disciplined approach to investments.

3 Key Takeaways:

Strategic Patience: Steve Richards stresses the value of long-term, patient investing, highlighting the compounding effect as a key driver of wealth creation.
Diversification Done Right: The episode explores the art of diversification, providing insights into how to effectively spread risk across different asset classes.
Embracing Uncertainty: Jim and Steve discuss the significance of embracing uncertainty in the world of investments and how adapting to change can lead to success in wealth generation.

Tune in to this insightful conversation and gain valuable knowledge to propel your wealth-building endeavors. Listen to the full episode now on Breakaway Wealth! Question: What's one wealth-building principle from this episode with Steve Richards that you're excited to implement in your financial strategy, and why do you think it'll make a significant impact on your journey to financial success?

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In this episode of Breakaway Wealth, our host Jim Oliver talks with Rob and Nicole Fuller about their decades of experience in finance, insights on investment strategies, and financial wisdom that have propelled them to extraordinary success.

3 Key Takeaways:

Overcoming Financial Hurdles: Rob and Nicole tell us about their financial challenges and how they transformed the setbacks into stepping stones.
The Power of Strategic Investing: We learn the strategies that enabled the Fullers to multiply their wealth over the years.
Building a Legacy: Rob and Nicole let us in on how they are ensuring their wealth lasts for generations.

Tune in to this episode of Breakaway Wealth for an enriching discussion that goes beyond the numbers and unveils the holistic approach to wealth creation and financial success. Question: What is holding you back from digging into your own strategies and making bold moves? Share your thoughts on what true success means to you in the comments below!

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In this episode of Breakaway Wealth we dive in with stock market expert, Chris Vermeulen. You might be thinking, but I thought Infinite Banking doesn’t promote letting money sit in an investment account and just let it grow? Listen in. He reveals his secrets to building and growing a portfolio with a different investment mindset, which veers away from common thinking and will leave you inspired and ready to take action.

3 Key Takeaways:

Technical Analysis for Investment Success: Learn about Chris’ unique re-vesting/investing strategy and how he uses technical analysis to leverage market trends and patterns to build an investment portfolio.

Saving vs. Passive Income: Jim and Chris discuss the importance of creating passive income (and ways to do it) instead of putting money into saving and hoping for the best.

Alternative Investments Unveiled: Chris introduces unconventional yet promising avenues for wealth generation.

Tune in to this episode of Breakaway Wealth to learn about a new way of thinking and unlock the strategies needed to pave your way to financial success.

Question: Jim and Chris emphasize the importance of creating passive income instead of relying solely on saving. What steps can you take right now to start generating passive income and diversify your financial sources?

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In this episode, your host, Jim Oliver, is joined by co-host Nick Kosko. With their usual banter and insight, they dive deep into a thought-provoking discussion about the importance of forward thinking, financial freedom, and the role of a competent guide on your journey to success and wealth generation.

3 Key Takeaways:

Look Forward, Not Back: Jim and Nick break down the habit of looking backward at past mistakes vs. looking forward toward what you’re going for.
Seek Authorities: Just as you would trust a skilled surgeon for brain surgery or an experienced pilot for a flight, Jim and Nick stress the importance of seeking authorities and experts in the field of financial planning and wealth generation.
Wealth is About Time Freedom: Wealth isn't just about money; it's about time freedom. Money provides choices, and choices lead to freedom.

Jim and Nick remind listeners that financial success is within reach, provided you have the right vision, guidance, and determination to keep moving forward. Don't let fear or distractions hold you back; take that first step toward your financial goals today.

Question: Have you caught yourself looking backward and getting stuck in lamenting past mistakes or downturns in the market?

What steps can you take today to shift your focus towards the future, seek authoritative guidance, and ultimately achieve the time freedom that true wealth provides?

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Welcome back to Breakaway Wealth!

Joining us this week is Brittney Fairweather, a courageous and brilliant woman who made the transition from theater to finance. Together, we dive into the world of finance and wealth generation while exploring the intricacies of real estate investing and strategic partnerships.

Brittney's journey is a lesson in embracing change, and she shares invaluable insights for those aiming to leverage their assets wisely.

3 Key Takeaways:

Diverse Backgrounds Fuel Success: Brittney's journey from theater to finance underscores the importance of varied experiences. Sometimes, the most unexpected shifts can lead to remarkable success.
Persistence as the Ultimate Catalyst: Brittney overcame challenges to make it to thriving. In the world of investment, it's not just knowledge that counts; it's the unrelenting commitment to your goals that sets you apart.
Storytelling: A Catalyst for Impact: Jim and Brittney discuss the power of telling your story. Whether in theater or finance, sharing your journey is a powerful way to connect, inspire and take bold action toward what matter to you.

Listen to the full episode to delve into the dynamic world of strategic real estate investing, partnerships, and financial empowerment. Tune in to gain actionable insights that can transform your approach to wealth generation and investment success.

Question:

Brittney's transition from theater to finance highlights the power of embracing change. Reflect on areas in your life where you might be resisting change due to familiarity. How could opening up to new possibilities lead to greater success and fulfillment?

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In this episode of Breakaway Wealth our host Jim Oliver talks with guest Jim Shiels, a seasoned expert in strategic real estate investing. Together, they discuss how Jim Shiels created a thriving portfolio and built cashflow in a remarkably short period of time.

From debunking traditional money wisdom to unveiling the power of strategic niche focus, this episode unveils the secrets to success in real estate investing and financial freedom.

3 Key Takeaways:

Strategic Niche Focus: Jim Shiels emphasizes the significance of carving out a unique expertise and honing it to perfection. By finding a specific niche within real estate, like building rental properties, you can set yourself apart and gain traction faster.
Invest in What You Know: Both Jims agree on the importance of investing in what you understand already to minimize risks and enhance returns.. Jim Shiels' journey started with fixer-uppers and evolved into strategic build-to-rent properties.
Financial Intelligence & Autonomy: Jim and Jim discuss the vital role financial education, relationship skills, and personal development play in your success.

Listen to the full episode to gain invaluable insights into strategic real estate investing and the path to creating lasting wealth.

Question: What is your unique expertise and investment niche? Can you see how this understanding influenced your financial path?

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It’s all about leveraging our scars, refusing to take no for an answer, and taking opportunity where you can find it with Ryan Zofay.

In this episode of Breakaway Wealth, host Jim Oliver sits down with guest Ryan Zofray, a renowned expert in wealth generation and success through smart investments. Ryan shares his story about the setbacks he experienced in early life and how he overcame them to build the success he is known for. Along the way, he shares insights and wisdom from his journey that will directly benefit you.

3 Key Takeaways:

The Power of Diversification: Learn how to balance various assets to secure your financial foundation and set yourself up for success.
The Art of Long-Term Vision: How to adopt a long-term investment mindset, understand market trends, and make informed decisions that yield substantial growth.
Harnessing Opportunities Amidst Challenges: Explore how to identify lucrative investment opportunities even during uncertain times.

Whether you're an experienced investor or just beginning your wealth-building journey, this episode offers a wealth of practical advice and expert insights to help you achieve breakaway wealth and financial prosperity.

Question: Whether you're a seasoned investor or just starting, which of Ryan’s strategies will you adopt to secure your financial future and pave the way to prosperity?

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In this power-packed episode of Breakaway Wealth, our host Jim Oliver sits down with the acclaimed investment guru, Dave Codrea, to unlock the secrets of building lasting wealth and achieving true financial success. Get ready to gain invaluable insights from these two seasoned experts as they delve into the world of wealth generation and investment strategies.

Key Takeaways:

Discover the fundamental principles of cultivating a wealth mindset. Dave shares his transformative journey and reveals how adopting the right mindset is the cornerstone of achieving long-term financial prosperity.
Learn the art of making smart investment decisions from the best in the business. Jim and Dave break down complex investment concepts into practical, actionable steps that any professional can implement to maximize their returns.
Uncover the secrets of identifying lucrative opportunities and managing risks in the ever-changing landscape of investments. Find out how to strike the perfect balance between risk and reward to secure your financial future.
Dave shares his time-tested strategies for generating passive income streams that work for you even while you sleep. Discover how to create a diversified portfolio that paves the way for a life of financial freedom.
Jim and Dave reveal the roadmap to long-term wealth creation and financial independence. Get actionable tips on how to stay ahead of the curve, adapt to market shifts, and ensure a prosperous future for yourself and your loved ones.

Tune in to this episode of Breakaway Wealth to unlock the secrets that successful professionals use to generate wealth, seize opportunities, and make the most of their hard-earned money.

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In this episode of Breakaway Wealth, your hosts Jim Oliver and Nick Kosko delve into the art of decision-making and risk-taking in the pursuit of success and wealth generation. Using the metaphor of navigating through traffic lights, they explore how to determine when to hit the gas, pump the brakes, or wait.

Jim and Nick also introduce and discuss the "R factor question" exercise - a MUST to clarify personal and professional aspirations, and know what to do when you hit a yellow light.

3 Key Takeaways:

Navigating Yellow Light Moments: Learn how to recognize the “yellow light” opportunities and decide whether to proceed, pause, or change course.
Take Action to Overcome Fear: It’s critical to watch, study and learn then…take action.
Defining Vision and Goals: Learn about the "R factor question" and how it has impacted Jim and Nick. A practical takeaway you can do for yourself!

Question for Community: How do you seamlessly navigate your life's traffic lights and accelerate your journey to wealth generation and success?

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Get ready for an eye-opening episode of "Breakaway Wealth" as our host Jim Oliver sits down with the renowned entrepreneur and investor, Dave Meltzer.

In this captivating conversation, they dive deep into the world of wealth generation, success, and investment strategies that give you tools to take charge of your financial destiny.This episode is a goldmine of wisdom, offering actionable insights that will empower you to create a prosperous future for yourself and your loved ones.

Key Takeaways:

The Mindset of Abundance: Dave shares what he does to shift perspective, open doors, and attract prosperity.
Turning Obstacles into Opportunities: Dave tells his personal story of hitting bottom, and how he rebounded with resilience and adaptability to turn obstacles into game-changing opportunities.
The Art of Strategic Decision-Making: Dave reveals the secrets to making well-informed and strategic decisions in the world of investments and business.
Building a Diversified Investment Portfolio: Dave shares his strategies for achieving a balanced and resilient portfolio.
Finding Purpose and Giving Back: Find inspiration in Dave's commitment to giving back and making a positive impact on the world.

Tune in to this enlightening episode of Breakaway Wealth and unlock the secrets to achieving true financial freedom. You don’t want to miss this one!

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In this episode of Breakaway Wealth, our host Jim sits down with renowned investment expert Todd Fleming to explore the secrets of wealth generation, success, and smart investments.

Whether you're a seasoned investor or just starting on your financial journey, this conversation is packed with valuable insights to help you make informed decisions and achieve financial freedom.

Key Takeaways:

The Role of Emotional Intelligence: Learn how to harness emotional intelligence to avoid impulsive actions and make rational choices that align with your long-term goals.
Identifying Lucrative Investment Opportunities: Todd shares his expert tips on identifying lucrative investment opportunities that others may overlook.
Building Multiple Streams of Income: Explore the concept of building multiple streams of income and how it can create a safety net while enhancing your overall financial stability.

Tune in to this engaging and informative episode to gain valuable insights from Todd Fleming's expertise and Jim Oliver's seasoned perspective on wealth generation and successful investment strategies.

Whether you're nearing retirement or in the prime of your career, this podcast equips you with the tools you need to make wise financial decisions and build a prosperous future.

Listen to the full episode here.

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In this episode of Breakaway Wealth, Jim sits down with renowned wealth coach Kim Daly to discuss strategies for unleashing your wealth potential. As a wildly successful entrepreneur, Kim shares her expert insights on how to overcome financial limitations and build a strong foundation for lasting wealth.

With a focus on actionable steps and practical advice, this conversation is a must-listen for anyone looking to take their financial success to new heights.

Key Takeaways:

Recognizing and embracing your wealth potential: Kim Daly emphasizes the importance of shifting your mindset and believing in your ability to create wealth.
Establishing a solid financial foundation: Kim discusses the significance of managing debt effectively, setting clear financial goals, and creating a budget aligned with your priorities.
Accelerating wealth creation through strategic investments: Kim explains how diversifying your investment portfolio and taking calculated risks can maximize your returns and create multiple streams of income.
Overcoming financial limitations: Kim shares practical strategies for overcoming common financial limitations like self-doubt, fear, and limiting beliefs.

Note: The above show notes are intended to provide a concise overview of the episode's content. For a more in-depth understanding, we recommend listening to the full episode of "Breakaway Wealth" with Jim Oliver and Kim Daly.

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In this episode of Breakaway Wealth, hosts Jim Oliver and Nick Kosko dive into the timeless wisdom found in Napoleon Hill's classic book, "Think and Grow Rich." They emphasize the importance of understanding the key principles discussed in the book and how they can positively impact your mindset and success.

Key Takeaways:

The Power of Thought: Being mindful of the thoughts you consume and guard your mind against negativity to shape your actions and outcomes.
Clear and Specific Goals: Having a clear vision and specific goals provides direction and enables effective progress measurement.
Persistence: Going and maintaining a consistent effort despite challenges and setbacks to achieve success.
Strong Desire: Knowing your "why" and having a strong desire to achieve goals helps you stay committed and overcome obstacles.
The Role of Imagination: Imagination plays a significant role in shaping your vision and goals, making it crucial for pursuing and achieving success.

Remember, these principles are not isolated steps to be followed linearly; they interconnect and support one another.

To learn more and diver in deeper, listen in to Jim and Nick as they discuss applying these key takeaways from "Think and Grow Rich".

This episode will help you cultivate a mindset and take actions that contribute to your wealth generation and overall success.

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In this episode, Jim is joined by the visionary CEO of Norhart, Mike Keading. Mike shares his experiences of taking over his father's business at a young age and facing numerous challenges along the way. From being shut down by city officials to dealing with project setbacks, Mike's story is a testament to the power of persistence, confidence, and embracing adversity. Tune in as they explore the valuable lessons learned on the path to success.

Key Takeaways:

The power of connection: the importance of building meaningful relationships and fostering connections in both personal and professional spheres.
Mike reflects on the challenging moments he faced while running his father's business after his sudden passing, realising that adversity can be a catalyst for personal growth and resilience.
The approach that has the potential to revolutionise the rental and homeownership landscape, making housing more affordable for everyone
Mike emphasises the significance of perseverance and taking step after step, even when immediate success may not be evident

Join Jim Oliver and Mike Keading in this engaging conversation as they explore the intersection of affordable housing, personal growth, and creating a positive impact on society.

Note: Mike suggests reading "No Rules Rules" by Reed Hastings, stressing the power of hiring the very best people to drive exponential growth. Jim expresses interest in the book and recommends "The Go-Giver" by Bob Berg as a must-read for its impactful insights on giving and success.

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In this episode of Breakaway Wealth, Jim engages in a conversation with Kimberly May, a life and wellness coach, licensed HeartMath provider, and functional nutritional counselor.

Kimberly shares her expertise in helping individuals take control of their health, well-being, and peace of mind. She emphasizes the power of the heart and its connection to the brain, highlighting the importance of managing stress and cultivating gratitude. Jim and Kimberly delve into the significance of thoughts, actions, and decision-making in shaping our lives. They also explore techniques like heart-focused breathing and Havening to promote calmness, centering, and clarity of mind.

Key Takeaways:

Learn about the concept of HeartMath and its scientific foundations, revealing the heart's influence on the brain and overall well-being.
Discover how connecting with the heart's intelligence allows for accessing an infinite field of ideas and solutions, as used by historical figures like Einstein, Tesla, and Thomas Edison.
Practicing gratitude and spending time in nature aids in re-centering and accessing inner guidance for making conscious choices.
Kimberly shares the Havening techniques, simple movements that calm the brain and help individuals respond to stressors with clarity and love.

Join Jim Oliver and Kimberly May in this enlightening episode as they explore the profound connection between the heart, mind, and overall well-being. Discover practical techniques to reduce stress, improve decision-making, and unlock your infinite potential.

Note: For more in-depth information on HeartMath, the heart-brain connection, and the Havening techniques, refer to heartmath.org and the book "Transforming Stress" by the HeartMath Institute, as recommended by Kimberly.

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In this episode, Jim Oliver and Karl Krauskopf delve into the multi-family sector, discussing Karl's unique approach to real estate investment. They explore the challenges and opportunities present in this market and share insights on landlord-tenant laws, credit scores, income-to-rent ratios, and more. Karl's passion for impact investing shines through as he aims to provide affordable housing while benefiting tenants, service providers, and investors. The episode emphasizes the concept of a "triple win," where all parties involved can thrive.

Key Takeaways:

Karl's hyper-focused approach unlocks hidden opportunities for those willing to think differently.
Understanding landlord-tenant laws, credit scores, and income-to-rent ratios is crucial for success in the multi-family market.
Karl's background in corporate strategy and business development in healthcare brings a unique perspective to real estate investment.
Impact investing plays a significant role in Karl's strategy, aiming to provide affordable, quality housing while benefiting all stakeholders.
The "triple win" concept focuses on tenants gaining affordable housing, service providers securing steady work, and investors achieving substantial returns within a five-year timeframe.

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In this episode, host Jim Oliver interviews guest expert Jerome Maldonado, a seasoned construction entrepreneur. Jerome shares his inspiring journey and highlights the importance of perseverance and adaptability in entrepreneurship. The conversation delves into Jerome's experience in the construction industry, his focus on affordable multifamily housing, and his unwavering determination to succeed.

Key Takeaways:

Affordable housing is inportant, especially in the current housing crisis, creating lucrative investment opportunities in the multifamily housing sector.
Jerome Maldonado's entrepreneurial journey spanning three decades showcases the value of perseverance and adaptability in overcoming setbacks and achieving success.
The transition from single-family residential and retail development to multifamily housing, with a focus on ground-up construction, presents a viable pathway forentrepreneurs interested in real estate investments.
Planning for worst-case scenarios and avoiding over-leveraging are essential strategies to mitigate risks in the real estate market, as discussed by Jim and Jerome.

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In this episode, host Jim Oliver sits down with real estate expert Paul Moore to delve into the sustainable and profitable opportunity of renewable energy.

If you're looking to educate yourself about real estate and real estate syndication, Paul is the go-to person. He shares his journey from selling his company to investing in real estate and eventually expanding into various asset types. Together, they discuss the advantages of working with syndicators and fund managers in the commercial real estate space.

Key Takeaways:

Focus on finding an expert in commercial real estate who has an inside track on acquisitions, distressed properties, operations, and portfolio management.
Syndicators and fund managers can provide access to asset classes that were once only available to wealthy insiders.
It's challenging for individuals to become experts in multiple asset classes while managing them profitably and maintaining diversification.
Collaborating with experts allows investors to leverage their knowledge and experience, avoiding costly mistakes.
The key to success is extreme focus on a specific asset class and outsourcing everything else.

Join Jim and Paul as they provide valuable insights into the renewable energy landscape and explore the benefits of working with experts in commercial real estate syndication. Remember, finding the right person to guide you through the investment process is crucial for sustainable and profitable growth.

So sit back, relax, and get ready to break away into the world of renewable energy opportunities!

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Our host Jim Oliver interviews Cole Sheppard, a partner in an asset management firm called Legacy Group. Cole shares his journey of breaking away from the traditional path and venturing into alternative investments, specifically focusing on the coffee industry in Colombia. He discusses his background in finance and entrepreneurship, as well as his decision to bet all of his savings on starting businesses in South America. The conversation highlights the importance of thinking outside the box, taking action, and pursuing opportunities beyond conventional investment strategies.

Key Points:

Discover how Cole broke away from the herd and the rat race to achieve financial success.
Cole shares his background and journey, from working in financial services to becoming an entrepreneur in Colombia.
Explore the importance of finding unique investment opportunities and focusing on companies with the potential for exceptional returns.
Understand the factors that led Cole to choose Colombia as an investment destination, including FX arbitrage and untapped opportunities in real estate.
Learn about Cole's initial foray into real estate flips and commodity trading, particularly in fresh cut flowers.
Discover how Cole's project evolved from an asset management play to a major enterprise, attracting substantial capital and becoming the top player in the country.
Gain valuable insights into the importance of thinking outside the box, taking action, and pursuing entrepreneurship as a path to financial success, breaking away from conventional investment strategies like 401(k)s and Wall Street.

Connect with Cole Shephard

Website: www.legacy-group.co

LinkedIn: www.linkedin.com/company/legacygroup

LinkedIn: www.linkedin.com/in/cole-shephard-67b1a51a

Instagram: www.instagram.com/legacygroupinvestments

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: www.createtailwind.com

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the CreateTailwind Community: www.community.createtailwind.com

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In this episode of Breakaway Wealth, host Jim Oliver interviews Chris Prefontaine, a real estate expert and founder of a coaching program. Chris shares his journey in the real estate industry, from building homes to weathering the crash of 2008 and re-engineering his business. He emphasizes the importance of finding experienced mentors and coaches and discusses the rise of creative real estate in the current market. Chris also introduces the concept of the "three paydays" and how it can be a profitable business model.

Key Points:

Chris’ background in real estate: From building homes on creative terms to navigating the crash of 2008.
The significance of creative real estate in today's market, driven by interest rates and post-COVID circumstances.
Introduction to the "three paydays" concept: Getting paid upfront, receiving monthly income, and cashing out in the long term.
Overcoming obstacles and focusing on opportunities rather than challenges.
The concept of tragic optimism and finding optimism in every tragedy, as discussed in Victor Frankl's book "Man's Search for Meaning."

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In this episode of "Breakaway Wealth," host Jim Oliver is joined by Paul Fink, also known as the Maverick Millionaire. They discuss the importance of perseverance, emotional intelligence, and unconventional thinking in achieving success and building wealth. Paul shares his experiences as an entrepreneur and emphasizes the need to manage adversity and continue moving forward. They also touch upon the mindset of professionals versus amateurs and the value of learning from failures. Additionally, they explore the impact of parenting on developing an entrepreneurial mindset and the importance of teaching children critical thinking skills and a sense of exploration.

Key Points:

The importance of perseverance and learning from failures
Applying baseball analogies to entrepreneurship and investing
Emotional intelligence and managing adversity
The significance of being unconventional and rebellious
Seeking help and guidance in entrepreneurship
Parenting and instilling an entrepreneurial mindset in children
The benefits of teaching critical thinking and exploration
Overcoming financial challenges and making choices for the future
The rewards of putting in the tough work for a defined period
Building a foundation for long-term success and wealth creation

Connect with Paul Fink:

Website: www.themaverickuniverse.com

Socials: linktr.ee/Paulfinck

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: www.createtailwind.com

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the CreateTailwind Community: https://community.createtailwind.com/

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In this episode of Breakaway Wealth, Jim sits down with Matt Faircloth, a real estate investor who has been in the game since 2005. Matt shares his story of how broke away from the herd to start his successful real estate investment business, DeRosa Group, with his wife.

One of the key takeaways from this episode is the importance of discovering the unique talents within your spouse or business partner. We discuss what running a successful real estate investment business with close family members is like and how to utilize each other's unique skills to thrive.

Matt Faircloth has been a full-time investor since 2005. In that time, he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings. He is also the author of the Amazon best-seller, "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money."

His vast knowledge and experience make this episode a must-listen for anyone interested in real estate investment or business success.

Connect with Matt Faircloth:

Website: https://derosagroup.com/

LinkedIn: Matt Faircloth

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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Welcome to the latest episode of Breakaway Wealth. In this episode, Jim sits down with Julie Hruska, a high-performance coach who helps her clients reach their full potential and bridge the gap between where they are and where they want to be. Julie is a holistic life coach who takes a tailored approach to set each of her clients on the path to greatness.

Together, Jim and Julie discuss the power of finding clarity in your vision and creating an anchored plan to achieve your goals. They delve into the different strategies involved in holistic life coaching, such as using the habits of clarity, courage, energy, necessity, productivity and influence, and how these elements are interconnected.

Whether you're an entrepreneur, business owner, or simply looking to improve your overall mindset, this episode is packed with valuable insights.

Connect with Julie Hruska:

Julie can be contacted directly at Julie@powerfulleaders.com

Website: https://powerfulleaders.com

LinkedIn: Julie Hruska

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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This week Jim is joined by Brian Bogert, an acclaimed human behavior and performance coach who specializes in guiding individuals through emotional healing by building authentic relationships. Brian shares the keys to unlocking emotional healing through vulnerability and genuine connections. Experience the transformative power of authentic vulnerability and true connections

As a husband and father, Brian's personal experiences have shaped his passion for reducing suffering and unlocking the potential within each person he works with. Having survived a life-altering accident as a child, Brian learned the importance of embracing adversity and using it as a catalyst for growth. Known for his ability to perform "heart surgery without a blade," Brian's work centers on helping clients identify and remove emotional obstacles, allowing them to thrive in all aspects of their lives. Dedicated to impacting a billion lives, Brian's expertise in the power of human connection is truly transformative.

Connect with Brian Bogert:

Website: https://www.brianbogert.com

YouTube: The Brian Bogert Companies

Instagram: BogertBrian

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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Welcome to another episode of the Breakaway Wealth Podcast. In this episode, we are joined by Michael Morawski, a successful real estate investor and coach, who shares his journey of resilience and redemption in the world of real estate investing.

Mike's story is one of overcoming obstacles and learning from his mistakes. He has coached hundreds of real estate investors to help them achieve their financial dreams and live an extraordinary life. In this episode, Mike shares his insights on how to bounce back from failure, and how to turn mistakes into opportunities for growth.

We dive deep into the topics of resilience, redemption, and personal growth, and explore how these themes apply to growing a successful business. Mike also shares his pillars for successful real estate investing and goes over his underwriting process with us.

This episode has something for everyone. Join us as we learn from Mike's experience and discover how to make your future bigger than your past. Tune in now!

Connect with Michael Morawski:

Website: https://mycoreintentions.com

YouTube: Mike Morawski | My Core Intentions

Grab a free copy of Mike’s book Exit Plan at https://mycoreintentions.com/free/

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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We are excited to sit down with Mike Lennington, co-author of The 12 Week Year in this week’s episode. Mike Lennington is also an expert in the application of execution systems for individuals, teams, and entire organizations.

In this episode, Jim sits down with Mike to discuss the crucial role that persistence and a clear vision play in achieving success. Through this insightful conversation we explore the importance of doing the hard work and reframing that work within the context of your vision and values. We'll discuss how having a clear understanding of your goals and staying committed to them, even in the face of setbacks and obstacles, can help you push through difficult times and ultimately achieve success.

Michael lives in the Greater Louisville area with his wife Kristin, their three dogs, and a retired barn cat named Bean.

Connect with Michael Lennington:

Website: https://12weekyear.com

LinkedIn: Michael Lennington

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Connect with Jim Oliver:

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, Jim sits down with Andrea Liebross, author and certified business and life coach, to talk about how entrepreneurs can make the shift from action-taker to strategic planner.

Known for her expertise in helping high-achieving women entrepreneurs overcome overwhelm and achieve freedom, Andrea believes that success is a combination of two key ingredients: mindset and systems.

In this week’s episode, we delve deep into the strategies and techniques that can empower ambitious women (and all entrepreneurs) to think big and create their own secret sauce for success. We also touch on the value of having a coach or trusted advisor who can provide objective guidance, identify your blind spots and leverage your strengths.

Andrea Liebross is an author, certified business and life coach, and host

of the Time to Level Up podcast.

Connect with Andrea Liebross:

Website: https://www.andrealiebross.com/

Instagram: Andrea Liebross Coaching

LinkedIn: Andrea Liebross

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Connect with Jim Oliver:

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this week’s episode Jim Oliver interviews professional wrestler turned motivational speaker and coach, Jamin Olivencia. Jamin shares how his experiences as a youth and then again in the wrestling ring along with a strong mindset instilled by his mother helped him overcome adversity and how he works with others now to do the same.

Growing up Jamin was a special needs kid who believed in limitations but had a dream of being a professional wrestler. From a thin sliver of a dream, professional wrestling became his reality.

His 15+ years of professional wrestling gifted him with an intimacy with life. He learned to connect with the audience through unwavering self-belief. Now, no longer limited to the wrestling ring, every moment and person Jamin comes across is a sacred arena for transformation. He enables people to embrace their struggles in a meaningful way and to use their vulnerability as a powerful means of connection.

Connect with Jamin Olivencia:

Website: https://www.jaminolivencia.com/

Instagram: Jamin Olivencia

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Connect with Jim Oliver:

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this week’s episode Jim Oliver interviews successful entrepreneur and business coach, Paul Finck. During the show, Paul shares his background and experience as a coach and his coaching philosophy. The discussion then moves on to the importance of finding the right coach. Paul talks about the qualities one should look for in a coach and how to identify whether a coach is a good fit for them.

Overall, this episode provides valuable insights for entrepreneurs and investors looking for guidance on working with the right coach to help them achieve their business goals.

Paul Finck is The Maverick Millionaire®. Paul brings to the table a vast array of knowledge and skill sets from 36+ years of sales, marketing and entrepreneurial life experience. He has consulted in numerous industries, including the Medical, Dental, Financial, Retail, Informational Marketing, Direct Sales, Multi-Level Marketing and Speakers/Coaches/Trainers. He is a former mortgage broker, real estate agent and investor. Starting with a desire to be great, Paul learned from several of the biggest names out there and Dared to be Different – he dared to be a Maverick. His successes include moving multi-millions of dollars in Real Estate, and over $20 million in informational products. With his primary focus on multiple streams of income, he has built up several businesses in Informational Marketing, Network Marketing, Real Estate Investing and now speaks and coaches internationally, teaching others how they can create this success in their own lives while Doing It Different – The Maverick Way.

Connect with Paul Finck:

Website: https://www.themaverickuniverse.com/

Socials: Paul Finck

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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This week Jim sits down with Marie Mack of First Cup to Close to discuss all things business planning, organization and the relationship between a Visionary and Integrator.

Marie Mack is a Black Hawk pilot turned business owner. She is an online business strategist, customer journey expert, and business mentor for talented business owners, coaches, and consultants. After spending 6 years growing her marketing and online event management agency, she's learned exactly how stressful it can be to survive as an entrepreneur, working 12 hour days to keep the doors open. Over time, she's learned how to manage a rapidly growing business with a team of contractors, create six figure revenue streams, and homeschool two kiddos (11 years and 9 years), while scrapping the traditional model for agencies.

Connect with Marie Mack:

Facebook: First Cup to Close & Marie Mack

Website: https://www.firstcuptoclose.com

LinkedIn: Marie Mack

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this podcast episode, Jim is once again joined by Nick to discuss the recent collapse of some banks in the US and how the collapse has raised concerns about the stability of smaller banks and opens the question of how much control do you really have over your money.

They go on to discuss how the practice of IBC can protect you from the volatility of the stock market or the risks associated with individual banks.

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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This week Jim sits down with his friend and fellow southwest Florida resident, Joe Pavich, Jr to discuss Southwest Florida as a great place to live but to also invest in vacation rentals and real estate.

Joe Pavich, Jr. is a seasoned Southwest Florida industry expert that has built one of the most successful and recognized local real estate firms in Florida. Joe has earned numerous prestigious awards for his real estate business success and charitable work. He has been featured and recognized by local and national publications for his outstanding real estate achievements.

Resources Mentioned in this Episode:

Rich Dad, Poor Dad by Robert T. Kiyosaki

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Connect with Joe Pavich:

Facebook: Joe Pavich

Website: https://joepavichjr.com/

YouTube: Joe Pavich

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

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Jim and Nick start this week's episode with a story of young Judo player who on the outside looks to be the underdog but turns his weakness into his super power. How does this translate into the world of personal finance and being your own banker?

Listen in for their unique perspective.

Resources Mentioned in this Episode:

Can't Hurt Me: Master Your Mind and Defy the Odds (Clean Version) by David Goggins

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

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RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Can't Hurt Me: Master Your Mind and Defy the Odds - Clean Edition

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In this episode, Jim and Nick discuss the most powerful bank in the world and how you know if you have L.U.C.K. (Liquidity, Use, Control, Knowledge) when it comes to your finances. If you're interested in learning more about taking control of your finances, this is one of those foundational discussions you don't want to miss.

Resources Mentioned in this Episode:

It's Just Math - New Free Course Inside CreateTailwind Community

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

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RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, Jim speaks with entrepreneur and realtor, Mike Gandolfo about strategizing your potential by focusing on giving rather than getting and how to work in a framework of a 12 week year.

Resources Mentioned in this Episode:

The 12 Week Year

The Go Giver

Focus, Execute, Win

Connect with Mike Gandolfo:

LinkedIn: Mike Gandolfo

Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

The Go-Giver: A Little Story About a Powerful Business Idea

The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months

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Building wealth isn’t just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward – building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we’ll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.

What’s the point of wealth? Is it only to increase your bank account or is there more to it? There’s an old saying that money can’t buy happiness, but what about purpose and control? Can wealth provide you with a greater sense of purpose and control in life? Let's dive into the benefits of having purposeful wealth.

Wealth can provide you with financial freedom, but it also gives you control over your destiny. When you have control, you can make decisions that benefit not only yourself, but those around you. You have the power to choose how your hard-earned money is used; whether it’s investing in real estate, starting a business, donating to charity or helping others in need. Having control over your finances lets you live on your own terms and gives you peace of mind knowing that your future is secure.

In this episode, Jim and Nick have a friendly discussion on how having purposeful wealth allows you to live with meaning beyond just making money. It gives you the ability to use your money for things that truly matter — whether it’s providing for those in need or investing in something that could create jobs and stimulate economic growth. By using your wealth for something meaningful, you will be able to look back at the end of each day knowing that you made an impact on someone else’s life.

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2023 is off to a great start. Join Jim & Nick as they take some time to look back at 2022 as well as what 2023 has to come and tackle all things goal setting and productivity.

They offer realistic and attainable solutions to help listeners make the most of their future goals. From illuminating how to use the 12 Week Year to set achievable targets to establishing an optimistic yet realistic outlook when faced with opposition, these podcast personalities share productive systems tailored specifically for them and provide helpful insights on how you can achieve your 2023 objectives.

Listening in as Jim & Nick discuss their goals for this upcoming year encourages others to also reach for new heights. With a healthy growth mindset, taking a step back and looking at the past will give motivation for what's still to come in everything from planning breaks down into smaller actionable steps to celebrating both successes & losses. Tune in to hear Jim & Nick chat about goal setting and productivity so you can conquer 2023!

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Jim and Nick Kosko are back this week to showcase Tailwind Community, a free learning hub devoted to helping budding investors understand the ins-and-outs of IBC. From taking out insurance on a budget all the way through exploring courses catered toward IBC principles - no matter your question or degree of knowledge, they can help you confidently start down the road towards international investment success!

Jim shares how his experience and knowledge - specifically, understanding R. Nelson Nash's revolutionary banking concept from his book Becoming Your Own Banker - influenced why he created the courses inside the CreateTailwind community. With this powerful insight into financial freedom, Jim has created a brighter future for himself and his clients!

Jim and Nick are passionate about helping people transform their lives, so they've created an amazing community that offers educational resources to help people become financial masters of their own destiny. In this episode, hear why joining the movement is essential for personal financial success!

Resources Mentioned:

Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash

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Becoming Your Own Banker: Unlock the Infinite Banking Concept

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In this episode, you’ll discover the one resource you need to learn more about infinite banking and what you can do right now to start educating yourself on breaking away from the herd. Nelson Nash shares the one thing in his life that helped him break away from a herd mentality, and exactly what you need to do the same.

If want to learn more, the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=BeRWmomiYR4

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In this episode, you’ll discover how so many of us are educated to stay exactly where we are in our lives, but why this is actually a huge problem. Logan Rankin shares an analogy he learned from Jim about taking risks, and Jim and Logan discuss the importance of being willing to take risks in your life.

If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=RLa84R-3_WQ

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Connect with Jim Oliver:

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In this episode, you’ll discover why you have to know what the goal is when planning your future and financial freedom, and why that goal should not be what the government and the banks suggest. Nick Kosko shares why failure is not an option when it comes to your financial future, and the problem with people not having the self-confidence to bet on themselves.

If want to learn more, the best thing to do is to listen to the full episode here:https://youtu.be/fWcYbM0y9Cc

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In this episode, you’ll discover why anybody can do real estate if they are interested, passionate, and learn the right way. Dr. Vikram Raya shares where he is currently buying real estate and why, and how he helps investors get a 30-40% return on their real estate investments.

If want to learn more, the best thing to do is to listen to the full episode here:

https://www.youtube.com/watch?v=HqvJWJevops - Connect with Jim Oliver:

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In This Episode:

Are taxes going up or down? Are those dollars in your pocket worth more today or the future? Would you rather pay tax on the seed or the harvest? These are the three questions that Jim asks people all the time, and the answers come so easily. Taxes are going up, of course, our dollars will be worth less in the future, and you would rather pay tax on the seed. Yet a traditional 401(k) or IRA violates all of these answers, and people are still putting their money there. Why? Because people still don’t fully understand just how devastating inflation really is.

The only way to keep up with inflation is to have actual assets – not instruments in Wall Street eroding every day – but assets. After 21 years in banking, that’s exactly what this week’s guest learned. Fouad Bazzi realized he could step away from the corporate grind and that investing would be a better option, and as a result has been running a short-term rental business for the last year. He sold every stock he ever had and began investing in the rental sector, and his business is thriving. He joins Jim this week to share his journey into short-term rentals, what drove him to do this, and how he runs his business differently from the norm.

There is a reason that banks are the most profitable businesses in the world and it’s because they control your money. But there is something the banks don’t want you to know, and Fouad is sharing it with you this week. Jim and Fouad discuss the benefits of having assets, how Fouad broke away from the corporate sector, and the true power of real estate. Find out why people shouldn’t be putting their money in Wall Street, the reasons more people don’t invest in short-term rentals, and everything you need to consider if you are interested in breaking into the short-term rental space.

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Connect with Jim Oliver:**

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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Join the Community: https://community.createtailwind.com/

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Connect with Fouad Bazzi:

LinkedIn: https://www.linkedin.com/in/fouad-bazzi-4415973

Instagram: https://www.instagram.com/fouadbazzi_airbnb/

Linktree: https://linktr.ee/foubnb

Resources Mentioned:

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054
Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki: https://www.amazon.com/Second-Chance-Your-Money-World/dp/1612680461
Boys Adrift: The Five Factors Driving the Growing Epidemic of Unmotivated Boys and Underachieving Young Men by Leonard Sax: https://www.amazon.com/Boys-Adrift-Epidemic-Unmotivated-Underachieving/dp/0465072100

Second Chance: for Your Money, Your Life and Our World

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

Boys Adrift: The Five Factors Driving the Growing Epidemic of Unmotivated Boys and Underachieving Young Men

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Nelson Nash used to say the majority has never been right about anything, and that if you do common things you will get common results. We already know that infinite banking isn’t for everybody, as some people don’t want to break away from the herd. They’re happy with the status quo and doing what they’ve been told without question. But infinite banking is different from the mainstream, so people who do it have a different mindset. We ask questions like, why do we have to put money in stocks? Why do we need an IRA? What else can we do? What else is out there hiding that people don’t want us to find out about? How can we leverage it for our own good? The same can be said for functional medicine.

Functional medicine is all about the why. Why is someone sick? Why are they having the symptoms they’re having? What is the underlying cause of the issues this person is facing? It is about being proactive with your health and treating the underlying cause of the disease rather than waiting for it to happen and then treating it. It is about interrogating everything, seeking an alternative, non-traditional way of doing things, and questioning the status quo. And this week’s guest is here to share more about functional medicine, and how he helps his patients live longer, happier, and healthier lives.

This is a cool episode where Jim talks about different topics than usual because he’s welcoming functional medicine doctor Sajad Zalzala to the show. Sajad shares his journey to becoming a doctor, how he became disenfranchised with conventional medicine and how this led to him discovering his passion for functional medicine, and how he now helps people live longer, healthier lives by preventing the diseases of aging. Hear more about the non-profit he runs and why he does so, why doing functional medicine can be challenging from a business perspective, why a lot of doctors operate outside of the insurance realm, and some of the similarities between functional medicine and infinite banking.

Connect with Sajad Zalzala:

Website: https://agelessrx.com/

Non-profit: https://enduringharvest.org/

Non-profit Instagram: https://www.instagram.com/enduring.harvest/

Resources Mentioned:

Fantastic Voyage: Live Long Enough to Live Forever by Ray Kurzweil and Terry Grossman: https://www.amazon.com/Fantastic-Voyage-Live-Enough-Forever/dp/0452286670
The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann: https://www.amazon.com/Go-Giver-Little-Story-Powerful-Business/dp/0241976278/

● You Are the Placebo: Making Your Mind Matter by Dr. Joe Dispenza: https://www.amazon.com/You-Are-Placebo-Making-Matter/dp/1401944590/

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Connect with Jim Oliver:**

Facebook: CreateTailwind & Jim Oliver

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Fantastic Voyage: Live Long Enough to Live Forever

You Are the Placebo: Making Your Mind Matter

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In this episode, you’ll discover how Michelle Kimbro leverages bonus depreciation for investors through patented mobile carbon capture technology and why she doesn’t want bonus depreciation to be phased out. Find out more about this type of investment, what makes it so attractive, and the type of person this investment would help.

If want to learn more, the best thing to do is to listen to the full episode here:

**https://www.youtube.com/watch?v=37mb0EgOR5U

Connect with Jim Oliver:**

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Website: https://createtailwind.com/

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RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, you’ll discover how Michelle Kimbro leverages bonus depreciation for investors through patented mobile carbon capture technology and why she doesn’t want bonus depreciation to be phased out. Find out more about this type of investment, what makes it so attractive, and the type of person this investment would help.

If want to learn more, the best thing to do is to listen to the full episode here:

**https://www.youtube.com/watch?v=37mb0EgOR5U

Connect with Jim Oliver:**

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, you’ll discover how soon after originating a whole life policy you can start doing IBC, and why a whole life policy is more efficient the more you burn off it. Jim and Nick Kosko share why there are always opportunities in real estate regardless of what the market is doing, and how they are practicing what they preach when it comes to insurance policies.

If want to learn more, the best thing to do is to listen to the full episode here: https://youtu.be/FEEGqKyoTM0

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Connect with Jim Oliver:**

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, you’ll discover how soon after originating a whole life policy you can start doing IBC, and why a whole life policy is more efficient the more you burn off it. Jim and Nick Kosko share why there are always opportunities in real estate regardless of what the market is doing, and how they are practicing what they preach when it comes to insurance policies.

If want to learn more, the best thing to do is to listen to the full episode here: https://youtu.be/FEEGqKyoTM0

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Connect with Jim Oliver:**

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In This Episode:

If our life on earth is measured in time, how much is it worth to have more time with your family? Most people go to work every day, they work long hours and they do things they don’t really want to do. They stay stuck behind a desk with their boss telling them over and over what they need to do, and they exchange their time for money. But would you rather sit at a desk all day and have people controlling you, or would you rather invest in real estate, own businesses, spend more time with your family, and have your assets provide your ideal standard of living? That’s what this week’s guest is here to discuss further because this is exactly what inspired him to learn more about infinite banking and investing.

Jim is joined this week by Jake Kosko. For those who haven’t heard Jake before, he’s an experienced investor who has been doing infinite banking for a while, and because he didn’t have many influenced paradigms or ingrained beliefs cemented in like so many of us have, he was able to grasp the concept of infinite banking pretty quickly. He bought real estate, bought into a business, and funded two policies, and has made incredible returns in just one year. And the most important point to mention: he is just 13 years old.

Jake is wasting no time going down the wrong path like so many people older than him, and he is already growing his infinite banking system and financial freedom plan. He recalls what life was like when his Dad had a job versus what their family life is like now that he is more financially independent, and the difference this has made to his life and his family. Jake shares when he was first introduced to infinite banking, why you are never too young or old to start investing in real estate or learning infinite banking, his advice for anybody looking to get into it, and how he learned to understand the importance of buying assets that provide for you for the rest of your life.

Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Resources Mentioned:

The Tuttle Twins Series: https://tuttletwins.com/
Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.co.uk/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680178/

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In this episode, you’ll discover what cost segregation means, why you might do it, and exactly how an engineered cost segregation study works. Boomer Philbrick shares why the 100% bonus depreciation introduced by Donald Trump is so beneficial, and how to fully depreciate your assets through this scheme.

If you want to learn more, the best thing to do is to listen to the full episode here:

https://www.youtube.com/watch?v=KGXRZ1sOXmM

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Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

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Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

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In this episode, you’ll discover some great tools and resources if you are interested in learning more about infinite banking. Nick Kosko and Jim share their favorite books, why they find them so useful, and the biggest messages they take from these resources.

If want to learn more, the best thing to do is to listen to the full episode here:

https://www.youtube.com/watch?v=fWcYbM0y9Cc&t

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Resources Mentioned in this Episode:

The Case for IBC by R. Nelson Nash, L. Carlos Lara, Robert P. Murphy PhD: https://www.amazon.com/Case-IBC-R-Nelson-Nash-dp-0999778617/dp/0999778617/

Building Your Warehouse of Wealth by R. Nelson Nash: https://www.amazon.com/Warehouse-Nash-infinite-Grassroots-Fractional-Banking-Think/dp/B009AEXZV8/

How Privatized Banking Really Works by L. Carlos Lara and Robert P. Murphy: https://www.amazon.com/How-Privatized-Banking-Really-Works/dp/061532682X

Financial Independence in the 21st Century by Dwayne Burnell and Suzanne Burnell: https://www.amazon.com/Financial-Independence-Century-Dwayne-Burnell/dp/B01FIW7PX4

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680178/

Cash Flow for Kids Game: https://www.richdad.com/products/cashflow-for-kids

Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki: https://www.amazon.com/Second-Chance-Your-Money-World/dp/1612680461

The Richest Man In Babylon by George S Clason: https://www.amazon.com/Richest-Man-Babylon-Magic-Story/dp/1939438632/

Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

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Join the Community: https://community.createtailwind.com/

RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Building Your Warehouse of Wealth-by R. Nelson Nash-infinite Banking Concepts (A Grassroots Method of Avoiding Fractional Reserve Banking-Think About It!)

Financial Independence in the 21st Century - Life Insurance * Utilize the Infinite Banking Concept * Complement Your 401K - Retirement Planning With ... Peace by Dwayne Burnell (2012-06-01)

How Privatized Banking Really Works - Integrating Austrian Economics with the Infinite Banking Concept

The Richest Man In Babylon - Original Edition