How to Leverage AI Like a Billion-Dollar CEO with Kevin Surace
Release Date: 05/20/2025
Best Of: Weighing The Opportunity Cost of Your Financial Decisions with Jim and Nick
Breakaway Wealth Podcast
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:...
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Tax Syndication Series, Part 2: Maximizing Deductions: A Guide to Cost Segregation with Yonah Weiss
Breakaway Wealth Podcast
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...
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Tax Syndication Series, Part 1: Exploring Key Tax Trends with Gian Pazzia
Breakaway Wealth Podcast
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...
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Financial Freedom Isn’t the Final Destination with Jim Oliver
Breakaway Wealth Podcast
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...
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From Chaos to Control: Building a Personal Money System That Works with Teshra Robles
Breakaway Wealth Podcast
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 1. Disorganization is a Hidden Wealth Leak Most people don’t know where their money is going because they’re emotionally avoiding the truth. 2....
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How to Leverage AI Like a Billion-Dollar CEO with Kevin Surace
Breakaway Wealth Podcast
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...
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Bridging Generations: Insights from a Young Entrepreneur with Auguste Auger
Breakaway Wealth Podcast
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...
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Mastering Your Mindset: Overcoming Limiting Beliefs with Deekron Krikorian
Breakaway Wealth Podcast
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...
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The Real Cost of Success: How to Lead, Earn, and Still Live Well with Dr. Sharon Spano
Breakaway Wealth Podcast
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...
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Understanding Money Monsters Through the Enneagram with Doug Lynam
Breakaway Wealth Podcast
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...
info_outlineWhat 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:
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Why most entrepreneurs lose not because of bad ideas, but bad timing.
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How AI can act as your daily decision-making partner—from analyzing supplements to writing business plans.
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Why grit and risk tolerance are still the ultimate wealth-building tools.
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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:
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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. -
Timing > Talent
The biggest startup killer? Being early. Mastering the art of timing in business is more important than chasing “great ideas.” -
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