How to Leverage AI Like a Billion-Dollar CEO with Kevin Surace
Release Date: 05/20/2025
Inside the Minds of Multi-Millionaires: Wealth, Legacy, and Risk in 2025 with Tad Fallows
Breakaway Wealth Podcast
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...
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Scarcity to Control: The Mindset Shift Behind Financial Freedom with Jim Oliver
Breakaway Wealth Podcast
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...
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Why Strategic Metals Are the New Oil with Louis O’Connor
Breakaway Wealth Podcast
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...
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Why High-Income Earners Still Fail at Wealth with Loral Langemeier
Breakaway Wealth Podcast
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...
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From 401(k)s to Cash Flow: Breaking Free with Infinite Banking and Real Estate with Glenn Yaney
Breakaway Wealth Podcast
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...
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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....
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