How to Stop Overpaying Taxes with Chris Shockowitz
Release Date: 12/02/2025
The Furnace: Building Your Capacity for 2026 with Jim Oliver
Breakaway Wealth Podcast
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...
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2026 Starts with Identity: How to Have Your Best Year with Jim Oliver
Breakaway Wealth Podcast
In this solo episode, Jim resets the 2026 “best year ever” series and takes you back to the real starting line: identity. This isn’t motivation, resolutions, or another empty goal-setting rant. This is a structured, identity-driven blueprint to architect a year you actually control instead of replaying 2025 with a new calendar. Jim breaks down why you don’t get what you want—you get what you’re built for. He unpacks how your current identity quietly dictates your health, wealth, habits, and results… and why willpower, hype, and “trying harder” never solve the problem....
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Design Your Inner Operating System for an Unstoppable 2026 with Jim Oliver
Breakaway Wealth Podcast
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...
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How to Stop Overpaying Taxes with Chris Shockowitz
Breakaway Wealth Podcast
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...
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10 Success Habits of Top Performers with Jim Oliver
Breakaway Wealth Podcast
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...
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Vision, Chaos, and Calling Out Your Own BS with Adrian Koehler
Breakaway Wealth Podcast
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....
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The Illusion of Wealth: Why People Stay Broke with Jim Oliver
Breakaway Wealth Podcast
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...
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Relationship Intelligence: The Million-Dollar Skill with Dr. Erin Wilson
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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...
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The Massive Power In Radical Incrementalism with Dr. John Oberg
Breakaway Wealth Podcast
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...
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Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids
Breakaway Wealth Podcast
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...
info_outlineMost 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
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Why does tax preparation cost you money, but tax planning saves you money
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The difference between a CPA who reports history vs. a strategist who shapes your future
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How high-income earners legally cut taxes by up to 50%
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How to use trusts and smart structuring to sell crypto, real estate, or a business with zero tax
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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.com
Linkedin: www.linkedin.com/in/christopher-shockowitz/