Breakaway Wealth Podcast
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.
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Vision, Chaos, and Calling Out Your Own BS with Adrian Koehler
11/18/2025
Vision, Chaos, and Calling Out Your Own BS with Adrian Koehler
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 1. 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. 2. 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. 3. 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: LinkedIn: Instagram:
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The Illusion of Wealth: Why People Stay Broke with Jim Oliver
11/11/2025
The Illusion of Wealth: Why People Stay Broke with Jim Oliver
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? 2. Redefine Your Scoreboard Measure success by control and freedom, not income or net worth. 3. 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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Relationship Intelligence: The Million-Dollar Skill with Dr. Erin Wilson
11/04/2025
Relationship Intelligence: The Million-Dollar Skill with Dr. Erin Wilson
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 Map motives: List your top 5 direct reports; tag their likely primary driver (People / Process / Performance). Schedule rest as strategy: Book two 30-minute regeneration blocks (think sauna, walk, prayer, meditation). Protect them. 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: LinkedIn: Facebook: Design Ideal Consulting: Copy Strategic Rest in Leadership: Signed Copy of SR in Leadership: (Amazon) Copy Strategic Rest in Leadership: Strategic Rest Summit:
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The Massive Power In Radical Incrementalism with Dr. John Oberg
10/28/2025
The Massive Power In Radical Incrementalism with Dr. John Oberg
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: Website:
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Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids
10/21/2025
Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids
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. 2. 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. 3. 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: Linkedin: Website:
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When the Headlines Scream No: Finding Hidden Yield with Tom Dunkel
10/14/2025
When the Headlines Scream No: Finding Hidden Yield with Tom Dunkel
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. 2. 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. 3. 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: Website:
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The Wealth Shift: From Chasing Money to Having It with Jim Oliver
10/07/2025
The Wealth Shift: From Chasing Money to Having It with Jim Oliver
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? 2. Make the Shift Replace accumulation targets with monthly cash-flow targets. Define your “work-optional” number. 3. 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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Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts
09/30/2025
Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts
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. 2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma. 3. 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: Website YouTube:
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Do Hard Things: Discipline, Cashflow, and AI with Mark Young
09/23/2025
Do Hard Things: Discipline, Cashflow, and AI with Mark Young
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. 2. Make It Public Choose one measurable goal and share it with your circle (deadline included). Public commitments kill excuses and create follow-through. 3. 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: Website: Website II:
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How to Activate Your Network and Make Money with Jarrod Randolph
09/16/2025
How to Activate Your Network and Make Money with Jarrod Randolph
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. 2. 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. 3. 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: YouTube: LinkedIn:
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Purpose Before Progress with Pankaj Singh
09/09/2025
Purpose Before Progress with Pankaj Singh
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: 1. Clarify Your One Thing Write the single outcome that makes everything else easier or unnecessary. Use it to filter tasks and meetings this week. 2. 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. 3. 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: Linkedin: Website 2: Instagram: Facebook: YouTube: Twitter:
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The Science of Getting Rich with Jim Oliver
09/02/2025
The Science of Getting Rich with Jim Oliver
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 Do a Thought Audit Ask yourself: Are my thoughts rooted in fear or faith? Scarcity or abundance? Declare Your Vision Choose one clear goal—an asset, a business, an income level—and act like it’s already yours. 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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How AI Can Power Your Business with Blair Gatchel
08/26/2025
How AI Can Power Your Business with Blair Gatchel
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: Website
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The Science of Bravery: Overcoming Fear with Jill Schulman
08/19/2025
The Science of Bravery: Overcoming Fear with Jill Schulman
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: Instagram: LinkedIn:
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Break the Rules to Build Your Wealth with Chris Prefontaine
08/12/2025
Break the Rules to Build Your Wealth with Chris Prefontaine
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: Facebook: TikTok: YouTube: Linkedin:
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What Really Drives Returns in Private Real Estate with Jacob Vanderslice
08/05/2025
What Really Drives Returns in Private Real Estate with Jacob Vanderslice
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: Linkedin:
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Inside the Minds of Multi-Millionaires: Wealth, Legacy, and Risk in 2025 with Tad Fallows
07/29/2025
Inside the Minds of Multi-Millionaires: Wealth, Legacy, and Risk in 2025 with Tad Fallows
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: Tad's LinkedIn:
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Scarcity to Control: The Mindset Shift Behind Financial Freedom with Jim Oliver
07/22/2025
Scarcity to Control: The Mindset Shift Behind Financial Freedom with Jim Oliver
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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Why Strategic Metals Are the New Oil with Louis O’Connor
07/15/2025
Why Strategic Metals Are the New Oil with Louis O’Connor
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: Facebook: Linkedin:
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Why High-Income Earners Still Fail at Wealth with Loral Langemeier
07/08/2025
Why High-Income Earners Still Fail at Wealth with Loral Langemeier
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: Website2: YouTube: Linkedin: Instagram: Facebook: TikTok:
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From 401(k)s to Cash Flow: Breaking Free with Infinite Banking and Real Estate with Glenn Yaney
07/01/2025
From 401(k)s to Cash Flow: Breaking Free with Infinite Banking and Real Estate with Glenn Yaney
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: Website:
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Best Of: Weighing The Opportunity Cost of Your Financial Decisions with Jim and Nick
06/24/2025
Best Of: Weighing The Opportunity Cost of Your Financial Decisions with Jim and Nick
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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Tax Syndication Series, Part 2: Maximizing Deductions: A Guide to Cost Segregation with Yonah Weiss
06/17/2025
Tax Syndication Series, Part 2: Maximizing Deductions: A Guide to Cost Segregation with Yonah Weiss
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: Instagram: Linkedin: Twitter:
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Tax Syndication Series, Part 1: Exploring Key Tax Trends with Gian Pazzia
06/10/2025
Tax Syndication Series, Part 1: Exploring Key Tax Trends with Gian Pazzia
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) : Connect with Gian Pazzia: Website: Linkedin:
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Financial Freedom Isn’t the Final Destination with Jim Oliver
06/03/2025
Financial Freedom Isn’t the Final Destination with Jim Oliver
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. 2. 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. 3. 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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From Chaos to Control: Building a Personal Money System That Works with Teshra Robles
05/27/2025
From Chaos to Control: Building a Personal Money System That Works with Teshra Robles
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. 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. 3. 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: LinkedIn: Facebook:
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How to Leverage AI Like a Billion-Dollar CEO with Kevin Surace
05/20/2025
How to Leverage AI Like a Billion-Dollar CEO with Kevin Surace
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: 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: Linkedin: Instagram: Twitter: Tiktok: Facebook: YouTube:
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Bridging Generations: Insights from a Young Entrepreneur with Auguste Auger
05/13/2025
Bridging Generations: Insights from a Young Entrepreneur with Auguste Auger
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: Twitter: Instagram:
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Mastering Your Mindset: Overcoming Limiting Beliefs with Deekron Krikorian
05/06/2025
Mastering Your Mindset: Overcoming Limiting Beliefs with Deekron Krikorian
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:
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The Real Cost of Success: How to Lead, Earn, and Still Live Well with Dr. Sharon Spano
04/29/2025
The Real Cost of Success: How to Lead, Earn, and Still Live Well with Dr. Sharon Spano
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: LinkedIn: Facebook: Instagram: Blog: Podcast: The Other Side of Potential
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