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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The Millionaire Mindset Shift with Robert White
03/04/2025
The Millionaire Mindset Shift with Robert White
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: Website: /
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Success Isn’t Magic: Why Discipline Beats Luck Every Time with Jim and Nick
02/25/2025
Success Isn’t Magic: Why Discipline Beats Luck Every Time with Jim and Nick
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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Military Mentorship: Lessons for Life with James Slife
02/18/2025
Military Mentorship: Lessons for Life with James Slife
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:
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Authenticity in Sales: Building Genuine Relationships with Luke Lunkenheimer
02/11/2025
Authenticity in Sales: Building Genuine Relationships with Luke Lunkenheimer
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: Instagram: TikTok: LinkedIn: YouTube:
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Reclaiming Your Power: The Five Pillars of Transformation with Bradley Freedom
02/04/2025
Reclaiming Your Power: The Five Pillars of Transformation with Bradley Freedom
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: Instagram: Telegram: Facebook: Youtube:
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Unlocking Productivity: 10 Traits of High Achievers with Jim and Nick
01/28/2025
Unlocking Productivity: 10 Traits of High Achievers with Jim and Nick
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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From Musician to Thriving Entrepreneur with Will Henshall
01/21/2025
From Musician to Thriving Entrepreneur with Will Henshall
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: Linkedin: Twitter: Facebook:
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New Year, New Opportunities: Going After Wealth Through Land Flipping with Jack Bosch
01/14/2025
New Year, New Opportunities: Going After Wealth Through Land Flipping with Jack Bosch
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: Instagram: Linkedin: Podcast: TikTok: Website:
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New Year, New Mindset: It’s Time to Break Out of Old Habits
01/07/2025
New Year, New Mindset: It’s Time to Break Out of Old Habits
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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Navigating Career Transitions with John Tarnoff
12/31/2024
Navigating Career Transitions with John Tarnoff
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: Website: Linkedin:
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Why Most Entrepreneurs Fail (And How to Be the Exception): Lessons from Brian Will
12/24/2024
Why Most Entrepreneurs Fail (And How to Be the Exception): Lessons from Brian Will
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: Website: YouTube: TikTok:
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Limitless Living: Inner Work, Big Dreams, and True Freedom with Kim Daly
12/17/2024
Limitless Living: Inner Work, Big Dreams, and True Freedom with Kim Daly
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: LinkedIn: Website: YouTube:
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Vacation Rental Secrets Unlocked by Industry Expert, Avery Carl
12/10/2024
Vacation Rental Secrets Unlocked by Industry Expert, Avery Carl
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: Facebook - YouTube - Instagram - LinkedIn - TikTok -
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Simplifying Infinite Banking with David Stearns
12/03/2024
Simplifying Infinite Banking with David Stearns
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: Youtube:
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From Trucking to Real Estate: Clifford Walker’s Success Story
11/26/2024
From Trucking to Real Estate: Clifford Walker’s Success Story
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: Download Our FREE 5 Step Process On How To Get Started Today!:
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Rethinking Wealth: A Fresh Perspective on the Flow of Money
11/19/2024
Rethinking Wealth: A Fresh Perspective on the Flow of Money
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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Crafting Vision and Purpose: Steps to Build a Meaningful Life and Business with Jim and Nick
11/12/2024
Crafting Vision and Purpose: Steps to Build a Meaningful Life and Business with Jim and Nick
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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Wealth, Wisdom, and White Glove Service: Investing Insights with Ben Reinberg
11/05/2024
Wealth, Wisdom, and White Glove Service: Investing Insights with Ben Reinberg
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? Connect with Ben: Linkedin: Website: Instagram: YouTube:
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Navigating Turbulence: Mastering Commercial Real Estate in Challenging Markets
10/29/2024
Navigating Turbulence: Mastering Commercial Real Estate in Challenging Markets
Jim Oliver and Ben Reinberg dive into the dynamic world of commercial real estate investing, shedding light on how to navigate challenging markets with resilience and strategic insight. They discuss the pressing impact of inflation and the undeniable value of hard assets in today’s economy. Drawing from his extensive experience, Ben shares actionable strategies for wealth building and emphasizes the importance of leveraging expertise in this complex field. The conversation also explores hard money lending and the critical need to hone in on your niche to drive success. 3 Key Takeaways: Resilience and Focus: Reinberg stresses the importance of building personal resilience and focusing on professional growth to succeed in challenging economic environments. Commercial Real Estate Opportunities: Ben discusses how hard assets, particularly in medical and industrial sectors, provide protection against inflation and offer long-term value. The Power of Smart Partnerships: The value of partnering with experienced investors to leverage knowledge, mitigate risk, and maximize returns in real estate markets. By applying these insights, you can better position yourself to make informed investment decisions and adapt to the changing economic landscape. Let’s do this! Connect with Ben Reinberg: Website: Email: Instagram:
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The Strangest Secret by Earl Nightingale
10/22/2024
The Strangest Secret by Earl Nightingale
In this episode of Breakaway Wealth, Jim Oliver and Nick Kosko present the timeless principles of wealth building and personal development through Earl Nightingale's classic recording, 'The Strangest Secret.' Nightingale discusses the importance of mindset, the power of goals, and the transformative 30-day test that can lead to personal success and fulfillment. 3 Key Takeaways: Mindset Shapes Outcomes: Nightingale's central thesis is that "we become what we think about," highlighting the power of thoughts in shaping one’s reality and success. The Importance of Goals: Successful individuals set clear, worthwhile goals and work progressively toward them. Conformity vs. Individuality: The discussion emphasizes the dangers of conformity and the necessity of independent thinking, urging listeners to take charge of their lives and resist societal pressures. This episode serves as an important lesson in life and a reminder that our thoughts shape our reality, encouraging listeners to take control of their mindset to build the wealth and success they desire.
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Choosing the Right Kind of Hard with Jim and Nick
10/15/2024
Choosing the Right Kind of Hard with Jim and Nick
In this episode of Breakaway Wealth, host Jim Oliver and co-host Nick Kosko explore the theme "Choose Your Hard." They dive into the challenges we face in life, the importance of perseverance, and how discipline shapes our success, both in personal development and faith. Drawing from personal stories, Biblical principles, and leadership lessons, Jim and Nick make the case for doing the difficult but rewarding things that lead to growth. 3 Key Takeaways: Perseverance in Hard Things: Jim and Nick discuss the significance of embracing hard tasks and how perseverance, driven by discipline, leads to personal growth and success in life. Biblical and Personal Insights: They dive into Biblical principles, sharing personal experiences that highlight the value of overcoming challenges through faith and consistency. Building Habits for Success: Drawing on concepts from books like Atomic Habits and Grit, they offer practical tips for aligning daily actions with long-term goals and creating lasting habits. Through a blend of biblical wisdom and modern self-development strategies, Jim and Nick offer actionable insights to help listeners navigate life's challenges and build habits that align with their goals. Want to dive deeper? Here's how you can get started with all of our free resources to help you upgrade your money mindset and build wealth, : Join our community at or download our app from your preferred app store. Check out our free course "What is IBC?" to gain insight into how banks operate and how you can take control of your future. Explore additional resources like "Penny Doubling" and "It's Just Math" to expand your financial knowledge. At CreateTailwind, we're here to empower you with the tools and strategies to take control of your financial future. Are you ready for that?
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Ditch the Cubicle, Embrace the Notes: Fred Moskowitz's Wealth Revolution!
10/08/2024
Ditch the Cubicle, Embrace the Notes: Fred Moskowitz's Wealth Revolution!
In this conversation, Jim Oliver interviews Fred Moskowitz, an expert in changing directions in life. Fred shares his journey from being a computer engineer to discovering the world of alternative investments, particularly mortgage notes. He explains the concept of mortgage notes, the benefits of investing in them, and the differences between active and passive investing strategies. 3 Key Takeaways: Diversifying Income Streams: Learn how to avoid the risks of relying solely on your paycheck by exploring alternative investments like mortgage notes. Understanding Mortgage Notes: Moskowitz explains how individual investors can participate in the secondary mortgage market, earning passive income without the hassles of property ownership. Passive Investing Strategies: Discover how mortgage note funds allow busy professionals to generate income while leveraging the expertise of seasoned fund managers. Fred Moskowitz’s insights offer a compelling look at how to navigate the world of alternative investments. Whether you're looking to diversify your portfolio or find passive income strategies, this episode provides valuable tools to take control of your financial future. Connect with Fred Moskowitz: Instagram: Facebook: Linkedin: Website:
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Tax Rebellion: Crush the Status Quo with Mark Kohler
10/01/2024
Tax Rebellion: Crush the Status Quo with Mark Kohler
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: Linked In: Facebook: X: Instagram: TikTok:
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Win Monday, Win Life: Paul Epstein’s Blueprint for Consistent Victories
09/24/2024
Win Monday, Win Life: Paul Epstein’s Blueprint for Consistent Victories
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. Connect with Paul Eipstein: Websites: Linkedin: Instagram:
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The Hidden Cost of Cash: Unlocking Financial Growth with Economic Value Added (EVA) with Jim and Nick
09/17/2024
The Hidden Cost of Cash: Unlocking Financial Growth with Economic Value Added (EVA) with Jim and Nick
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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Charity Meets Profit: A New Way to Invest in Struggling Companies with Jared Yellin
09/10/2024
Charity Meets Profit: A New Way to Invest in Struggling Companies with Jared Yellin
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: Facebook: Instagram: Twitter: YouTube: TikTok: Company Website: Foundation Website:
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The Case Against Fiat Currency: What’s Next for Our Financial System with Jimmy Song
09/03/2024
The Case Against Fiat Currency: What’s Next for Our Financial System with Jimmy Song
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: Medium: Linkedin:
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Finding Gold in a Seller's Market: Andrew Lucas’ Secrets to Cash-Flowing Deals
08/27/2024
Finding Gold in a Seller's Market: Andrew Lucas’ Secrets to Cash-Flowing Deals
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: YouTube: Podcast:
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Banks Are Draining Your Wallet Fight: Jim and Nick Help You Fight Back and Win
08/20/2024
Banks Are Draining Your Wallet Fight: Jim and Nick Help You Fight Back and Win
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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Breakaway Wealth Success Series: How IBC Transform The Life of Javier Heredia
08/13/2024
Breakaway Wealth Success Series: How IBC Transform The Life of Javier Heredia
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: Instagram:
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