Breakaway Wealth Podcast

Most people are trying to "goal" their way into a better year. They set resolutions, white-knuckle new habits, and wonder why everything falls apart by March. In this episode, Jim breaks that pattern wide open. 2026 won't rise to the level of your goals. It will fall to the level of your systems—and your systems are built on identity, energy, and emotional mastery. Jim walks you through how elite performers think (Kobe, Brady, Navy SEALs), how your brain literally fights anything that doesn't match your identity, and why stillness and silence—not more noise—are the unlocks for wealth, clarity, and calling. If you're serious about becoming the kind of person for whom wealth, health, and opportunity are inevitable—not accidental—this is your blueprint. What You'll Learn How to recode who you are in 2026. How (and why) to treat energy as currency The confidence flywheel and why action must come before feeling "ready". A practical stillness protocol to hear from God, regulate your emotions, and make higher-quality business and money decisions. Action Steps Complete this sentence: "In 2026, I'm the kind of person who…" Let this identity drive your behavior. Identify one energizer and one drainer. Double the energizer. Delete the drainer. Phone on airplane mode. Sit upright. Breathe 4-2-6 for a few cycles. Do this every day for 30 days. Jim Oliver's Shared Wisdom "Don't ask, 'What do I want in 2026?' Ask, 'Who must I become so that everything I want becomes inevitable?' Change your identity, protect your energy, sit in silence, and then take the courageous step. That's how you become unstoppable."

Most business owners, investors, and high-income earners are losing money—not because they're bad at making it, but because they're bad at keeping it. In this episode, Jim sits down with tax strategist Chris Shockowitz of deferTax.com, a guy who walked away from corporate America, saved seven figures in taxes himself, and now helps entrepreneurs slash tax bills the legal, intelligent way. If you've ever wondered why the wealthy pay less tax, how they use the code instead of getting crushed by it, or how to stop being at the mercy of your CPA once a year…this conversation is your wake-up call. Owners don't play defense—they plan.. What You'll Learn Why does tax preparation cost you money, but tax planning saves you money The difference between a CPA who reports history vs. a strategist who shapes your future How high-income earners legally cut taxes by up to 50% How to use trusts and smart structuring to sell crypto, real estate, or a business with zero tax Why the tax code rewards investors, owners, and producers—and how to start thinking like one Here's the shift Chris drove home: Tax preparation reports history. Tax planning changes your future. Your CPA can tell you what you owe. A strategist tells you what's possible. And most high-income earners are leaving six figures (or more) on the table simply because nobody ever showed them the legal, proven tools built into the tax code for people who invest, own, and think differently. Chris's Shared Wisdom "Most people don't know what they don't know. The tax code isn't built to punish you—it's built to reward the people who invest in America. When you understand it, it changes everything." Connect with Chris: Website: www.DeferTax.com Linkedin: www.linkedin.com/in/christopher-shockowitz/

In this episode of Breakaway Wealth, Jim breaks down 10 universal success habits every top performer uses—whether they realize it or not. From structured mornings to time blocking, from health optimization to rapid-fire execution, these habits create predictable momentum. And when paired with Infinite Banking, they become a wealth engine on purpose. Jim also answers a pressing IBC question from the community: Can you run all of your W-2 income through your own banking system? Yes—but there's a smarter way to approach it if your goal is velocity, not theory. It's not motivation that builds wealth—it's structure, reflection, and action. This episode hands you all three. What You'll Learn: The IBC Question: Can you run all your W-2 income through your bank? The 10 Habits of Highly Productive People Decide → Act → Adjust. Stop waiting for the perfect system. Build it. Action Steps Build your Ideal Week and compare it to your real one. Write your top goal 25 times daily for one week. Track your circle: Who gives energy—and who drains it? Jim's Words That Matter "You don't need more motivation—you need a system. Win Monday, and the week takes care of itself."

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: www.youtube.com/channel/UC3c7kMcC7nah-QdxffV2NXA LinkedIn: www.linkedin.com/in/adriankoehler Instagram: www.instagram.com/adrian.k/?hl=en

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."

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: www.youtube.com/@PowerNAPLive LinkedIn: www.linkedin.com/in/drerinwilson/ Facebook: www.facebook.com/DrErinW Design Ideal Consulting: www.designidealconsulting.com/ Copy Strategic Rest in Leadership: https://shorturl.at/EyxV7 Signed Copy of SR in Leadership: www.designidealconsulting.com/category/all-products (Amazon) Copy Strategic Rest in Leadership: https://a.co/d/gPoTVTP Strategic Rest Summit: www.thestrategicrest.com/

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: www.linkedin.com/in/johnoberg/ Website: www.johnoberg.com/

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: www.instagram.com/timothy_d_rexius Linkedin: www.linkedin.com/in/timothy-rexius-2968422b/ Website: rexiusnutrition.com

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: www.linkedin.com/in/tomdunkel/ Website: eaglecapitalinvestments.com

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.”

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: https://capitalgainstaxsolutions.com/ Website https://brettswarts.com/ YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

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: www.instagram.com/themarkyoung Website: ryzeagency.com Website II: themarkyoung.com

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: www.instagram.com/jarrod_guy/ YouTube: www.youtube.com/@JGRlll LinkedIn: www.linkedin.com/in/jarrodguyrandolph/

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: www.singhpowerupcoach.com/ Linkedin: www.linkedin.com/in/pankaj-singh-390bb86/ Website 2: www.singhleadership.com/ Instagram: www.instagram.com/transformationtalkradio/ Facebook: www.facebook.com/transformationtalkradio YouTube: www.youtube.com/channel/UCNAroSMP_8B2TOURH77mA1A?sub_confirmation=1 Twitter: www.twitter.com/transformnet

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.”

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: www.linkedin.com/in/blairgatchel/ Website www.breva.ai

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: www.facebook.com/jill.schulman.5 Instagram: www.instagram.com/jillschulman LinkedIn: www.linkedin.com/in/jillaschulman/

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: www.instagram.com/smartrealestatecoach Facebook: www.facebook.com/smartrealestatecoach TikTok: www.tiktok.com/@wickedsmartinc YouTube: www.youtube.com/@wickedsmartinc Linkedin: www.linkedin.com/company/wickedsmartinc/

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: www.vanwestpartners.com/ Linkedin: www.linkedin.com/in/jacob-vanderslice-02905b16b/

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: https://www.longangle.com/ Tad's LinkedIn: https://www.linkedin.com/in/fallows/