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Secrets of the Lifestyle Investor: What the Wealthy Do Differently with Justin Donald

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Manage episode 518894571 series 3548702
Content provided by Phil Moeller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Moeller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can money buy freedom…or are we asking the wrong question?

In this episode of The Purpose Matrix, Phil sits down with Justin Donald, the bestselling author of The Lifestyle Investor and advisor to some of the world’s most financially free people.

But this isn’t just about wealth. It’s about alignment.

Justin shares how he transitioned from being owned by his business to becoming an intentional investor, husband, and father.

We dive deep into how to design your life before default takes over, why your calendar reveals your true priorities, and how to set goals with your spouse and children that align your money with your values.

Here’s what you’ll learn:

  • Why divorcing time from money might be your most important move
  • How to build a family calendar that reflects your true priorities
  • The #1 investment that changed Justin’s life
  • How much to spend on your network, and why it matters
  • What the ultra-wealthy invest in (and why it’s not just the stock market)
  • How to define your personal investment criteria
  • Why risk management is more important than return

This is not your typical “investing advice.” It’s a masterclass in living on purpose—financially, relationally, and spiritually.

0:00 Intro

1:23 What Is a Lifestyle Investor?

3:41 Owning Time vs. Being Owned by Your Business

7:48 The Real ROI of Mentorship and Networking

12:33 Building a Budget for Masterminds

14:05 Living Life by Design, Not Default

17:38 Reclaiming the Calendar for Family First

20:22 Planning Dreams With Your Kids

24:59 The Rubber Ball vs. Glass Ball Framework

28:15 Getting Started with Passive Investing

31:33 Building Cashflow One Step at a Time

34:22 What the Ultra-Wealthy Know About Risk

39:18 Creating Your Own Investment Criteria

42:39 Why This Work Feels So Rewarding

Resources Mentioned:

The Lifestyle Investor by Justin Donald: https://lifestyleinvestor.com/book

Free Consultation: https://lifestyleinvestor.com/consultation

The Lifestyle Investor Podcast: https://lifestyleinvestor.com/podcast

Follow @PhilOnPurpose:

https://www.instagram.com/philonpurpose

https://www.facebook.com/philonpupose

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 518894571 series 3548702
Content provided by Phil Moeller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Moeller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can money buy freedom…or are we asking the wrong question?

In this episode of The Purpose Matrix, Phil sits down with Justin Donald, the bestselling author of The Lifestyle Investor and advisor to some of the world’s most financially free people.

But this isn’t just about wealth. It’s about alignment.

Justin shares how he transitioned from being owned by his business to becoming an intentional investor, husband, and father.

We dive deep into how to design your life before default takes over, why your calendar reveals your true priorities, and how to set goals with your spouse and children that align your money with your values.

Here’s what you’ll learn:

  • Why divorcing time from money might be your most important move
  • How to build a family calendar that reflects your true priorities
  • The #1 investment that changed Justin’s life
  • How much to spend on your network, and why it matters
  • What the ultra-wealthy invest in (and why it’s not just the stock market)
  • How to define your personal investment criteria
  • Why risk management is more important than return

This is not your typical “investing advice.” It’s a masterclass in living on purpose—financially, relationally, and spiritually.

0:00 Intro

1:23 What Is a Lifestyle Investor?

3:41 Owning Time vs. Being Owned by Your Business

7:48 The Real ROI of Mentorship and Networking

12:33 Building a Budget for Masterminds

14:05 Living Life by Design, Not Default

17:38 Reclaiming the Calendar for Family First

20:22 Planning Dreams With Your Kids

24:59 The Rubber Ball vs. Glass Ball Framework

28:15 Getting Started with Passive Investing

31:33 Building Cashflow One Step at a Time

34:22 What the Ultra-Wealthy Know About Risk

39:18 Creating Your Own Investment Criteria

42:39 Why This Work Feels So Rewarding

Resources Mentioned:

The Lifestyle Investor by Justin Donald: https://lifestyleinvestor.com/book

Free Consultation: https://lifestyleinvestor.com/consultation

The Lifestyle Investor Podcast: https://lifestyleinvestor.com/podcast

Follow @PhilOnPurpose:

https://www.instagram.com/philonpurpose

https://www.facebook.com/philonpupose

  continue reading

101 episodes

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