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