Today’s guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning.
In today’s episode, Cal and I explore the ups and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to manage his money effectively amidst a lot of confusing advice.
We also dive into practical investing strategies that won’t leave you cash-poor despite being asset-rich and how to avoid the common wealth-management mistakes that so many entrepreneurs make after they exit their business.
In this episode, you’ll learn:
✅ Cash flow and passive income strategies for slow and steady wealth accumulation rather than risking your capital on volatile ventures hoping for quick 5 to 10x returns.
✅ How to overcome the challenges of investing in private equity, stocks, and bonds, and identify deals and assets that offer tax advantages and steady returns.
✅ How to leverage Qualified Opportunity Zones and Asset Depreciation to mitigate huge tax liabilities on significant capital gains.
Free Gift
Get Cal's free report "How to Cut the BS and Find Your True Path". Visit LifestyleInvestor.com/182
Show Notes: LifestyleInvestor.com/182
Tax Strategy Masterclass
If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax
Strategy Session
For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.
Connect with Justin Donald
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
186: TLI Member Spotlight: Unlocking Passive Income by Starting Small with Asim Hafeez
185: Maximize & Manage Your Money Like a Billionaire with Jim Dew
184: Member Spotlight: Tax-Free Investing Strategies with Nick Najjar
183: Passive Income Strategies for 2024 with Justin Donald
181: Secrets to Predictable Profits & Growing Beyond 7-Figures with Charles Gaudet
180: The DNA of Unicorn Leaders with Ann Hiatt
179: TLI Spotlight: Generational Wealth Through Whole Life Insurance with Brock Fortner
178: Jay Abraham | The "$21.7 Billion Dollar Man” on Growing Your Business Exponentially
177: The Fullback of Finance with Jedidiah Collins
176: Broke to a $1 Billion Dollar Exit with Bobby Castro
175: Scaling a Real Estate Startup From $0 to $20 Million in 3 Years with Alex Day
174: Million Dollar Weekend with Noah Kagan
173: TLI Member Spotlight: Investing in Industrial Real Estate with Levi Benkert
172: Defying the Odds and Building a Fitness Media Empire with Jay and Steph Rose
171: The Blueprint for Business Growth and Team Unity with Dave Durand
170: The Benefits of Living In Puerto Rico with Daven Michaels
169: TLI Member Spotlight: Recession-Resistant Investment Strategies with Ryan Williamson
168: A Winning Playbook for Financial Success with NFL LB, Chris Board
167: Tax Strategies to Grow & Protect Your Wealth with Jeff Socha
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money