Today, I’m speaking with Bobby Castro. Bobby started his entrepreneurial journey with a modest ninth-grade education and a small but significant $1,700 gift from his mother-in-law. This initial capital became the seed for founding Bankers Healthcare Group (BHG) in 2001, a venture that would grow his net worth to over $500 million.
Under his guidance, BHG flourished to achieve a billion-dollar exit and sale. Beyond BHG, Castro, alongside his wife Sofi, founded Ortsac Capital Group, LLC. This family office oversees a multifamily real estate portfolio valued at over $700 million, encompassing more than 2,500 units that generate over $500,000 in positive cash flow monthly.
In this episode, you’ll learn:
✅ Bobby's transformation from a waiter grappling with financial difficulties to the architect of a billion-dollar business empire.
✅ How Bobby shifted from a quitters mindset to an unstoppable force fueled by focus and dedication.
✅ How the super-rich think about money – and why most people NEVER achieve true wealth and freedom.
Free Gift
Get a digital copy of "UPSIDERS" + join the Upsiders Community Visit LifestyleInvestor.com/176
Show Notes: LifestyleInvestor.com/176
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.
089: Work Less, Achieve More, and Enjoy Life with Joe Sanok
088: How to Use ‘The ONE Thing’ to Create Extraordinary Life with Jay Papasan
086: Sue Dyer on Becoming a Trusted Leader People Want to Follow
085: Billion Dollar Exit Strategies with Coran Woodmass
084: Leveraging Quiz Funnels to Generate Leads and Sell at Scale with Ryan Levesque
083: There’s More to Life than Winning with the “World’s Greatest Athlete,” Trey Hardee
082: Self-Storage, RV Parks, and Major Exit Deals with Ian Burnstein
081: Building an 8-Figure Mushroom Empire with Four Sigmatic Founder, Tero Isokauppila
080: Building Wealth and Keeping More of It with Garrett Gunderson
079: Investing In Real Estate and Empowering Women to Grow their Wealth with Tamar Hermes
078: Business As a Force For Good with Britnie Turner
077: Bootstrapping vs. Raising Money with Chris & Rob Taylor
076: Sam Parr on Bootstrapping a Multimillion Dollar Company
075: Russell Gray on Protecting Your Wealth with Cash Flow Real Estate
074: Josh Trent on The Connection Between Your Health & Wealth
073: Ryan Moran on Helping Entrepreneurs Build 7-Figure Businesses that They Can Sell
072: Scale Your Business Without Sacrificing Freedom with Amber Vilhauer
071: Investing in Emerging Markets with Cole Shephard
069: Starting and Scaling a $150 Million Marketing Agency with Erik Huberman
068: The Good Money Revolution with Derrick Kinney
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money