In this episode, Jim Oliver and cohost Nick Kosko explore how the principle of Economic Value Added (EVA), widely used by corporations, can be applied to personal finance. They challenge conventional financial advice, specifically addressing the hidden cost of capital and its implications for wealth-building strategies like Infinite Banking. Key Takeaways: Understanding EVA: EVA is calculated using three components—Net Operating Profit After Tax (NOPAT), cost of capital, and capital employed—and...
Jun 24, 2025•26 min•Ep. 351
In Part 2 of our series on tax strategies for real estate investors, Yonah Weiss breaks down cost segregation—a powerful but underutilized tool that can significantly reduce taxable income by accelerating depreciation. Yonah explains how cost segregation works, the benefits for real estate professionals, audit considerations, and common mistakes to avoid. 3 Key Takeaways: Front-Load Your Tax Savings: Cost segregation lets you write off big depreciation early—boosting cash flow and slashing taxes...
Jun 17, 2025•35 min•Ep. 350
In this first episode of a two-part series, tax incentives expert Gian Pazzia provides a high-level overview of key tax-saving strategies for business owners and real estate investors. Gian breaks down major trends like cost segregation and energy tax credits, revealing how these tools can accelerate deductions, reduce taxable income, and unlock significant savings. This episode sets the stage for Part 2, which will dive deeper into practical implementation with another special guest. Key Takeaw...
Jun 10, 2025•35 min•Ep. 349
In this solo episode, Jim Oliver challenges the traditional notion that financial freedom is the ultimate destination. Instead, he reframes it as the beginning of a more meaningful journey—one rooted in ownership, impact, and legacy. Drawing on personal stories, lessons from Infinite Banking, and thought-provoking metaphors, Jim urges listeners to shift from escape to empowerment and build a life of purpose beyond financial independence. 3 Key Takeaways: 1. Financial Freedom Is Just the Start Mo...
Jun 03, 2025•28 min•Ep. 348
Financial freedom doesn’t start with more income—it starts with control. In this episode, Jim Oliver sits down with Teshra Robles to explore the missing skill most high earners overlook: a clear, consistent system for managing personal finances. Teshra shares how denial, disorganization, and emotional patterns keep people stuck—and how a simple, repeatable practice can completely transform your relationship with money. 3 Key Takeaways 1. Disorganization is a Hidden Wealth Leak Most people don’t ...
May 27, 2025•28 min•Ep. 347
What if AI could help you sleep better, think faster, and win bigger? In this episode of Breakaway Wealth, Jim Oliver sits down with Silicon Valley powerhouse Kevin Surace—entrepreneur, innovator, and one of the early voices on AI’s transformational power. They dive deep into: Why most entrepreneurs lose not because of bad ideas, but bad timing. How AI can act as your daily decision-making partner—from analyzing supplements to writing business plans. Why grit and risk tolerance are still the ult...
May 20, 2025•52 min•Ep. 346
In this conversation, Jim Oliver and Auguste Auger discuss the generational differences in technology use, the journey into entrepreneurship, and the power of TikTok as a marketing tool. Auguste shares his experiences in user-generated content marketing and the importance of building a personal brand on social media. They explore how to create value and community through content, emphasizing the need for authenticity and consistency in online presence. 3 Key Takeaways: The TikTok Advantage: Auge...
May 13, 2025•37 min•Ep. 345
In this episode, Jim Oliver sits down with high-performance coach Deekron Krikorian to discuss the foundational role of mindset and self-awareness in building wealth and achieving freedom. They dive deep into the process of identifying and overcoming limiting beliefs that hold people back from realizing their full potential. Deekron provides powerful insights and practical tools for reframing negative thoughts, setting actionable goals, and cultivating the self-discipline necessary for lasting c...
May 06, 2025•36 min•Ep. 334
In this conversation, Jim and Sharon Spano get into the intricacies of leadership, self-leadership, and the dynamics of time and money. They explore the importance of personal mission, the myth of work-life balance, and the concept of radical abundance. The discussion highlights how personal history and mindset influence financial perspectives, emphasizing the shift from scarcity to abundance. 3 Key Takeaways: Time and Money Traps for High Achievers: Dr. Spano highlights how many successful prof...
Apr 29, 2025•1 hr 10 min•Ep. 343
In this conversation, Jim interviews Enneagram expert Doug Lynam, who shares his unique journey from a wealthy upbringing to a 20-year stint as a Benedictine monk, and finally to a career in finance and writing. Doug discusses the complexities of money, personal development, and the Enneagram, emphasizing how our childhood experiences shape our financial behaviors and beliefs. He introduces the concept of 'money monsters' and explores the importance of healing our relationship with money through...
Apr 22, 2025•42 min•Ep. 342
In this conversation, Jim Oliver and Nick Kosko explore the hidden costs of comfort and the importance of embracing discomfort for personal growth. They discuss how complacency can lead to stagnation and how high performers leverage tension to achieve their goals. The guys share personal anecdotes and challenge listeners to confront their comfort zones, emphasizing that true growth often comes from uncomfortable experiences. 3 Key Takeaways: Income vs. Wealth: A high salary does not guarantee fi...
Apr 15, 2025•25 min•Ep. 341
In this powerful episode of Breakaway Wealth, Jim Oliver sits down with Bronson Hill—once a successful (yet time-strapped) medical sales professional who transformed his life through multifamily real estate syndication and smart tax strategies. Bronson shares the pivotal mindset shifts that pushed him to walk away from the comfortable corporate path and into the world of real estate, passive income, and true time freedom. If you’re serious about claiming the life you deserve, this conversation i...
Apr 08, 2025•40 min•Ep. 340
Jim Oliver sits down with men’s coach and author, GS Youngblood, to uncover the secrets of modern masculinity. If you’ve ever wondered how to balance drive, presence, and emotional connection, this conversation delivers. GS shares why being fully grounded doesn’t mean you’re less powerful—rather, it supercharges your relationships, boosts your confidence, and amps up your success in every area of life. 3 Key Takeaways: Masculinity in relationships: Polarity strengthens attraction and connection;...
Apr 01, 2025•34 min•Ep. 339
In this conversation, Jim and Tyler Dunagin discuss the challenges and opportunities in property management and real estate investment. Tyler shares insights from his company, TurnServe, which provides innovative solutions for property managers. They explore the barriers that prevent people from investing in real estate, the importance of systems and processes, and how to build confidence with lenders and sellers. Tyler also shares success stories of how effective management can lead to signific...
Mar 25, 2025•41 min•Ep. 338
In this conversation, Jim talks with Paul Davis talk about the journey of business ownership, emphasizing the transition from being self-employed to becoming a true business owner. They explore the challenges business owners face, the importance of having a clear exit strategy, and the need for accountability and mentorship. The discussion highlights the significance of defining personal and financial goals, as well as the necessity of follow-through in achieving business success. 3 Key Takeaway...
Mar 18, 2025•43 min•Ep. 337
In this conversation, Jim Oliver and Rob Walling discuss the world of bootstrapped software entrepreneurship, focusing on the value of SaaS and subscription models. Rob shares his journey in building a community for software entrepreneurs, emphasizing the importance of investing in what you know and leveraging resources for growth. They explore real-life success stories, the significance of continuous learning, and the power of leveraging assets and technology in business. 3 Key Takeaways: Boots...
Mar 11, 2025•33 min•Ep. 336
Buckle up for a great conversation as Jim welcomes Robert White to share his experience transforming adversity into opportunity. With vivid storytelling, Robert recounts a childhood marked by hardship and the unwavering grit that propelled him toward a life of training, mentorship, and purpose. Together, they show us how relentless commitment, a sharpened mindset, and personal responsibility can spark genuine financial freedom. If you’re hungry for a lesson in self-mastery and success, this is o...
Mar 04, 2025•33 min•Ep. 335
In this episode, Jim and Nick discuss the principles of success, emphasizing the importance of commitment, input versus output, and the pursuit of worthy ideals. They explore how success is not just about the end result but the journey and effort put into achieving goals. The conversation highlights the significance of visualization, setting clear objectives, and taking control of one's path to success. 3 Key Takeaways: Success Through Discipline: Achievements result from consistent preparation ...
Feb 25, 2025•26 min•Ep. 334
In this conversation, Jim and Jamey Slife explore the lessons learned from military experience, particularly in leadership, decision-making, and overcoming fear. Jamie shares insights from his 23 years in the Marine Corps, emphasizing the importance of building habits, accountability, and the need for effective leadership structures in both military and corporate environments. The discussion highlights how personal growth often stems from discomfort and the necessity to make decisive changes to ...
Feb 18, 2025•39 min•Ep. 333
In this conversation, Jim talks with Luke Lunkenheimer and discusses Luke's journey from addiction and crime to a successful entrepreneur and sales trainer. Luke shares his experiences with addiction, the turning point that led him to sobriety, and how he rebuilt his life and career. They explore themes of resilience, the importance of confidence in sales, and the power of authenticity in building relationships. The conversation emphasizes the significance of self-discovery and learning from pas...
Feb 11, 2025•47 min•Ep. 332
In this conversation, Jim and Bradley Freedom explore the interconnectedness of health, wealth, and personal freedom. They discuss the importance of clean food, the impact of media and propaganda on public perception, and the necessity of taking radical responsibility for one's personal and financial well-being. Bradley shares his journey from military service to founding the Freedom People, which has a mission of awakening people to their true potential and reclaiming their power through inform...
Feb 04, 2025•46 min•Ep. 331
In this conversation, Jim Oliver and Nick Kosko explore the key traits and habits of highly productive and successful individuals. They discuss the importance of goal setting, time management, continuous learning, discipline, networking, resilience, maintaining a positive mindset, prioritizing health, reflection, and taking action. Each of these elements contributes to achieving personal and professional success, emphasizing that anyone can adopt these practices to improve their lives. 3 Key Tak...
Jan 28, 2025•31 min•Ep. 330
In this conversation, Jim Oliver and Will Henshall discuss the intersection of music, entrepreneurship, and personal growth. Will shares his journey from musician in the UK pop band London Beat to a successful entrepreneur and inventor. They touch on the evolution of the music industry, the rise of influencers, and the importance of financial literacy and resilience. Will also highlights his men's group, Metal Men, emphasizing the power of brotherhood and shared principles for success. 3 Key Tak...
Jan 21, 2025•46 min•Ep. 329
In this conversation, Jim Oliver and Jack Bosch discuss the concept of land flipping as a means to achieve financial independence. Jack shares his journey from Germany to becoming a successful entrepreneur in the U.S., detailing how he and his wife have created a system for land investing that is location-independent and hands-off. They explore the importance of taking action, the role of personality in success, and the need for accountability in coaching. 3 Key Takeaways: Land Flipping Business...
Jan 14, 2025•29 min•Ep. 328
In this conversation, Jim and Nick discuss the critical importance of having a clear vision for one's life and the common limiting beliefs that hinder individuals from achieving financial success. They explore fundamentals, including the differences in mindset between average individuals and the wealthy, and emphasizing the importance of shifting perspectives to overcome these beliefs. This episode is chock full of practical steps for identifying and changing negative beliefs, ultimately guiding...
Jan 07, 2025•41 min•Ep. 327
In this conversation, Jim Oliver and John Tarnoff explore a most pressing issue for many: The challenges faced at mid-career, particularly in the context of today’s digital revolution and changing job market dynamics. John, a career coach, shares insights on how to navigate career transitions, find purpose beyond traditional retirement, and the importance of self-reflection and networking. He emphasizes the need for accountability in coaching and the value of identifying one's unique abilities t...
Dec 31, 2024•34 min•Ep. 326
In this conversation between Jim and Brian Will, motivational coach and rags-to-riches entrepreneur, they explore the entrepreneurship journey, emphasizing the importance of resilience, motivation, and understanding one's 'why.' Brian shares his unconventional path from adversity to success, discussing the challenges of self-sabotage and imposter syndrome, and the critical lessons learned from early business failures. 3 Key Takeaways: The Critical Nature of "Why": Brian emphasizes that a strong ...
Dec 24, 2024•53 min•Ep. 325
Jim is joined by Kim Daly, dynamo and entrepreneur extraordinaire, to explore mindset and freedom, and the importance of personal development and inner work. Kim shares her journey of launching the Z Suite, a coaching initiative aimed at helping franchisees achieve success from within. They discuss the significance of a growth mindset, the power of gratitude, and the connection between heart and brain coherence in achieving personal and professional goals. The conversation goes into the power of...
Dec 17, 2024•48 min•Ep. 324
In this conversation, Jim interviews Avery Carl, a seasoned real estate investor and expert in short-term rentals. Avery shares her journey into real estate, starting from her early career in the music industry to becoming the CEO of the Short-Term Shop. The discussion covers the differences between short-term and long-term rentals, the importance of location, and the strategies for analyzing rental properties. 3 Key Takeaways: The Fundamentals of Short-Term Rentals: Avery explains the strategic...
Dec 10, 2024•25 min•Ep. 323
In this conversation, Jim dives into the principles of Infinite Banking with David Stearns, President of Infinite Banking Concepts LLC. Together, Jim and David discuss the differences between whole life and universal life insurance, the importance of cash flow, and the misconceptions surrounding the Infinite Banking Concept (IBC). 3 Key Takeaways: IBC’s Core Principle: Understand the problem of financing every purchase—paying interest to others or forfeiting earned interest—and how reclaiming th...
Dec 03, 2024•53 min•Ep. 322
