The Wealth Without Wall Street Podcast

Most entrepreneurs are trapped in their businesses, working long hours without creating true freedom. In this episode, Jason Duncan joins Russ and Joey to discuss the concept of “exit without exiting,” a method that allows business owners to step back, gain freedom, and still reap the profits of their company. Jason shares his journey of realizing that being the linchpin of his business reduced its value and left him vulnerable. He explains why most small businesses fail to sell and how dependence on the owner can reduce business valuation by 30–50%. More importantly, he shows how to transform a company into an owner-independent asset. If you’re a business owner who wants to reclaim your time, increase business value, and create a sustainable income stream, this episode is a must-listen. Top three things you will learn:  -How to structure your business so it generates passive income -Eliminate single points of failure -Shift from hustle to strategic ownership About Our Guest: Jason Duncan is a speaker, entrepreneur, and best-selling author. He is the creator of the XOS™ Method and is known as America's Exit Coach. With over a decade of experience, he's a leading expert in entrepreneurship and business growth strategy. He transformed his startup into a multi-million dollar enterprise, earning recognition in Inc. magazine and Entrepreneur magazine. Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode. Connect with Jason Duncan: -Instagram - @therealjasonduncan [https://www.instagram.com/therealjasonduncan/] 💸 Build a Passive Income Machine in 3 Steps: Here’s how to flip the script and start building wealth the way the wealthy do 👇 👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 wealthwithoutwallstreet.com/free-ibc-webinar [https://wealthwithoutwallstreet.com/free-ibc-webinar] 📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day) 👉 wealthwithoutwallstreet.com/accelerate [https://www.wealthwithoutwallstreet.com/accelerate] 📈 Step 3 – Start Building Passive Income More Ways to Learn & Grow Wealth (For Free) 💾 Download the Passive Income Operating System 👉 wealthwithoutwallstreet.com/pios [https://www.wealthwithoutwallstreet.com/pios] 👥 Join 10,000+ Investors Inside Our Free Community 👉 wealthwithoutwallstreet.com/community [https://www.wealthwithoutwallstreet.com/community] Paying $250K+ in Taxes? Stop the Bleed. 😡 Apply for Our Next Tax Strategy Intensive 👉 wealthwithoutwallstreet.com/tax [https://www.wealthwithoutwallstreet.com/tax] Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income 📘 wealthwithoutwallstreet.com/newbook [https://www.wealthwithoutwallstreet.com/newbook] Stay Connected: 📸 Instagram: @wealthwithoutwallst [https://www.instagram.com/wealthwithoutwallst] —

Are you making more money than ever but still feel stuck in the grind? In today's conversation, the financial coaches discuss how using proven systems can help you reclaim your time and take control of your financial future. For high-income earners, making more money often comes at the cost of time, family, and personal freedom. Mark shares his experience as a pilot, realizing that higher salaries meant more responsibilities and less personal control. Anthony shows the importance of pivoting from solely building net worth to focusing on cash flow and passive income. The coaches also highlight how the accumulation model traps many in the grind. Tune in to learn practical strategies for escaping the grind and creating cash flow, including implementing an investor DNA assessment, setting up systems to manage capital, and applying the Infinite Banking Concept (IBC) to create accessible funds that can be used for building passive income.  Top three things you will learn: -Turning active income into passive income  -How to reclaim your time and take control of your finances -Leveraging IBC and Investor DNA to fast-track financial freedom Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode. 💸 Build a Passive Income Machine in 3 Steps: Here’s how to flip the script and start building wealth the way the wealthy do 👇 👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 wealthwithoutwallstreet.com/free-ibc-webinar [https://wealthwithoutwallstreet.com/free-ibc-webinar] 📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day) 👉 wealthwithoutwallstreet.com/accelerate [https://www.wealthwithoutwallstreet.com/accelerate] 📈 Step 3 – Start Building Passive Income More Ways to Learn & Grow Wealth (For Free) 💾 Download the Passive Income Operating System 👉 wealthwithoutwallstreet.com/pios [https://www.wealthwithoutwallstreet.com/pios] 👥 Join 10,000+ Investors Inside Our Free Community 👉 wealthwithoutwallstreet.com/community [https://www.wealthwithoutwallstreet.com/community] Paying $250K+ in Taxes? Stop the Bleed. 😡 Apply for Our Next Tax Strategy Intensive 👉 wealthwithoutwallstreet.com/tax [https://www.wealthwithoutwallstreet.com/tax] Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income 📘 wealthwithoutwallstreet.com/newbook [https://www.wealthwithoutwallstreet.com/newbook] Stay Connected: 📸 Instagram: @wealthwithoutwallst [https://www.instagram.com/wealthwithoutwallst] —

Multifamily real estate isn’t dead; it’s evolving. In this episode, Sam Morris of Lone Star Capital joins Russ and Joey to break down why now is a prime time for investing in multifamily properties. Sam explains how operational excellence, strategic debt management, and market knowledge drive superior returns, even when interest rates and cap rates are beyond your control. From understanding market cycles to evaluating submarkets, Sam shares practical insights that can help investors make smarter decisions. He dives into the importance of structure, sponsor trust, and risk-adjusted strategies that separate successful deals from failures. Top three things you will learn:  -How to evaluate market cycles -Operational and financial strategies  -The three critical questions to ask before committing to any deal About Our Guest: Sam Morris is a Partner at Lone Star Capital, where he oversees acquisitions, asset management, and investor relations. With over 20 years of experience in real estate, Sam has led acquisition and disposition teams on over $550 million in multifamily transactions. Before joining Lone Star Capital, Sam was the CEO of Sunset Capital, where he built a strong track record of sourcing and executing high-performing investments.  After years of collaboration and shared success, Lone Star Capital formally acquired Sunset Capital, integrating Sam’s expertise, investor relationships, and operational excellence into its platform. Before his real estate career, Sam spent 18 years as a corporate banker, involved in over $1 billion of real estate financing. Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode. Connect with Sam Morris: -Website - https://www.lscre.com/ [https://www.lscre.com/] 💸 Build a Passive Income Machine in 3 Steps: Here’s how to flip the script and start building wealth the way the wealthy do 👇 👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 wealthwithoutwallstreet.com/free-ibc-webinar [https://wealthwithoutwallstreet.com/free-ibc-webinar] 📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day) 👉 wealthwithoutwallstreet.com/accelerate [https://www.wealthwithoutwallstreet.com/accelerate] 📈 Step 3 – Start Building Passive Income More Ways to Learn & Grow Wealth (For Free) 💾 Download the Passive Income Operating System 👉 wealthwithoutwallstreet.com/pios [https://www.wealthwithoutwallstreet.com/pios] 👥 Join 10,000+ Investors Inside Our Free Community 👉 wealthwithoutwallstreet.com/community [https://www.wealthwithoutwallstreet.com/community] Paying $250K+ in Taxes? Stop the Bleed. 😡 Apply for Our Next Tax Strategy Intensive 👉 wealthwithoutwallstreet.com/tax [https://www.wealthwithoutwallstreet.com/tax] Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income 📘 wealthwithoutwallstreet.com/newbook [https://www.wealthwithoutwallstreet.com/newbook] Stay Connected: 📸 Instagram: @wealthwithoutwallst [https://www.instagram.com/wealthwithoutwallst] —

Are you feeling overwhelmed by managing your finances? You're not alone. Money is the number one source of stress for many families, especially for the head of the family, also known as the modern family CFO.  In this episode, the financial coaches dive into the importance of creating a comprehensive wealth strategy. They discuss the common challenges high-income earners face and how not having access to cash, a tax strategy, or a passive income system can leave you feeling exposed and without control. If you’re ready to stop just managing money and start making it work for you, listen in to learn how to take ownership and build a cohesive wealth strategy, and create passive income that will allow you to achieve financial freedom. Top three things you will learn: -How to take ownership of your financial future -Building a cohesive financial system  -The importance of building passive income Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode. 💸 Build a Passive Income Machine in 3 Steps: Here’s how to flip the script and start building wealth the way the wealthy do 👇 👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 wealthwithoutwallstreet.com/free-ibc-webinar [https://wealthwithoutwallstreet.com/free-ibc-webinar] 📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day) 👉 wealthwithoutwallstreet.com/accelerate [https://www.wealthwithoutwallstreet.com/accelerate] 📈 Step 3 – Start Building Passive Income More Ways to Learn & Grow Wealth (For Free) 💾 Download the Passive Income Operating System 👉 wealthwithoutwallstreet.com/pios [https://www.wealthwithoutwallstreet.com/pios] 👥 Join 10,000+ Investors Inside Our Free Community 👉 wealthwithoutwallstreet.com/community [https://www.wealthwithoutwallstreet.com/community] Paying $250K+ in Taxes? Stop the Bleed. 😡 Apply for Our Next Tax Strategy Intensive 👉 wealthwithoutwallstreet.com/tax [https://www.wealthwithoutwallstreet.com/tax] Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income 📘 wealthwithoutwallstreet.com/newbook [https://www.wealthwithoutwallstreet.com/newbook] Stay Connected: 📸 Instagram: @wealthwithoutwallst [https://www.instagram.com/wealthwithoutwallst] —

What would you do if your boss told you to reschedule your wedding? For today's guest, that was the push he needed to leave Wall Street and build a real estate empire. In this episode, Sayam Ibrahim reveals how one outrageous request from his boss pushed him to quit corporate life. From walking away from an 80–100-hour-a-week Wall Street job to closing over 1,400 real estate deals, Sayam’s journey is a masterclass in turning adversity into opportunity.  He shares how a $60K profit on his very first flip gave him the confidence to dive into real estate full-time, the costly second deal that nearly derailed him, and the game-changing lessons that followed.  You’ll also hear how he transitioned into commercial and boutique hotel investing, including creative ways to boost income and reclassify properties for greater equity gains. Top three things you will learn:  -How to protect your real estate deals with multiple exit strategies -The step-by-step method for finding and approaching retiring landlords -Proven tactics to increase property value  About Our Guest: Sayam Ibrahim is a successful real estate investor who began his professional career on Wall Street, followed by a nine-year stretch in residential and commercial real estate, during which he and his team purchased over $50 million in properties across multiple markets. Sayam is one of the founders of Ecom Wealth Partners LLC and has been managing and building e-commerce businesses for friends, family, and colleagues, allowing him and those around him to generate substantial passive income. Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode. The hosts may have a financial interest in the programs or services mentioned in this episode. Connect with Sayam Ibrahim: -Instagram - https://www.instagram.com/iam.sayam/ [https://www.instagram.com/iam.sayam/] 💸 Build a Passive Income Machine in 3 Steps: Here’s how to flip the script and start building wealth the way the wealthy do 👇 👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 wealthwithoutwallstreet.com/free-ibc-webinar [https://wealthwithoutwallstreet.com/free-ibc-webinar] 📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day) 👉 wealthwithoutwallstreet.com/accelerate [https://www.wealthwithoutwallstreet.com/accelerate] 📈 Step 3 – Start Building Passive Income More Ways to Learn & Grow Wealth (For Free) 💾 Download the Passive Income Operating System 👉 wealthwithoutwallstreet.com/pios [https://www.wealthwithoutwallstreet.com/pios] 👥 Join 10,000+ Investors Inside Our Free Community 👉 wealthwithoutwallstreet.com/community [https://www.wealthwithoutwallstreet.com/community] Paying $250K+ in Taxes? Stop the Bleed. 😡 Apply for Our Next Tax Strategy Intensive 👉 wealthwithoutwallstreet.com/tax [https://www.wealthwithoutwallstreet.com/tax] Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income 📘 wealthwithoutwallstreet.com/newbook [https://www.wealthwithoutwallstreet.com/newbook] Stay Connected: 📸 Instagram: @wealthwithoutwallst [https://www.instagram.com/wealthwithoutwallst] —