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 helps determine whether an enterprise is generating true value.

• Your Family is a Business: Just like a corporation, your household economy should account for the cost of capital to ensure efficient use of resources and long-term wealth accumulation.

• Lost Opportunity Cost: Paying with cash may seem simple, but it often ignores the potential returns that capital could have generated if deployed differently, leading to underestimated financial losses.

Jim and Nick make the case that applying corporate finance principles like EVA to your personal finances isn’t just possible—it’s essential. By recognizing your family as an economic entity and accounting for the true cost of capital, you can make more informed decisions that align with long-term wealth creation.

The key isn’t just about how much money you make, but how efficiently you deploy and grow that capital over time.

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 when it matters most.

• Use Pros or Pay the Price: DIY cost seg = audit risk. The wealthy hire experts who follow IRS rules and unlock every legal advantage.

• Wealth Is Strategy, Not Luck: High-level investors study the tax code and use it. They don’t guess—they play offense and reinvest savings to scale fast.

If you want to learn more or need guidance on how to implement these strategies, don’t hesitate to reach out to experts like Yonah Weiss or connect with real estate-savvy CPAs.

Until next time, keep educating yourself, stay strategic, and keep breaking away from the ordinary.

Connect with Yonah Weiss:

Website: www.madisonspecs.com/

Instagram: www.instagram.com/yonahweiss/

Linkedin: www.linkedin.com/in/cost-segregation-yonah-weiss/

Twitter: https://twitter.com/YonahWeiss

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 Takeaways:

• Cost Segregation Studies: How breaking down your building’s components can accelerate depreciation and increase first-year deductions by up to 25%, delivering major cash flow benefits for real estate investors.

• Real Estate Professional Status & Short-Term Rentals: Insights on how meeting specific IRS criteria or leveraging short-term rental classifications can unlock the ability to offset passive losses against active income.

• Stacking Incentives: Exploring how commercial real estate investors can combine accelerated depreciation with energy tax credits (like 179D and 45L) to maximize tax benefits.

Stay tuned for Part 2, where we’ll go beyond the overview and dig into the detailed tactics and implementation steps for these tax-saving strategies.

Resources:

For 10% off your residential Cost Segregation study (under $1.2M) : www.costsegregation.com/BREAKAWAY2025

Connect with Gian Pazzia:
Website: www.kbkg.com/residential-costsegregator

Linkedin: www.linkedin.com/in/costsegregationservices/

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.

1. Financial Freedom Is Just the Start
Most people chase financial independence like it’s the goal. It’s not. It’s just the starting line. Once you’re free, that’s when the real game—impact, leverage, and legacy—begins.

2. Control the Money, Control the Outcome
When you control the money, you control the outcome. Infinite Banking puts you in the driver’s seat—no more waiting on approvals, no more lost opportunity cost. You become the bank.

3. Impact Is the Ultimate ROI
True wealth isn’t just about what you earn or save—it’s about what you build that outlives you. After freedom comes impact. The mission shifts from accumulation to contribution.

Book Recommendations:

• Jonathan Livingston Seagull by Richard Bach

• Illusions: The Adventures of a Reluctant Messiah by Richard Bach (particularly the opening parable about the creatures in the stream)

Best Advice Jim Ever Received:

“Let go.” Like the creature who released his grip on the rock to discover what the stream had in store, stepping into the unknown is the only way to discover what you're truly capable of.

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 know where their money is going because they’re emotionally avoiding the truth.

2. Off-the-Shelf Tools Don’t Cut It
Generic apps and spreadsheets won’t get you there. You need a system designed for your life.

3. One Hour a Week Changes Everything
A weekly review of your accounts brings clarity, control, and confidence to every financial decision.

In a culture obsessed with income, this conversation brings you back to the foundation: Cash flow control is the bedrock of wealth.

• Website: teshradoyou.com

• LinkedIn: Teshra Robles

• Facebook: facebook.com/teshradoyou

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 ultimate wealth-building tools.

• And the surprising truth about success: it’s not just about making money—it’s about finding joy.

Whether you’re a startup founder, seasoned business owner, or just trying to stay relevant in a fast-moving world, Kevin's blueprint will show you how to adapt, lead, and break away from convention.

1. AI as Your Tactical Wingman
   Use AI as a daily assistant for research, writing, planning, and decision-making. It doesn’t replace you—it amplifies you.

2. Timing > Talent
   The biggest startup killer? Being early. Mastering the art of timing in business is more important than chasing “great ideas.”

3. Resilience Builds Empires
   Endurance, not genius, separates winners from wannabes. Show up, survive setbacks, and let compound effort do its thing.
   
   

Kevin’s decades of experience will challenge your thinking—and give you a modern playbook to stay ahead in a world that won’t wait.

Subscribe and share to help others break away from financial convention

Connect with Kevin Surace:

Website: www.kevinsurace.com/

Linkedin: www.linkedin.com/in/ksurace/

Instagram: www.instagram.com/kevinsurace/

Twitter: twitter.com/kevinsurace

Tiktok: www.tiktok.com/@kevin_surace

Facebook: www.facebook.com/kevin.surace/

YouTube: www.youtube.com/@kskoolstuff

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: Auger explains how TikTok's short-form content, algorithm, and user engagement make it a high-leverage platform for brand exposure and organic marketing.

• Generational Perspective: Auger shares how growing up in a family of business owners and competing in sports cultivated both his entrepreneurial mindset and resilience at an early age.

• Marketing Through Authenticity: Auger outlines why blending advertisements into natural, personal content outperforms traditional ad strategies on platforms like TikTok.

For more conversations that challenge traditional thinking and unlock new possibilities for financial independence, subscribe to Breakaway Wealth on your preferred platform.

Connect with Auguste Auger:

Discord: https://discord.gg/d9mXXCwPXU

Twitter: x.com/toasty1k

Instagram: www.instagram.com/tvtoasty

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 change. This conversation emphasizes that true success and financial freedom begin with an intentional shift in your thinking.

3 Key Takeaways:

• Identifying Limiting Beliefs: Discover how to pinpoint exactly what's holding you back—those hidden thoughts and patterns that sabotage your success.

• Reframing Negative Thoughts: Learn actionable methods to reframe negative beliefs into empowering perspectives, helping you build a stronger foundation for success.

• Building a Sustainable Mindset: Understand the crucial role daily practice, intentional repetition, and consistent self-awareness play in solidifying your new mindset.

Reframing your beliefs is not a one-time event—it’s a continuous commitment to growth. By intentionally challenging old patterns and building a sustainable mindset, you can unlock new levels of wealth, health, and freedom.

Thank you for tuning into this episode of Breakaway Wealth. Subscribe and stay tuned for more insights on creating financial independence and breaking free from conventional thinking.

Connect with Deekron Krikorian:

Linkedin: www.linkedin.com/in/deekron