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

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 professionals unknowingly fall into patterns of overworking and underperforming in their personal lives - which can lead to burnout and dissatisfaction, even for those who seem to have everything together.

• The Power of Self-Leadership: True effectiveness, both at work and at home, stems from strong self-leadership rather than external titles or authority.

• Vision vs. Hustle: Dr. Spano explores how vision and mission, rather than sheer effort and hustle, are what truly create wealth and success.

In a world obsessed with hustle and achievement, Dr. Spano’s insights offer a refreshing reminder that true wealth comes not from external validation but from aligning our purpose, vision, and self-leadership.

We appreciate your support! Please rate and subscribe to the podcast.

Connect with Sharon Spano:
Website: https://sharonspano.com/

LinkedIn: www.linkedin.com/in/sharonspano/

Facebook: www.facebook.com/sharon.spano.902

Instagram: www.instagram.com/drsharonspano/

Blog: https://sharonspano.com

Podcast: The Other Side of Potential

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 understanding our sacred wounds and attachment styles.

3 Key Takeaways:

• Money Trauma: Early experiences often shape lifelong beliefs and behaviors about money. For example, conflicting messages about money during Doug’s childhood created confusion and avoidance.

• Enneagram and Financial Behavior: The Enneagram gives us a structured way to understand the emotional undercurrents that drive financial decisions. Doug explains how each type reflects specific emotional reactions to early stress and outlines how these patterns can be recognized and redirected.

• From Scarcity to Strategy: Shifting from a scarcity mindset to a values-based financial strategy involves identifying emotional triggers, building awareness, and creating systems that support intentional decision-making over inherited habits.

Listen to the full episode to explore how understanding your money story can change your financial future.

Please remember to subscribe and rate the show!

Connect with Doug Lynam:

Website: https://www.douglynam.com/

Instagram: www.instagram.com/douglynam/

Linkedin: www.linkedin.com/in/doug-lynam/

Facebook: www.facebook.com/douglynam/