Podcasts about alternative assets

One-on-one pod today: Chris is home from the Hamptons, and Jason is in L.A. We chat about $30 Sag Harbor bushels of berries, regional health food stores, Rick Ross being spotted flying commercial alone, we talk hoops, though we podded before the Knicks won in five, Morrissey posting a list of people he feels have wronged him, trouble at the Unwell Podcast Network, Kristin Cavallari's new protein juice brand, when the Alternative Assets shop opens up across from Chanel, the rise of Loonen water, Keke Palmer and Sean from Hot Ones spotted on a date, Peloton cutting Hudson Williams due to a classic swastika-on-the-face, and Mayor Mamdani popping out in some shortie shorts to celebrate football. twitter.com/donetodeath twitter.com/themjeans howlonggone.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailIn this exclusive clip from a high-level investor panel, This investor shares blunt insights on why many Reg D investment deals fail investors, the hidden risks most people ignore, and what smarter investors are looking at instead heading into 2026.He also reveals why due diligence is everything, the lack of investor control in many private deals, and where he sees opportunity in specialty finance and alternative assets with low correlation.Topics Covered:✅ Why Reg D deals can be risky for investors✅ The problem with illiquidity and manager control✅ Hidden fee structures explained✅ Best niche alternative assets for 2026✅ 300 due diligence questions every investor should askIf you invest in private equity, real estate, hedge funds, venture capital, or alternative assets, this is a must-watch.

This week's episode features Ben Elvidge, Product Lead of xU3O8, Head of Alternative Assets at Trilitech, in conversation with host Adrian Pocobelli about the tokenization of uranium on the Tezos blockchain. Elvidge discusses the multiyear development process behind the project, the challenges of metal tokenization, and the lengthy path to regulatory compliance. He also explains the financial mechanics of tokenization and how a blockchain-based structure differs from an ETF. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In this episode of the Jersey Finance podcast series on the tokenisation of real-world assets, our Head of Funds, Elliot Refson speaks with Sam Moody, Founder and CEO of Savea, about how blockchain technology is reshaping alternative investments.The discussion explores how Savea's tokenised wine index, Savea, is improving access, liquidity and efficiency in the fine wine market, while also examining the wider potential for tokenisation across art, collectibles and real estate.The episode also highlights Jersey's growing role as a leading jurisdiction for digital asset innovation and tokenised investment structures. Hosted on Acast. See acast.com/privacy for more information.

This week, we're diving into one of the fastest-growing corners of retirement planning: alternative investments inside IRAs. From rental properties and private equity to precious metals and crypto, self-directed IRAs are giving investors more freedom to move beyond traditional Wall Street assets — but just because you can hold these investments inside an IRA doesn't always mean you should, especially when strict IRS rules, hidden tax traps, and costly compliance mistakes can completely disqualify your retirement account. We'll explain how these accounts really work, what investments are actually allowed, and why many investors underestimate the risks.Then, we turn to the semiconductor sector, where the AI boom has ignited what some analysts are calling a full-scale market “melt-up.” Chipmakers like Broadcom, Micron, and even Intel have surged as investors pour money into anything tied to artificial intelligence. We'll discuss whether the explosive rally is supported by fundamentals and how semiconductor demand is reshaping the global economy.And finally, we ask the question many investors are quietly wondering: Are we witnessing a technological revolution — or another dot-com-style bubble? We'll compare today's AI-driven rally to the market environment of 2000, explore why the Magnificent 7 continue to dominate investor attention, and discuss whether confidence in an “A.I. put” is fueling one of the most concentrated and optimistic stock markets in decades.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 16, 2026  |  Season 40, Episode 20Timestamps and Chapters6:18: Investing Beyond Wall Street in Your IRA29:38: The Semiconductor Supercycle42:11: Bubble Talk: Comparing Today to 2000 Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com 

What employers should know about key developments this week: DOL Proposes Opening 401(k) Investments: The U.S. Department of Labor (DOL) proposed a rule establishing a process-based safe harbor for fiduciaries under the Employee Retirement Income Security Act, opening the door to alternative assets—including cryptocurrency, private equity, and real estate—in 401(k) plans. NLRB Wants Its Removal Protections Stripped: The National Labor Relations Board ("NLRB" or "Board") asked a federal court to declare unconstitutional the statutory provisions limiting the U.S. president's ability to remove members of the NLRB and administrative law judges—marking the first time the Board itself has taken this position. Compliance with Military Leave Requests: Amid ongoing global conflicts, employers should prepare for an influx of military leave requests and review their obligations under the federal Uniformed Services Employment and Reemployment Rights Act, as well as any applicable state law. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw430 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship.  EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.

In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto.Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns.Mat also discuss what the DOL's “neutral” stance means for plan sponsors, what's coming next from the SEC, and how this could reshape retirement investing.Most importantly, Mat highlights that owning alternative assets in an IRA is already possible through the power or self-directed IRAs. Tune in to learn more or visit directedira.com. Directed IRA Homepage: https://directedira.com/Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRABook a Call: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyDOWNLOAD: The 401 K Access Roadmap For Alternative Fund Managers: https://go.fundraisecapital.co/401k-access-roadmapIs your fund missing the biggest regulatory shift in a decade?On August 7, 2025, President Trump signed the historic Executive Order "Democratizing Access to Alternative Assets for 401(k) Investors," effectively ending the "red light" era for private equity in retirement plans. This is not just a policy change; it is the total destruction of the barriers that kept $12.5 trillion in retirement capital locked in "tired" mutual funds. For the first time, the door is wide open for private equity, private credit, and real estate to become the new standard in American retirement.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/The Fresh Patch Podcast - Where Good Pets Get It. Welcome to the Fresh Patch Podcast where we talk about everything, from dog...Listen on: Apple Podcasts Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

 “You will take a punch in the face in this business.” In this episode, discover how Matthew Owens shares the hard-earned lessons behind raising over $200M and acquiring more than $500M across real estate and alternative assets. From quitting his CPA job to flipping over 1,000 homes, surviving the 2008 crash, and evolving into lending, debt funds, and alternative financing strategies, Matthew breaks down how each phase shaped his approach to capital raising and investing. He explains why learning to raise money earlier could have changed everything, how he built systems to scale while prioritizing family time, and why educating investors through structured communication and transparency is the foundation of long-term trust. If you're an investor or entrepreneur looking to understand how to scale across multiple asset classes while navigating risk, this episode delivers real-world insights forged through experience—not theory. 5 Key TakeawaysYou'll learn the most from getting “punched in the face” Matthew emphasizes that setbacks—especially the 2008 crash—were critical in shaping his long-term success and resilience. Raising capital early changes everything He reflects that focusing on capital raising sooner could have dramatically increased his long-term net worth and ability to scale. Systems create freedom—not just growth Building repeatable systems allowed him to scale across multiple funds while spending more time with his family. Education is the foundation of investor trust Long-form email sequences, clear communication, and structured content help investors understand deals and feel confident investing. Diversification reduces exposure to market risk Expanding into alternative assets like lending and specialty funds helps create income streams that are less correlated with traditional real estate cycles. About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai 

WAM Alternative Assets FY2026 Interim Results Webinar by Wilson Asset Management

Savage sits down with Shanon Davis, CEO of American Alternative Assets, to uncover the economic warning signs the mainstream isn't reporting—from a weakening job market and declining consumer spending to falling productivity and rising hidden unemployment. They discuss rising energy costs and soaring costs. Davis explains why these signals point to deeper structural problems and outlines a strategy focused on tangible assets like gold and silver as a way to help protect retirement savings from volatility, inflation, and systemic shocks.    Talk to precious metals specialists who understand the Great Gold Reset. Call (855) GOLD-099 or go to GetSavageGold.com

In this episode we answer emails from Connor, Zachary and Brian.  We discuss fund selection, doing the Big Law dance, portfolio construction basics and analyzing alternatives, and a partial retirement drawdown scenario involving early withdrawals, avoiding temptations to market time based on recent performances and funding a vacation property with a dedicated portfolio.But first we thank donors supporting Fairfax CASA and share Jillian Johnsrud's moving story about adoption, foster care, and how a steadfast CASA changed her kids' lives.Links:Fairfax CASA Donation Page:  Donate - Fairfax CASAFather McKenna Center Donation Page:  Donate - Father McKenna Center"Retire Often" by Jillian Johnsrud:  Book | Retire OftenBridgewater Paper Describing the Four Quadrant Model:  Microsoft Word - 2009.12 AW Info Pack.docBlog Article Describing Risk Parity Principles and the Four Quadrant Model:  15 Uncorrelated Assets | SSiSVideo Describing Correlations of Alternatives (start timestamp 1:10): iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | January 2026Breathless AI-Bot Summary:  A single constant can change a child's life. That's the heart of Jillian Johnsrud's adoption and CASA story, where a determined CASA volunteer carried the full thread of her kids' journey through seven case managers and years of upheaval. We open with gratitude for Fairfax CASA donors and a candid look at what Court Appointed Special Advocates really do: show up, remember, advocate, and persist in an unreasonably hard job that needs every ounce of support we can give.From there we pivot to the questions you care about. We unpack why SCHG works fine as a large cap growth sleeve and then dive into a pragmatic guide to risk parity. Using a four-quadrant map of growth and inflation, we explain how to pair equities with long-term Treasuries, gold, and managed futures to raise safe withdrawal rates without pretending to predict the future. You'll hear how uncorrelated return streams and disciplined rebalancing—Shannon's Demon in action—turn volatility into a feature, not a bug. We also draw a bright line between true diversifiers and crowded “alts” that secretly track stocks.We get tactical: how to treat accounts as one portfolio while keeping extra liquidity in taxable during a low-stress, lower-income phase; when to tax-gain harvest; and why tilting heavily into whatever just outperformed (gold now, bonds avoided) is classic recency bias. For those juggling work and life pivots, Frank shares hard-won Big Law advice: build stamina, communicate clearly, be relentlessly reliable, and stay curious as practice areas shift. Finally, we brainstorm a small, dedicated portfolio to fund a shared family vacation home, and why this sandbox is perfect for testing a slightly higher equity mix you can always top up.If this resonates, help us amplify the work of Fairfax CASA, then subscribe, share the episode with a friend who's rethinking their allocation, and leave a quick review so more DIY investors can find the show. Your support keeps the conversation smart, practical, and focused on what actually works.Support the show

What does it really take to turn your vision into reality as an entrepreneur—and how do our early experiences shape the leaders we become? In this episode of The Angel Next Door Podcast, Marcia Dawood sits down with the dynamic Syama Bunten, whose journey from a driven, creative child writing letters to the White House to a powerhouse in the world of retail and brand consulting is nothing short of inspiring. The episode dives deep into how ambition, creativity, and a determination to improve one's circumstances can fuel an extraordinary career.Syama brings a wealth of experience to the conversation. She shares her evolution from retail buying at Macy's to launching her own consultancy, Scaling Retail, where she empowered emerging brands to succeed in a rapidly changing marketplace. She also provides insight into her more recent work as co-founder of Wealth Catalyst, a movement and community dedicated to helping women—and people at large—claim agency over their financial lives.This episode is a must-listen for anyone passionate about entrepreneurship, wealth-building, or changing the narrative around who can lead and invest. Marcia and Syama discuss the real stories behind building businesses, the importance of agency and vision, and why normalizing conversations about money (especially among women) is critical for collective growth. With powerful anecdotes, actionable insights, and a preview of game-changing initiatives like the Wealth Catalyst Freedom Tour, this episode is both inspiring and practical, offering listeners a front-row seat to the next evolution in personal wealth and leadership. To get the latest from Syama Bunten, you can follow her below!https://www.linkedin.com/in/syamameagher/https://syamabunten.com/https://wealthcatalyst.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, Danny Resnick, Managing Director and Wealth Partner at J.P. Morgan Wealth Management, and Abe Puerto, Executive Director and head of J.P. Morgan Defined Contribution Consulting, discuss key trends shaping employer-sponsored retirement plans. They cover market timing versus rebalancing, the evolving role of target date funds, the potential inclusion of alternative assets, and […]

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!In this episode of The Mailbox Money Show, Bronson leads a panel from the 2025 Alternative Assets Summit on how investors can properly evaluate risk and build resilient, diversified portfolios.Joined by Ryan Gibson, Kaaren Hall, and Patrick Grimes, the discussion covers risk-adjusted returns, operator quality, due diligence, and portfolio allocation across alternative investments. The panel shares real-world lessons on avoiding fraud, managing uncertainty, and balancing cash flow versus appreciation across different life stages.The episode wraps with practical frameworks for assessing sponsors, using AI tools for smarter analysis, and building portfolios designed to perform across market cycles—not just in good times.0:36 – Episode Intro: 2025 Alternative Asset Summit1:40 – Panelist backgrounds and perspectives3:42 – “Big Beautiful Bill” and key tax changes6:21 – Return of 100% bonus depreciation10:12 – Retirement accounts, HSAs, and self-directed investing14:12 – Moving capital from Wall Street to Main Street17:49 – Non-correlated alternative investing strategies19:11 – Opportunistic investing in real estate and litigation finance20:10 – Cash flow vs appreciation27:21 – Portfolio allocation and liquidity management32:46 – Evaluating risk in alternative investments35:37 – Operator experience and risk-adjusted returns37:12 – Due diligence and sponsor vetting38:26 – Uncovering fraud with Google and FINRA BrokerCheck39:36 – Black swan events and capital call risk40:34 – Portfolio-level risk and public market overexposure41:21 – Non-correlation as the foundation of financial security42:44 – Aligning investments with life stage and time horizon43:40 – Using ChatGPT for deal review and risk analysis44:05 – Identifying the primary downside risk45:27 – Hospitality and hotel investing risk49:27 – Capital “buckets” and compounding cash flow53:27 – Community resources and investor networking54:11 – How to connect with the panelistsJoint the Wealth Forum: bronsonequity.com/wealthConnect with the Guests:Kaaren Hall:Website: https://udirectira.com/https://www.ocreia.com/Linkedin: https://www.linkedin.com/in/kaarenhall/Facebook: https://www.facebook.com/kaaren.hall/Ryan Gibson:Podcast: "Passive Income Pilots"Email: ryan@spartan-investments.comWebsite: https://spartan-investors.com/Linkedin: https://www.linkedin.com/in/ryan-gibson-21784b5/Instagram: https://www.instagram.com/spartaninvestmentgroup/Youtube: https://www.youtube.com/spartanhomebuyersPatrick Grimes:Book: https://passiveinvestingmastery.com/bookWebsite: https://passiveinvestingmastery.com/Linkedin: https://www.linkedin.com/in/patricksgrimes/Email: Info@passiveinvestingmastery.com#AlternativeInvestments#RiskAdjustedReturns#PortfolioDiversification#PassiveIncome#CommercialRealEstate#TaxAdvantagedInvesting#FinancialSecurity

In this episode, Danny Resnick, Managing Director and Wealth Partner at J.P. Morgan Wealth Management, and Abe Puerto, Executive Director and head of J.P. Morgan Defined Contribution Consulting, discuss key trends shaping employer-sponsored retirement plans. They cover market timing versus rebalancing, the evolving role of target date funds, the potential inclusion of alternative assets, and […]

Clare Baukham is a global wealth architect, alternative investment curator, and creator of the Billionaire Women platform who helps clients go beyond traditional portfolios into higher-upside asset classes like blue-chip art. She rose as an award-winning financial advisor in Canada before expanding into media as an executive producer on TV series about wealth, power, and business, and eventually built her own firm around the idea that wealth is identity, structure, and seduction. On this episode we talk about: How Clare went from a family machine shop to floral design, acting, professional options trading, and finally top-tier wealth planning. What she learned shadowing one of Canada's leading advisors and later a billionaire mentor—then why she left the traditional bank-controlled model. Why she believes budgeting alone won't make you rich, and why most households need “alpha” (high-upside) bets alongside safer “beta” investments. The logic behind using fine art as an asset class, including examples of paintings appreciating from a few million to tens of millions of dollars. How her team acquires, stores, and plans to tour a curated collection, while allowing investors to buy fractional ownership instead of full pieces. Top 3 Takeaways You don't need to reinvent the wheel to build wealth. Attach yourself to people who already have the results you want, copy their playbook, and then adapt it to a vehicle you actually care about. High-net-worth investors think in “alpha” and “beta,” not just savings accounts. A small, risk-tolerant slice of your portfolio in alternative assets can meaningfully accelerate your path to freedom. Alternative assets can be both financial and lifestyle plays. For the right investor, owning a fraction of museum-worthy art (instead of more index funds) is as much about story and identity as returns. Notable Quotes “You're their trophy—they want you to win so they can say, ‘Look what I can do.'” “Most advisors white-knuckle market crashes. I wanted clients positioned to want the crash because everything's on sale.” “You don't have to reinvent the wheel. Take the billionaire's blueprint and lay it over something you actually believe in.” Connect with Clare Baukham: Website: https://www.clearwealthgroup.com/ Instagram: instagram.com/clarebaukham ✖️✖️✖️✖️

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

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A Trump executive order is giving retail investors more access to private markets. Is that a golden opportunity — or fool's gold? SOURCES:Elisabeth de Fontenay, professor of law at Duke University.Steven Kaplan, professor of entrepreneurship and finance at the University of Chicago. RESOURCES:"Democratizing Access to Alternative Assets for 401(k) Investors," (The White House, 2025)."The (Heterogeneous) Economic Effects of Private Equity Buyouts," by Steven J. Davis, John Haltiwanger, Kyle Handley, Ben Lipsius, Josh Lerner, and Javier Miranda (Management Science, 2025)."Risk-Adjusted Returns of Private Equity Funds: A New Approach," by Arthur G. Korteweg and Stefan Nagel (The Review of Financial Studies, 2025)."The Effects of Management Buyouts on Operating Performance and Value," by Steven Kaplan (Journal of Financial Economics, 1989). EXTRAS:"The Biden Policy That Trump Hasn't Touched," by Freakonomics Radio (2025)."Should Companies Be Owned by Their Workers?" by Freakonomics Radio (2024)."Do You Know Who Owns Your Vet?" by Freakonomics Radio (2023)."Are Private Equity Firms Plundering the U.S. Economy?" by Freakonomics Radio (2023). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alan Strauss digs into alternative assets, a “multi-trillion dollar industry” that's going mainstream. “Investors should have something…that is a substitute for traditional equities,” but still have growth, he argues. He calls alternatives a “time-tested approach” and discusses opportunities for investment. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—including corporate and public pensions, endowments and foundations—and Tina Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President's recent executive order, “Democratizing Access to Alternative Assets for 401(k) Investors” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios. For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

What does it really take to build wealth? Could the answer lie beyond traditional investments and into the realm of alternative assets and creative financial structuring? This episode of The Angel Next Door Podcast digs into that very question, challenging listeners to rethink what successful investing looks like in today's ever-changing economic landscape.Guest Kelly Ann Winget, founder of Alternative Wealth Partners, brings a myriad of experience from five generations in oil and gas and over 250 private placements. Her innovative approach encompasses everything from managing diversified private equity funds to investing in sustainable consumer products, ammunition manufacturing, and even a Jamaican coffee farm—all while keeping a laser focus on tax strategy and long-term financial growth.Together, Marcia Dawood and Kelly Ann Winget unpack the nuts and bolts of alternative investments, the critical importance of tax credits, and what fund managers often overlook when serving individual investors. This episode is essential for entrepreneurs and investors ready to push past conventional wisdom, gain insider insights, and discover practical ways to maximize their wealth and investment impact. To get the latest from Kelly Ann Winget you can follow her below!https://www.linkedin.com/in/kellyannwinget/ https://www.kellyannwinget.com/https://a.co/d/9HERqTl - Kelly's Book - Pitch the Bitch: Grab your Financial Future by the Bags Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

On this Ropes & Gray podcast, benefits consulting principal David Kirchner is joined by Sharon Remmer, an ERISA and benefits partner, and Elliot Saavedra, a senior benefits consultant, to discuss the implications of President Trump's recent Executive Order encouraging expanded access to alternative assets for retirement plans and the potential impact on plan sponsors. Our speakers discuss the evolving regulatory landscape and provide actionable guidance for plan sponsors and fiduciary committees preparing for potential changes in defined contribution plan investment options. As they discuss in the episode, emphasis should be place on the importance of prudent governance and ongoing education as the market and regulatory frameworks develop.Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.

Welcome back to The Lenders Playbook Podcast episode #95. We are you your go-to resource for private lending, real estate, and entrepreneurship. I'm your host, Matt Rosen. Today, I'm joined by Mat Sorensen — attorney, best-selling author, and CEO of Directed IRA, one of the nation's top self-directed IRA companies.  We're breaking down how to use your retirement funds to invest in real estate, private lending, and other alternative assets — plus the biggest mistakes to avoid and how to get started.   If you've ever wanted to take control of your retirement and invest like the pros, this episode is for you. Thank you to our Episode Sponsors!Doss Law https://www.dosslaw.com/American Lending Conference https://www.americanlendingconference.com/

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the integration of private equity and alternative assets into 401k plans. They explore the performance of endowments, the nature of private equity and private debt, and the associated risks. The conversation emphasizes the importance of understanding these investment options, the role of 401k plans in holding illiquid assets, and the need for informed decision-making to avoid chasing returns without proper knowledge. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #privateequity #alternativeassets #401kplans #investmentstrategies #riskassessment #endowments #financialplanning #liquidity #retirementsavings #diversification   Takeaways Private equity and alternative assets are becoming more accessible in 401k plans. Endowments manage large portfolios with a focus on long-term returns. Private equity includes investments in privately held companies and debt. Investing in private equity carries significant risks, including illiquidity. 401k plans may provide a suitable structure for holding alternative assets. Investors should be cautious of chasing returns without understanding the risks. Individual financial situations must be assessed uniquely when considering investments. Understanding the underlying assets in alternative investments is crucial. Diversification can be beneficial, but it must be approached with caution. Consulting with a financial advisor is recommended when exploring alternative investments. Chapters 00:00 Introduction to Private Equity in 401k Plans 01:30 Understanding Endowments and Their Returns 04:23 Exploring Alternative Investments 05:31 Defining Private Equity and Private Debt 07:32 Assessing Risk in Private Equity Investments 10:34 The Role of 401k in Holding Alternative Assets 11:15 Concerns About Illiquidity and Misunderstanding Investments 14:33 Wrapping Up: Key Takeaways and Final Thoughts  

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. This week on the podcast, we're looking at private equity and cryptocurrencies as investment options in your 401k - is this a big opportunity or a hard pass?  On August 7, 2025, President Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors. This order paves the way for allowing 401(k) plans to include alternative investments like cryptocurrency and private investments in 401(k) plans. Which begs the question: Is this a good idea for investors? Alternatives and private investments have a track record of higher fees, illiquidity, and higher risk for investors. Their complexity could create problems and additional risks for investors if 401(k) plan trustees eventually move to add these investments to their plan offerings.  So let's explore this a little more, because you might see these options popping up in your 401ks in the near future, and it's important to think through the potential benefits and risks so you can make the right decision about how to invest your 401k for your retirement.    Next Monday, I'll be back with a new theme - at this point, the Fed will almost certainly lower interest rates when they meet this week, and by the time you're listening to this episode, perhaps they already have. So we'll talk about what that means for inflation, bonds, stocks, mortgage rates, and your retirement next week.    I hope you have a blessed week. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

Amid shifting geopolitics and increased interest from sovereign wealth funds, we explore emerging opportunities for bilateral Shariah-compliant investment into the UK and other global markets. Discussions will focus on direct and private equity investment, along with growing demand for Shariah-compliant alternative assets, including asset-backed credit, venture funds, real estate, real assets, and Islamic debt funds.Moderator:Richard Thomas, Managing Director, Sustainable EconomyPanelists:Adeel Khan, Managing Partner, PotentiaMahdi Yazdizadeh, CEO, Ereele CapitalMike Rainey, Partner, King & SpaldingMohammed Saifullah Khan, CEO, Ebdaa Islamic Finance Consultancy

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Michael Wagman, a capital raising expert and entrepreneur in the real estate sector. Michael shares insights into his journey in multifamily investing, his current projects including a unique motel-to-boutique hotel conversion, and his innovative strategies for raising capital. He discusses the importance of building relationships with investors, navigating challenges in the real estate market, and his experiences traveling while managing capital raising efforts. The conversation also touches on market forecasts and the future of real estate investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing, non-recourse bank loans, subject-to deals, wholesaling, private lending, and even the Roth Dream Home Takeover (a little-known method to lock down your future retirement home tax-free).They share real client examples, key compliance rules (like avoiding personal guarantees), and why pairing these strategies with a Roth IRA can supercharge compounding and keep more returns in your pocket. Whether you're a seasoned investor or just discovering the power of self-directing, this episode will open your eyes to opportunities you may not have known existed.Chapters: 00:00 - Introduction to IRA Real Estate Strategies03:16 - Creative Financing Through Self-Directed IRAs06:53 - Wholesaling Properties With Your IRA09:25 - Becoming the Lender With Your IRA13:00 - The Roth Dream Home Takeover18:54 - Partnering Strategies and Tax Liens23:48 - Alt Asset Summit InvitationDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

This week on Not Your Average Insights, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez discuss President Trump's landmark executive order that opens the door for Americans to invest their 401(k) retirement savings in alternative assets like cryptocurrency, private equity, and real estate along with other interesting headlines for real estate investors.We'll explore:- How will this executive order affect the investment real estate market?- What the rise in age of 1st time home buyers means for the housing market- Why professional sports franchises are becoming sophisticated real estate investorsListen NOW!Chapters:00:00 Introduction and Overview00:06 Executive Orders and 401k Investments00:26 Football Season and Stadium Deals01:48 Welcome to the Show02:28 Alternative Assets in 401k Plans03:05 Real Estate vs. Other Investments05:20 Challenges and Opportunities in Real Estate08:00 JWB's Business Model and Fund Structures16:42 Median Age of Home Buyers17:24 Affordability Challenges and Solutions18:45 Investing in Workforce Housing19:19 The Importance of Home Ownership24:49 Encouraging Young People to Invest29:08 Understanding Real Estate Affordability29:34 Teaching Kids About Real Estate30:11 The Importance of Financial Education for Kids30:43 The Role of Relationships and Education in Real Estate31:24 Challenges and Opportunities in Real Estate Investment32:22 Discussing Real Estate with Kids33:36 Community Shares and Foreign Investment34:17 The Economic Impact of Professional Sports Teams35:21 Stadium Deals: Downtown vs. Suburban42:03 Jacksonville's Stadium Renovation and Economic Growth49:14 Addressing Real Estate Taxes and Affordability53:56 Future Topics and Closing RemarksStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) You don't need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday investors are already using to grow their retirement accounts.Whether you're just starting with $5,000 in a Roth IRA or rolling over an old 401(k), this episode reveals how to make smart, creative investments in alternative assets—without needing a six-figure balance. You'll also learn how to structure these deals legally with IRA/LLCs, avoid prohibited transactions, and understand the compliance rules that protect your tax-advantaged account.Chapters: 00:00 - Introduction to Small-Budget Self-Directing02:10 - Cryptocurrency and Crypto Mining Options06:20 - Creative Real Estate and Partnerships10:00 - Mobile Homes and Startup Investments13:45 - Turo, Oil & Gas, and Livestock22:45 - Equipment Leasing and Final Opportunities32:16 - The Power of Roth IRAsDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ------ AT sea with LT. 2026. Caribbean: https://www.inspirationtravel.com/event/lt-caribbean-cruise-2026 ————————— *Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

For decades, private equity has been the darling of pension funds, university endowments, and sovereign wealth funds, promising high returns and low volatility. Now, President Donald Trump has made it possible for everyday investors to get in on the magic with his executive order, "Democratizing Access to Alternative Assets for 401(k) Investors.” The order relieves regulatory burdens that limit the access of defined contribution plans, like 401(k)s, to alternative assets such as private equity (but also cryptocurrency and real estate). The hope is to give American workers access to greater choice, diversification, and potential growth towards a comfortable retirement.But Trump's order comes just as longstanding questions about private equity's promise of high returns and low risk are coming to the fore. Has the distribution of returns slowed to a trickle? What does data actually say about private equity's performance, and where is the industry headed? There is also a long standing debate whether private equity is good for society, independent of financial returns.Is private equity actually a ponzi scheme that now threatens the retirements of millions of American workers? To make sense of it all, Luigi and Bethany are joined by Dan Rasmussen, an experienced investor and author who began his career in private equity but has emerged as one of the most prescient critics of the industry. Together, the three of them distill what the state of the industry means for the future welfare of investors, workers, and the American economy as a whole.Bonus: Check out ProMarket's recent series on the impact of private equity in the health care industry.

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets.For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This executive order flips the script, setting a national policy that every American preparing for retirement should have the option to invest in alternatives—just like the wealthiest institutions do.Mat and Mark explain what “alternative assets” really mean in this context, from real estate and crypto to private equity, commodities, and infrastructure investments. They walk through the specific investments cited in the order, why these options have been off-limits for most 401(k) participants, and how this policy could shift the $8 trillion 401(k) industry toward more choice and freedom for everyday investors.They also unpack the political dynamics, regulatory hurdles, and 180-day timeline for the Department of Labor and SEC to develop new guidance—while emphasizing what you can do right now. If you have an IRA or old 401(k), you can already invest in alternatives today using a self-directed account, bypassing the “check-the-box” limitations of traditional plans.Whether you're a corporate employee stuck with cookie-cutter 401(k) options or a self-directed investor ready to take the reins, this episode will help you understand the stakes, the timeline, and the opportunities in this unprecedented policy shift.Chapters:00:08 - Trump's Executive Order on Alternative Assets02:19 - Defining Alternative Assets02:30 - Learn How to Invest in Alternative Assets(https://altassetsummit.com/)02:48 - List of Alternative Assets - From Trump04:19 - How the Executive Order Could Impact You05:20 - Timeline and Political Landscape09:07 - The Power of Self-Directed Investing12:02 - IRAs: Invest in Alternatives Today14:03- Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

It's not just you — we feel the bad vibes in the job market too. On the show today, we'll unpack how what we're hearing from those on the job hunt compares to what the data shows about a labor market slump. And, President Donald Trump says he wants to allow riskier assets like crypto and private equity investments in retirement accounts. Plus, mocktails make us smile.Here's everything we talked about today:"Democratizing Access to Alternative Assets for 401(K) Investors" from The White House"Should You Include Cryptocurrency in 401(k) Investments?" from AARP"Trump wants your 401(k) to access crypto and private equity. Here's what to know." from CBS News"Would you add crypto to your retirement portfolio?" from Marketplace"How do hiring sites deal with a slowing job market?" from Marketplace"Long-term unemployment is rising as uncertain businesses hold off on hiring" from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

It's not just you — we feel the bad vibes in the job market too. On the show today, we'll unpack how what we're hearing from those on the job hunt compares to what the data shows about a labor market slump. And, President Donald Trump says he wants to allow riskier assets like crypto and private equity investments in retirement accounts. Plus, mocktails make us smile.Here's everything we talked about today:"Democratizing Access to Alternative Assets for 401(K) Investors" from The White House"Should You Include Cryptocurrency in 401(k) Investments?" from AARP"Trump wants your 401(k) to access crypto and private equity. Here's what to know." from CBS News"Would you add crypto to your retirement portfolio?" from Marketplace"How do hiring sites deal with a slowing job market?" from Marketplace"Long-term unemployment is rising as uncertain businesses hold off on hiring" from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

Bob Fraser is the co-founder and CEO of Aspen Funds, an investment firm offering alternative investments ranging from private equity, mortgage notes, oil & gas, and industrial. Bob is responsible for financial management, portfolio modeling, as well as systems and processes. Additionally, Bob is the co-host of the Invest Like a Billionaire podcast where he dives into the world of alternative investments and speaks with successful investors. On his show, he also discusses economic trends, including mega trends such as inflation, energy prices and deglobalization. His goal is simple, it's to empower others looking to explore less volatile investment opportunities, improving their portfolio's performance, and enabling them to become more financially secure.   Aspen Funds: aspenfunds.us – for information on Bob's investment firm. Book link: thebillionairebook.org – to preorder Invest Like a Billionaire and access bonus materials.   02:55 – From dot-com success and loss to discovering the control and stability of private alternative investments. 05:00 – Buying distressed debt after the 2008 crash 09:15 – Why oil and gas is a contrarian play today 14:50 – Red flags in oil and gas investing and the importance of institutional-grade operators over speculative drilling. 17:00 – Aspen's focus on private credit and industrial real estate 23:55 – The book Invest Like a Billionaire—how billionaires diversify into private alts, lower risk, and achieve higher returns than traditional portfolios.   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

In this first episode in a three part series, host Dr. Jimmy Turner discusses why he sold his Cadillac Blackwing and bought Bitcoin. He talks about the use cases of bitcoin he finds most interesting and dives into some of the basics behind why he views it as a worthwhile part of this portfolio. Specifically, Jimmy discusses digital sovereignty, trustless ledgers, decentralized control, and the outsized impact bitcoin can have as a balance to the rest of your portfolio.Need own occupation disability insurance from a source you can trust? Get a quote at https://moneymeetsmedicine.com/disability Or snag a free copy of Jimmy's best-selling book The Physician Philosopher's Guide to Personal Finance at https://moneymeetsmedicine.com/freebook 

Adam Bergman talks about his book “Mastering the Self-Directed IRA.” Adam is the founder of IRA Financial and an expert in self-directed retirement plans. Adam specializes in alternative assets like real estate, crypto, and private equity. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial matters on AQR's website and has been a prolific researcher throughout his career, with his contributions appearing in many of the leading scholarly journals, including the Journal of Portfolio Management, Financial Analyst's Journal, the Journal of Finance, and the Journal of Financial Economics. Before co-founding AQR, Cliff was a managing director and director of quantitative research for the asset management division of Goldman Sachs. Cliff Asness, welcome back to The Long View.BackgroundBio@CliffordAsness“Cliff Asness: Value Stocks Still Look Like a Bargain,” The Long View podcast, Morningstar.com, May 31, 2022.Macro Forecast, Market-Timing, and Equities“2035: An Allocator Looks Back Over the Last 10 Years,” by Cliff Asness, aqr.com, Jan. 2, 2025.“(So) What If You Miss the Market's N Best Days?” by Cliff Asness, aqr.com, June 5, 2025.“Why Not 100% Equities,” by Cliff Asness, aqr.com, Feb. 12, 2024.“Exceptional Expectations: US vs. Non-US Equities,” by Antti Ilmanen and Thomas Maloney, aqr.com, Q2 2025.Alternative Assets and Artificial Intelligence“In Praise of High-Volatility Alternatives,” by Cliff Asness, aqr.com, Sept. 4. 2024.“Should Hedge Funds Hedge?: Why Some Alts Should Have a Beta of 1.0,” by Cliff Asness, aqr.com, March 28, 2025.“We Have ‘Surrendered More to the Machines,' Says Quant Fund Titan Cliff Asness,” by Costas Mourselas and Amelia Pollard, ft.com, June 3, 2025.“CIO Perspectives: An Interview With Cliff Asness,” aqr.com, Sept. 1, 2024.OtherWisdomTree“AQR Launches the AQR Fusion Mutual Fund Series,” AQR Funds News, aqr.com, June 25, 2025.Asian Financial Crisis

What does it really take to build integrated wealth, not just for yourself, but for generations to come?In this episode, I sit down with Big Mike to share my journey; from growing up on a Nebraska farm to building a multimillion-dollar empire in real estate, oil & gas, and business. I reveal how I unlocked long-term financial freedom through Integrated Wealth Systems.You'll hear the behind-the-scenes of my journey from Chevron contractor to cash flow game distributor, real estate syndicator, and finally the founder of a 25-year wealth coaching community known as The Big Table. Listen in as I break down how I helps high-income individuals and entrepreneurs reduce taxes, plan their legacy, and invest smarter, with a strong focus on due diligence and family inclusion.Whether you're a business owner, real estate investor, or just someone who wants to keep more of what you make, this episode will expand your thinking on how to build, protect, and pass on wealth.Loral's Takeaways:Loral Langemeier's Background and Early Career (00:00)Transition to Real Estate and Rich Dad, Poor Dad (01:43)Expansion into Real Estate Tours and Millionaire Maker (03:06)Diversification and Business Development (05:58)Integrated Wealth Systems and Legacy Planning (08:48)Investment Strategies and Market Insights (13:29)Advice for Investors and Business Owners (19:26)Resources and Recommendations (27:28)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store:

Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:   Simple Investor Policy Statement (IPS) All-in-One Funds: target date and balanced/life-strategy funds as "default simple" solutions  Disability, life, and (if appropriate) long-term care insurance    This is the second part of a 2 part episode. Click here to listen to part 1.   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)    

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

What happens when Bitcoin meets real estate, alternative assets, and personal freedom? In this episode, Will Lehr breaks down how he went from helping clients invest in gold and silver IRAs to building a self-directed IRA platform that lets people hold Bitcoin, real estate, and more, all outside the traditional financial system.We talk about the mechanics of setting up a self-directed IRA, what makes the IRA LLC model different, and how to stay within IRS rules when it comes to physical gold, silver, and cold storage for Bitcoin. Will also explains why tools like the Unchained IRA are changing how people think about retirement planning.Then we shift to life in Surf City El Salvador, where Will is now developing land with like-minded Bitcoiners who care about sovereignty, sustainability, and long-term vision. If you're interested in real estate in Surf City, this conversation covers what kind of properties are still available, what's already sold out, and how demand is shifting fast.Whether you're holding metal, sats, or land, this episode is for anyone rethinking how to build a life and a portfolio that actually reflects your values. Hit subscribe, and drop a comment: Would you ever use your IRA to buy land in El Salvador?-Bitcoin Beach TeamConnect and Learn more about Will Lehrhttps://clubcocal.com/ https://unboundassets.com/ https://x.com/thewilliamlehr https://x.com/ClubCocal https://x.com/UnboundAssets Support and follow Bitcoin Beach:X: @BitcoinBeachIG: @bitcoinbeach_svTikTok: @livefrombitcoinbeachWeb: bitcoinbeach.comBrowse through this quick guide to learn more about the episode:00:00 What makes El Salvador feel like a 24/7 Bitcoin conference?02:15 How did Will get started with self-directed IRAs and Bitcoin?04:45 What is a self-directed IRA and how does it work?07:35 How to hold Bitcoin, gold, or silver in your IRA legally10:52 What's the risk of storing gold and silver at home in an IRA?13:21 Why are Bitcoiners moving to Surf City El Salvador?19:45 What makes real estate in Surf City such a strong long-term play?26:46 How is Will's land development attracting liberty-minded investors?33:45 How does his Bitcoin community support locals and nonprofits?39:16 Who's moving to El Salvador and what are they building?Live From Bitcoin Beach

We'd love to hear from you. What are your thoughts and questions?In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.Main Points:Self-directed IRAs allow investment in alternative assets.Many professionals are unaware of self-directed IRAs.The private placement market is larger than public markets.Tax-free growth is a significant advantage of self-directed accounts.Diversification is crucial for reducing investment risk.Investors can control their financial future through self-direction.Education is key to unlocking retirement account potential.The rollover process for IRAs is straightforward and tax-free.Prohibited transactions must be understood to avoid penalties.Self-directed accounts can lead to greater investment opportunities.Connect with Adam Bergman:abergman@irafinancial.comhttps://www.irafinancial.com/https://www.youtube.com/@IRAFinancialhttps://www.linkedin.com/in/adambergman1

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street. Patrick shares how a painful first deal during the 2008 crash reshaped his investing mindset, leading him to focus on long-term wealth accumulation, cash flow, and true portfolio diversification. What began with single-family rentals eventually expanded into large multifamily syndications, recession-resilient markets, and alternative assets, including litigation finance and debt funds. Patrick walks listeners through how he helps investors build a balanced portfolio by spreading risk across multiple, non-correlated asset classes. He also highlights why active professionals don't need to become landlords to grow wealth, and how the right mix of passive investments can lead to financial security and freedom. If you want to diversify beyond traditional real estate while keeping property in your portfolio, this episode is packed with practical strategies and new perspectives. In this episode, you will hear: The early investment mistake that shaped Patrick's long-term approach to wealth building What makes multifamily syndications a powerful tool for scalable, passive income Where litigation finance fits into a diversified real estate investment portfolio Ways debt funds provide stable returns outside of traditional equity deals Differences between passive and active investing for busy professionals The role of education and networking in avoiding common investor pitfalls Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Passive Investing Mastery website - passiveinvestingmastery.com Passive Investing Mastery on Facebook - www.facebook.com/PassiveInvestingMastery Connect with Patrick Grimes on LinkedIn - www.linkedin.com/in/patricksgrimes Invest on Main Street website - investonmainstreet.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of the Jake and Gino podcast, we're joined by the legendary M.C. Laubscher – founder of Producers Wealth and host of the globally renowned Cashflow Ninja podcast. With over 1,000 episodes under his belt and financial strategies that have reached over seven million people, M.C. is redefining how entrepreneurs think about money, family, and long-term wealth.In this conversation, M.C. breaks down:- Why alternative assets like real estate and gold aren't really "alternative" at all - The five foundational pillars of a family office (yes, even if you're not a Rockefeller!) - How to think generationally about wealth with tools like family banks, legacy assets, and masterminds - Why most people are still making Wall Street-level mistakes in the private investment world - How to get started building your own family financial blueprint—even without millions in the bank If you're ready to ditch the noise, gain control of your capital, and build a legacy that lasts, this is a must-watch (or must-listen). Plus, we have some fun talking NFTs, meme coins, and how Jake still gets FOMO over Trump Coin.Get M.C.'s book Get Wealthy For Sure: https://getwealthyforsure.com—Chapters: 00:00 - Introduction  01:39 - M.C.'s Backstory  05:04 - What Went Wrong After 2008 and How People Repeated Mistakes  06:06 - What is "Alternative Investing" and Why It's Misbranded  09:35 - How the Market Changed After 2022: Interest Rates & Risk  12:58 - Demystifying the Family Office: Mindset Over Millions  28:49 - Meme Coins, NFTs, and Investing for 100 Years  32:00 - Teaching Kids Financial Literacy Through Play and Mentorship  36:01 - Where M.C. is Investing in 2025: Data Centers, Warehouses, Oil  42:22 - Multifamily Strategy in the Current Market Cycle  46:50 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally. If you're tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.Grab Dave's book for FREE: https://www.holisticwealthstrategy.com Chapters:00:00 - Introduction  01:20 - What Defines the Ultra Wealthy  06:19 - Dave's Origin Story: From Marines to Multiplying Wealth  09:55 - Traditional Financial Planning vs. Strategic Wealth Building  15:52 - Taxes as an Opportunity, Not a Burden  29:28 - The Private Markets vs. Blue-Chip Stocks  38:29 - Refi and Roll: Jake & Gino's Real-Life Experience  48:07 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Join Nick Lamagna on The A Game Podcast with our guest Jerremy Alexander Newsome who is an investor of many asset classes, recognized as an authority on the stock market and has made big money investing in liquor as well.  He is a Coach, CEO and athlete who has been featured on CNBC, Forbes and many big publications who went from waiting tables to shifting his perspective from pursuing happiness to actually being happy. He made a choice to be a master of his time and through trading stocks and investing in alternative assets like Bourbon, he created the life he always envisioned. Jerremy makes a constant effort to do hard things to achieve an easier life whether the challenge is a cold plunge, an iron man or running a marathon, he commits to success in everything he does and is now committed to helping clients just like you understand and demystify their finances, health, lifestyle and get their time back!  He shares his knowledge through his best selling books, his podcast "Broke to Woke" and is the CEO of Real LIfe Trading Academy and its education platform.  Topics for this episode include: ✅ Three ways everyone can make money in stocks  ✅ How stocks can be exactly like real estate investing  ✅ How to limit your risk of losing money in the stock market ✅ The danger of being TOO optimistic ✅  Opportunities to make millions investing in liquor + More See the show notes to connect with all things Jerremy! Connect with Jerremy : Jerremy Newsome on Instagram Jerremy Newsome on Facebook Jerremy Newsome on Twitter Jerremy Newsome on LinkedIn Jerremy Newsome on Youtube Jerremy Newsome on Threads   Connect with Real Life Trading : reallifetrading.com Real Life Trading on Facebook Real Life Trading on Youtube Real Life Trading on Instagram Real Life Trading on Twitter Real Life Trading on TikTok   Connect with the Broke To Woke Podcast: The Broke To Woke Podcast --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers